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The AI Readiness playbook is a vendor-neutral review of whether a client can adopt AI safely, govern it, and measure its value. The AI Readiness Overview block turns that review into a score and a list of open gaps on a dashboard or report. This guide is for MSP staff.
Importing the playbook does not add anything to a dashboard. It only adds the checks to your library. The block shows a score once you complete all three parts: import the playbook, run its checks for a client, and add the block to a dashboard.

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Before you start

  • To import, you need Playbooks management permission and an active subscription.
  • To run the checks and record results, you need Compliance write access.
  • To add the block, you need Write or Manage access to Dashboards, plus Compliance read access. The block does not appear in the Widget Library without Compliance access.
  • Your tenant needs at least one status list. The import uses your default list unless you pick another.

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1. Import the AI Readiness playbook

1

Open Best Practices

Open Settings > Compliance > Playbooks and click Best Practices. AI Readiness is under Operational reviews. It has 15 company-level checks.
AI Readiness playbook card with 15 company checks, its description and an Add button

AI Readiness in the Best Practices library.

2

Click Add

Click Add on the AI Readiness card. To read the checks first, click the playbook’s name.
3

Check the folder and status list

In Add Playbooks to Tenant, the checks go to Standard Playbooks / AI Readiness. Your default Status list is already selected. Change it if you assess with another list.
Add Playbooks to Tenant dialog with the AI Readiness folder and the Status list set to Compliance Check Status

Add Playbooks to Tenant for AI Readiness.

4

Click Add to Tenant

The card now shows Imported. MSPortal also creates a check group called AI Readiness, which you use in the next step. The imported checks start out Approved, so you can run them right away.
AI Readiness playbook card with the Imported badge

The Imported badge confirms the checks are in your library.

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2. Assess a client

The block reads AI Readiness checks that are assigned to a company. A run assigns them.
1

Open Run Checks

Open Compliance and click Run Checks.
2

Name the run

Type a Name, such as AI Readiness review. Notes and Due date are optional. Leave Hide from company users clear if the client should see these checks in their portal.
3

Pick the client

On the Companies tab, search for the client and tick it. Tick several clients to assess them all in one run.
4

Pick the AI Readiness group

In Select checks, open the Groups tab, search for AI Readiness, and tick it. The badges read Total: 15 and Group: 15.
Run Compliance Checks dialog with the run named AI Readiness review, Acme Corporation ticked under Companies and the AI Readiness group ticked under Groups

One client and the AI Readiness group, ready to run.

5

Click Run compliance checks

MSPortal shows Compliance run queued successfully and assigns the checks in the background, usually within a minute.
6

Record the results

In the Tree view, expand the client, then the run, then Company Checks. Set each check’s status from its status button. To set the same status on several checks, tick them, click Actions in the page header, and choose Set Status.
Compliance tree with Acme Corporation expanded to the AI Readiness review run, showing 9 compliant, 4 not compliant and 2 open checks

AI Readiness checks for one client, with results recorded.

To reassess on a cycle, add the AI Readiness group to a run template and schedule it. See Compliance settings and Schedule compliance assessments.

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3. Add the block to a dashboard

1

Open the dashboard editor

Open a custom dashboard and click Edit, or create one: click Dashboards, then the + button. See Create and edit a dashboard.
2

Find the block

Click Widget Library and search for AI Readiness. Click AI Readiness Overview under Compliance. The block appears in the first free spot on the dashboard.
Widget Library searched for AI Readiness, with AI Readiness Overview listed under Compliance

AI Readiness Overview in the Widget Library.

3

Arrange it

Drag the grip to move the block, and use the size button to resize it. A larger block shows more gaps.
4

Click Save

Click Save in the page header and wait for Dashboard saved.
The same block is available in reports. Add AI Readiness Overview from the report builder’s block list to put the score in a business review.

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Read the block

Pick the client in the company selector at the top of the page. In Global View, the block combines every company that has AI Readiness checks.
AI Readiness dashboard with Acme Corporation selected, showing a 60 percent score, At risk, 9 passed, 6 needing attention and the open gaps list

AI Readiness for one client: 9 of 15 checks passed.

A client with no AI Readiness checks assigned shows Not assessed with Make sure you’ve run the AI Readiness playbook for this client. Run the playbook for that client to fill it.
AI Readiness block showing Not assessed and the prompt to run the AI Readiness playbook for this client

A client without an AI Readiness run.

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What clients see

Company users see the block only on a dashboard or report your MSP shares with them, and only for their own company. The block counts only checks visible to them, so a run created with Hide from company users does not appear in their view. To share a dashboard, see Dashboard settings.

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Troubleshooting

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Frequently asked questions

No. Importing adds 15 checks and an AI Readiness group to your library. It does not assign them to a company or add a block to any dashboard. Complete the three parts in this guide.
The score counts AI Readiness checks from every run for that client, open or completed. Completed runs still count. When a client has more than one run, the block also compares the latest run’s score with the previous one.
Yes. Edit the imported checks in Settings > Compliance > Checks. Your edits stay when you import the playbook again, which only adds checks you do not have yet.
In Global View, or with several companies selected, the block combines their checks into one score. For a per-client view, pick one company in the selector.