How Kaseya Leverages AI to Benefit MSPs Today and Tomorrow
The life of a managed service provider (MSP) isn’t easy. MSPs are constantly juggling rapidly shifting priorities, from improving technician efficiency to proactive client service in increasingly complex IT environments. Adding to the pressure, the evolution of cybercrime, economic challenges and the tech talent shortage have exacerbated the stress that MSPs face. However, the advent of the artificial intelligence (AI) era brings with it a promise to relieve some of these burdens. Kaseya is dedicated to helping MSPs meet these demands with AI-driven solutions that automate routine tasks, optimize compliance and streamline processes, like quarterly business reviews. By reducing manual workloads and providing deeper client insights, Kaseya is empowering MSPs to focus on growth and profitability, transforming daily workflows and boosting their bottom line.
6 ways Kaseya is leveraging AI to benefit MSPs
Kaseya is leading the way in harnessing AI to alleviate MSP burdens. By integrating AI-driven tools across its platforms, Kaseya can help MSPs use the technology to streamline IT operations, automate repetitive tasks, bolster security and enhance decision-making. These six examples illustrate some of the ways that Kaseya is leveraging AI to help MSPs thrive.
1. Automating the QBR Process
Quarterly business reviews (QBRs) are vital for keeping clients updated on key metrics like backup status and ticket resolution rates, but they’re often time-consuming to prepare. By integrating data into platforms like myITprocess, Kaseya BMS and Autotask PSA, MSPs can automate QBRs, generating executive summaries without manual effort. These AI-driven solutions streamline workflows, improve billing accuracy and give MSPs full control over invoicing, freeing up time to focus on consistency and new growth opportunities.
2. Simplifying compliance management
Ensuring compliance with regulatory standards can be a heavy lift for MSPs, especially when tracking evidence across multiple controls. A streamlined compliance process collects and organizes compliance evidence directly within the tool, linking it to specific controls. For example, a control requiring annual security awareness training for employees is easily trackable in Compliance Manager. With this feature, MSPs can quickly see which employees have completed training, review their performance and validate training content, making it easy to demonstrate compliance. This integration also allows MSPs to pull data from BPID directly into Compliance Manager, allowing for real-time status checks and robust proof of compliance.
3. Enhancing documentation with the Smart SOP Generator
Establishing standard operating procedures (SOPs) within IT documentation is critical for minimizing tech time and providing an excellent customer experience. While this can be a challenge, AI can help make it happen efficiently. Cooper Copilot’s Smart SOP Generator for IT Glue observes technician behavior, creating SOPs based on recurring tasks. This feature, which will soon be integrated with IT Glue, lets technicians save time by making documented processes instantly available for similar future tickets. With consistent, easy-to-follow SOPs, MSPs can ensure better service delivery, save time and maintain quality across teams.
4. Leveraging sentiment analysis and Smart Writing Assistant for better client relationships
Understanding client sentiment can reveal invaluable insights into the health of MSP-client relationships. Sentiment analysis enables technicians to assess feedback from ticketing systems, providing an early warning of potential client dissatisfaction or opportunities for upselling. By helping MSPs stay proactive, this tool reduces churn risk and enhances customer satisfaction. Additionally, Cooper Copilot’s Smart Writing Assistant in Autotask PSA transforms technical notes into client-friendly language, making it easier for clients to understand and appreciate the value being delivered. This tool is currently available in its first version, allowing MSPs to communicate more effectively with clients while reducing the need for follow-up explanations.
5. Predicting cash flow with AI-driven analysis
Wouldn’t it be nice to have continuous insight into your cash flow and how making business moves could change it? AI-driven cash flow analysis simplifies financial forecasting for MSPs by using past data and real-time billing to predict cash flow trends. This insight into revenue patterns enables MSPs to make informed decisions on budgeting, staffing and resource allocation, supporting financial stability and strategic growth. By turning complex data into actionable insights, this tool helps MSPs confidently plan for future investments and business expansion.
6. Cooper Copilot for Datto RM
Documentation is a key pain point in the RMM world. Cooper Copilot, now integrated with Datto RMM, takes the hassle out of finding the right documentation. With smart assist capabilities, Cooper ensures that configurations and documents are readily available, soon extending to password and configuration documentation. For example, if a technician creates a ticket to onboard a new employee, Cooper will prompt them to add the user to M365, requesting necessary setup information and updating the ticket automatically. This enhanced automation not only saves time but also improves accuracy and consistency across tasks.
The future of the MSP business is AI-driven
These AI uses aren’t the only ways Kaseya is innovating with AI technology. We have exciting things in development, and we can’t wait to share them with you. Kaseya is passionate about ensuring that MSPs have access to powerful tools that make their lives easier. We’re using AI to help MSPs streamline operations, ensure compliance, improve security, boost profits and foster stronger client relationships. As future AI-enabled innovations continue to develop, our goal is to make it easy for every MSP to provide high-quality service and maximize profits while uncovering new sales opportunities.
