Insights: The AI-Powered Boost for ConnectWise You Didn’t Know You Needed

ConnectWise AI

Your Engineers Are Busy, Let’s Make Life Easier

MSP engineers deal with long ticket trails, repetitive documentation, scattered knowledge, and constant context switching. Most of them just want to focus on solving problems, not digging through notes or rewriting updates for customers.

That’s where Insights comes in. It’s a powerful, lightweight AI assistant that lives inside ConnectWise and helps engineers get more done, faster, and with less friction.

What Is Insights?

Insights is a ConnectWise plugin that enhances the ticketing experience using practical, in-context AI tools. It’s not here to replace your team. It’s built to support them, giving them quick access to summaries, fixes, polished notes, and helpful shortcuts, all without leaving the ticket screen.

It works the way engineers do. Fast. Focused. No noise.

Top Features That Set It Apart

Here’s what engineers can do with Insights right inside ConnectWise:

Ticket Notes Summary

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

Suggested Fixes

Based on the contents of the ticket, Insights suggests possible fixes to try. Great for junior engineers, or for anyone looking to sanity-check their thinking.

Step-by-Step Guides

Turn a Suggested Fix into a clean, step-by-step walkthrough. Perfect for training, documentation, or helping newer techs follow a structured process.

Rewrite for Customer

Take a technical explanation and instantly turn it into clear, professional customer-friendly language. No more rewriting notes from scratch.

Text Perfecter

Rewrite any message into fluent English with full grammar and spell checking. Helpful for engineers writing in a rush, or anyone who wants to polish their words before sending.

Related Tickets

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

Advanced Search

Search time entries, notes, and ticket history without leaving the current ticket. It’s like a ConnectWise memory boost.

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 notes and client-facing summaries tidy and consistent.

Query GPT Inside the Ticket

Engineers can ask questions or get advice without switching tabs. Everything from port numbers to migration steps can be answered in seconds, right inside the interface.

Secure Password Generator

Create secure, best-practice passwords in one click. Fully configurable and perfect for client setups.

Who Is It For?

Insights is built for MSPs using ConnectWise who want to:

  • Save time on every ticket
  • Improve communication quality
  • Help junior engineers work more independently
  • Document faster and more consistently
  • Avoid duplication of effort
  • Get more value from their existing ConnectWise setup
 

If you want to level up your service desk without overhauling your workflow, Insights is ready to help.

What Makes Insights Different From Other AI Tools?

Plenty of tools claim to use AI. Insights actually makes it useful. Every feature is designed around real ConnectWise workflows and the real pain points that engineers deal with every day.

There’s no fluff. Just practical tools that make tickets easier to manage.

The Bottom Line

Insights gives your engineers the tools they need to work faster, smarter, and more confidently inside ConnectWise. It’s simple to roll out, easy to learn, and delivers value from day one.

If your team spends too much time reading, rewriting, or repeating themselves, it’s time to give them a smarter way to work.

Test-Drive Insights for Two Weeks, Completely Free

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