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ConnectWise Manage

ConnectWise Manage

Hal connects to ConnectWise Manage (PSA) to read each client’s service record. Before he escalates, he checks whether the work is already known.

What Hal reads:

  • Open tickets and service boards, with status and assignment
  • SLA state — how much time is left on a response or resolution clock
  • Client records that tie a tenant to its PSA company

Why it matters: half of “alerts” are already explained by an open ticket — a new-laptop onboarding, a planned migration, a known issue in progress. Hal links a finding to the existing ticket instead of opening a duplicate, and tells you when something genuinely new has no ticket behind it.

Hal checking a client’s ConnectWise boards before escalating, and linking the alert to the right open ticket