CallSphere + ConnectWise
Purpose-built for MSPs and IT service providers on ConnectWise. CallSphere AI agents create and triage service tickets, pull asset information, check agreement status, and escalate critical issues -- keeping your PSA data accurate without manual entry.
Every interaction is logged to the right board, type, and agreement -- no miscategorized or missing tickets.
How does CallSphere integrate with ConnectWise?
CallSphere connects to ConnectWise Manage with your API credentials and works against the service ticket, configuration, and agreement APIs. When a client calls, the AI agent verifies their active agreement and SLA entitlements, pulls device and warranty data for context, and opens a ticket on the correct board with the right type and priority. It resolves common Tier-1 issues like password resets outright, logs time entries against the agreement, and -- when monitoring alerts fire -- can call the on-call engineer and open a P1 ticket simultaneously.
How to connect ConnectWise
Get up and running in four simple steps. Most teams go live in under 30 minutes.
Connect ConnectWise
Provide your ConnectWise Manage API credentials. CallSphere connects to your PSA securely.
Map Service Boards & Types
Configure which service boards, ticket types, and priorities the AI agent should use when creating tickets.
Set Escalation Policies
Define escalation rules by issue severity, customer tier, and time of day. Route critical issues immediately.
Activate
Run test tickets through the system, then enable live call handling. Tickets appear in ConnectWise instantly.
What the ConnectWise integration enables
Ticket Management
AI agents create, update, and close ConnectWise service tickets with proper board, status, priority, and type assignments.
Asset Tracking
When a customer calls about a device, the AI agent pulls configuration and warranty data from ConnectWise Manage for context.
Agreement Verification
Instantly verify whether a caller is covered under an active service agreement and what their SLA entitlements are.
Tier-1 Automation
Handle password resets, VPN troubleshooting, connectivity checks, and other common issues without dispatching an engineer.
Time Entry Logging
AI-handled interactions are automatically logged as time entries against the correct ticket and agreement.
Critical Alert Escalation
When monitoring tools trigger critical alerts, the AI agent can call on-call engineers and create P1 tickets simultaneously.
Why teams choose this integration
Accurate PSA Data
Every interaction is logged with the right board, type, and time entry. No more missing or miscategorized tickets.
Faster SLA Response
AI agents provide instant first response, starting SLA clocks with context already captured.
Scale Without Hiring
Handle more clients without adding headcount. AI agents absorb Tier-1 volume so engineers handle Tier-2+.
Frequently Asked Questions
Common questions about the CallSphere + ConnectWise integration.
Does CallSphere create ConnectWise tickets on the right board?
Can it verify a client's service agreement?
Does it log time entries automatically?
Ready to connect ConnectWise?
See how CallSphere AI agents integrate with ConnectWise to automate your workflows. Live demo available -- no signup required.
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