Autotask PSA
AI inside Autotask, on the ticket page.
Assist-X reaches Autotask as a sidebar on the ticket page itself, delivered as a Chrome extension and configured for your company rather than installed blind from the store.
How it shows up
A sidebar on the page you are already on
The Autotask Sidebar embeds your organization's assistant as a panel beside the ticket. It runs only on Autotask pages, and it reads the ticket you are looking at so nobody has to tell it which one.
It is configured by your MSP with a company-specific key rather than being a public install, which is what keeps one MSP's assistant and one MSP's data apart from everyone else's.
What it does once it is there is the same work it does anywhere else. The delivery differs because Autotask and ConnectWise extend differently; the product does not.
What it does there
The same work, whichever of the four you run.
That is the point of building against four PSAs rather than one. Your AI investment travels with you if you switch, acquire an MSP on another platform, or take on a client running something else.
The ticket is written during the call
The transcription agent writes notes, subject, classification and the time entry while the engineer is still talking, rather than at five in the afternoon from memory. This is the single largest piece of the 45 to 60 minutes a day.
Ask AI searches everything at once
Every resolution your team has ever recorded, alongside IT Glue, IT Boost, Hudu, SharePoint and Confluence, answered inside the ticket. Nobody has to remember which system holds the answer, or whether anyone ever wrote it down.
Every ticket is read and scored
Not a sample and not the ones somebody flagged. That is what makes XOP Command possible: escalation risk, client health and engineer coaching all come from the same pass over the same tickets.
What the agents raise lands here
Tickets from Agent-X and from the Voice-X inbound agent arrive on the right board with type, subtype and priority already set, so the queue does not fill with unclassified work for somebody to sort.
Getting it running
Configuration is written down
The client configuration portal carries the Autotask guides: API setup and the engineer Chrome extension rollout. The portal is password protected, and your guide link comes with onboarding.
Onboarding runs four to six hours, and it is configuration rather than a project.
Run something else?