Roadmap

Documentation Index

Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt

Use this file to discover all available pages before exploring further.

We’re constantly working to improve MSPortal.ai. Here’s what’s on our roadmap:

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In Active Development

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Microsoft Teams App

Announced in the May 15, 2026 release notes. Rolling out tenant-by-tenant over the two weeks following the announcement. Ship MSPortal as a per-tenant branded Microsoft Teams app for your clients. Your tenant gets its own manifest carrying your name, your logo, your accent color, and your vanity domain. You sideload the generated .zip or publish it through your tenant’s Teams app catalog so the install appears under your brand, not MSPortal’s.

• Per-tenant manifest + package generator - Download a ready-to-upload .zip for your tenant from Settings, Integrations, Microsoft Teams. Manifest is regenerated on demand whenever you tweak branding so re-publishing is a one-click operation.
• Vanity-domain aware - The manifest emits your vanity domain (e.g. portal.yourmsp.com) so end users see your URL, not ours, when they tap a tab.
• Single sign-on through Microsoft 365 - End users sign in through their existing M365 identity and land on the MSPortal home tab without a second login prompt. OAuth handoff is built on the standard Microsoft Teams app SDK.
• Phased rollout - Gated behind a tenant-level teams_app feature flag so we can enable interested tenants in week 1 and broaden to general availability in week 2.

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CSAT Surveys

Announced in the May 15, 2026 release notes. Rolling out tenant-by-tenant over the two weeks following the announcement. Customer satisfaction campaigns driven straight off PSA ticket close events. CSAT shares the campaign engine with NPS surveys but is built around the short, transactional rating you fire after every closed ticket instead of the periodic relationship survey.

• PSA-triggered ratings - Fire a survey automatically when a ticket closes in Halo, ConnectWise, or Autotask. Thumbs-up/thumbs-down or 1-5 stars, configurable per campaign.
• Signature-embed widgets - Drop a one-line embed into your techs’ email signatures so the rating prompt arrives in the reply email itself. Clicks bypass a separate survey email entirely.
• Public widget - Same widget embedded on your client portal or marketing site for ungated public feedback.
• Dashboard reporting - Aggregate scores by tech, queue, client, or category, with drill-down to the underlying tickets. Ties into the existing Surveys reporting blocks.
• Phased rollout - Gated behind a tenant-level csat feature flag (the broader Surveys product is GA; CSAT is the piece still in validation).

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Automation: Next Wave of Improvements

Still on deck after the April 24 bundling, survey, and recipient updates.

• Assigned-User Recipient Resolution - Target the user assigned to the triggering record (training assignee, task owner, meeting organizer) instead of picking specific users by hand at rule-creation time. An “Assigned User” recipient type that resolves to the right person at send-time.
• Additional Ticket Template Variables - Ticket number, assignee name, and a broader set of ticket fields available in the Template Variables helper so you can reference them in subject lines and bodies.
• Weekly Day-of-Week Selector - Scheduled rules with Weekly frequency will let you pick the specific weekday the rule runs on, rather than using a system-managed default day.
• Bundling for More Actions - Extend rule bundling beyond Open Ticket and Add to Planner so grouped Send Email, Send Survey, and In-App Alert actions can also consolidate matches.

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Coming in May 2026

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European Data Residency

MSPortal is expanding to support regional data hosting for European customers. Your data will be stored and processed within the EU, ensuring compliance with GDPR and other European data residency requirements.

• EU-Hosted Infrastructure - Dedicated database and application infrastructure in the European region
• Data Isolation - All tenant data, including integrations, devices, tickets, and compliance records, stays within your selected region
• Seamless Migration - Existing tenants can request migration to regional hosting
• No Feature Differences - Full feature parity across all regions

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Multi-Language Support

MSPortal will be available in 15 languages, with every page, form, notification, and label translated to support MSPs and their clients worldwide. Supported Languages: English, Czech, Danish, Dutch, Finnish, French (Canada), French (France), German, Italian, Norwegian, Polish, Portuguese, Slovak, Spanish, and Swedish.

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Google Workspace Integration

Full Google Workspace integration mirroring our existing M365 capabilities. Each client’s Google Workspace admin connects via OAuth, and MSPortal syncs their directory, licenses, domains, and security posture.

• Users & Groups - Sync users and groups from the Google Admin Directory with org unit, admin status, 2FA enrollment, and last login
• License Management - View Google Workspace license assignments across all SKUs with per-company breakdowns
• Domains - Track verified domains across all connected Google Workspace tenants
• Security Reports - Daily security snapshots showing 2FA adoption rates, enforcement status, admin counts, and 30-day trend charts
• Cloud Navigation - Microsoft 365 and Google Workspace grouped under a unified “Cloud” sidebar section

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Pending Approval

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Chrome Extension

Our Chrome extension is complete and currently awaiting Google approval. Once approved, you’ll be able to access MSPortal directly from your browser without leaving your current tab. Features:

• Tickets View: See your assigned tickets with priority and status indicators
• Training View: Continue training courses directly from the extension
• AI Chat: Ask questions about clients, tickets, or compliance data
• Secure Authentication: Sign in once with your existing MSPortal credentials

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Planned Features

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Expanded Playbook Library

New compliance and operational playbooks are coming soon:

• Compliance Frameworks: ISO 27001, CIS Controls, NIST, and more
• Operational Playbooks: Client Onboarding, Cyber Insurance Renewals, and other MSP workflow essentials

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New Integrations

We’re expanding our integration ecosystem:

• N-Able N-Central - RMM integration with device sync and monitoring
• Huntress - Managed EDR integration with incident and agent sync
• Sherweb - Cloud marketplace integration for license and subscription tracking
• Datto Backup - Backup monitoring with agent status and job tracking
• Fortinet - Network security integration with firewall and threat management
• Unifi - Network infrastructure monitoring and device management
• Slide Backup - SaaS backup monitoring for cloud workloads
• DNSFilter - DNS security integration with threat and content filtering stats
• NinjaOne Dropsuite - M365 SaaS backup monitoring via Dropsuite (pending API availability from NinjaOne)
• Watchguard - Network security appliance monitoring and reporting
• Azure Device Sync - Sync device information from Azure AD/Entra ID
• Intune Settings Documentation - Document and track Intune configuration policies
• Domotz - Network monitoring and management integration
• NetSapiens - VoIP and unified communications platform integration

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SMS for Emergency Broadcasts

Send emergency broadcast notifications via SMS in addition to email and in-app channels. Reach your clients and team members instantly during critical incidents, outages, or security events even when they’re away from their inbox.

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App Theme Customization

Customize the look and feel of MSPortal with configurable color themes. Choose your brand colors or select from preset palettes to match your company identity across the entire application.

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User Statistics Dashboard

Track how many compliance checks are completed across tenants to support KPI and accountability reporting.

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Automatic Company Importing by Company Type

Automatically import companies from your PSA based on company type classification. Define which company types (e.g., Client, Prospect, Vendor) should be auto-imported into MSPortal, eliminating manual selection and ensuring new companies are available immediately.

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Centralized Integration Mapping View

A single view showing every integration mapped per company. Quickly see which companies have which integrations connected, identify gaps in coverage, and ensure consistent tooling across your client base.

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vCIO and Technician Capacity Planning

Forecast workload and balance team capacity for upcoming quarters.

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