Solution Library
Browse examples of the agents we build — for ticketing, calls, onboarding, and more. Don't see what you need? Tell us.
An agent answers calls 24/7, verifies callers against your PSA, creates tickets, and resolves common issues like password resets without human intervention.
Agents route urgent calls to on-call techs while handling routine requests automatically. They know your escalation rules and client priorities.
Every call is transcribed, summarized, and logged as a ticket with full context. Your team sees exactly what happened.
Agents automatically categorize and route incoming tickets based on keywords, client priority, and issue type. Reduces manual sorting by 90%.
Agents monitor ticket aging and automatically escalate before SLA thresholds are breached. They alert the right people at the right time.
Agents send automated, professional status updates to clients at key milestones. No more 'any update?' emails.
One form triggers an agent to complete user setup: M365 account, PSA contact, RMM agent install instructions, documentation entry, and welcome email.
Agents automatically assign and remove licenses based on user role changes. They track license usage and optimize costs.
Agents run comprehensive offboarding with an audit trail: disable accounts, revoke access, backup data, update documentation, notify stakeholders.
Agents route RMM alerts to the right technician based on severity, client, and issue type. Critical alerts get immediate attention.
Agents consolidate duplicate alerts into single tickets. No more 50 tickets for one server issue flooding your queue.
Agents handle smart escalation based on time of day, on-call schedules, and alert severity. Wake the right person, not everyone.
Agents generate professional QBR presentations from PSA data automatically. Charts, metrics, and insights ready for client meetings.
Agents keep IT Glue, Hudu, and other documentation tools in sync. Changes in one place update everywhere.
Agents automatically generate compliance reports for HIPAA, SOC2, and other frameworks. They pull data from multiple sources.
Agents match billable time and products against agreements. They flag discrepancies before invoices go out.
Agents automatically calculate and bill for usage-based services like M365 licenses, backup storage, and more.
Agents keep agreements in sync with actual asset counts. Billing automatically adjusts when devices are added or removed.
Agents generate and send monthly client newsletters with security tips, updates, and company news. Professional and automated.
Agents automatically notify affected clients before scheduled maintenance. They include relevant details and contact info.
Agents send satisfaction surveys after ticket closure. They track NPS and follow up on negative feedback automatically.
These are just examples. Tell us your workflow and we'll build the agent for it.
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