CP
ITSM / Ticketing

ConnectWise PSA AI Integration

Connect ConnectWise PSA to BeforeQuery for grounded AI answers and agent actions across ITSM / Ticketing.

Connect ConnectWise PSA
What is it?

About ConnectWise PSA

ConnectWise PSA is one of the ITSM / Ticketing platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect ConnectWise PSA

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → ITSM / Ticketing and select ConnectWise PSA.

  2. Step 02

    Sign in to ConnectWise PSA with an account that has permissions to grant BeforeQuery the ITSM / Ticketing scopes required.

  3. Step 03

    Confirm the connection. ConnectWise PSA is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses ConnectWise PSA

What the agent does with your ConnectWise PSA connection

  • 01

    Read open tickets from ConnectWise PSA to give agents live context on what your teams are working through.

  • 02

    Auto-triage new ConnectWise PSA tickets — categorize, assign, and set priority using grounded policies from your runbooks.

  • 03

    Draft first-response replies and resolution notes citing the same knowledge your L1 team uses.

  • 04

    Close the loop end-to-end: create, update, comment on, and resolve ConnectWise PSA tickets from any playbook.

Use cases

What teams actually do with the ConnectWise PSA integration

Auto-triage new ConnectWise PSA tickets

Every new ConnectWise PSA ticket routes through a triage playbook that reads the subject + description, matches it to your category taxonomy, sets priority based on impact and urgency signals, and assigns to the correct queue — before a human ever sees it.

Confidence-gated deflection

New ConnectWise PSA tickets that look like a "how do I..." question with a known answer get an AI-drafted reply grounded in your KB. Above the confidence threshold, the reply is posted and the ticket resolved. Below, it queues for the L1 agent with the draft attached.

Bulk ticket updates on incident

When an incident is declared, a playbook adds an incident-status comment to every open ConnectWise PSA ticket in the affected service scope, and re-adds a resolution comment once the incident closes.

Answer questions grounded in ConnectWise PSA

Employees and customers ask ConnectWise PSA-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact ConnectWise PSA record shown alongside the response. No context switching, no "log into ITSM / Ticketing to check" round-trips.

ConnectWise PSA — Frequently Asked Questions

Common questions about connecting BeforeQuery to ConnectWise PSA.

Both. Each playbook chooses its own risk tier: read-only actions (draft a reply) run on autopilot; reversible writes (add a comment, change priority) route to approvers per your matrix; destructive writes (delete, merge tickets) require step-up approval and are always reversible via the audit log.
ConnectWise PSA webhooks feed the Context Graph in near-real-time — typically within 30 seconds of a ticket change. For platforms without robust webhooks, BeforeQuery falls back to configurable polling (1-15 minute cadence).
Standard OAuth 2.0 where ConnectWise PSA supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your ConnectWise PSA data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every ConnectWise PSA integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific ConnectWise PSA objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch ConnectWise PSA for real.

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