ConnectWise

ConnectWise PSA: Tidying Up for Takeoff | Ready Your PSA for AI

Preparing your PSA system for agentic AI starts with cleaning up the foundation it relies on. Over time, unused service boards, excessive ticket statuses, and inconsistent processes create noise that limit automation and insight. By auditing and removing what is no longer used, organizations can simplify workflows and improve data clarity. Standardizing ticket lifecycles ensures AI agents can learn and follow your processes. Streamlining these processes also reduces exceptions that teach AI bad habits. Join us for this webinar as we review one of our test instances and walk you step-by-step through what you need to do to get your PSA ready.

Choose a time to join our Webinar

Speakers:

Lynette Polzin

Software Training Consultant I
ConnectWise

Neil Perkins

Software Training Consultant II
ConnectWise