AI Assistant
Available

AI-Native MSP Operations

A context-aware AI assistant built into Core that understands your MSP operations. Search tickets, create new ones, look up contacts and companies, and query your knowledge base — all through natural language conversation.

Natural Language Search

Search across tickets, contacts, companies, and your knowledge base using plain English. No need to remember filters or query syntax.

Ticket Creation

Create tickets by describing the issue in your own words. The assistant extracts the relevant details and populates the ticket for you.

Context-Aware

The assistant knows which page you are on and suggests relevant actions. Viewing a customer? It can pull up their recent tickets instantly.

Multi-Provider Support

Works with Anthropic Claude and xAI Grok. Choose the AI provider that fits your needs and configure your API key in Settings.

Contact & Company Lookup

Quickly find contacts, phone numbers, email addresses, and company details without leaving your current workflow.

Knowledge Base Queries

Ask questions and get answers sourced directly from your internal knowledge base articles and SOPs.

How It Works

1

Configure Your API Key

Go to Settings and add your Anthropic or xAI API key. Your key is stored securely per workspace.

2

Open the Assistant

Click the sparkles icon in the sidebar to open the AI assistant panel. It is available from any page in Core.

3

Ask Anything

Type your question or request in natural language. The assistant uses your real data to provide accurate, actionable responses.

Example Use Cases

Day-to-Day Operations

  • "Show me all open tickets for Acme Corp"
  • "Create a ticket: server is down at Building 3"
  • "What is the phone number for John at TechStart?"
  • "Find the KB article about VPN setup"

Quick Insights

  • "How many tickets were opened this week?"
  • "Which customers have unresolved critical tickets?"
  • "Look up the contact details for our main POC at Initech"
  • "Search the knowledge base for password reset steps"

Try the AI Assistant Today

Add your API key in Settings and start using natural language to navigate your MSP operations faster than ever.