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Rallied is the AI technician that lives inside your PSA, reads incoming tickets, and executes fixes across your full stack: ConnectWise, HaloPSA, or Autotask for ticket intake and approvals; Microsoft 365 for identity and mailbox work; your RMM and documentation tools (Hudu or IT Glue) for everything else. Nothing for your team to build and nobody you need to hire to admin it. You’re running in days, not months.

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What it does

When a ticket lands in your PSA, the agent picks it up automatically:
  • Diagnoses the request
  • Looks up the user in Microsoft 365 and checks your runbooks
  • Either resolves the issue directly or pauses for technician approval based on the policies you set
Every step the agent takes is posted as a note on the ticket, so your team gets a complete audit trail of what ran, when, and for whom without leaving the PSA.

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Who it’s for

Rallied is built for Managed Service Providers (MSPs). If your team supports multiple client companies and you’re tired of L1 swallowing your senior techs’ time, you get a dedicated AI technician per client without building or maintaining any bot infrastructure yourself.

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How accounts are organized

  • MSP — your organization. You connect your PSA, Microsoft 365, RMM, security, and documentation tools once at this level. Every client inherits these connections.
  • Client — each company you manage IT for gets its own agent, scoped to their tenant, their tickets, and their runbooks. Configuration never leaks between clients.

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What’s in the agent’s toolbox

Once you connect integrations, the agent can:
  • Pick up and resolve PSA tickets in ConnectWise, HaloPSA, or Autotask — read the ticket, post diagnostic notes, update status, request approvals from your techs, and reply to the customer
  • Manage users in Microsoft 365 — reset passwords, unlock accounts, change group membership, assign licenses, manage mailbox rules
  • Read your client documentation in Hudu or IT Glue so it answers the way your senior techs would
  • Run on the endpoint through your RMM (NinjaOne, Datto, ConnectWise Automate, Atera, Kaseya)
  • Take the call — the Voice Agent handles overflow and after-hours calls, captures intake, and files a ticket in your PSA
  • Verify identity via MFA push before any sensitive action runs
  • Route approval requests to the right technician, and to the employee’s manager when an action calls for it
You decide how much autonomy the agent has. For each tool you set a policy: auto-execute, require approval, MSP-only, or disabled.

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Augments your techs, doesn’t replace them

The agent takes the repetitive Level 1 work — password resets, access grants, account unlocks, basic onboarding — so your senior technicians can spend their time on Level 2, Level 3, and project work. Start in Plan Mode to watch the agent reason about real tickets without acting, then switch to Execute Mode when you trust its judgment.

Quick Start

Connect your PSA, Microsoft 365, and docs platform. First client live in under fifteen minutes.

Integrations

Every tool the agent can use — PSA, RMM, identity, security, docs, and more.

Voice Agent

Take overflow and after-hours calls. The agent answers, captures intake, and files a PSA ticket.

Agent Modes

Plan Mode for safe rollout. Execute Mode for live execution with policy-based gates.