Magic Agents: Company Type & Contact Type Visibility for ConnectWise
Admins can now configure intent visibility in Magic Agents using Company Type and Contact Type for ConnectWise integrated workspaces. This provides more granular control over which client groups can access specific agents or intents.
Previously, admins could only choose between "All Clients" or "Specific Clients" by name. Now, visibility can be tailored using ConnectWise-specific categories for better customization.
Getting Started
- Go to Admin > Magic AI > Agent tab > Select Intent or Create New.
- Under "Who can see this?" choose Company Type or Contact Type.
- Select the relevant groups, save, and you’re set!
🌍️ This is only available for ConnectWise integration workspaces with the Magic Agents Beta :sparkles:
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NEW: Auto-Pause TimePad Timers when multitasking
Technicians can now auto-pause TimePad timers when switching between threads, helping prevent accidental billing for unworked time. This feature makes multitasking across threads smoother—a top request from our users as Thread improves multi-thread engagement.
Getting started
:- Go to Inbox > Preferences > My Preferences.
- Toggle “Automatically pause the timer when I switch to a different thread” to ON.
- Click Save.
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Available for all Partners
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NEW: Customizable "Ask for Configuration" Messenger question
Admins can now choose whether contacts are automatically asked for device or “configuration” details when starting a new thread. This setting can be customized per customer, making it easier to tailor support as IT solutions shift to the cloud and device details become less important for troubleshooting.
Getting started:
- Go to Admin > Messenger > Design.
- Toggle “Request configuration details” under the Chatbot Messages section to ON.
- Click Save.
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Available for all Partners.
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Halo users: Charge Type support for TimePad entries
HaloPSA Inbox users can now set the Charge Type for TimePad entries before submitting, helping technicians and admins accurately match work to the correct billing rate. This mirrors how ConnectWise users can customize Work Role and Work Type for time entries.
🌍️ This is available for all HaloPSA users.
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Bug fixes
- Improved composing: Thread Messenger's composer now allows typing and sending messages even when the "ask for configuration" question is displayed. This lets contacts engage without needing to select a configuration option first.