Tool Categories
Resolution
Analyze issues and execute scripts to fix problems
Management
Update tickets, add time entries, manage PSA data
Communication
Send messages to end users and internal teams
Search
Find documentation, similar tickets, and web resources
Microsoft 365
Manage users, licenses, groups, and mailboxes
Approvals
Request human approval before sensitive actions
Credit Tiers
Each tool is assigned a credit tier based on its complexity. Your workflow’s credit cost is determined by the highest-tier tool enabled.| Tier | Cost | Description |
|---|---|---|
| Basic | 1 credit | Simple operations—retrieving data, generating passwords |
| Standard | 2 credits | PSA updates, documentation search, ticket management |
| Advanced | 3 credits | RMM script execution, M365 operations, AI analysis |
Tool Dependencies
Some tools automatically enable other tools they depend on. For example:- Execute RMM Script automatically enables Find RMM Scripts and Find Configurations
- Add User to Groups automatically enables List Groups
Dependency tools are shown in each tool’s documentation. They’re automatically enabled when you select the parent tool.
Technician-in-the-Loop
Many tools support Technician-in-the-Loop approval, which requires human approval before the agent takes action. When enabled:- The agent prepares the action and explains what it wants to do
- A Teams message is sent to configured technicians
- A technician approves or rejects the action
- The agent proceeds based on the decision