Feature Requests

Users experience excessive email notifications from ConnectWise, including notifications for their own responses within Threads. The request aims to provide more granular control over email notifications in ConnectWise. The goal is to disable email notifications when users respond, preventing redundant messages and improving user experience. Suggested Enhancements: Implement options to customize notification settings specific to user responses. Enhance ConnectWise’s email connector to recognize and exclude user-generated responses from notifications. Provide user interface options for configuring detailed email notification preferences.

As the app doesn't quite alert loudly or long enough, being able to auto assign chats in round robin to our agents would be helpful to ensure clients get a response from Live Chat.

When we add an AI license to a specific account the AI credits already consumed by that account should be returned to the pool since the license is then providing those credits.

The license types per account should just be check boxes or toggle buttons in the view on Plans & Licenses instead of hidden behind a menu. The information is already being displayed on the screen so why not make the buttons fewer clicks to get to.

The pagination being stuck at like 10 or whatever it is results in me having like 45 pages of accounts to sift through. It would be nice if we could do like 100 per page.

There are AI tokens being used for accounts that are irrelevant that I would want excluded from the counts. For instance our internal org, or "AutoTask Corporation" which is just a default account placeholder. Or our Vendors who we also have in our PSA. All of those do not need AI or any AI credits being used against them.

It would be great if we could search/filter/sort the whole sheet however we'd like. Currently only being able to search by client name makes the rest of the data on the sheet pretty useless especially since the pagination is so limited.

Allow users to view Autotask Administrator ticket entries directly in the Thread Inbox Interface. Benefits: • Helps streamline workflow for Workspace Admins by providing centralized access to workflow logic details from Autotask directly in Thread. • Enhance integration capabilities between Thread and AutoTask PSA, offering users improved visibility into the workflow logic taken by Autotask directly in the Inbox UI.

We would like to be able to use the customer reply flag and items from Connectwise Manage in our flows. I am trying to set auto-dispatching and auto-close but I need to be able to use these two parts of Manage to be able to perfect them.

It would be awesome to have the timer automatically start when viewing a ticket and stop when you move away. The general consensus is that when you're looking at a ticket, you're working on it.