AI for Autotask PSA that knows the rest of your business
Autotask PSA holds your customer conversations. Liaison connects to it with access you grant and reads tickets, chats and the customer history behind them, drafts the answers, and brings you only the conversations that need a person.
Because it reads Autotask PSA together with your CRM, your inbox and your store, an answer about your customer conversations comes with the rest of the picture. You keep Autotask PSA; nothing is replaced or re-entered.
What Liaison does with Autotask PSA
- Drafts replies from your own answers and the customer’s history, in your voice.
- Answers the repeat questions and routes the rest to the right person.
- Connects a complaint to the order, the invoice and the account, so nobody asks twice.
- Writes a weekly summary of what customers are saying and what to fix.
Questions it answers across Autotask PSA and your other tools
- “Which tickets are waiting on us longest, and why?”
- “Which customers wrote in more than twice this month?”
- “What are customers asking about most this week?”
- “Which unhappy conversations come from customers with large open invoices?”
What it reads in Autotask PSA
10 kinds of Autotask PSA data Liaison can read on its own, every time it answers a question or does a job.
- Get Companies CountGet count of companies in Autotask PSA
- Get Tickets CountGet count of tickets in Autotask PSA
- List Billing ItemsQuery billing items from Autotask PSA
- List CompaniesQuery companies from Autotask PSA
- List ContractsQuery contracts from Autotask PSA
- List ResourcesQuery resources from Autotask PSA
- List Service Call TicketsQuery service call tickets from Autotask PSA
- List Ticket NotesQuery ticket notes from Autotask PSA
- List TicketsQuery tickets from Autotask PSA
- List Time EntriesQuery time entries from Autotask PSA
Works alongside Autotask PSA
The tools Liaison most often reads together with Autotask PSA.
Liaison in Autotask PSA, set up with you, for $629 a month.
- Connects to Autotask PSA with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Autotask PSA with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Autotask PSA?
No. You keep Autotask PSA exactly as it is. Liaison connects to it, reads it together with your CRM, your inbox and your store, and does the work in it the way a person on your team would.
How does Liaison connect to Autotask PSA?
With access you grant from your own Autotask PSA account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Autotask PSA without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.