ticket-triage.exe

Turn vague requests into work-ready tickets with AI ticket triage for MSPs

“Computer log in issues” could mean anything. Rallied reads the client’s live systems to find out what actually broke, then routes a ticket your tech can act on, with the priority your rules call for and the diagnosis already written. When it’s allowed to run the fix, it keeps going and closes the ticket.

$150 a month for 2,000 credits, about 700 tickets in a typical month.

How it works

AI ticket routing only works when the ticket shows up with the facts a technician needs. Rallied puts those facts on the ticket, and when the fix is one it’s allowed to run, it keeps going.

Fill in the missing detail.
Matches the requester to their account and reads Microsoft 365, the RMM, and recent ticket history, so the facts land on the ticket without anyone chasing the end user.
Classify priority and type.
Sets priority and issue type by the rules your MSP set for each client, the same policy your dispatch team follows.
Read the client instructions.
Pulls the client’s IT Glue or Hudu documentation onto the ticket, so the tech sees the client’s rule next to the diagnosis.
Route with the full picture.
Sends the diagnosis, category, and next step to the right board or technician, and everything it found stays on the ticket through the handoff.
Ticket #3469114 · Computer log in issues
TB
Tom Bailey12:50 PM
Dana cannot log into her computer, it always boots under Mark who is no longer here. Mark’s info needs to be wiped off. She said this has happened a few times before and whatever has been done to fix it is not a permanent solution.
R
RalliedInternal1:02 PM
Triage and diagnosis
History: same issue reported in March, the earlier fix did not hold
Scan: checked the client’s 8 active workstations over the RMM
Device: LAPTOP-03, still signed in as Mark
Cause: Windows AutoLogon set to the old account, overriding the login screen
Proposed plan
1. Disable Windows AutoLogon on LAPTOP-03
2. End Mark’s session and wipe his cached profile
3. Verify Dana can sign in with her own account
Awaiting ticket owner approval

From vague request to the right next step

Rallied works through the evidence before choosing a route. Your rules decide what counts as urgent and where the ticket belongs.

01

Read the request

Match the requester to their account and pull the affected system, device state, and recent history from your connected tools. Record it on the ticket.

02

Apply your rules

Categorize priority and issue type by the rules your MSP set, including any exceptions for that client.

03

Pull client context

Read the client’s IT Glue or Hudu instructions and attach them to the diagnosis, so the next person can see why the ticket went where it did.

04

Route or resolve

Send a work-ready ticket to the right queue, or run the fix when it’s allowed to. Either way, the result lands back in the PSA.

Questions about AI ticket triage

What is ticket triage?

Triage is the first pass on a new ticket: working out what broke, how urgent it is, and who should own it. On most MSP desks a dispatcher or the next free tech does it by hand, often after going back to the end user for details the ticket left out.

How does AI ticket triage work?

Rallied matches the requester to their account, reads Microsoft 365, the RMM, and recent ticket history, and pulls the client's notes from IT Glue or Hudu. It then sets priority and type by your rules and routes the ticket with the diagnosis written on it.

Does AI ticket triage work in HaloPSA and Autotask?

Yes. Rallied triages tickets in HaloPSA, Autotask, ConnectWise Manage, and SuperOps. Priority, type, board, and notes are set on the ticket in the PSA your team already works from.

How does Rallied decide a ticket's priority?

It follows the rules your MSP set for each client, the same policy your dispatch team uses. If one client counts a single locked-out user as urgent and another does not, each client gets its own rule.

Do I pay for tickets Rallied only triages?

A ticket where Rallied only works on the ticket itself (replies, notes and status updates) costs 1 credit. A ticket it couldn't finish or wasn't allowed to act on, or where it took no action, costs nothing. Rallied is $150 a month with 2,000 credits included.