AI-Powered vCIO Workflows
PSA-informed AI accelerates ticket creation, compliance checks, template generation, QBR reports, and surveys while you keep full control.
Templates
Generate PSA-ready templates that include categories, boards, statuses, and custom fields.
- Draft templates in minutes for tickets and reporting blocks
- Streaming output for fast feedback
- Structured output ensures PSA compatibility
Ticketing
Help end users pick the right template and submit complete tickets on the first try.
- Auto-selects a template based on the request
- Fills field values with company and user defaults
- PSA IDs mapped when available for cleaner sync
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
Public Notes
Convert technician notes into client-safe updates.
- vCIO-tuned tone for clear, concise summaries
- Markdown cleaned and converted for the editor
- Consistent voice across all reports
Planner Insights
Ask AI about planning history to surface risks, priorities, and next actions.
- Time-windowed context from Planner items
- Direct answers with references to items
- Works on compliance assignments too
Reports
Auto-summaries and executive briefs for QBRs.
- Block-level summaries for report builder
- Slide-ready headlines and bullets
- Consistent structure across clients
Surveys
Turn survey responses into word-map themes and sentiment highlights.
- Extracts top themes and outliers
- Flags responses that need action
- Ready to paste into client decks
Meetings
Generate agendas with AI, clean up notes and extract action items for attendees.
- Generate agendas with AI
- Rewrite notes for clarity
- Action and owner extraction
- Recap draft for follow-up email
Summaries
Daily summaries of Planner and Compliance activity per company, plus global rollups.
- Background jobs write concise summaries
- Embeddings stored for future retrieval
- Timeline view of changes and highlights
Guardrails & Control
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
- Per-tenant model settings and keys
- Masked key storage in settings
- Streaming endpoints show progress
Model Usage
- Public notes and single check generation
- Improve check streaming and Ask AI answers
- Ticket template selection and field JSON
- Background summaries and embeddings
See AI in action
Backed by Postgres RLS and Supabase Vault.