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What Client Intelligence does

Client Intelligence is an automated research assistant that captures and surfaces technical resolutions directly within your workflow. It builds a client-specific knowledge base from resolved threads, then suggests the matching resolution steps the next time a similar issue comes in.

Why it helps

  • Reduced research time: Super Magic automatically suggests relevant knowledge articles during active conversations, so you never have to leave the thread to search for a fix.
  • Automated knowledge base building: Articles are auto-created and refined from actual ticket resolutions, removing the burden of manual documentation.
  • Unified information access: View client-specific stakeholders, standard applications (for example, VPN types), and technical notes in one place.

How to resolve tickets faster

1

Utilize In-Conversation Suggestions

  • While working a thread, watch for Super Magic to suggest matching articles for the current topic.
  • Review resolution steps and troubleshooting questions directly within the chat sidebar.
Super Magic suggesting matching articles in the chat sidebar
2

Review and edit knowledge articles

  • Open the Knowledge tab under a client profile to see articles created from past conversations.
  • Check the Source Threads listed on an article to read through the historical context that formed it.
  • Edit sections or change the title in the Notion-style editor if the AI-generated content needs refinement. Every edit is saved to the article’s version history.
Knowledge tab showing an auto-generated article and its source threads
3

Check Client Notes

  • Visit the Notes tab for a client summary of static, MSP-authored context.
  • Look for standard client tools (such as “MacBook Pros” or “NordVPN”) and stakeholder names to ensure your resolution matches their specific environment.
4

Identify client software stacks

  • Use the Applications list to see which software the client uses based on conversation history and Contact Intelligence.
  • Check which specific contacts are associated with certain applications for targeted troubleshooting.
Applications list showing client software and associated contacts
See Assistive AI and Inbox updates in the changelog.