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ConnectWise chatbot for IT Helpdesk

ConnectWise chatbot for IT Helpdesk

Automate ConnectWise ticketing, user management, access provisioning, and more with AI Chatbot for ConnectWise.

ConnectWise chatbot for IT Helpdesk

IT Teams of all sizes trusts Workativ AI to automate IT Operations & Support

Companies using Workativ: GoTo, Learnpath, MERIT, Lagardère, Kraft Heinz
AI agent platform for ConnectWise

Everything you need to build and run a ConnectWise chatbot no developers needed.

Workativ's Al agent platform gives you everything to automate ConnectWise tasks and deliver employee support in Slack and Teams.

Chatbot builder for ConnectWise

Chatbot builder for ConnectWise

Add, remove, or optimise new topics for your ConnectWise chatbot easily based on your requirement. No coding. No developer. Ready in minutes.

Chatbot teamplates for ConnectWise

Chatbot teamplates for ConnectWise

Workativ ships with pre-built agent templates for the most common IT use cases password reset, unlock account, IT helpdesk, access provisioning, and more.

ConnectWise chatbot use cases

Automate ConnectWise tasks your team
handles manually every day.

The most common ConnectWise requests handled automatically by the chatbot in Slack and Teams.

Create ConnectWise ticket

Create ConnectWise ticket

Employees raise ConnectWise tickets directly from Slack or Teams. Category, priority, and details captured in the conversation automatically.

Update ConnectWise ticket

Update ConnectWise ticket

Modify ticket details, add notes, or change priority without logging into the ConnectWise portal. Done in one message.

Check ticket status

Check ticket status

Employees ask for ticket status and get a live update from ConnectWise instantly, without a portal login or email follow-up.

User management

User management

Request, approve, and provision VPN, hardware, and system access triggered automatically at the right step, following your existing approval chain.

Access provisioning

Access provisioning

Request and provision access through ConnectWise via the chatbot. Routes to approval automatically and confirms when done.

Delete ConnectWise ticket

Delete ConnectWise ticket

Employees check ticket status, add notes, and receive updates in Slack or Teams without logging into the ITSM portal. Real-time, bidirectional sync.

Your IT team is answering tickets AI should have handled automatically.

"Workativ has been with us every step of the way. From our first IT support use case to HR, and soon Procurement. The platform grows with us, and so does the team behind it. It's rare to find a solution that's both powerful and genuinely easy to manage."

Imran AbidIT Operations Leader
Susan

78%

IT tickets resolved
automatically NMDC

6,000

Monthly IT tickets
handled NMDC

<60s

Avg resolution
for L0/L1 requests

From zero to live IT support chatbot

Go live in days not months.

Workativ's no-code platform is purpose-built for IT teams, not developers. No custom integration work.

Upload your IT knowledge
What is an IT support chatbot

Scale your support with Al powered ConnectWise
chatbot with auto-resolution

5X Lower MTTR

5X Lower MTTR

Reduce your Mean Time To Resolution
to seconds.

5X Lower MTTR
90% First Contact Resolution

90% First Contact Resolution

Reduce emails and call volumes with
instant auto-resolution.

90% First Contact Resolution
3X Productivity Boost

3X Productivity Boost

Scale your support instantly
with ease.

3X Productivity Boost
How to Build

Steps to build ConnectWise Chatbot with app automation

Connected to your IT stack

Connect ConnectWise Chatbot with
100+apps, and 1000s of automations instantly. No coding

Security & Compliance

Enterprise-grade security
built into every ConnectWise chatbot integration.

Workativ security certifications SOC 2 Type II, ISO 27001, GDPR, HIPAA compliant
Immutable audit trail
Role-based access controls
Secrets & token masking
Prompt injection protection
SSO & MFA
SIEM integration

Ready to build your ConnectWise chatbot?

Connect ConnectWise to Slack or Teams with a pre-built chatbot no code, no implementation partner, no wait.

Frequently asked questions

The questions CIOs, IT Directors, and IT Operations leaders
ask about ConnectWise chatbot integration.

What is a ConnectWise chatbot?

A ConnectWise chatbot is an AI agent built for MSPs that automates client-facing IT support on top of ConnectWise PSA logging tickets against the correct company, board, and agreement, and resolving common requests directly from Slack or Microsoft Teams.

How is a ConnectWise chatbot different from a basic FAQ bot?

A basic FAQ bot can explain how to submit a ConnectWise ticket. Workativ's ConnectWise chatbot creates the ticket under the correct company, board, and service type automatically, applying the appropriate SLA and time-tracking category without manual triage.

How does the ConnectWise chatbot for Slack work?

An end user or technician messages the chatbot in Slack describing an issue. The chatbot identifies the correct company and board, creates or updates the ConnectWise ticket, and posts status updates back into the same Slack thread.

How does the ConnectWise chatbot for Microsoft Teams work?

As a native Microsoft Teams app, users can log tickets, check ticket status, or request approvals, while Workativ keeps the corresponding ConnectWise ticket and time entries synchronized.

What ConnectWise tasks can Workativ automate?

Workativ automates ConnectWise ticket creation and updates, SLA and ticket status checks, approval routing, and common IT requests such as password resets reducing manual triage across an MSP's client base.

Which systems does the Workativ ConnectWise chatbot integrate with?

Workativ connects ConnectWise with Azure AD, Okta, Microsoft 365, Slack, Microsoft Teams, and 100+ other applications, enabling technicians to resolve identity and access issues for multiple clients from a single interface.

How quickly can the ConnectWise chatbot be deployed?

With a pre-built ConnectWise Manage API integration and ticketing templates that support multi-company board structures, most MSPs can deploy the chatbot within 5–7 days.

How does the chatbot handle multiple client companies in ConnectWise?

Workativ automatically maps each conversation to the correct ConnectWise company, contact, and agreement based on the requester's identity, ensuring tickets and SLAs are never misapplied across clients.

How does the chatbot handle requests that need a technician?

Requests outside the automation scope are routed to the appropriate board and technician queue in ConnectWise with the company, priority, and complete conversation history attached, eliminating the need to re-establish context.

Is the Workativ ConnectWise chatbot secure?

Yes. Workativ is SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliant, with role-based access control, per-client data isolation, audit logs, and MFA/SSO support designed for MSP multi-tenant environments.