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AI in IT

Leveraging AI Copilot for help desk efficiency

Use AI Copilot to help accelerate first response time, streamline ticket resolution, boost productivity

50 min

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In this webinar you’ll learn about:

Join us to uncover the transformative capabilities of Atera's AI Copilot on top of Atera's ticketing system. See how you can use AI Copilot to help you accelerate first response time, streamline ticket resolution, boost productivity, and improve end user satisfaction.Topics we will cover:

  • Ticket summarization
  • Diagnosing issues
  • Generating replies
  • Knowledge base integration
  • Open Q&A
Reserve your spot!

Featured next-gen speakers:

Andrew Friedman
Andrew Friedman
Customer Success Manager
Dana Seligman
Dana Seligman
Product Marketing Manager

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Webinar transcript

 

Dana: This session today, we’re going to be talking about leveraging AI co-pilot for help desk efficiency. We’re super excited that you’re here. We’re going to start with a short introduction, then we’ll discuss Atera’s help desk solution in general, as well as the AI co-pilot features that help improve your workflow and optimize processes to make things faster for you. After that, we’ll do a demo to showcase some of those features, and finally, we’ll have a Q&A session where we’ll get to hear all of your questions and see what you think. First of all, my name is Dana, and I am a Product Marketing Manager here at Atera. I’ll be your webinar host today, and we have here… 

Andrew: Hey everyone, I’m Andrew. I’m a Customer Success Manager at Atera. I work with our enterprise clients. If you fall into that category, I’m excited to be here and join Dana. I love AI, and of course, our help desk is wonderful. 

Housekeeping Items 

Dana: Yes, so very briefly, we’ll just go over some housekeeping items. There will be a recording of the session, and it will be shared with you after the webinar, so you don’t have to worry. You’ll get everything that’s brought up here. We also invite you to type questions in the Q&A window. Anything you think of, just ask. Also, feel free to chat. We really do encourage conversation and feedback, so definitely make sure to do that. Andrew: Sorry, we love the conversations in chat, but the questions should be kept to the Q&A because we might lose them in the chat box. 

Dana: For sure, definitely put them in the Q&A. And finally, at the end of the webinar, we’ll be launching a short survey. Please stick around and answer it. We really appreciate any feedback because we’re always looking to improve, so please fill that out for us. 

Poll and Audience Interaction 

Dana: Now, before we get started, hold on one second, we’re having a technical difficulty. Ah, okay, we want to launch a poll. So here we go. If you have a second, please go ahead and let us know whether you’re currently using Atera today for help desk and ticketing. We want to know where we’re at and who we’re talking to, and this will really help us understand a little bit more. 

Andrew: Hopefully, if everyone could just click it, we’d love to see your answers. Awesome, some results are coming in. So far, the majority is yes, currently using, which is awesome. We love to hear that. 

Dana: Interesting, we’re getting some no’s. Feel free to make it a conversation in the chat. What do you love about the help desk and ticketing, or maybe why you’re not using it currently? You know, it’s a community here. 

Andrew: And for those of you that are not using it, is it because you’re not yet an Atera customer or because specifically you’re not using our help desk? We’d love to know. 

Dana: Alright, Dallas is launching in two weeks. Okay, Dallas, welcome, and we’re excited for you to get that going. Andrew: Another solution, we understand. 

Dana: For sure, stuck in a contract. Okay, makes sense. We’re waiting for you to get out of that contract, don’t you worry, we’re here. 

Andrew: Let’s see, progress on having the patch management take into consideration patching blacklists, not reporting needed patches that we don’t want. It’s interesting. Actually, it’s not what the webinar is about, but just to answer that real quick, I believe you’re talking about that if you exclude patches, it’s still showing on the report as available. We could go into that more with your customer success manager. 

Dana: Yes, I just had this yesterday. Right now, it is still going to show them as available. It’ll exclude them as you want, but it’s still going to show them as available. 

Overview of Atera’s All-in-One Solution 

Dana: Okay, cool. Let’s close the poll. Most of you voted that you are currently using Atera, so that’s really, really great, and that also helps us keep in mind what we’ll be talking about. Just one second, I’ll go back to sharing. Can you still see my screen? 

Andrew: There we go, amazing. 

Dana: So, overall, when we talk about Atera and we talk about it as an all-in-one solution, these are some of the things that we’re speaking about. We have all these different capabilities that integrate with one another, and at the core, something that touches all of it is our Action AI. Our Action AI is a mix of both Microsoft OpenAI and our own proprietary AI capabilities that come together to bring you what we’re calling our AI co-pilot, which helps you in a bunch of different ways at Atera in order to improve your workflows and optimize your environment. 

Help Desk and Ticketing 

Dana: That being said, today we said we’re going to talk specifically about the help desk and ticketing. Hold on one second, I want to be able to see if people are also talking, and I actually can’t at the moment. Just want to make sure that everything is set up correctly. 

Andrew: Okay. 

Dana: Perfect. What can you see at the moment? Oh no, that’s not it, that’s not it. Okay, sorry everybody for the technical difficulty. Screen inception, that was really crazy. Okay, here we go. Can you see? 

Andrew: Yep, amazing. Dana: So, when we’re…

Help Desk and Ticketing Features 

Dana: Talking about the help desk and ticketing features, those of you who are already familiar, we’ll do this very briefly so as not to tell you things you already know. We really try to focus on customization and collaboration. When we’re talking about collaboration, we’re making sure that you’re able to see what other members of your team are doing, help them out, and be able to talk to them—whether that’s with an internal reply, tagging people on tickets, things like that. As well as customization, making sure that if you have ticket queues, you can add custom fields to those ticket forms, set up ticket queues to see all the things that are in your queue for that day, and ensure that everything is available for you. We also have automations, such as setting up round-robin assignments, having CSAT surveys sent out when you close tickets, setting up quick reply templates, and having all of that available as well. 

Omni-Channel Support 

When it comes to Omni-Channel support, we have email, the support portal, and upcoming Teams and Slack integrations, which are going to be great. When we’re talking about the support portal, we’re specifically referring to having a place for self-service where your end users can submit and track tickets as well as have knowledge base access. Knowledge base access means having access to an FAQ library, being able to potentially solve things that you don’t necessarily need to be involved in—things that are a little bit easier for the end user to take care of. 

Reporting and Analytics 

Of course, we have a robust reporting and analytics platform, so you’re able to measure technician performance, identify ticket trends, understand what’s going on, and be able to drive business decisions and add to your bottom line. 

Service Management 

Finally, we also have service management, so whether you’re coming from an IT department or you’re an MSP, we have the ability to define and monitor SLAs and make sure that you’re meeting those response times and resolution times. 

Challenges in IT Management Workflows 

That being said, SLAs are great and we have all these things. However, at the end of the day, we still believe that IT management workflows are broken. Why is that? Even with automations and the most customized solution, we’re still dealing with slow response times, and technicians have to deal with mundane and repetitive work as well as a lot of manual work overload. For example, if you have a lot of end-user requests coming in from different people like the office manager or HR manager, everything is coming in at once, your queue gets overwhelmed, and maybe you can’t respond to tickets as fast as you’d like to.

We know that these things happen, and also there are a lot of requests that are things you don’t want to be taking care of. Password reset requests are a common example. 

Introducing AI Co-Pilot 

What we hope to do with our AI co-pilot, and hope that you’ll adopt as well, is that the AI co-pilot is meant to augment, replace, and really support your day-to-day. It’s not meant to replace you as a technician but to help you in your workflow as your companion in order to make things more efficient and productive. 

AI Co-Pilot Benefits

So briefly, this is what it should look like. You want a much shorter overall time to resolution, not just response time. Before, you saw response time, this is 10 minutes overall time to resolution using the AI co-pilot, and that’s the ideal. Some of the things that the AI co-pilot can do for help desk, and we’ll go into this in a minute in our demo, include ticket summaries—being able to quickly glance at a ticket without having to go through and read everything back and forth. We know it can be a lot. It can provide diagnostics and suggestions, create and generate a knowledge base article from tickets, and provide actionable solutions and custom responses. This allows you to respond to your end user quickly in either a formal or casual way, whatever you prefer, without having to sit there typing it out. 

Andrew: Yeah, I didn’t mean to cut you off. I think also a lot of feedback I’m getting from my clients is that at first, a lot of people think, “Oh, I’ll just use another platform like ChatGPT or whatever it is and put it in there and ask it questions.” But they didn’t realize until they started using our co-pilot how all the little copy and pasting adds up, and in the moment of your day, you don’t want to be doing that. 

Dana: Yeah, and also going back and forth is a lot. What’s nice about co-pilot is it’s all within the one platform in context, and that’s a huge benefit. Finally, I think the main thing that people are excited about and what we’re really excited to show you is what we’re calling the IT companion. It’s essentially being able to access your information on any page by querying the co-pilot and asking it questions, pulling up tickets, and we’ll show you that in a few minutes. 

Demo 

Andrew: So, do you want to go ahead and start? 

Dana: Sure, here we go. [Music]

Existing Capabilities Overview 

Andrew: Awesome, sorry, where are we? Okay, let me know when you can see my screen. 

Dana: Cool, yeah. 

Andrew: Awesome. So I’m going to go over pretty much what capabilities we had until today before Dana takes it back to show you the exciting new capabilities. Right now, I’m just in the ticket tab, and if I go down to a ticket, there’s a whole history here of the conversation back and forth, the steps taken. Now maybe that technician is off or their shift is over and I’m coming in, I don’t want to have to read all that. Yes, you could copy each one, put it in, try to get that summary, but also you could just simply come here to co-pilot, push the button, and it’s automatically summarizing this ticket. 

Dana: Can you enlarge the shared screen? We have a request for that. Is there a way to do that? 

Andrew: Let’s see. I’m not sure. Maybe zoom in. Is that any better? 

Dana: Is that better? 

Andrew: I think it’s a little better, yeah. 

Dana: Okay, go ahead. 

Andrew: Sorry guys. So if I take a step back, I came here and just hit the co-pilot button and it’s going to go ahead and summarize the ticket for me. So again, if I’m just jumping in or maybe I just didn’t remember because we’re tackling who knows how many tickets a day, it’s going to give me the summary, the steps taken, the troubleshooting solutions, and then it even asks if you want further assistance with any specific steps. If this device was online, I could then take actions from it, so that way we’re solving it right here all in one place. 

Generating Knowledge Base Articles 

Andrew: What’s really great then is we get a lot of feedback that creating a knowledge base is annoying and it takes time, but the benefit of having it is great because when you are chatting with our co-pilot, it’s going to reference those articles and make your life easier as well as your technicians who are constantly asking you questions or how-to. Again, we’re not trying to replace anyone, but it’s another source for them to learn. Now to create it, I could just come down here to generate article if I feel like this ticket has information that I wish everyone knew or had in the knowledge base. I’m simply going to click it. Let me switch my screen that is sharing. Here we go. You’ll see it just is generating now. Here we go, “How to troubleshoot a slow computer” because that’s what the ticket was about, and it’s giving all the different steps that they could take before maybe, you know, either it could be the end user that’s going to try certain steps before even reaching out to you, or it could be that tier one technician that now could just follow these steps before escalating it to tier two. Here, of course, you could edit it before saving it, and then it’s going to be in the knowledge base. 

Generating Replies 

Andrew: Okay, so we went over that. Another great thing, if we go back to the ticket—sorry, here we go—we’re back inside the ticket now. Obviously, you have the choice for internal note or public reply, but if we go back to—sorry, I’m going to go out and back inside the ticket. Great, here you could see “Generate Reply.” So we could click on that, it’s going to go ahead and do a whole response. You could read it over just to make sure, maybe you want to go ahead and change the sentiment, you want to make it more casual, more formal. Maybe as a rule you tell everyone to make it more formal, so they always have to go click that. That way you also can make sure that the messaging is how you want your department run. You could go ahead and hit rephrase if you want, and it’s going to do it real quick, real simple. So all of these small tasks are going to save you so much time. 

Dana: Wow, for sure. 

Questions and Answers Andrew: So yeah, that’s what I have. Let’s see if there were questions here. Here’s a question: “Is this information added to the AI or does it come from the internet?” It’s a great question. Do you want to take it, Dana? 

Dana: Sure. For security purposes, the AI is fed a ton of Atera information. It is not learning anything about your business or your client. It’s simply about how things were handled, the steps that were taken, not data. It’s not coming from the internet; it’s from your account data. No, we are not training the model, but we are going through past things that have happened within your account and then using that to get a better response and to understand patterns that have occurred or things that you can do in order to solve the ticket or resolve the ticket, if that makes sense. 

Andrew: I’m going to also go ahead and—here’s another question: “Is it going to be able to auto-assign tickets to the technician who responded to the ticket?” I’m not sure I understand. Can you say a little bit more? 

Dana: We do have the ability for auto-assigning. We have the ability to create a ticket automation rule and set up an auto-assign, whether that’s through round-robin or a different method. But no, the agent itself doesn’t. The co-pilot itself isn’t what assigns the ticket; it can’t do that at the moment. Maybe we’ll have that in the future. But what you can do is, if you know that you want to change the assignment, you can do that. And like I said, you have the ticket automation rules to set up an auto-assign. 

New Features Demo 

Dana: I’m going to go ahead and share my screen now to show you some of the other features that we have. I’d love to know in the meantime how you guys are using it or what you’re finding with those capabilities. Is it saving your team time? Is it making your day-to-day easier? Did you build a knowledge base? We love this feedback, definitely. Dana: So, before when I mentioned…

AI Companion Overview 

Dana: The AI Companion, or co-pilot, is really nice because we have it available on every page. That’s this little floating button right here. It essentially enhances functionality and makes it much more intuitive to work with the co-pilot across the platform. You can go ahead and click this from any page. While you can still access these features from the ticket page or the devices page, let’s say I’m in the dashboard and I want to quickly check something. I can always open up that little button right here in the corner, and the co-pilot will open up. 

Using the AI Companion 

Dana: Some of the things that you can do here: first, we have these popular prompts that we’ve added if you want to just test things out. But some of the nice things you can do specifically with regard to ticketing is type “/ticket” and then, from wherever I am, get a look at either recent things that have happened or specific tickets that I want to take a look at. For example, if none of my tickets that I wanted to look at are here, I can open that up, look at the ticket, and it will open right here while I’m still on the dashboard. This is really great if you’re in the middle of doing a bunch of other things and someone pops by your desk and wants to talk about a specific ticket that has come up. 

Andrew: Dan messaged, or he put in the chat, which I think is great, that he likes to ask the AI co-pilot to just restart services, and it does that. 

Dana: Oh, that’s awesome. I love hearing the action. Okay, so I’m going to go in here. I want to look specifically at this ticket over here and see what the deal is. It will give me a summary of the ticket right here where I am, so that’s really nice. It will also give me some steps that I can take in order to solve it right here. Maybe I want to do some diagnostics while I’m here, which I can also do. Let’s run diagnostics if there are any for this. 

Running Diagnostics 

Dana: Amazing. So again, while I’m doing something else or I don’t want to interrupt my workflow, I can always just quickly look that up. So that’s really cool. It’s still running, so we’ll give it a second. While this is going, just something that I want to share is you can also see all your chats. So you can see here I’ve been doing a lot of these tests today, and you can always go back and see what you’ve done, what you’ve talked to the co-pilot about, and open a new chat. 

Additional Features 

Dana: We also have the ability to add images, and you can send a voice note type of thing, so you can just speak to the co-pilot, and it will continue to solve your issue. The image feature is really cool because I’ve had clients tell me that someone will just send them an error, and of course, you’re starting from scratch. They could send you a screenshot of it that you could just put in there, and it will analyze it and help you answer it as well. 

Andrew: Yeah, it’s really, really great. Brian, the co-pilot has voice to text now in all apps. It’s awesome, so definitely check that out if you haven’t already. 

Dana: Okay, so I’m not going to stand and wait for the diagnostics to come through, but this is one that I did a little bit earlier. You can see I had it check for high memory processes, and it went and did that for me. 

Querying the Co-Pilot 

Dana: Some other things that you can do is you can actually query the co-pilot with your own data. For example, let’s say I want to know how many tickets Dana Seligman, which is me, has assigned to her. How many open tickets does Dana Seligman have assigned to her? Maybe you know she’s going on vacation, which would be nice, and I want to reassign some of those tickets or take them off her queue before she leaves, or just see what’s outstanding. Okay, wow, only two open tickets, not so bad. What are those tickets? It’s nice to be able to do this and chat with the co-pilot from wherever you are and not have to go manually looking for it. It’s really nice providing you with these insights right where you are. 

Andrew: Absolutely. The big difference that we’re seeing now with this update is instead of having to go to a specific task, a specific ticket, a specific alert, or whatever to work with AI, you can now do it from anywhere. That’s a huge game-changer. 

Dana: Oh, it got stuck on a previous thing over here. Here, what are those tickets? So it sent my tickets over here and it’s telling me what’s open, which is great. 

Handling Multiple Tickets 

Dana: Some other things that you can do which are really cool are, let’s say I have a bunch of tickets that have all come in from different users. Here, I’m going to switch back to my other environment. I have a lot of environments, so here we go.

Root Cause Analysis 

Dana: Yes, okay, this is the one I want. So let’s say I had a lot of tickets come in from a bunch of different places, and maybe I want to see, you know, I have a few Wi-Fi tickets, a few other tickets, and maybe I want to know if there’s anything going on at a larger scale. You can do essentially a sort of root cause analysis and see whether all these tickets can be related without having to manually open each ticket, go through all the discussions, and see what’s going on. This is a really nice feature, allowing you to get all that information here. Now I know that maybe there’s a slow performance issue or perhaps a network issue going on behind the scenes. From there, I can go ahead and do some more diagnostics, see what’s going on, and apply some fixes. That’s really, really great. 

Monitoring SLAs 

Dana: Another use case is as follows. Here, let’s see… Oh, that’s cool, it gave it to me in color. You can also see which tickets are approaching their SLAs, how many open tickets are about printer issues. Really, the sky’s the limit. You could ask it—oh wow, see here, a bunch of things are approaching their SLAs, and now I know that I can go on and prioritize those tickets. So it’s really nice; it’s very powerful. You’re empowering your technicians to ask the right questions and get those instant answers. 

Focusing on Bigger Projects 

Dana: What’s really great about it is it’s freeing up time for you to work on bigger things—bigger projects, maybe something that you’ve been putting off for a while. Maybe you want to switch everybody to Google from Microsoft, type of projects, you know what I mean? Things that take up a lot of time, things that you’ve been hoping to do and haven’t had the will to get to them. What’s nice about the co-pilot is that it will really help you get through things faster, get through your queues, and be able to focus on those big projects. 

User Feedback and Questions 

Dana: Those were just some use cases. Where’d you guys go? Here you are. Those are just some use cases, but we’d love to hear from you guys if you have any ways that you’ve been using co-pilot so far. If you’ve even tried the universal companion, if you’ve seen it. Anyone out there tried that little floating button yet? It’s okay if not; it’s relatively new. 

Image Analysis and Support Chat 

Dana: We have a question from Dallas about the image upload, asking if it analyzes the image, looking for data artifacts to identify issues like error codes. I’m actually not sure about that. Let me get back to you. I’ll ask the team, and we can follow up with you about that because I’m not sure, and I don’t want to tell you the wrong thing. Dana: Isn’t that the only way to kick off chat with the support team—with our support team? Actually, no. The way it used to be was there was a question mark over there. Here, I’ll go ahead and share again. 

Andrew: Fair, good question.

Dana: Yeah, we want to make sure that you definitely know where to find support. So yes, down here there used to be a question mark. We’ve actually moved that up here to Help and Resources. Over here, you can talk to our support team. You can type something in here and get an answer from our knowledge base, and you can also do things like product updates, see what’s new, things like that. But that’s all from this little question mark up here, as opposed to down here where our AI currently lives. But I’m really happy that you asked that. 

Feature Request: Audio Transcripts 

Dana: Okay, let’s go back. We have a good feature request actually from David. He says if co-pilot could do audio transcripts because they’ve put voicemails into the ticket, and then if it could do a transcript from them. That’s really cool. 

Andrew: Cool, yeah. We’ll definitely give that to the team. 

Dana: Definitely, we will tell them about that. That’s a very cool idea. 

Demo Video 

Dana: Okay, amazing. So we just went through those. This is a quick video that I made earlier, but you already saw it in action, so we won’t go through it. And that was the demo. We really would love to hear your thoughts in general. Also, feel free after, if you thought of something, to talk to us. We’d love to hear if you guys have any more questions. If you are interested in learning more about the co-pilot, feel free to click that little button up at the top and schedule a live demo with our sales team or with someone from our team. 

Q&A Session 

Dana: Any questions about today? Andrew, can you see the Q&A? 

Andrew: Yeah, we have a good question from Brian. Would it be possible to enable co-pilot to attempt to run all needed patches? It’s a very good question. So I actually just went into co-pilot, and I put “run all available patches,” and it’s asking me, “Would you like me to proceed on the customer’s device?” We’d have to look into this more because I don’t know which device it’s talking about specifically. 

Dana: Right. So feedback, yeah. There are definitely some actions that you can do on the device itself. So maybe I will go back to that video for a second that I made. Can you see the video? 

Andrew: We see your ticket screen, yeah. 

Dana: Okay, great. So I have a ticket here, “Computer running very slow,” and we have a summary of the ticket that came up, and it’s going to do some health checks for me. Okay, and then it’s asking me if I want to proceed with any specific action. At this time, I did ask it to investigate the memory usage. There we go. And it asked if I wanted to do any of these actions because the ticket itself, the user, is connected to a device. I’m actually able to run things on the device itself over here. So from the ticket, we get to do the diagnostics and actually run an action. I wanted it to check the disk health, and the co-pilot is going to do it for me. It’s asking if I want to schedule a disk check during a system boot, and it will do it for me. You can also see this in the recent processes report to see that it actually happened. 

Dana: In terms of things that you can actually do on the devices, as long as the device is connected to the user or the contact who created the ticket, there are actions that you can actually have co-pilot run for you on the end user’s device. Any other questions? 

Co-Pilot Access and Add-On 

Andrew: People are asking about access to the co-pilot. Yes, this is an add-on. But the capabilities, once you purchase the add-on, as we keep adding to the co-pilot you get those as well as it’s getting enhanced like everything else, sure, and gets enhanced all the time. We’re constantly working on it; there are always new things coming out. 

Dana: Brian said he tried to run all available patches on all devices, which, just like you said, it can’t do at the moment. But we do, of course, have that new patch management dashboard which helps you see it all in one place. Also, on the AI, if you go to the device page, the search now has AI there where you can ask it to show the devices that have available patches or the ones that have alerts, and it’ll automatically list them for you. So AI can make it easier for you that way. 

Andrew: You should be able to deploy patches in bulk in general. While you can’t necessarily do it on all devices at the moment with the co-pilot, I know that is something they are hopefully working toward, so definitely stay tuned. 

AI Functions and Integration 

Dana: Dan’s asking, are there going to be AI functions included in the base tier? So Dan, the co-pilot is an all-or-nothing add-on. It’s not based on the tier that you’re on. No matter what plan, if you decide to purchase co-pilot, you get everything—all of co-pilot. 

Andrew: Dallas mentioned that he thinks Atera should allow new integrations to explore co-pilot so they have the ability to truly attempt having it exist within their environment. They got 30 days but never got to fully explore it as they spent the first 30 doing conversions. 

Dana: That’s definitely a good point, and it’s something that we can bring back to the team. Thank you for letting us know that that’s an issue people are having. We’ll let you know if we make any changes there. Thank you. 

AI Wednesdays and Future Webinars 

Dana: For those asking about other capabilities, this webinar focused on the help desk and ticketing, but there is so much more that you can do. We actually have AI Wednesdays. Every Wednesday, we’re going to have a webinar that specifically talks about AI in a different way, whether that’s our capabilities or a customer spotlight showing how they use co-pilot in action. These are the ones coming up in the next few weeks. We highly recommend that you join and take part. 

Dana: All of these will also be available as much as these are new and upcoming and exciting. We’re continuing to really push AI and show people that it’s not scary; it’s something that can really help your workflow. So take a look at these. 

Dana: By the way, I know a lot of you already have your ticketing set up, but we actually have a webinar coming up for more advanced ticketing. If that’s something you’re interested in, definitely take a look at our webinars page, and all the details for that will be there as well. 

Trial Extensions and Feedback 

Andrew: I did just want to mention, if anyone else is wondering if you need more time to trial it to show your boss or leadership, just speak to your account manager and ask if you could work out more time to try it. Pricing—just start a conversation. It doesn’t hurt to ask. 

Dana: Very good point. We’re really open to hearing what you guys think. If you have feedback about it, we’re always looking to improve. So, if you have any feedback, let us know. 

Andrew: Also, I see some of you saying that government has a lot of red tape. We deal with a lot of MSPs and IT departments that are working for the government, as well as healthcare or HIPAA compliant. So again, start the conversation. Ask all your questions with your account manager or your customer success manager. Hopefully, you get the answers you need. 

Change Management Solution 

Dana: I actually do want to bring up one last thing while we’re here. If you guys are using our help desk and ticketing, something you should know is that we’re working on a change management solution. Right now, we don’t have an integrated change management solution in Atera, but as part of our journey toward becoming an ITSM solution as well, we are looking to add that. We’re really trying to talk to people and figure out what your needs are in that space. If that’s something you’re interested in, I’ll drop my email into the chat here. Please reach out because we’re always looking for ideas and really want to understand what you need. If that’s something you’d like to talk about and also be part of the beta program for that, please let us know. 

Conclusion and Survey 

Dana: Okay, I think—are there any other questions, Andrew? 

Andrew: People are asking about a summary for the webinar. Of course, we will send out the recording. 

Dana: Definitely. Let’s see… No, I think we hopefully answered everyone’s questions. We know we have to get back to that one, but yeah. We’ll send out a quick survey now. Please take the survey and let us know what you think. Thank you guys so much for joining. We’re really happy that you joined us today. 

Andrew: Thank you, everyone.

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