> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Intelligence Service Tech Guide

> Service tech guide to Client Intelligence: use Super Magic suggestions, auto-generated knowledge articles, and company notes to resolve tickets faster.

<Frame>
  <iframe src="https://www.loom.com/embed/16e7d1363dab49c09c7df732cec4498e" width="100%" height="400" allowfullscreen />
</Frame>

## 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

<Steps>
  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/b691b89c-image.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=81b14633629b116aa52bbb8ddd5a905d" alt="Super Magic suggesting matching articles in the chat sidebar" width="1152" height="569" data-path="images/b691b89c-image.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/thread/ysyi1-ysJ96KyxOf/images/5026a710-image.png?fit=max&auto=format&n=ysyi1-ysJ96KyxOf&q=85&s=e68e225c80ec6558f384f4c8155c6361" alt="Knowledge tab showing an auto-generated article and its source threads" width="1240" height="811" data-path="images/5026a710-image.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/f28ab6a8-image.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=a25350d45ae069582f7f688ec96c4a0c" alt="Applications list showing client software and associated contacts" width="1240" height="793" data-path="images/f28ab6a8-image.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  See **Assistive AI** and **Inbox** updates in the [changelog](/changelog/q3-2026).
</Note>


## Related topics

- [Read client health with Client Intelligence](/start-here/roles/csm-account-manager/client-intelligence-and-health.md)
- [Customer Value Messaging for AI-Powered Support](/get-started/talking-to-customers-about-ai-powered-support-thread-customer-value-messaging.md)
- [Getting Started with Client Intelligence](/ai-agents/getting-started-with-knowledge.md)
