Training

Welcome to our collection of Insights training materials. Here you'll find user guides, PDFs and training videos to suit your style of learning.

How to Install the Insights POD

A simple, step-by-step guide to activating the Insights POD inside ConnectWise.

Install Guide

Online User Guide

A comprehensive, online user guide covering every feature of Insights and how to get the most from them.

Read User Guide

PDF Quick Start Guide

A downloadable, quick-start PDF guide covering Insights' main features and when to use them.

Download PDF

Getting the Most from Insights

A guide for service desk leads, team managers, and onboarding champions who want to make sure Insights becomes a natural part of every engineer's toolkit.

Read Guide

Video: Insights User Guide and Product Demonstration

This video provides a comprehensive overview of the Insights Service Ticket Helper Software, detailing essential tools designed to enhance your ConnectWise support tickets.

24m

Watch Video

Video: Insights Best Practice Suggestions

A guide to the best practices for implementing Insights to achieve maximum success.

23m

Watch Video

Individual Feature Guides

Related Tickets

The 'Related Tickets' feature quickly finds past tickets similar to your current issue, making it easier to see previous solutions.

Time Entry Search

Easily search previous ticket Time Entries for keywords to help you locate solutions to repeat problems.

Suggested Fixes

The 'Suggested Fixes' feature provides AI-driven solutions for your ticket issues.

Ticket Summary

The 'Ticket Summary' feature quickly compiles key information from a support ticket, helping you understand the issue's history and current state.

Job Notes Generator

Easily log your work, generate summaries to send to clients and Insert Time Entries.

Insert Time Entries and Notes

Easily and simply insert any output from Insights as a Time Entry or Ticket Note.

Rewrite for Customer

Rewrite any output from Insights into a professional, customer-facing email.

Text Perfecter

Transform any text, no matter how it is written, into perfectly formatted, professional English.

Password Generator

Generate and copy secure, random passwords at the click of a button.

Chat GPT Direct

Talk to the latest Chat GPT model, using the secure business API, to answer to your IT questions.