AI Intake Agent for MSPs
Tickets come from everywhere. The Intake Agent gathers every channel into one consistent, complete record — so Triage always starts with clean data.
Every channel, a different quality of ticket
Email, portal, chat, and phone all capture the same kind of request — but never with the same level of detail. Triage inherits that inconsistency.
Channel Chaos
Every intake channel formats and captures details differently.
Missing Details
Client-submitted tickets often skip the device, site, or contact info needed to act.
Silent Duplicates
The same issue gets reported twice and quietly becomes two tickets.
Alert Noise
Monitoring alerts and auto-replies clutter the queue right alongside real requests.
From any channel to one clean ticket
Fully automated intake, before Triage ever sees the ticket.
Ticket Submitted
A request arrives via email, client portal, chat widget, or is handed off from the Phone Agent.
Normalize & Enrich
The Intake Agent extracts key details and fills in missing fields — device, location, contact — from your PSA and CMDB.
Duplicate Check
Cross-references open tickets to catch duplicates and related requests before they clutter the queue.
Hand-off to Triage
A clean, enriched ticket moves to the Triage Agent for classification and prioritization.
Average time to normalize and enrich a ticket
What the Intake Agent handles
Comprehensive intake automation that eliminates inconsistent tickets entirely.
Omni-Channel Capture
Every submission channel feeds into one consistent ticket format.
- Email parsing, including forwarded threads
- Client portal and web form submissions
- Live chat, Teams, and Slack requests
- Phone Agent hand-offs included automatically
Automatic Enrichment
Fills the gaps a client's ticket left blank.
- Pulls asset and device info from your RMM/CMDB
- Confirms contact and site from your PSA
- Requests screenshots or logs when needed
- Flags incomplete tickets for one clarifying reply
Duplicate & Related Ticket Detection
Stops the same issue from spawning five tickets.
- Matches new tickets against open ones
- Merges true duplicates automatically
- Links related tickets for context
- Prevents double work across technicians
Spam & Noise Filtering
Keeps automated alerts and junk out of the human queue.
- Filters auto-replies and out-of-office noise
- Separates monitoring alerts from client requests
- Applies your MSP's intake rules consistently
- Nothing falls through the cracks
Intake Agent impact
What MSPs gain when every channel feeds one clean pipeline.
tickets normalized before triage
channels unified
to enrich a ticket
manual channel-checking
Intake Agent questions
What channels does the Intake Agent support?
Email (including forwarded threads), your client portal, live chat, Teams/Slack requests, and hand-offs from the Phone Agent — all normalized into the same ticket structure.
How does it prevent duplicate tickets?
Every new submission is checked against open tickets for the same client. True duplicates are merged automatically, and related-but-distinct requests are linked for context instead of clogging the queue as separate items.
Does it replace my PSA's ticket forms?
No — it works on top of whatever channels your clients already use. The Intake Agent normalizes and enriches what comes in before it becomes a ticket in your PSA.
What happens with incomplete tickets?
The agent fills in what it can from your PSA and RMM/CMDB automatically. If something critical is still missing, it sends one clarifying reply to the client instead of passing an incomplete ticket downstream.
Works with the rest of the fleet
Intake is the funnel that keeps every other agent working from clean data.
Proven Results for MSPs
26%
Average increased capacity per technician
30%
Less escalations
100%
Removes the need for a dedicated triage and dispatch role
