Actionist
AI workforce for IT Services & MSPs

Build AI Agents for IT Services & MSPs

AI agents for IT services triage support tickets, monitor patches and backups across client sites, and handle onboarding, giving engineers more time for the work that matters.

Actionist gives IT service teams a simple way to build AI agents with no technical knowledge needed. See AI agent examples below.

Get a personalised demoOpen Actionist
Your AI workforce
22 hrssaved on avg per person / month
$770avg saved per person / month
32avg scheduled jobs a week
Operates your stackActionist App Store
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How it works

AI Employees for IT Services & MSPs in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Your time is money

We know how your week actually goes

Most IT service teams are not short on skill; they are short on bandwidth. Tickets pile up, SLA clocks tick, patch windows close, and client onboarding requests land at the worst possible moment.

Actionist builds AI agents for IT Services and MSPs that handle your digital admin, so your engineers can focus on the incidents and projects that actually need their expertise.

What matters to you
  • SLAs met, every client
    A missed SLA costs a client relationship and a contract renewal.
  • Tickets triaged before they pile up
    Fast first response is the difference between a satisfied client and an escalation.
  • Patches and backups confirmed
    A missed patch window or silent backup failure can become a breach.
  • Client onboarding and offboarding done right
    Every provisioning step completed, every access removed, nothing left open.
  • Asset inventory you can trust
    Accurate records across every client site mean faster troubleshooting and audits.
  • Built around your team
    These are examples. Build a custom agent for any job you repeat.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your IT Services & MSPs team's day.

02

Actionist Will Automate

By team

AI Agents for all IT Services & MSPs teams

Explore examples of AI agents for IT services and MSP teams, from ticket triage and SLA monitoring to patch compliance and client reporting.

These are starting points. With Actionist, every agent can be customised around your tools, your clients, and the way your team already works.

IT

endpoint monitoring, patch compliance, and asset control

Keep every client endpoint healthy and every asset accounted for by automating patch checks, backup verification, and asset inventory updates so your engineers spend time fixing, not filing.

Done by hand today
Check patch status in each client environmentReview backup logs across every client siteReconcile asset register against network devicesAcknowledge and classify monitoring alertsRun endpoint configuration for each new deviceCheck SSL certificate expiry by client domainReview storage capacity on client serversEnrol new users in MFA across client tenants
~9 hrs/ week
per engineer checking patches, backups, and assets across client sites.≈ 5 days every month gone to the tasks above.
What the agent takes over
Dailypatch and backup status across all client sites
Auto-loggednew devices added to the asset register
  • Monitor patches across every client
    Reads patch compliance reports from each client environment on a schedule and posts a consolidated status to Slack with any missed windows flagged for action.
  • Verify backups and flag failures
    Checks backup job logs for every client site each morning and drafts the incident alert for any failure, queued for approval before it reaches the client.
  • Keep the asset inventory current
    Reconciles the device register against what is live on the network and logs new or missing devices with the right client and site tags.
  • Operate the screen where there is no API
    Uses computer use on the desktop to log into vendor and RMM portals that expose no API, capturing the data your team needs without manual logins.
Example applications20 Example Apps
A week in the life

A weekly schedule for IT Services & MSPs AI agents

With Actionist, you can put AI agents on the calendar just like you schedule tasks for your team. Take a look below to see what a typical week with AI agents could look like for a IT Services & MSPs business.

32Scheduled jobs
8Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

The apps your agents operate

View Actionist App Store
Triggers and Reactions

Your Agent wakes up Automatically whenever something happens

WhenA new support ticket arrivesfires within about a minute
The agent automatically

The moment a new ticket arrives in your helpdesk inbox, the agent reads it within about a minute, classifies the severity against the client's SLA tier, identifies the right engineer based on skill and availability, and drafts the routing message with the full ticket context. Every routing decision waits for your one-pass approval in Slack before the engineer receives the assignment, so no ticket lands with the wrong person and no SLA clock starts late.

Receives this trigger from
Jira SoftwareSlackGmail
Automations

What agents automate in IT Services & MSPs

03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • IT
    120 min / week
    Triaging the ticket queue

    An engineer reads each new ticket, decides the severity and the right owner, and manually routes it to the helpdesk queue, one at a time, between their other work.

    IT Agent
    0 min
    Agent triages and routes each ticket

    An agent reads each incoming ticket within about a minute, assigns severity based on the client SLA tier, and routes it to the right engineer with a drafted summary queued for approval.

  • Customer Support
    90 min / week
    Watching SLA deadlines manually

    Someone checks the open ticket list against each client SLA clock by hand and sends a manual nudge to the engineer when a deadline is close, catching it only when they remember to check.

    Customer Support Agent
    0 min
    Agent monitors SLA clocks and escalates

    An agent scans every open ticket against its SLA deadline and drafts the escalation to the right engineer and operations lead before a breach, queued for approval.

  • Operations
    120 min / week
    Checking patch compliance per client

    An engineer logs into each client environment separately to confirm which endpoints are patched and which are not, then assembles the status report by hand.

    Operations Agent
    0 min
    Agent reads patch status across all clients

    An agent reviews patch compliance from each client environment on a schedule, compiles the missed endpoints, and drafts the client update queued for approval.

  • Finance
    90 min / week
    Preparing client invoices each billing cycle

    Someone pulls approved timesheets, adds recurring fees and project charges by hand, and drafts each client invoice manually before the billing run deadline.

    Finance Agent
    0 min
    Agent generates invoices from timesheets

    An agent pulls approved hours and fees, drafts each client invoice, and queues it for approval so invoices go out on time without manual assembly.

  • Sales
    90 min / week
    Drafting managed service proposals

    An account manager assembles each proposal from scope notes, pricing sheets, and past examples by hand, taking hours per proposal with every iteration done manually.

    Sales Agent
    0 min
    Agent assembles proposals from templates

    An agent reads the agreed scope, pulls the right pricing tier and terms, assembles the proposal document, and queues it for the account manager to review.

+ 100s of other automations
Average monthly
20 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
8 people
Hourly rate
$35 / hr
Hours saved / week
40
Hours saved / year
2,000
Annual ROI
$70,000

Based on typical team usage — the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

When agents draft client-facing communications, escalations, and provisioning changes, your oversight is the control layer. Every message to a client and every change to a user account waits for approval before it runs.

You set the supervision level

Start with agents drafting for approval, then move to guarded auto for low-risk tasks as you build trust. Anything destructive (removing access, sending to a client) always asks first, and that cannot be turned off.

Approve from Telegram or Slack

Escalation alerts and approval requests land in Telegram or Slack. One tap confirms or rejects from your phone, so you stay in control without being at your desk.

Every run is logged

Each agent action produces a step-by-step log with screenshots and a full transcript. You see exactly what the agent read, what it did, and what it confirmed.

Your data stays yours

Client data lives in your encrypted vault. Agent memory stays on your device. Nothing trains external models. You can self-host for full isolation.

Other industries
Accounting FirmsConstructionCourse CreatorsEcommerceEducation & TrainingHealthcare & Medical PracticesHospitalityInsurance AgenciesLaw FirmsLogistics & FreightMarketing & Social Media AgenciesMortgage BrokersProperty ManagementReal EstateRecruiting & StaffingSaaS
FAQ

Frequently asked questions

Will it actually triage our tickets correctly, or will it just make a mess of our queue?
The agent reads each incoming ticket, matches it to the client's SLA tier in your configuration, and assigns severity and routing based on the rules you set. It drafts the routing decision and queues it for your approval before the engineer receives the assignment. You review the first week of classifications to calibrate the rules, and from there the triage stays consistent without someone watching the queue. AI agents for IT services get their triage logic from your own SLA contracts, not a generic classification system.
We use a PSA and RMM that have no public API. Can it still work with those?
Yes. Actionist uses computer use on the desktop to operate the screen of any tool, the way your engineer would log in and navigate it. It reads the dashboard, clicks the right fields, and captures the data without needing an API. This is exactly the situation IT services teams face with PSA back-offices and vendor portals. Screen automation runs on the desktop app, so the agent works on the machine where those tools are already open.
Will it send something to a client without me seeing it first?
No. Every message to a client and every provisioning change waits for your explicit approval before it runs. You choose the Approval Mode: draft for review, ask each time, or guarded auto for low-risk tasks you have already validated. Anything that touches a client or removes access always asks first, and that cannot be disabled. Approval requests land in Slack or Telegram so you can confirm with one tap from your phone.
We need someone watching tickets and alerts outside business hours. Can it do that?
Scheduled monitoring jobs run while the app is open on your machine. For true around-the-clock coverage without a laptop running, the hosted cloud runtime on a paid plan keeps agents running on a managed server, so the SLA breach alert and the backup failure notification arrive on your phone even at 2am. Any mention of continuous monitoring on this page refers to that plan-gated capability.
Is this going to replace our engineers?
No. It removes the admin that slows engineers down: queue management, status updates, compliance checking, and report writing. The work that requires technical judgement, client relationships, and real troubleshooting stays with your team. Engineers spend more time on the incidents and projects that actually need their expertise, and less time on the process overhead that follows every ticket.
Can we build an agent for the way our MSP specifically works, rather than a generic template?
Yes. The examples on this page are starting points. You can build a custom AI agent for any repeating job in your operation: a specific client's ticket format, your unique SLA escalation workflow, your patch management process, or the way you write monthly reports. With Actionist you describe the job, connect the apps, and the agent follows your process, not a one-size-fits-all template.
What happens to our client data? We have confidentiality obligations.
Client data processed by the agent stays in your encrypted local vault. Agent memory lives on your device and is not shared with any external model for training. Every action the agent takes is logged in full (screenshots, steps, transcript) and stays within your environment. You can self-host for complete isolation if your client contracts require it. The agent does not retain data between sessions unless you explicitly configure memory.
None of our team are developers. How long does it take to set up the first agent?
No code is required. You describe the job in plain English, connect the apps your team already uses (most connect in one click with OAuth), and the agent is ready. Most teams have their first agent running on the same day. The setup works like briefing a new starter: tell the agent what the job is, show it the tools, and set the approval level. Actionist guides you through each step.
Is it worth the cost for a small MSP?
The ROI calculation for an MSP is straightforward: take the hours your team spends on ticket admin, patch reporting, client updates, and billing prep each week, multiply by your engineer rate, and that is the cost of doing it manually. Agents handle the repeatable parts of that work consistently, which also means fewer SLA breaches and more capacity for billable project work. For an accurate picture of what it costs and what you get back, the personalised demo is the right next step.
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