ConnectWise.Connected in one step.

Linking ConnectWise to your ProBound.ai agent takes a single toggle inside the Agent Setup wizard. No API keys. No dev work. No waiting.

2026.

4 min read.

ProBound Team

Your AI agent needs the right tools — and ConnectWise is one of them

ProBound.ai isn't just another AI chatbot. It's a platform where you literally hire AI agents — each one with a role, a personality, a knowledge base, and the tools it needs to get work done. Blake handles triage. Grace closes deals. Ella writes proposals. And every one of them can be equipped to work directly inside your ConnectWise environment.The connection itself? One toggle. Inside the agent setup wizard. That's it.

Your AI agent needs the right tools — and ConnectWise is one of them

How it works

When you hire or configure an agent in ProBound.ai, you walk through a simple 5-step wizard: Identity, Behavior, Knowledge, Action, and Deploy. ConnectWise is enabled in the Action step — no separate integration page, no API key juggling, no IT ticket required.k

How it works

The setup flow at a glance

Every agent in ProBound.ai is created through the same guided wizard. Here's where ConnectWise fits in:

Step-by-step: hiring an agent with ConnectWise enabled

Discover

Browse the Agent Marketplace

Head to the Discover section in your ProBound.ai dashboard. Browse pre-built agents — Triage specialists, SDRs, Account Executives, Onboarding Specialists, and more. Click on any agent card to preview their capabilities and key features before hiring.

Hire Agent

Click "Continue to Hire [Agent]"

Once you've found the right agent, click the blue 'Continue to hire' button in the agent preview modal. This launches the 5-step setup wizard.

Identity

Name your agent & set language

Give your agent a name (or keep the default) and select the language they'll speak. Hit Next (Behavior) to continue

Behavior

Choose your agent's tone

Select the communication style for your agent — Professional is pre-selected and works well for most MSP use cases. Click Next (Knowledge)

Knowledge

Upload your custom knowledge (optional)

Optionally feed your agent company-specific knowledge — upload .txt, .pdf, or .doc files, or point to a URL. This makes your agent smarter about your business. Skip this for now if you want to get running fast.

Action — ConnectWise lives here

Enable ConnectWise in the Action step

This is where the magic happens. The Action step shows all available integrations for your agent. Find ConnectWise in the list — it'll show as Available — and flip the toggle to on. That's it. Your agent now has access to create tickets, transfer calls, look up contacts, and more — all inside your ConnectWise environment.

What your agent can do with ConnectWise

Once ConnectWise is enabled in the Action step, your agent gains real capabilities inside your PSA — not just read access, but the ability to take action on your behalf. Depending on the agent type you've hired, this includes things like creating and assigning service tickets from inbound calls, pulling up client records and SLA details during a conversation, routing and transferring calls to the right tech or team, and logging interaction notes automatically. A Triage Agent like Blake, for example, can handle a basic hardware support call end-to-end: diagnose the issue, create the ConnectWise ticket, assign it to the right board, and transfer the call to a human tech if escalation is needed — all without a human touching it first.

What your agent can do with ConnectWise

Pro Tip

Start with a Triage Agent and enable ConnectWise in the Action step. Watch it handle a few real inbound calls. Once you've seen the ticket creation in action, you'll immediately know which other agents to hire and which tools to enable next.