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Hands-On Demo: Atera's AI Copilot for IT Teams

Atera
04/06/2026
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TL;DR

  • Atera's AI Copilot performs direct diagnostics and remediation on managed devices through Atera agents, eliminating the need to coordinate remote desktop sessions and enabling technicians to work tickets on their own schedule
  • The AI Center analyzes team operations and remote session patterns to automatically recommend script creation for repetitive tasks, building customized automation IP specific to each organization's workflows
  • A genetic AI agent digests all ticket history to enable natural language searches that understand context rather than keywords, preserving institutional knowledge even when technicians leave
  • Knowledge base articles train the AI on preferred resolution approaches, with automatic article generation and intelligent reply suggestions that reference relevant documentation during ticket responses
  • Remote session monitoring generates activity summaries from Splashtop sessions, providing transparency and feeding process improvement recommendations back into the automation engine

AI Copilot: Action-Oriented IT Automation

Atera's AI Copilot represents a fundamental shift from generative AI tools that simply create task lists to an action-oriented assistant that directly interacts with managed devices through Atera agents. The platform enables technicians to diagnose and resolve issues without requiring remote desktop sessions, fundamentally changing ticket workflow dynamics. Instead of coordinating availability with end users for remote access, technicians can run diagnostics, perform password resets, check internet speeds, and execute remediation tasks on their own schedule. This capability transforms emotionally-charged tickets like slow internet complaints into opportunities to over-deliver value by running comprehensive diagnostics and presenting detailed findings to users. The system is particularly valuable for new team members who can leverage the fully-specced AI technician to bounce ideas and learn best practices while working through tickets.

Knowledge Base Integration and Ticket Intelligence

The platform features a genetic AI agent that reads and digests all customer tickets in a private environment, enabling natural language searches that understand ticket context rather than relying on titles alone. This addresses the common challenge where tickets start with one subject and resolve with completely different root causes, making traditional keyword searches ineffective. The system preserves institutional knowledge when technicians leave the organization by maintaining searchable records of their problem-solving approaches. Knowledge base articles take on enhanced importance as they train the AI on preferred resolution approaches for specific scenarios, with the generate reply function automatically referencing relevant articles when responding to tickets. The AI can also generate knowledge base articles from ticket content, shifting the technician's role from content creator to content curator.

AI Center: Continuous Process Improvement

The AI Center represents the first system to actively analyze IT team operations by monitoring ticket patterns and remote session activities to identify automation opportunities. The platform detects repetitive tasks performed across multiple remote sessions and recommends script creation to automate those processes. Technicians can then choose deployment strategies: enabling Copilot to run scripts on-demand during ticket resolution, implementing auto-healing scripts with threshold-based triggers, or deploying scripts across all managed devices. This creates a feedback loop where the AI learns from team behavior and generates customized automation specific to each organization's unique workflows and customer requirements. For MSPs, this capability enables building substantial intellectual property around service delivery while demonstrating ongoing value to subscription-based customers through documented automation improvements.

Enhanced Productivity Features and Remote Session Intelligence

Beyond ticket automation, Copilot includes productivity enhancements like message tone adjustment (casual to formal), PowerShell script generation pre-prompted for Atera environments, and image analysis for error messages and screenshots. The platform monitors Splashtop remote desktop sessions and generates summaries of activities performed, transforming previously opaque remote work into documented, analyzable data. This session intelligence feeds back into the AI Center's recommendations while providing transparency for ticket handoffs between technicians. The system scales from 140+ automated commands across both PC and Mac environments, with continuous expansion of capabilities. Integration points span the entire platform including ticket responses, device management interfaces, knowledge base creation, and scripting workflows.

Chapters

0:00 - Introduction and Welcome
3:42 - Live Demo Environment Setup
4:29 - AI Copilot Overview and Philosophy
6:33 - Ticket Workflow Transformation
11:31 - Ticket Search and Knowledge Preservation
14:13 - Generate Reply and Message Formatting
16:43 - Knowledge Base Article Generation
19:18 - AI Center: Process Improvement Engine
23:00 - PowerShell Script Generation
24:15 - Scripting and Auto-Healing Workflows
27:35 - Device Management Integration
30:04 - Remote Session Intelligence
31:31 - Q&A and Wrap-Up

Key Quotes

4:46 "Atira's co pilot is your assistant, when it comes to working on your day to day with Atira."
5:23 "Most generative AI tools when it comes to it tend to be more like to do list generators, really, they tend to just sort of generating a list of things that you need to do."
5:45 "... the co pilot is able to access these agents and actually perform diagnostics and actions directly on those devices."
9:12 "... what this allows you to do is really control that time frame for yourselves, so you can you can you can say you know what between 11 and 12 I'm going to really hit up some tickets ..."
12:54 "... let's say you have a technician that leaves the company. Okay, so that technician effectively walks out the door, they have knowledge they have understanding of what they've done, but they've left an echo imprint of their knowledge on the actual tickets."
20:15 "... the AI center once active is the first time I think it's safe to say in history really where AI is analyzing it teams, understanding what tickets are coming in, understanding how you're using remoting sessions."

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  • IT Process Intelligence
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