How-to guides

Add your OpenAI keyAdd, check, replace or remove the OpenAI key that Ticket Automation and Support Advisor run on.

Switch a board onSwitch a ConnectWise board on in Ticket Automation, tick its automations, and switch it off again.

Choose Preview or LiveSet a board to Preview, which only notes what automation would change, or Live, which makes the changes.

Assign PriorityHow Assign Priority sets a new ticket's priority, when it leaves it alone, and how your instructions steer it.

Set TSIHow Set TSI fills a new ticket's missing Type, SubType and Item from the board's own list.

Correct CompanyHow Correct Company moves a ticket from your catch-all or your own company to the client it is really from.

Polish SummaryHow Polish Summary rewrites a summary line that says nothing, and when it leaves the summary alone.

Split TicketsHow Split Tickets separates a ticket covering several issues into new tickets, and the ConnectWise right it needs.

Create TasksHow Create Tasks adds a checklist of ConnectWise tasks to a new ticket, always or only for several requests.

Write instructionsSteer each automation with your company's own rules, for every board or one board, checked as you save.

Read a board's estimated costWhat each board's estimated monthly OpenAI cost is based on, where it shows, and how it changes as you tick automations.

Use the technician toolsPolish Email, Polish Notes and Company Profile, the AI tools technicians run in MTX, and the instructions that steer them.

Read Ticket Automation's noteRead the internal note Ticket Automation writes on a new ticket, in Preview and in Live, in ConnectWise and in MTX.

Read the AI columnShow the AI column in MTX's ticket list, and read Ticket Automation's part of it.