Insights 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.

Online
User
Guide

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

PDF
Quick Start
Guide 🔗

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

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.

Video duration: 24m

Video: Insights Best Practice Suggestions

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

Video duration: 23m

Individual Features' User Guides - Quick Links

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.