new
Magic 2.24

🧠 Client Intelligence: Now Available for AI Pro partners!
Client Intelligence turns every client into a living account profile by combining dashboards, service data, and AI-powered insight in one place. It learns from tickets, conversations, notes, and technician activity to help MSPs manage accounts proactively, deliver white-glove support, and lead clearer client conversations.
At a glance, Client Intelligence helps MSPs:
Understand client health instantly
 with real-time dashboards showing sentiment, trends, workload, and risk
Equip technicians with better context
 through contact, application, and configuration intelligence embedded in their workflow
Run stronger QBRs and account reviews
 using AI-powered summaries and client-aware insights
Build and maintain client-specific knowledge automatically
 as resolved work turns into living documentation
What's Included
📊 Client Overview Page
Each client has a centralized overview dashboard surfacing sentiment signals, issue trends, recurring problems, and overall health - giving technicians and account managers instant context before jumping into work or preparing for client conversations.
Key sections include: 
Client overview dashboard
 highlighting company-level insights for sentiment, open tickets, time spent on issues, top recurring issues, and more
AI-Generated Knowledge Base:
 Resolved threads automatically generate and refine client-specific KB articles, reducing manual documentation while helping technicians maintain consistency during troubleshooting. Articles are also accessible directly in Ask Magic for on-demand reference.
Contacts list:
 provides one spot to see all contacts for a specific client and their issues within one view
Configurations:
 show a list of unique configurations that are used for contacts within a client
Applications:
 provides lets you see which software is used by which contacts within a client
Client Notes:
 MSPs can now add custom notes about specific clients that are easily discoverable. Technicians can ask Magic about any client and retrieve these notes along with other client intelligence - ensuring critical context is always accessible when needed.
✨ New Ask Magic (Client-Level Insights)
Ask Magic within Client Intelligence enables account managers and executives to run deeper analysis:
Trend analysis and pattern detection
Recurring issue identification
QBR-style summaries
Risk and performance insights and more
Technicians can also query client-specific knowledge directly from Ask Magic (in Inbox) during troubleshooting.
👤 Contact Intelligence
AI memory captures interaction history and communication patterns at the contact level, helping technicians deliver more informed and personalized responses.
⚙️ Admin Controls
Admins can scope intelligence generation by client, source, or board - ensuring controlled rollout and proper governance.
Why It Matters
Client Intelligence transforms accumulated service activity into compounding operational knowledge - improving response quality, consistency, and visibility with every interaction.