# Rallied AI

- [Introduction](https://docs.rallied.ai/index.md): What Rallied is, who it's for, and how MSPs use an AI technician to clear L1 helpdesk tickets across PSA, RMM, Microsoft 365, and documentation tools.
- [Quick Start](https://docs.rallied.ai/quickstart.md): Get Rallied handling helpdesk tickets: connect your PSA, Microsoft 365 tenant, and documentation platform, then add your first client and go live.
- [Clients](https://docs.rallied.ai/dashboard/clients.md): Create and manage the companies you provide IT services for: provision a dedicated agent per client, set operating mode, and configure per-client context.
- [Integrations](https://docs.rallied.ai/dashboard/integrations.md): Connect the PSA, RMM, Microsoft 365, and documentation tools your Rallied agent uses to resolve tickets, and review the policies seeded on connect.
- [Prompts](https://docs.rallied.ai/dashboard/prompts.md): Customize how your agent thinks and communicates using the three-tier prompt system: Rallied's base prompt, your MSP prompt, and a per-client prompt.
- [Workflows](https://docs.rallied.ai/dashboard/workflows.md): Tell the Rallied agent how to handle specific kinds of tickets using built-in playbook templates or a workflow you write in plain English.
- [Documentation](https://docs.rallied.ai/dashboard/documentation.md): Ground every ticket in your Hudu, IT Glue, or Confluence knowledge base so the agent follows your runbooks and cites its sources on every reply.
- [Memory](https://docs.rallied.ai/dashboard/memory.md): Review the corrections Rallied's agent proposes after tickets close, accept the ones that hold, and control which clients each memory applies to.
- [Plan Mode](https://docs.rallied.ai/agents/plan-mode.md): Watch the Rallied agent diagnose live tickets with read-only tools and post its intended plan as an internal PSA note, without touching anything.
- [Execute Mode](https://docs.rallied.ai/agents/execute-mode.md): How Execute Mode runs tickets end-to-end, diagnoses with read-only tools, and pauses for technician or manager approval on gated actions.
- [Approval settings](https://docs.rallied.ai/dashboard/policies.md): Set per-tool approval rules in Rallied: auto-approve, technician sign-off, manager sign-off, or off, and control how the agent handles each action.
- [Identity Verification](https://docs.rallied.ai/agents/identity-verification.md): Make the agent require an MFA push through Duo, Traceless, or Microsoft Authenticator before running password resets and other sensitive actions.
- [Chat with your agent](https://docs.rallied.ai/dashboard/chat.md): Chat with your agents in Rallied or right inside ConnectWise Manage. Ask a question, kick off an action, or work a ticket together.
- [Rallied API](https://docs.rallied.ai/api.md): Talk to your Rallied agent about any PSA ticket from your own scripts, automations, and internal tools.
- [Performance](https://docs.rallied.ai/dashboard/performance.md): See how often the agent works tickets, completes work in your systems, and finishes with no technician involved.
- [Security and trust at Rallied](https://docs.rallied.ai/security.md): How Rallied keeps AI agents safe on real PSA and Microsoft 365 tenants: approval policies, scoped plans, MFA bad-actor checks, and a full audit trail.
- [Activity](https://docs.rallied.ai/dashboard/activity.md): Audit every action your Rallied agent has taken across clients: sessions, tool calls, approval decisions, and diagnostic traces for each ticket.
- [Restricting access to Rallied with IP allowlists](https://docs.rallied.ai/dashboard/security.md): Set up an IP allowlist with individual addresses or CIDR ranges so only approved networks, such as your office or VPN, can sign in to Rallied.
- [Overview](https://docs.rallied.ai/integrations/overview.md): How integrations give Rallied agents real capabilities across PSA, RMM, Microsoft 365, documentation, identity, and messaging tools, and how OAuth setup works.
- [Autotask](https://docs.rallied.ai/integrations/autotask.md): Connect Datto/Kaseya Autotask PSA as your MSP's primary ticketing system so the Rallied agent picks up tickets, adds notes, and works approvals in Autotask.
- [ConnectWise Manage](https://docs.rallied.ai/integrations/connectwise.md): Connect ConnectWise Manage PSA as your MSP's primary ticketing system so the Rallied agent picks up tickets, posts notes, and works approvals in ConnectWise.
- [HaloPSA](https://docs.rallied.ai/integrations/halopsa.md): Connect HaloPSA to Rallied: create an API agent, register an Application for Client ID and Secret, and import HaloPSA clients as Rallied clients.
- [Jira](https://docs.rallied.ai/integrations/jira.md): Connect Atlassian Jira as your ticketing system so the Rallied agent picks up issues, posts internal comments, runs approvals, and reads Jira Assets records.
- [SuperOps](https://docs.rallied.ai/integrations/superops.md): Set up the SuperOps PSA/RMM integration in Rallied: generate an API token, register the webhook, and configure ticket automation and approval policies.
- [ConnectWise Automate](https://docs.rallied.ai/integrations/connectwise-automate.md): Set up the ConnectWise Automate (LabTech) RMM integration in Rallied: create an integrator account, expose endpoint tools, and configure script policies.
- [ConnectWise RMM](https://docs.rallied.ai/integrations/connectwise-rmm.md): Set up the ConnectWise RMM (Asio, formerly Command/Continuum) integration in Rallied: API credentials, endpoint tools, and script approval policies.
- [Datto RMM](https://docs.rallied.ai/integrations/datto-rmm.md): Set up the Datto RMM integration in Rallied: create API keys, expose device tools, wire up alerts, and configure quick job approval policies for endpoints.
- [N-able N-central](https://docs.rallied.ai/integrations/n-central.md): Set up the N-able N-central RMM integration in Rallied: grant API access, expose device and monitoring tools, and configure automation task approvals.
- [NinjaOne](https://docs.rallied.ai/integrations/ninjaone.md): Connect NinjaOne (NinjaRMM) so Rallied's agents diagnose alerts, run scripts, patch software, and remediate managed endpoints without leaving the ticket.
- [Confluence](https://docs.rallied.ai/integrations/confluence.md): Connect Atlassian Confluence so the Rallied agent reads your team's shared runbooks and playbooks and cites the source page on every ticket reply.
- [Hudu](https://docs.rallied.ai/integrations/hudu.md): Set up the Hudu documentation integration in Rallied: create an API key, map Hudu companies to clients, and configure password and asset approval rules.
- [IT Glue](https://docs.rallied.ai/integrations/itglue.md): Set up the IT Glue integration in Rallied: generate an API key, map IT Glue organizations to clients, and configure password and flexible asset approvals.
- [Microsoft 365](https://docs.rallied.ai/integrations/microsoft-365.md): Connect Microsoft 365 for user management, password resets, group administration, and mailbox operations across all customer tenants.
- [CIPP](https://docs.rallied.ai/integrations/cipp.md): Connect CIPP to Rallied for bulk admin consent across Microsoft 365 customer tenants and Exchange tools without per-tenant role assignment.
- [Traceless](https://docs.rallied.ai/integrations/traceless.md): Set up Traceless MFA push verification so Rallied confirms employee identity before sensitive actions across mixed Duo and Microsoft Authenticator stacks.
- [One-Time Secret](https://docs.rallied.ai/integrations/onetime-secret.md): Have Rallied's agents share temporary passwords and recovery codes as self-destructing links instead of pasting them into tickets.
- [TimeZest](https://docs.rallied.ai/integrations/timezest.md): Set up the TimeZest integration so Rallied's agent drops a self-service scheduling link into any ConnectWise or Autotask ticket that needs an appointment.
- [Pax8](https://docs.rallied.ai/integrations/pax8.md): Answer licensing and pricing questions across every customer without switching tabs, and let the agent add seats or place orders once a technician approves.
- [MCP servers](https://docs.rallied.ai/integrations/mcp-servers.md): Extend your Rallied agent with custom tools by connecting a remote Model Context Protocol (MCP) server and exposing its actions to your helpdesk agent.
- [Rallied Tools](https://docs.rallied.ai/integrations/rallied-tools.md): Built-in tools that need no external account: send email from your own sender address, and check whether a public site or server is up.