Tenant-Aware Context
Human-in-the-Loop
Full Audit Trail

AI-Powered vCIO Workflows

PSA-informed AI accelerates ticket creation, compliance checks, template generation, QBR reports, and surveys while you keep full control.

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Compliance

Turn requirements into ready-to-run checks with multiple generation modes.

Generate checks

  • Turn requirements into ready-to-run checks
  • Returns title, how to check, remediation, criticality, frequency, and type
  • Strict JSON validated in the app

Bulk generate

  • Batch multiple prompts and validate each result
  • Returns generated checks and per-line errors
  • Logged for traceability

Improve existing checks

  • Streams improved text into the dialog as you watch
  • Tightens clarity and fills gaps using goals and context
  • Accept or revert by field
Streaming
Logged
Minutes to build a full baseline
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Templates

Generate PSA-ready templates that include categories, boards, statuses, and custom fields.

Streaming
Tenant aware

Ticketing

Help end users pick the right template and submit complete tickets on the first try.

PSA metadata
Human review

Guardrails & Control

Enterprise-grade security built into every AI interaction

Tenant-aware context

AI only sees data scoped to the signed-in tenant. Suggestions reflect PSA settings and client details.

Human in the loop

No AI output is applied without review. Every change remains editable before save.

Full audit trail

Generated content, approvals, and edits are recorded. Bulk jobs are logged with per-item results.

  • Row-level security enforced
  • Streaming endpoints show progress
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