Supercharge your Autotask PSA knowledge base with AI
Swiftask connects your AI agents to Autotask PSA. Your technicians find answers to complex incidents in seconds by leveraging your ticket history.
Result:
Drastically reduce Mean Time to Resolution (MTTR) and capitalize on your team's technical expertise.
AI Agents
autotask psa
Connector autotask psa · Secure OAuth 2.0
Searching for information in Autotask PSA is too slow
Your technicians waste valuable time digging through archived tickets, scattered documents, or outdated knowledge bases. The information exists, but it's hard to reach.
Main negative impacts:
Technician cognitive overload
Difficulty in finding precise answers increases stress and slows down the resolution of level 2 and 3 tickets.
Loss of institutional knowledge
When a staff member leaves, their technical expertise contained in ticket resolutions risks leaving with them.
Inconsistent client responses
Without access to a unified knowledge base, the answers provided to clients vary from one technician to another.
Swiftask automatically indexes your Autotask PSA data to create an augmented knowledge base. Ask a question in natural language, and your AI agent extracts the relevant solution.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
The technician receives a complex ticket. They have to open Autotask PSA, run multiple keyword searches, manually browse closed ticket history, and hope to find a similar situation.
With Swiftask + Autotask PSA
The technician queries the Swiftask agent directly. The AI analyzes the ticket history in Autotask PSA and instantly proposes the exact technical procedure or validated solution.
Deploy your augmented base in 4 steps
1
STEP 1 : Secure connection
Connect your Autotask PSA instance to Swiftask via a secure integration.
2
STEP 2 : Intelligent indexing
Swiftask analyzes and indexes your resolved tickets and knowledge base articles to create a semantic repository.
3
STEP 3 : Agent configuration
Define your AI agent's instructions to answer technical questions from technicians.
4
STEP 4 : Real-time querying
Your technicians access the augmented base via the Swiftask chat.
Advanced features for MSPs
The AI understands the technical context of each ticket, identifies entities (hardware, software, error), and prioritizes solutions based on past success.
- Target connector: The agent performs the right actions in autotask psa based on event context.
- Automated actions: Semantic search in tickets, automatic summary of complex cases, resolution procedure extraction, response suggestions based on history.
- Native governance: All sources cited by the AI agent are linked directly to the original ticket in Autotask PSA for verification.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-autotask-psa@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Major operational benefits
MTTR reduction
Find solutions in seconds, not minutes.
Accelerated onboarding
New technicians become operational much faster.
Consistent service quality
Standardize technical resolutions across your entire team.
Knowledge capitalization
Turn every resolved ticket into a lasting asset for your company.
Focus on complex tasks
Free up time by automating routine information searches.
Security and confidentiality
Swiftask applies enterprise-grade security standards for your autotask psa automations.
- Restricted access: The AI agent respects the permissions defined in your Autotask PSA instance.
- Encrypted data: All indexed data is encrypted at rest and in transit.
- Compliance: Solution designed for MSP environments with demanding security requirements.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on technical productivity
| Metric | Before | After |
|---|---|---|
| Information search time | 10-20 min per ticket | < 30 seconds |
| First-contact resolution | Baseline | +25% increase |
| Onboarding time | 3-6 months | 1-2 months |
Take action with autotask psa
Drastically reduce Mean Time to Resolution (MTTR) and capitalize on your team's technical expertise.