What Insights Does Inside ConnectWise

Built for Engineers, Not Dashboards

Insights is a ConnectWise plugin that gives engineers AI tools directly inside the ticket they're working on. No new tabs, no separate app, no workflow changes. It runs as a pod alongside the ticket screen and does the reading, writing, and searching that eats up time on every ticket.

Every Feature, Explained

Ticket Notes Summary

Long ticket histories are one of the biggest time sinks. Insights summarises the entire trail instantly, so engineers can get up to speed without reading 30 notes.

Suggested Fixes

Based on the ticket content, Insights suggests possible fixes. Useful for junior engineers, or for anyone looking to sanity-check their approach on an unfamiliar issue.

Step-by-Step Guides

Turn any suggested fix into a clean walkthrough. Good for training, documentation, or helping newer techs follow a structured process.

Rewrite for Customer

Take a technical explanation and turn it into clear, professional language a client will actually understand. One click, no rewriting from scratch.

Text Perfecter

Full grammar and spell checking that rewrites any message into fluent English. Useful for engineers writing in a rush or anyone who wants to clean up their notes before sending.

Related Tickets

See other tickets that match the current issue. This surfaces fixes that worked before and helps avoid duplicate work.

Time Entry Search

Search time entries and notes across tickets without leaving the one you're working on. Finds solutions buried in previous work that nobody would otherwise dig up.

Job Notes Generator and To-Do List

Build formatted job notes automatically and generate a to-do list based on actions taken or AI suggestions. Keeps internal and client-facing documentation consistent without the manual effort.

Query GPT Inside the Ticket

Ask questions or get troubleshooting advice without switching to a browser. Port numbers, migration steps, best practices: answered in seconds, right inside ConnectWise.

Secure Password Generator

Create strong passwords in one click. Fully configurable to match your security policies.

Who Uses It

Insights is built for MSPs using ConnectWise who want to:

  • Cut the admin time on every ticket
  • Help junior engineers work independently sooner
  • Keep client communication consistent and professional
  • Document work properly without it feeling like a chore
  • Stop duplicating effort across the team

What Makes It Different

Most AI tools are built for demos. Insights is built for the ticket screen. Every feature exists because MSP engineers asked for it or because we watched them waste time on something AI could handle.

There's no onboarding process. Install the pod, and engineers start using it on their next ticket.

Try It

Insights is free for two weeks, no card required. Install takes 20 minutes and your team will see the difference on their first ticket.

Start your free trial.

Test-Drive Insights for Two Weeks, Completely Free

Follow our simple Wizard installation and start saving time on every ticket.

Free Two Week Trial Watch Our Product Demo