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The AI Settings step helps you configure the AI assistant to better understand your business. This context improves the quality of AI-generated suggestions, summaries, and responses throughout MSPortal.

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What You’ll Configure

  • AI Context Notes - Background information about your MSP
  • Support Email - Contact email for AI-generated support responses
  • Business Context - Industry, services, and specializations

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Steps to Complete

1

Navigate to AI Settings

Click Go to Settings in the onboarding wizard, or go to Settings > Tenant and click the AI tab.
2

Add Context Notes

Describe your MSP’s business, the services you offer, your target clients, and any specific terminology you use. The more context you provide, the better the AI can assist.
3

Set Support Email

Enter the email address that should appear in AI-generated support responses.
4

Save Changes

Click Save Changes to apply your AI configuration.

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Writing Effective Context Notes

Include information about:
  • Your company’s services and specializations
  • Industries you serve (healthcare, legal, finance, etc.)
  • Common tools and technologies you support
  • Your support processes and SLAs
  • Any specific terminology or acronyms your team uses

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Example Context Notes

We are TechMSP, a managed service provider specializing in healthcare IT.
We support medical practices with HIPAA-compliant solutions, including
M365 management, endpoint security, and backup services. Our clients
use Epic and Athenahealth EMR systems. We provide 24/7 support with a
4-hour response SLA for critical issues.

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Auto-Completion

This step is automatically marked as complete when you have:
  • Added AI context notes, OR
  • Set a support email address