AI Helpdesk Coverage For ConnectWise Manage
Marlie AI answers every client call, triages the issue, and opens Service Tickets in ConnectWise Manage on the right Company and Contact — so your techs stay billable, not on the phone.
An AI tier-zero helpdesk that runs on ConnectWise Manage
ConnectWise Manage is the PSA backbone for thousands of MSPs — Companies, Contacts, Configurations, Service Tickets, and Opportunities all live there. The challenge is that the phone is the fastest path into the PSA and also the easiest one to drop, especially after-hours when techs are on-call but not at a desk.
Marlie AI plugs into ConnectWise Manage as your tier-zero helpdesk. Inbound client calls are answered, triaged, and turned into Service Tickets on the right Company with the right Service Board, Type, Sub-type, and Priority. New-business calls become Opportunities. After-hours and overflow calls get coverage without paying a body to sit on the phone.
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What You Get with Marlie + ConnectWise Manage
Everything you need to connect your phone calls with ConnectWise Manage — fully automated, zero manual work.
Service Ticket Creation
Calls open Service Tickets in ConnectWise Manage on the right Company and Contact, with Board, Type, Sub-type, and Priority set automatically.
Caller & Company Lookup
Marlie matches the caller to a ConnectWise Contact by phone and email, and pulls Company context before the conversation even starts.
Triage & Routing
Common issues are resolved on the call. Anything that needs a tech is routed to the right Service Board with full call context.
After-Hours On-Call Bridge
Marlie covers off-hours calls, opens the ticket, and pages the on-call tech only for genuine urgent service requests — saving them sleep and your business overtime.
New-Business Opportunities
Prospect calls are qualified and pushed into ConnectWise Manage as Opportunities so the sales team has clean lead context.
Call Notes On Every Ticket
Transcript, summary, and a recording link are attached to the Service Ticket so the tech is up to speed before they dial back.
How It Works
Get up and running with ConnectWise Manage in minutes — no coding required.
Connect ConnectWise Manage
Authenticate ConnectWise Manage using a member key and integrator login. Your IT team approves a scoped API integration.
Map Boards & Routing
Map call intents to Service Boards, Types, and Sub-types. Configure on-call routing rules and which calls escalate to a human.
Marlie Answers The Call
Inbound client calls are answered 24/7. Marlie identifies the Company and Contact, triages the issue, and resolves what it can.
Tickets Land In ConnectWise
Service Tickets and Opportunities are created in ConnectWise Manage in real time, fully populated and ready for your team to action.
Built for Real Scenarios
See how businesses use Marlie + ConnectWise Manage to capture more leads and streamline operations.
After-Hours On-Call
An MSP runs an on-call rotation but the engineer gets paged for issues that aren't actually urgent.
Marlie answers, triages, opens the Service Ticket in the right Board, and only pages the on-call engineer for legitimate urgent service requests — everything else waits for morning.
Helpdesk Tier-Zero
A growing MSP's helpdesk is buried in password resets and 'I can't print' calls.
Marlie handles common tier-zero issues on the phone, opens tickets only for what actually needs a tech, and resolution-times stay under SLA without hiring more bodies.
New-Business Capture
Cold prospects call after seeing a referral, but the sales rep is in a client meeting.
Marlie qualifies the prospect's environment, headcount, and pain, and creates an Opportunity in ConnectWise Manage with full notes for the rep's first follow-up.
Frequently Asked Questions
Common questions about the Marlie AI + ConnectWise Manage integration.
Which ConnectWise Manage versions are supported?
Will Marlie respect our Service Board structure?
Can Marlie page the on-call engineer for urgent service requests?
How does Marlie handle existing Companies and Contacts?
Can Marlie create Opportunities for new-business calls?
Are call recordings stored inside ConnectWise Manage?
Related Integrations
Marlie AI connects with more than just ConnectWise Manage. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with ConnectWise Manage?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
