Find your footing.
See the customer, search tickets, and read the history. When the subject names a service ticket, Buddy can open it for you.
Context, before you reply.FOR THE TECH BEHIND THE TICKET
The email’s in Outlook.
The ticket’s in ConnectWise.
Nothing falls between them.
Clients don’t always email support. They email the tech they know, and that email never makes it into ConnectWise. PSA Buddy files it, the replies that follow, and your time onto the ticket, right inside Outlook.
See Buddy at workAn Outlook companion for ConnectWise PSA.
A LITTLE LESS BACK-AND-FORTH.01 / 03
InboxIllustrative walkthrough
RE: VPN connection keeps dropping
JL
Jamie Leeto you · Northstar Studio
Hi Alex,
The VPN dropped again this morning. Could you take another look?
I’ve attached the error message.
One email. All the context.
PSA Buddy
CONNECTWISE PSA
Made for the emails that land in your inbox.
Built for MSP technicians.
MEET YOUR NEW DESKMATE
Handle the email.
Keep the whole story.
From the first customer message to the last time entry, keep your ticket up to date as you work.
Put it on the record.
Create a service ticket or add to an existing one. Choose the note type, include attachments, and keep the original email.
Filed under your own name.Give your time its due.
Record time from the same pane, with your work role and work type. Keep the work and its record together.
While it’s still fresh.SMALL DETAILS. REAL DIFFERENCE.
A good Buddy
knows the job.
Built around the way technicians actually handle customer email.
Your work. Your name.
Updates use your linked ConnectWise credentials and existing permissions. The record shows who did the work.
The ticket, within reach.
Read notes, change status, update ownership, and find your assigned service tickets without leaving the pane.
Already filed? You’ll know.
Duplicate-filing warnings and remembered conversations help keep customer email on the right ticket.
A second pair of eyes, if you want it.
The optional AI assistant summarizes ticket history and answers follow-up questions. Your administrator decides whether to enable it.
FAIR QUESTIONS
Before we
buddy up.
Does this replace the Email Connector?
Keep your Email Connector for automatic support-inbox intake. PSA Buddy helps with the emails you handle personally in Outlook, including messages sent directly to you.
Which Outlook versions can I use?
The current alpha is verified on Outlook on the web. Testing for new Outlook on Windows is still pending. We’ll confirm your setup during onboarding.
How does setup work?
Early access uses assisted onboarding. Your Microsoft 365 administrator grants consent and deploys the add-in. Each technician links their own ConnectWise API keys.
Is PSA Buddy available today?
PSA Buddy is in active alpha testing. We’re preparing to onboard MSP design partners with hands-on setup. Self-service signup and billing are not available yet.
Is the AI assistant required?
No. It is off by default for each organization. If enabled, ticket content is sent to Claude through QIT’s Microsoft Foundry account. Data-handling details are covered before onboarding.
LET’S MAKE TICKET ADMIN A LITTLE EASIER.
Every tech could
use a Buddy.
Help shape PSA Buddy as an MSP design partner.
Real workflows. Hands-on onboarding. A say in what comes next.
DESIGN PARTNER EARLY ACCESS
Early-access contact details are being finalized.
Explore what Buddy does ConnectWise PSA + Outlook on the web