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A client is a company you manage IT for. Each client gets its own dedicated AI agent that picks up tickets from your PSA, runs against the client’s Microsoft 365 tenant and runbooks, and handles IT requests on their behalf. Employees interact with the agent through your normal channels — a PSA ticket, a call to your helpdesk number, or (where you’ve connected one) a chat in Slack or Teams. They never see the Rallied.ai dashboard.

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Creating a client

1

Open your MSP dashboard

Navigate to your MSP in the dashboard. You’ll see a list of all your existing clients.
2

Click New Client

Click the New Client button. Enter the client’s name (displayed in the dashboard) and a slug (a short, lowercase identifier used internally, e.g. acme-corp). The slug must be unique across your clients and can only contain lowercase letters, numbers, and hyphens.
3

Save

Click Create. The agent is provisioned automatically in the background—you don’t need to trigger this manually.

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The client detail view

Click any client’s name to open its detail page. The detail view is organized into tabs:

Overview

Operating mode, agent status, and client management actions including delete.

Integrations

Connect and manage third-party tools the agent can use for this client. Tool policies for each integration live on the integration’s detail page.

Activity

A full audit log of every tool call the agent has made.

Prompt

Client-specific prompt instructions layered on top of your MSP prompt.

Diagnostics

Agent container health, logs, and resource usage for troubleshooting.
There is no top-level Policies or Sessions tab. Tool policies are configured per integration — open the integration from the Integrations tab. Conversation transcripts are surfaced in the Activity log alongside tool calls.

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Client status

Two status fields appear on the Overview tab:
FieldWhat it means
StatusThe agent’s current state: active, provisioning, pending, creating, error, or destroyed
Deploy statusThe last config push: idle, deploying, or error
When you create a client or update its integrations, the status moves through transitional states (creating → provisioning → active) while the agent is being set up. The dashboard polls every 5 seconds and updates automatically. If Deploy status shows an error, the error message appears below the badge so you can see what went wrong.
“Provisioning” means the system is setting up the agent container on your MSP’s server. This typically takes under a minute. No action is required on your part.

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Operating mode

Each client can run in one of three modes, configurable from the Overview tab:
The agent reads the request, analyzes it, and writes its plan as an internal note on the ticket — then stops. It never executes any actions. Use this when you want to evaluate the agent’s judgment without it making changes.
To change a client’s mode, click the corresponding button on the Overview tab. The change takes effect on the next request the agent handles.

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Deleting a client

On the Overview tab, click Delete Client at the bottom of the page. You’ll be asked to type the client’s name to confirm. Deleting a client permanently removes the agent, revokes all credentials, and cannot be undone.