Ticket triager
Sorts every new ConnectWise ticket, answers the common ones from your runbook and routes the rest to a tech.
IT services
AI employees for IT services firms and MSPs.
Managed service providers and IT consultants. 9 Jameses to pick from, each set up in your own tools by our engineers, with you.
Works in the tools you use
Quote follow-up rep
Follows up on every quote you sent from ConnectWise until the client signs or says no.
License and renewal tracker
Checks each client's Microsoft 365 seats against what you bill, and lists renewals due in the next 60 days.
CSAT follow-up rep
Reads every client survey after a ticket closes, answers each comment and opens a follow-up for low scores.
Onsite visit scheduler
Books the onsite visits your tickets need: finds a tech's open time, offers it to the client, schedules it.
Tech hiring coordinator
Logs applicants for your help desk and field tech roles and books interviews with the ones you pick.
Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.
RMM alert summarizer
Turns the pile of RMM alerts into one short Slack note by client, and drafts outage notices for your OK.
Don't see your job?
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Also in professional services:Accounting firmsLaw firmsAgenciesRecruiting and staffingInsurance agenciesFinancial advisers
Every kind of business
Every flow is a starting point
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
Beyond the job, text him like a colleague
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.