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Audience: MSP staff. Company users should start with Use the Home AI Assistant. Use the assistant on Home to ask a question, prepare a support request, or find product instructions. Where the shared assistant drawer is available, it can also help from the page you are working on. A page-specific editor may have its own draft and Save controls.

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Everyday use

Read Use the Home AI Assistant for sending a question, shortcuts, product-guide citations, review cards, and recent conversations. Ticket requests start on Home; Tickets > New Ticket is the manual alternative. The assistant works within the signed-in user’s access and selected company scope. Ask it to identify the target record and inspect the proposed values before applying a change. A conversational “yes” does not apply a central-assistant review card, and an editor draft can still require a separate Save.

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Guide questions versus record questions

Ask “How do Company users open a ticket? Cite the product guide” for public product instructions. Ask about a particular ticket only when you intend the assistant to read that ticket. Guides do not grant permissions or prove that a provider-specific control is available to every user.

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External AI tools

Use MCP Server for external AI clients and MCP Tools Reference for available capabilities. Their connection and approval flows are separate from the portal’s Home controls.

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Frequently asked questions

No. The MSP manages Company user roles and access.
No. Review and apply the card, then check the result. Follow any page editor’s separate Save controls.
Use the MSP Home assistant guide linked above. It explains sending questions, reviewing changes, and recent conversations.