CallSphere + ConnectWise
Purpose-built for MSPs and IT service providers on ConnectWise. CallSphere AI agents create and triage service tickets, pull asset information, check agreement status, and escalate critical issues -- keeping your PSA data accurate without manual entry.
What the ConnectWise integration enables
Ticket Management
AI agents create, update, and close ConnectWise service tickets with proper board, status, priority, and type assignments.
Asset Tracking
When a customer calls about a device, the AI agent pulls configuration and warranty data from ConnectWise Manage for context.
Agreement Verification
Instantly verify whether a caller is covered under an active service agreement and what their SLA entitlements are.
Tier-1 Automation
Handle password resets, VPN troubleshooting, connectivity checks, and other common issues without dispatching an engineer.
Time Entry Logging
AI-handled interactions are automatically logged as time entries against the correct ticket and agreement.
Critical Alert Escalation
When monitoring tools trigger critical alerts, the AI agent can call on-call engineers and create P1 tickets simultaneously.
How to connect ConnectWise
Get up and running in four simple steps. Most teams go live in under 30 minutes.
Connect ConnectWise
Provide your ConnectWise Manage API credentials. CallSphere connects to your PSA securely.
Map Service Boards & Types
Configure which service boards, ticket types, and priorities the AI agent should use when creating tickets.
Set Escalation Policies
Define escalation rules by issue severity, customer tier, and time of day. Route critical issues immediately.
Activate
Run test tickets through the system, then enable live call handling. Tickets appear in ConnectWise instantly.
Why teams choose this integration
Accurate PSA Data
Every interaction is logged with the right board, type, and time entry. No more missing or miscategorized tickets.
Faster SLA Response
AI agents provide instant first response, starting SLA clocks with context already captured.
Scale Without Hiring
Handle more clients without adding headcount. AI agents absorb Tier-1 volume so engineers handle Tier-2+.
Explore more integrations
CallSphere connects to the tools your team already uses.
Ready to connect ConnectWise?
See how CallSphere AI agents integrate with ConnectWise to automate your workflows. Live demo available -- no signup required.