Granular PSA source control for Assistive AI
Admins can now fine-tune when Assistive AI runs in the Client Access page by filtering by PSA source, giving MSPs precise control and helping new Partners confidently activate AI in their first day.
We’ve retired the old, confusing “source groups” (Chat; Chat, Email & Phone; Send to Flows) based on feedback, replacing them with flexible, granular PSA sources - a top request that we've seen slow down the onboarding journey for new Partners.
All existing “source group” selections have been migrated to their equivalent PSA sources with no change in behavior. (If a workspace previously used “Send to Flows” as the source group—which disabled the feature in Client Access—their new Sources multi-select will have no sources selected, keeping the feature disabled as before).
🌍 This is available for all
Assistive AI
features today