MSPortal
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AI That Works Alongside You

From a conversational AI agent that takes action to executive narrative reports generated from 14+ live data sources, AI is built into every surface of your vCIO workflow.

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AI Agent

A conversational AI agent on your dashboard that takes action: creates tickets, searches data, navigates pages, and answers questions using your live tenant context.

Take action through conversation

  • Creates tickets, contacts, and tasks from chat
  • Searches across companies, devices, and tickets
  • Navigates to any page on command

Context-aware and permission-gated

  • Tools filtered by user role and permissions
  • Streaming responses with real-time tool status
  • Tenant-scoped, only sees your data

Multi-turn with memory

  • Conversation history preserved across turns
  • Suggestion chips for common follow-ups
  • Also available in the Chrome extension
Tool-calling
Streaming
Permission-gated
Your AI co-pilot for MSP operations
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Chrome Extension

The same AI assistant, available in your browser with screenshot context for faster troubleshooting.

Screenshot context
Browser-native

Voice Input

Speak naturally to the AI. Voice-to-text is built into every AI chat surface and form input.

Speech recognition
All surfaces

Guardrails & Control

Enterprise-grade security built into every AI interaction

Tenant-aware context

AI only sees data scoped to the signed-in tenant. Suggestions are scoped to the user's permissions 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.

  • Each user's AI agent only sees the data they have access to
  • AI tools are filtered by user permissions, no access to actions beyond your role
  • Streaming endpoints show real-time progress on bulk AI operations
  • API keys and credentials are encrypted at rest, never shared with AI
  • All AI requests are logged with input, output, and user attribution
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See AI in action

Backed by Postgres RLS and Supabase Vault. Enterprise-grade security meets cutting-edge AI automation.