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The ConnectWise integration lets your agents access tickets, contacts, and service management data in ConnectWise PSA and service desk.

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Prerequisites

  • A ConnectWise account — ConnectWise
  • A Vatel AI organization and at least one agent

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Configuration

  1. In Vatel AI → Settings → Direct Integrations, click Add Integration.
  2. Select ConnectWise and enter your API credentials.
  3. Click Save.
Once connected, you can add the integration as a function node in your agent’s conversation flow or logic flows to manage tickets and service requests.