INDUSTRIES · MSPS

Your ticket queue grew.
Headcount did not.

MSPs do not lose margin on hard tickets alone. They lose it in triage, onboarding, renewals, reporting, and the repeated questions that never become reusable knowledge. We build systems that keep the service desk moving.

01 · THE PROBLEMS WE HEAR
SERVICE MANAGER · MSP
"The queue is triaged by whoever checks it first."
Priority drift · uneven routing
ACCOUNT MANAGER · MSP
"Renewals sneak up, then everyone scrambles."
Lifecycle gaps · reactive QBRs
OWNER · REGIONAL MSP
"Onboarding a client creates fifty tasks and twenty chances to miss one."
Client onboarding · manual checklist
TECH LEAD · MSP
"Our knowledge base is tribal memory and stale screenshots."
Repeated tickets · low reuse
02 · WHAT WE SHIP FOR MSPS
APPS
SERVICE DESK

Ticket triage console

One front door for noisy queues: priority, SLA, client context, asset history, likely owner, and suggested first response.

  • + Priority scoring with rationale
  • + Client and asset context attached
  • + Routing by service, SLA, and skill
  • + Draft response and next-step checklist
Integrates with · ConnectWise · Autotask · HaloPSA · Zendesk · Microsoft 365
AUTOMATIONS
CLIENT ONBOARDING

Client onboarding workflow

The repeatable checklist that turns a signed contract into users, devices, access, documentation, and billing without the scramble.

  • + Task generation by client profile
  • + Access, tenant, and device checks
  • + Documentation requests with reminders
  • + Billing and PSA handoff once live
Integrates with · Microsoft 365 · Google Workspace · NinjaOne · Datto · QuickBooks
AGENTS
QBR / RENEWAL

Renewal and QBR agent

Watches agreement dates, ticket history, recurring issues, asset age, and security posture so account managers walk into QBRs with substance.

  • + Renewal lookahead and risk flags
  • + QBR pack draft from service history
  • + Recurring issue summaries
  • + Expansion and remediation recommendations
Integrates with · ConnectWise · Autotask · HubSpot · Salesforce · Power BI
AGENTS
KNOWLEDGE

Knowledge base sync agent

Turns resolved tickets into reviewed knowledge drafts and keeps stale articles visible before techs waste another hour.

  • + Resolved-ticket pattern detection
  • + Draft KB articles for senior review
  • + Stale article and screenshot checks
  • + Suggested snippets during ticket response
Integrates with · IT Glue · Hudu · Confluence · SharePoint · Notion
03 · ONE WE SHIP FIRST
Reference · Mid-market MSP
From first-come triage to priority, owner, and context on every ticket.

Most MSP automation fails when it tries to replace the PSA. The better first move is a triage layer that reads what is already there and gives the team a cleaner queue.

We connect the PSA, RMM, documentation, and customer comms, then ship the routing and context loop that gives techs a useful first minute on every ticket.

Scope the triage layer →
60 sec
TRIAGE TARGET
Priority and owner assigned.
30 d
RENEWAL LOOKAHEAD
No surprise scrambles.
1
CLIENT CONTEXT
PSA, RMM, and docs together.
0
PSA REPLACEMENT
Keep the system of record.
04 · SYSTEMS WE SPEAK
PSA & SERVICE DESK
ConnectWiseAutotaskHaloPSAZendeskFreshdesk
RMM & SECURITY
NinjaOneDatto RMMAteraHuntressSentinelOneMicrosoft Defender
DOCS & IDENTITY
IT GlueHuduConfluenceSharePointMicrosoft 365Google Workspace
CRM & FINANCE
HubSpotSalesforceQuickBooksXeroPower BI
GET IN TOUCH

If tickets keep scaling faster than margin,
let's talk.

We will scope the service desk workflow that would give your team the most leverage without changing your PSA.