Insights Training

How to Install the Insights POD

A simple, step-by-step guide to activating the Insights POD inside ConnectWise.

Online User Guide

A comprehensive, online user guide covering every feature of Insights and how to get the most from them.

PDF Quick Start Guide 🔗

A downloadable, quick-start PDF guide covering Insights' main features and when to use them.

The "Related Tickets" feature quickly finds past tickets similar to your current issue, making it easier to see previous solutions.

Easily search previous ticket Time Entries for keywords to help you locate solutions to repeat problems.

The "Suggested Fixes" feature provides AI-driven solutions for your ticket issues.

The "Ticket Summary" feature quickly compiles key information from a support ticket, helping you understand the issue's history and current state.

Easily log your work, generate summaries to send to clients and Insert Time Entries.

Easily and simply insert any output from Insights as a Time Entry or Ticket Note.

Rewrite any output from Insights into a professional, customer-facing email.

Transform any text, no matter how it is written, into perfectly formatted, professional English.

Generate and copy secure, random passwords at the click of a button.

Talk to the latest Chat GPT model, using the secure business API, to answer to your IT questions.