Your automation tool shouldn't need its own engineer
Rallied's AI agents help MSPs run onboarding, offboarding, and other L1/L2 tasks end to end, so your MSP takes on more clients without adding headcount.
Routine tickets are eating your margin
Without Rallied
Simple tickets sit in the queue
A client can wait an hour for someone to pick up a ticket that takes 30 seconds to close.
Your L2s are resetting passwords
Lockouts and access requests fill the day of the people you hired for project work. You pay L2 rates for L1 tasks.
The last automation tool came with a second job
Months of build time, someone whose real job became managing it, and it still only suggests the next step instead of doing it.
Documentation waits until the end of the day
Notes get written from memory hours after the work, when they get written at all.
With Rallied
The work starts before a tech opens the ticket
Rallied pulls the client’s context and begins resolving the request the moment it lands.
Routine work runs without a tech
Rallied does the routine work and pulls in a person only when the call needs judgment or your approval. Your techs stay on billable projects.
Rallied closes the ticket
It investigates, does the approved work, and tells the client what happened.
The PSA stays current
Rallied writes the notes and time entries as it works, so the ticket is documented the moment it closes.
First touch to resolved, inside your PSA
First touch on every ticket
Rallied takes first touch on every ticket. It checks the client’s live state across your connected systems, diagnoses the real issue, and resolves L1 and L2 requests inside your PSA before a tech would have opened the tab.
Automate any workflow in natural language
Write the runbook in plain English and Rallied follows it step by step: offboard a departing user, set up a new hire, reset a stuck print queue, with every action logged to the ticket.
In-context chat, right in your PSA
Chat with the agent from the ConnectWise pod or the HaloPSA tab. It pulls relevant context from your PSA, RMM and docs to guide the technician to the correct next step.
Endpoint fixes without remoting in
Rallied finds the endpoint in your RMM, runs the approved script, and writes the result back to the ticket.
From setup to results in days, not months
Integrate your stack
Rallied connects to your PSA, RMM, Docs and more to start building context. Configure what actions your agent can run autonomously and which require a human in the loop.
Test and iterate
Run Rallied in Plan mode or go straight to execution. Evaluate the agent’s responses and write runbooks in natural language to define specific workflows.
Deploy everywhere
Once you’re happy with the results, deploy the agent across all your clients.
Don’t take our word for it
Rallied tells the technicians exactly what to go do. They do it and it fixes the ticket. Really super impressive.
It figures out things we don’t even have in documentation and solves issues without my team touching them. That to me is amazing.
Named one of 10 Hot MSP Tools to Expand Automation, AI, Agentic AI Capabilities
Secure by architecture, not by promise
Rallied is built for governed agent execution in MSP environments. Control autonomy through approvals, least-privilege access, identity checks, and audit-ready logs.
- Policy-bound execution
- The agent acts within the actions you’ve allowed, not open-ended autonomy. Anything outside its scope is refused.
- Approval-gated actions
- Sensitive operations route to a technician for sign-off. Routine work resolves automatically.
- Least-privilege access
- Each client gets a dedicated agent scoped to that client’s users, tickets, and runbooks.
- Identity verification
- Require an MFA check that confirms the requester is who they say they are before password or access changes run.
- Audit-ready logs
- Every tool call, approval, and refusal is logged with the reason. Every execution is auditable.
- SOC 2 Type II
- Request our SOC 2 in our Trust Center.
Frequently asked questions
How long does it take to get started?
Most MSPs connect their PSA and go live in under a week. Rallied starts in Plan Mode, showing what it would do without making changes, so you can check its work on real tickets first.
What do we have to build or maintain?
Nothing on client machines, and no workflow library to build before it starts working. Rallied reads your PSA and documentation live and handles tickets with its own judgment from day one. When you want something done a specific way, you write it in plain English. That’s the only authoring there is, and it’s optional.
Every client we support does things differently. Do we have to change how we work?
No. Rallied holds separate instructions at three levels: your MSP, each client, and each integration. Write the rule the way you’d brief a tech: “for Parkview, always CC the office manager on mailbox changes.” It applies to that client only, and everyone else keeps your defaults.
Which PSAs do you support?
ConnectWise PSA, HaloPSA, Autotask, SuperOps, and Jira Service Management. Rallied begins work when a ticket reaches the status you choose.
What happens when Rallied isn’t sure?
It hands the ticket to a tech. The diagnosis, client history, and next steps are already in the notes, so nobody starts from scratch.
How much control do we have?
You can allow, require approval for, or disable each action, and set different rules for different clients. Password resets might run automatically while onboarding waits for approval. New connections start with conservative defaults, and you widen access as the agent earns it.
Can we try it before we commit?
Most MSPs start in Plan Mode, where Rallied posts what it would do on every ticket without changing anything, so you can check its judgment against real tickets in your own queue before it touches a system.
How does pricing work?
Rallied is $150 a month, billed monthly, with 2,000 credits included. Each ticket is charged once, for the most work the agent did on it: 1 credit when it only works on the ticket itself (replies, notes and status updates), 3 credits when it looks up or changes things in your other systems, such as checking a user or resetting a password, and 8 credits when it works across 3+ systems using 6+ different actions, or runs a script. A typical month covers about 700 tickets.
Why charge by the ticket instead of per endpoint or per user?
Because endpoints and users don't tell you what the work was. A ticket costs 1, 3 or 8 credits depending on how much work the agent did on it. Tickets it couldn't finish, wasn't allowed to act on or took no action on are never charged. If your credits run out, the agent pauses, posts an internal note on the ticket and picks up again when you add credits or the month resets. Auto top-up is optional.
Couldn’t we just build this ourselves?
You can build a convincing demo in a weekend. The hard part is everything that follows: client-by-client guardrails, vendor API changes, and making sure the whole team can run it without relying on the one person who built it.