AI Agents for MSP Helpdesk

    Uniportal's AI agents live in your PSA, integrate with your tech stack, and resolve L1 and L2 helpdesk tickets within minutes. Just chat and approve.

    Explore use cases
    app.halopsa.com/tickets/TKT-4821
    User onboarding
    Uniportal AssistantTKT-48210.0s
    Waiting for your approval on the gated action above.
    Executing with approval...
    Message the assistant…
    M365HaloNinjaHuduPax8

    Ready to automate workflows like this?

    Book a personalized demo and see how Uniportal can automate your MSP's helpdesk.

    Works withConnectWiseConnectWiseHaloPSAHaloPSAAutotaskAutotask

    Plugs into your stack

    Works with the tools you already run.

    Uniportal connects across your PSA, identity, RMM, documentation, and procurement stack.

    PSA platforms

    3
    ConnectWiseConnectWise
    HaloPSAHaloPSA
    AutotaskAutotask

    Identity

    2
    Microsoft 365Microsoft 365
    Google WorkspaceGoogle Workspace

    RMM & endpoint

    3
    NinjaOneNinjaOne
    LevelLevel
    AddigyAddigy

    Documentation

    2
    IT GlueIT Glue
    HuduHudu

    Procurement

    1
    Pax8Pax8

    Run on any PSA. Capabilities are identical across all three. New integrations added every month.

    The problem

    Adding clients shouldn't mean adding headcount.

    Tier-1 tickets eat the hours your technicians should spend on real engineering. Uniportal hands those hours back, without fragile scripts or expensive RPA.

    50–70%
    of technician hours lost to repetitive Tier-1 tickets
    45m → <2m
    to run a multi-step workflow with Uniportal
    80%
    faster L1 & L2 ticket resolution

    How it works

    Your technicians never have to leave the ticket.

    Open a ticket and the AI has already read the issue, gathered the context, found the documentation, and is ready to do the work. No extra tabs. No copying information between systems.

    Works withConnectWiseConnectWiseHaloPSAHaloPSAAutotaskAutotask
    01

    Stay inside your PSA

    Everything happens where technicians already work.

    • No browser tabs.
    • No admin portals.
    • No context switching.
    02

    Let the AI do the busy work

    • Searches IT Glue.
    • Checks Microsoft 365.
    • Runs the workflow.
    • Drafts the response.
    03

    Approve in one click

    • Review exactly what the AI plans to change.
    • Approve.
    • Every change is logged automatically, giving you a full audit trail.

    Skills

    Automations you write in plain English.

    Building an automation used to mean RPA consultants, brittle scripts, and bots that break every time a portal changes. A Skill is just your process, written the way you would explain it to a new tech. The AI figures out the rest, and your technician approves every change.

    You write this

    User offboardingSkill

    When a client asks us to offboard a user:

    1. 1Find the user in Microsoft 365
    2. 2Reset their password to a random value
    3. 3Revoke all active sessions
    4. 4Block sign-in
    5. 5Convert their mailbox to a shared mailbox
    6. 6Give their manager delegate access
    7. 7Mark the user inactive in the PSA
    8. 8Update the offboarding checklist in IT Glue

    The AI reads the skill and plans the run

    The AI runs it

    Offboarding: Ryan Howard
    Dunder Mifflin
    8 planned actions Approved

    The technician reviews and approves before anything runs

    User located: Ryan Howard
    Microsoft 365
    Password reset to a random value
    Entra ID
    Active sessions revoked
    Entra ID
    Sign-in blocked
    Entra ID
    Mailbox converted to shared
    Exchange Online
    Delegate access granted to Michael Scott
    Exchange Online
    User marked inactive
    HaloPSA
    Documentation updated
    IT Glue
    Every action logged. Full audit trail.

    Eight steps, four systems, fifteen minutes of tech time. Described once. Run the same way every time.

    Plain English, not scripts. If you can write the SOP, you can build the automation.

    You approve every change. The AI plans, the technician approves, every action is logged.

    No brittle bots. Skills run on real APIs, not recorded clicks that break when a portal changes.

    Don't start from a blank page

    Import a skill from our library, curated with hundreds of ready-made skills, and make it your own.

    Use cases

    Built for the work that fills your queue.

    The repetitive L1 and L2 workflows your technicians run dozens of times a day, automated end to end.

    New user onboarding

    Provision a new hire across identity, licensing, groups, mailbox, and documentation, from a single request.

    → Create Entra ID user
    → Assign M365 license + groups
    → Provision mailbox + document

    User offboarding

    Cleanly revoke access, reclaim licenses, and preserve data the moment someone leaves the company.

    → Revoke sessions + disable
    → Convert to shared mailbox
    → Reassign OneDrive to manager

    Mailbox management

    Grant, revoke, and delegate shared mailbox access without digging through admin centers.

    → Locate shared mailbox
    → Grant Full Access + Send As
    → Verify delegation

    Password & MFA resets

    Securely reset credentials and re-enroll MFA, with identity verification built into the flow.

    → Verify identity
    → Revoke MFA + reset password
    → Require re-enrollment

    Group & access changes

    Add or remove users from security and distribution groups with the right approvals every time.

    → Locate user
    → Update group memberships
    → Grant resource access

    Security investigations

    Triage MDR alerts end to end: confirm a compromise from the logs, then contain, remediate, and document the incident.

    → Review sign-in & audit logs
    → Inspect mailbox & forwarding rules
    → Reset creds + document incident

    Documentation

    Create flexible assets, log devices as configurations, relate the records, and keep recurring-issue runbooks current in IT Glue.

    → Create flexible assets
    → Log devices as configurations
    → Relate records + update KB

    Device diagnostics

    Investigate slow or failing endpoints, run diagnostics, and remediate straight from RMM: reboots, cleanup, and script runs.

    → Run device diagnostics
    → Identify the resource culprit
    → Clear, restart & reboot

    Want to see it on your tickets?

    Get up and running in days on your real workflows.

    See Uniportal in action

    Real recorded workflows, no scripts, just the agent working a ticket end to end.

    TKT-4821
    New user onboarding
    TKT-4822
    User offboarding
    TKT-4830
    Mailbox storage cleanup

    Frequently asked questions

    Everything MSPs ask us before rolling out Uniportal to their helpdesk.

    See Uniportal resolve a ticket live.

    Book a 30-minute demo. We'll run your real workflows and get you up and running in days.

    No rip-and-replace, Uniportal runs inside your existing tools.
    Pick a time that works, we'll do the rest.