What It Does
When enabled, the agent can:- Search configuration items by name
- Match CIs to ticket issues
- Identify target devices for RMM operations
How to Use
This tool helps the agent:- Find devices mentioned in tickets
- Identify targets for script execution
- Link tickets to the correct configuration items
Results
By default the tool returns a concise, ranked summary rather than every full record, so the agent can quickly tell whether a single device matches:- Summary — the total number of matches, a breakdown by device type and by source (PSA vs. RMM), and a match classification (a unique match, an ambiguous set that should go to a technician, or no match — with suggested next steps).
- Top candidates — the best matches, each with a 0–100 match score and the reasons it matched (for example: serial number, device name, contact, last-logged-in user). This is enough to pick or rule out a device without pulling every detail into view.
