Insights' Features

Insights is packed with features that help your technicians improve their First Time Fix rate and decrease escalations, as well as features that help train new staff and standardize your client communications.

Watch this short video to see how Insights works.

Related Tickets

Instantly and automatically find related tickets to help speed up resolution and avoid duplicate work.

Previous fixes at your fingertips.
Instantly summarise whole tickets.
Speed up resolution.
Enhance productivity.

Advanced ConnectWise Search

Search through the time entries of previous tickets right inside the one you're on.

Search through Time Entry notes.
Pinpoint previous solutions.
Enhance productivity.
Avoid duplicate efforts.

See our Time Entry Search demo video and user guide

Suggested Fixes

Use the power of AI to suggest fixes to the problems in your tickets.

Decreases escalations.
Helps train apprentices.
Sparks ideas in even seasoned engineers.

Ticket Notes Summary

Save engineer reading time by instantly creating summaries of long ticket histories.

Concise summaries.
Save time.
Extract important information.

See our Ticket Summary demo video and user guide

Step by Step Guides

Generate step by step instructions for any Suggested Fix Insights comes up with. Perfect for training new staff.

Make new staff more autonomous.
Fill knowledge gaps.

See our Step by Step Guide user guide

Job Notes Generator & To Do List

Easily generate internal and customer-facing job notes in a standard format.

Build to-do lists manually or from AI's suggested fixes.

Easily record completed tasks.
Fosters clearer communication.
Present consistent updates to customers.

See our Job Notes Generator demo video and user guide

Rewrite for Customer

Instantly rewrite any generated content into professional, customer-facing text.

Consistent professionalism.
Standardise communication.
Quickly update customers.

See our Rewrite For Customer demo video and user guide

Text Perfecter

Rewrite any text into fluent English with full grammar and spell checking.

Consistent, professional communication with clients.
Great for users who:
- struggle with writing
- write in a rush
- are non-native English Speakers

See our Text Perfecter demo video and user guide

Query Chat GPT Inside Your Support Ticket

Conversational AI right inside your support ticket gives you access to the entirety of human knowledge without leaving ConnectWise.

Solve problems.
Get advice.
Secure business API.
No limits.

See our Chat GPT Direct demo video and user guide

Secure Password Generator

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

Fully configurable.
Enhances security.
Promotes best practices.

See our Password Generator demo video and user guide

Constant Updates

As a SaaS (Software as a Service) product, all Insights' users benefit from new features and updates as they're added.

Security First

Insights is built from the ground up for data security and is fully GDPR compliant. Read all about our security features here: Security FAQ