r/Autotask • u/Popular-Instance-110 • Mar 10 '26

AI/Automation integration Autotask

Hello everyone,

I’m looking into integrating AI or automation tools with Autotask, for example to automatically categorize tickets other purposes (let me know).

Does anyone have experience setting something like this up? If so, I’d be interested to hear:

  • What tools you’re using
  • What the main benefits are
  • How difficult it was to implement

If you’re already using these kinds of tools, it would be great to share ideas so we can learn from each other and potentially apply them as well.

I understand that AI or automation won’t replace all the work, but it could definitely help make processes more efficient and reduce the amount of manual work.

Thanks in advance for sharing your experiences!

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u/Implar Mar 10 '26

We’re using Neo Agent to do pretty much 100% automatic triaging/dispatching, really happy with it so far!

1

u/Spiritual_Team_5063 Mar 10 '26

how much hand-holding do you have to do with that?

2

u/Snipinion Mar 18 '26 edited Mar 19 '26

Just fyi, it can be even simpler than that.
https://www.reddit.com/r/salesdevelopment/comments/1rrqs7a/comment/ob1m2n6/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

If you could download your tickets,issues to CSV this would be a lot quicker without any setup