Scale Your MSP Without Adding Help Desk Headcount
Stop losing sleep over after-hours SLA breaches. Our AI Phone Agent integrates with your PSA to triage tickets and route urgent escalations 24/7.
The modern Managed Service Provider (MSP) operates on razor-thin margins with labor typically accounting for 60-70% of total expenses. With the average managed seat price ranging from $150 to $250 per month, the loss of a single 50-user client can represent a $150,000 annual revenue hit. Most MSPs struggle with 'ticket fatigue' where Level 1 technicians spend 40% of their day on low-value tasks like password resets or gathering basic ticket details, delaying response times for critical infrastructure failures.
Our AI Phone Agent is designed specifically for the IT services ecosystem, where meeting Service Level Agreements (SLAs) is the difference between a long-term contract and churn. By integrating directly with tools like ConnectWise, Datto Autotask, and HaloPSA, our system ensures that every call is answered on the first ring, tickets are categorized with the correct priority level, and after-hours emergencies are escalated to your on-call rotation with full transcriptions.
Problems We Solve
L1 Triage Bottlenecks
Eliminate the morning 'ticket mountain' by having the AI gather device IDs, contact info, and issue descriptions directly into your PSA before a human even logs in.
After-Hours SLA Breaches
Avoid costly penalties and client dissatisfaction. Our AI provides 24/7 coverage, instantly acknowledging issues and identifying 'Critical' priority events based on your specific logic.
Password Reset Fatigue
Automate the most common help desk request. The AI can verify user identity and guide them through self-service portals or trigger automated reset workflows in your RMM.
Inconsistent Ticket Documentation
Stop chasing techs for notes. Every call generates a clean, structured summary with sentiment analysis and technical categorization pushed directly into the ticket timeline.
Missing High-Value Sales Leads
When a prospect calls for a quote on a $100k project, our AI identifies the intent, captures lead details, and books a discovery call on your Sales Manager's calendar.
What You Get
PSA/RMM Bi-Directional Sync
Real-time integration with ConnectWise Manage, HaloPSA, and NinjaRMM to check ticket status and update records.
Multi-Compliance Security
Built to satisfy SOC 2, HIPAA, and CMMC requirements with encrypted data handling and strict access controls.
Smart Escalation Logic
Differentiates between a 'printer is jammed' and 'server room is on fire,' routing calls to the correct on-call engineer.
VIP Client Recognition
Identifies high-value accounts by Caller ID and provides white-glove routing or immediate partner notification.
Onboarding Intake
Automates the collection of new user details during client onboarding, ensuring HR forms and hardware requirements are logged.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
An MSP with 600 managed seats saves roughly 22 hours of L1 labor weekly on ticket intake and password resets, yielding a 5x ROI compared to hiring a night-shift dispatcher.
Frequently Asked Questions
Can it create tickets directly in ConnectWise or HaloPSA?
Yes. The AI uses API integrations to create tickets, set the correct Service Board, assign priority levels, and attach a full call transcript so your techs have context immediately.
How does it handle HIPAA-compliant clients?
Our system can be configured for HIPAA compliance, ensuring that PHI is handled according to BAA requirements and that all voice data is encrypted at rest and in transit.
What happens if the AI doesn't understand the technical issue?
The AI is programmed to recognize its limitations. If it cannot resolve the query, it gracefully transitions the caller to a live technician or records a detailed message for immediate callback.
Does it support 2FA and password reset workflows?
Yes, it can be integrated with identity providers to verify the caller via SMS or email MFA before assisting with password reset instructions or RMM-triggered resets.
Can it check the status of an existing ticket?
Absolutely. By verifying the caller's email or ticket ID, the AI can query your PSA and provide real-time updates on status, assigned tech, and latest public notes.
How long does the initial setup and training take?
Initial deployment takes 2-3 weeks, which includes mapping your PSA fields, training the AI on your specific service catalog, and testing escalation paths.
Stop Answering Phones and Start Solving Problems
Book a free consultation to see how our AI integrates with your specific MSP stack.
Serving IT Services & MSPs businesses nationwide. Based in Westlake Village, CA.