Your team's new superpower,
broken down
Every feature lives inside a single panel in ConnectWise PSA. No tab-switching. No training. Your technicians see it the moment they open a ticket.
Related Tickets
When your engineer opens a ticket, Insights instantly searches your entire ConnectWise history and surfaces every previous ticket with a similar issue, ranked by relevance.
That printer problem your senior tech fixed six months ago? It's right there. The exact steps, the notes, the resolution. Your L1 doesn't need to escalate. They don't even need to ask anyone.
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Suggested Fixes
One click and Insights analyses the ticket and suggests solutions from its own training. Each suggestion comes with a step-by-step guide your technician can follow.
This is what turns a stuck L1 into a problem-solver. Instead of escalating to L2, they get a concrete path to try first.
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Ticket Summary
Long ticket with 40 notes across three engineers and two weeks? Insights automatically generates a clear, concise summary of what happened, what was tried, and where things stand. No clicks needed.
Essential when a ticket gets escalated or handed off. The next engineer gets context in seconds instead of spending 15 minutes reading through a wall of notes.
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Rewrite for Customer
Your engineers write technical notes. Your clients want plain English. Insights rewrites any output into polished, professional language ready to send to the customer.
Every update reads like it came from your best communicator, regardless of who actually wrote it. Consistent tone across your whole team.
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Job Notes Generator
Engineers hate writing notes. But without them, the next person picking up the ticket is flying blind. Insights generates structured work logs and to-do lists automatically.
It can pull from suggested fixes, tasks, and the engineer's own entries to build a complete record of what was done and what's left.
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ChatGPT Direct
Sometimes you need to ask a question that your ticket history can't answer. ChatGPT is built right into the panel, pre-loaded with the ticket's context.
Your engineers get the full power of conversational AI without leaving ConnectWise, without copying and pasting, and through a secure business API.
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Advanced ConnectWise Search
ConnectWise's built-in search is limited. Insights lets you search through time entry notes across every ticket, for any client or all clients at once.
When you know you've seen that exact error message before but can't find where, this is how you find it.
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Text Perfecter
Rewrites any text into clean, fluent English with full grammar and spell checking. Particularly valuable for non-native English speakers and engineers who write in a rush.
Your client-facing communications stay professional, no matter who writes them.
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Secure Password Generator
Generate strong, configurable passwords with one click. Copy them straight to the clipboard. A small feature, but one your technicians will use every day.
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Tasks
Create pre-defined to-do lists that can be assigned by client, board, or ticket type. When a technician opens a matching ticket, the relevant task list is ready to go.
Ensures nothing gets missed on complex, multi-step jobs.
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See it for yourself
Every feature above is included in the free trial. No restrictions, no payment card, your whole team.