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

Atera
04/06/2026
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I almost said that like I am an AI but I promise you I really am here. Good stuff. So, allow me to introduce myself. I am Tristan. I'm an account manager here at Atira, maybe some of you know me from working, working together on projects. And it gives me great pleasure and joy to introduce Daniela to one of our, one of my, one of my finest customer success managers that we have here at Atira. Thank you. Very welcome. So we're here to take you through copilot. Look at the more focused around exactly, you know, the nuts and bolts of using it and working with and you can see an agenda. We're going to this introduction. Really, we're just focusing on how it works. Examples from, you know, experiences of talking with customers that are utilizing it on a daily basis, etc. Daniela is going to be answering questions in the, in the q&a as we go through the demonstration as well. But also, if there's anything that needs to be picked up at the end. We'll definitely pick them up as well so please do ask questions in the q&a and we'll do our best to answer them live. If we have to take anything away I'm sure we will and get back to you. Good stuff. So the bit of housekeeping yeah recording this session will be shared with you after the webinar. So please do pass it on to your colleagues, etc. That also may or may not have been able to join us today appreciate that in this world. It's very rare for everyone to be available at the same time, so be grateful if you could do that. And yes, please do answer those questions in that q&a. And at the end of the webinar, a short survey will be launched, and we'd love to hear some feedback we want to we want to improve these over time as well. Perfect. So everyone, welcome to all those customers and new people in trial, we're very happy to have you here just before we start with a copilot just a quick recap of who we are at terrorism enterprise grade unified platform that means we're all only in one platform we have from RMM to PSA. That means ticketing patching reporting billing, many different things that you can do all in one platform. And today we're going to be focusing on what you see here it's a core that we're working on a lot, which is the AI, and Jason is going to give you a great demo on it. Promises promises. Good stuff, good stuff. By the way, if you see something here that sparks interest maybe connection with you. You do have a button on the top right request an AI copilot demo. And that will go through the work with you listen to your example scenarios I've yet to meet two customers the same in terms of how they approach these things how you work with tickets how you work with your workflows etc. So there is always that that element of uniqueness to these conversations and these demonstrations, but hopefully today will give you a good oversight in in how it's going to how it can potentially work with you. But yes, if you want to get a demo and of course quotations etc. Then that's the place to click. Okay. Without further ado, I will just stop sharing for a moment, and we should go across to a live environment. So we'll be doing everything live. So if everyone just keep their fingers crossed, that'd be great. Wonders of technology. So, going to share my screen now. Wonderful, wonderful. There we are. Can everybody see my screen okay. Yes, we can see your screen. Thank you Michael Yes I'm glad you can see as well, please do exactly use use the chat, talk to me as we go through this. There you go Andy I'll even like your I'll even like your message there Andy and you Michael as well you've been hilarious so far so I've definitely got like yours as well. Okay, right. So, I think most people now are familiar with the interface that we're looking at here, really nice and clean easy to use. But what we've done is, when we think about co pilot, we need to think about an AI in general to see we were all familiar with, but Atira's co pilot is your assistant, when it comes to working on your day to day with Atira. Okay, so when we think about that you're thinking about how you actually work directly with the co pilot is going to be lifting work for you. It's not a just a sort of generative AI piece, I'm sure we've all come across software, where it's more like a veneer of AI that they've laid over the top of their software, which is just generating you know messages etc. That's not what this is about. 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. When we're talking about Atira's co pilot what we're really talking about is, yes, it does have generative aspects to it, but also it has the ability to leverage the unique aspect that Atira has which is we have the Atira agents. Okay, distributed across across your business so the co pilot is able to access these agents and actually perform diagnostics and actions directly on those devices. Okay, action AI, as we call it. So, having that capability changes the game completely so we're not just talking about a tool that that summarizes things, although I will show you how we do that as well, but we are talking about something which is physically going to be there with you, and able to assist you with actually doing your day to day, and to actually improve and speed up the process of doing those tasks. Okay, so we've we've introduced co pilot in a variety of places, and I pointed them out as we go, but let's launch this one. First of all, this is the co pilot here I'm on a ticket. And as you can see straight away simple bit of usability the co pilot is already briefed on exactly which ticket we're looking at, and it already knows which device that it's working on. Okay, now it's going to be going away and summarizing this ticket, looking at the content of it. Okay. And it already know this in itself is generative AI. But again, imagine if this ticket was a thread of 40 or 50 different messages. This is just going to summarize the whole thing for you really handy if you're a manager out there who tends to kind of jump in on tickets or you're like a tier three guy or something like that you tend to get pulled in only when the crisis is fully chaotic, you know, being able to come in obviously just get a summary that nice and easy, but you can then run tasks like this. So I'm now asking diagnose. I'm now going into that device and working directly on that device and getting that information okay this is not now coming back as you would imagine if you're using a standard AI tool, which would say you must remote into the device you must do X and Y and Z and then do this and this. That's not the point of this, that's not going to help and speed up your work. What it's doing is it's going directly into this device, and it's gone and done here and done all the diagnostics of looking at the, the printers, by the way, this is a ticket about printers just so you know, and when it's connected to this device. It's interrogated that information. And at the end of this is set is come back and say the default printer is currently set to reception, which is likely causing the issue. Let's say a valid printer is the default printer to fix this, could you can please. Could you please confirm if this is the correct printer to set as default. Now if I was to say yes, it would then change the default printer over, and this ticket is done. Okay. Now, when we think about that in real world applications for for technicians, what we're realizing is, is what that means is it gives you back control about when you actually work on these tickets. Okay. And it does a huge variety of different tasks and actions password resets and diagnostic on internet speeds all you know all manner of different things. So when you think about how you have to do tickets, most of the time. Now obviously everyone here may have slightly different stories but fundamentally most of you will need to remote in and most will need to check with the person before you remote in, and so your workflow is actually a very broken up series of events. The actual task of doing these things you know off the top of your head it's easy, but you've got to communicate with him you're going to say hey is now a good time to remote into the device and they say no I'm a lunch now maybe you could do it later. So I've got to take the dog to the vet now, and I've got to go over here and before you know it's 545 in the afternoon, and they message you back and say hey now's a good time are you available, dot dot dot, and you're, you're standing at the door with your jacket on, and you're like, yeah sure now's a good time. So that kind of scenario is happening to people all over the place, all the time it's kind of means that you're in a lot of situations, the IT team is kind of getting pushed to the boundaries you know you're getting busy in the morning getting busy in the evening, when people are basically trying to get they've got free time to do stuff. So 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 I'm going to really get through that and get through and some of the, you'll be able to do to completion, like you just saw here, or maybe it's to a precursor maybe it's a building out, doing preparatory work for further work on that ticket. Later, but you'll be able to fundamentally move that ticket forwards at a time to your desired time frame, rather than constantly having to wait for other people makes a huge difference in being able to do focused work. So, another part to this I think is also, when you look at this and we talked about certain types of tickets we talked about kind of more emotionally driven tickets, tickets that are like, for example, the classic is I'm saying the chat if you ever get this one, my internet speed is slow. And you read this ticket and you think great, okay, yeah, sure I'll help you out I'll check it, but you know fundamentally it's gonna be an intermittent issue it's probably gonna be fine and basically this ticket is just gonna be a real pain because it's never really going to go away, because they're going to feel like they've not been heard and they're going to keep that they're going to come back in three weeks time, and they're going to say, I told you three weeks ago my internet was slow and clearly is a major problem. This doesn't kind of stuff doesn't go away. This is a great example of when Copilot can be used to effectively just over deliver in value. Okay, you can over deliver with them. And you can say, you can do a bandwidth test you can create the cookies you can do this you can do that you can do all the different bits and pieces you need to do, and then you can copy that and go back into the ticket with a huge list, a laundry list of activities that you've done completely in your own time, your own, your own disposal, so that they can then go back and they get their ticket back and they say wow these guys have done tons of work. That's amazing. And it just sets the right mindset for that ticket to hopefully be closed and to go away. Okay, so again, lots of different uses on the Copilot we also have a lot of people where they're perhaps they've hired new members of staff, and they want them to be able to bounce ideas off of a device again Copilot is there. It's a fully specced out technician knows everything you need to know so you can ask questions as well. Along the way. Now before I go into the next bit I want to show you a feature here, which was added this year. So new feature added to Copilot, and that is. Okay, have we had a ticket like this before. Now, when we start talking about ticket searches. Most people it's fairly cringy to be able to search tickets. If you don't really know, like the title of that ticket. If you don't really know it's very hard to find tickets after about two weeks, they just disappear into the into the backdrop. So, being a, what we've done differently is we actually have a genetic AI, which is an AI specific agent of AI for us, which is actually reading and digesting your tickets in a safe private environment it's not it's not we're not training our device on it but it knows it knows your tickets, and you work with it, but nobody else gets access to that. But it knows what your tickets are, so you can interrogate it about past tickets. Okay, you can say how we had this ticket before, and because it knows the context of the ticket it doesn't really care what the title of the ticket is it know it's read the ticket it knows what the end result is. If you think about most tickets and feel free to have a look later. Most tickets tend to start with one subject and end in a completely different way, with a completely different reasoning behind it, you know, my computer isn't working, and by the end of it turns out that you've lost sync with OneDrive, you know, whatever it might be that kind of scenario. So, that's where ticket searches just don't handle it. The ability this has of course is it can do that. And it can actually go through and check that. Now, when you think about it in that context, we actually start thinking, what is the real value of that. The real value of that is, is that 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. They've left it but you just can't find it anymore you can't get it. So this is going to be able to bring that information back and be able to utilize it in the same way that if you have, and I bet there's some people on this call today, where you are the guy or girl that you are the person that is the expert of X or Y or Z within your organization. So when you go away on holiday. There's always that moment of, have a nice time. Don't forget your phone, will you forget you've got, yeah, take the phone with you just in case. We won't bother you. Don't worry about it. So this is again another example of that, being able to be that you can see a ticket comes in about that. And it can say, have we had this issue before or how do we handle these kind of things in the past, XYZ, and it can go away and it can find and bring it back again, reducing the amount of contact you need while you're on holiday, because basically, you've left the brief you've left the documentation of how you handled it in the ticket. Okay, so now that sums up how this area works here. I hope there's been some activity in the in the questions and answers over there. Now I want to move over to a more classic scenario. So we have a few areas within the ticket response area to work with Copilot as well. So first one here is generate reply. Now this ticket is not particularly exciting ticket. There isn't much thread to it. So it is going to just try and solve the issue by when I click the generate reply. Okay, it's going to generate a simple answer there to walk somebody through that scenario. Okay, that's that's how you generate a reply. Now, if we're going to get into knowledge bases in a minute, if we have content in a knowledge base article, for example, about this specific problem. So let me give you an example. And this comes up all the time with customers. They have a specific procedure on how to procure a laptop. It's a specific couple of steps. It's very simple. Everyone has to do the same thing. And every single time everyone just raises a ticket the same way. And you have to kind of, you know, you have a Word document somewhere with answers and bits and pieces. So if you train the AI on what that content is about, you can then go in here and again click that generate reply. And it will then say, oh, you're trying to buy a laptop, please follow this procurement link here. Please follow this knowledge base article here that will tell you exactly how to order it. Okay, it's a small thing, but it means that this ticket is a seconds done ticket. Okay, super, super fast. We also have a very nice little feature here for any technicians like myself that perhaps have some poor spelling. So, your computer, rest your computer, even I'm not even getting there. Okay, so you can go in here and you can make this more casual and more formal. Okay, please restart your computer. It's a small detail, but it's a nice touch. A lot of people respond very well to bit of politeness. I always encourage everybody, especially if you're an MSP, by the way, if you're an MSP, this is a must. But it's also nice for everybody. Everyone likes to get polite messages. Just, you know, write your meaning, write what you want to do. You're a busy person, write what you want to get out there, but then just run that over the top of it and just give it a little bit of sparkle just to tidy up and people will respond better. You know, they will feel more compelled to be polite back. I can't promise you in every scenario, but in general, you'll get something that hopefully is more polite back. Okay, so do use that there. It's very, very handy. I mentioned to you about knowledge base articles a minute ago, and we all know, I don't think I've really met a customer that doesn't want to have a knowledge base in some way, shape or form, or they have a knowledge base. However, they're almost always kind of like, I think it's, I think we have one, or I, yeah, we do have one. It's massively out of date. And, you know, all this kind of stuff. So it's not very realistic. However, in the advent of AI, knowledge base articles take on a slightly different meaning because not only are they for you to use internally for training or for your end customers to be able to use, your end members of staff to use, but also you're saying to the AI, in this scenario, this is how I want this approached. You're effectively able to, to utilize this as a way of showing exactly how you want something to be done. Okay, so you can click on that generate AI button, just generate article button, I've clicked there. Okay, and that's going to pull in here, and it's going to generate the content. Now, again, we are in a very basic ticket. So of course, it's just trying to fix the problem over here with the ticket. But in a scenario where you have, you know, it could be anything, could be anything of any kind of complexity, whatever, you know, and it will then it will then learn from what it is, it could be about a specific photocopier on floor two, it could be whatever you need it to be. And then of course, this is something that instead of you being a creator of content, you are a curator of content. And that's a big difference. Most people don't have time to create content, but actually being, you know, going in and tweaking it to exactly how you want to add a few images, etc. It's not so bad once you're up and running. So big difference. And again, the value of that being in the, you know, that it's, it's, it's generated for you to get you going. By the way, it's something I missed off whilst I was looking at this is a really nice little feature was added relatively recently is the ability to attach a picture here as well. You can use Copilot on photos, images, error messages, etc. As well, you can actually add the image there and that will help you as well. Any, any questions about this so far, please feel free to jump into the into the messages we got any questions. We had one question from Jacob, but feel free to send that where we are and I are here answering your questions. Get those questions going. Excellent. Well, I'm Jacob, thank you for asking a question, I shall give you a thumbs up. Can I give more what else we got we got a party I'll give you a party hat. There you go. Excellent. Okay, moving on. I want to move on now to an area that maybe some of you don't know our AI is capable of. That's because it's relatively recently added, and it's a. One of the challenges always about we coparties obviously it's it requires the technician of usage. We've added a new feature. We feature really it's a it's a fundamental piece of technology, called the AI center. Okay. And this is a completely different way of thinking about how copilot can impact your business. So kind of everything I've told you so far is one lane. Now we're going to change into a complete different lane, which is the question that we get quite a lot is, how can we be more efficient in what we do. Every single team again kind of is trying to be more efficient. And again, there's an issue in how often they can actually spend time doing that. So 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. Okay. As you can see, it's monitoring remoting sessions and making recommendations as well. And actually making recommendations to you about how you can improve this process, moving forwards. So, for example, here, they enable the Wi-Fi adapter on the class computer and it can see that based on six remote sessions, that's something that's done each time. So, again, it's saying, well, why don't we build a script, and when you build a script, you can put you can give it to the AI to do, you can give it you can enable copilot to be able to use that script. Okay, so then the next time that's coming up on a ticket, it can be one of the things that you can absolutely click on and run. You could also if it's something that you want to always all on all computers, you can set up like an alert with a threshold, which has a an auto healing script. Okay, so you can actually have it so that it's permanently doing that kind of script. If it's something that you realize that actually everyone would benefit from you could do it that way, or you can install that script on every single device where it restarts. Basically, the point is it's saying is we can do a script this and then it's up to you to think how strategically you want to deploy that. Okay. We also have the ability to generate articles from this as well. Again, it's going to teach the AI, how to handle this specific ticket. So when that ticket comes in again, and you click that generate response button, it's going to draw from that article and potentially link to the article as well to answer that ticket. So basically over time, what we're giving you here is not a box of AI effectively that you work with. We're giving you the ability to make it your own, the ability to make it customized to your needs. If you have specific bureaucratic needs in the organization, if you have certain customers in your MSP that work a certain way, you can build this out. And to the point that this your AI within a tier effectively is an insider in terms of how you guys have to think. So it's way, way more powerful than it was without this technology. Okay. I hope that makes sense to everybody. Normally, this was the only questions, of course, hopefully there are AI insights specific to my environment based on the tickets. That's correct. Yes. Now, this is all based on your environment. You'll see on mine, for example, here, I've only got a few. That's because it's a demo environment. We're not actively using this to work with customers. I was on a call today with a customer who runs this, and they had a huge list of insights because they're busy using it as well. So, yeah, it's just it's something that you can then look at on. Depends on how interested you are in terms of getting performance issues sorted. But, you know, you can look at this on a weekly basis, monthly basis, whatever you want to do and really make some headway. And over time, really getting to the point where your team are using like generate responses to get rid of a lot more tickets than you would expect. Okay. Right. So those are some of the key cool features. I want to now show some other bits that you also get with with CodePilot as well. Some of this arguably generative, but there are some advantages. One being that it's in the Atira platform is going to save you some time being able to jump and access it directly. But also we use a lot of pre-prompting around our AI. So it knows, you know, it knows who we are, knows what systems we run and everything else. So rather than you say going to Google and looking up something for a PowerShell script, when you type in here. Okay. When you type something into this generative piece here, it's going to generate the responses here for your PowerShell. And it's going to be tailored already to work with our with our system. Okay. Nice and easy to use. I actually I'm not someone who used PowerShell before. I am someone who's coded before, but I haven't used PowerShell. And, you know, I was able to use this to do some real interesting lifting. So I was like, OK, I can definitely see how you could maybe see even. Well, actually, funny enough, actually, one of our customers who was a PowerShell wizard was using this just because it was easy. Okay. I want to move on to the scripting side of things now. Okay. So here we go. Again, our scripting is, you know, the scripting with Copilot is trying. You know, we've we've pre-prompting behind the scenes to get this to work well with with Atira's scripting. Okay. So, you know, detect if Firefox is installed. If so, set Chrome as the default browser. Okay. There we go. So you can see it's pre-populated a bit of a description about what this ticket is about. You can now select what device you want to run this on and then click run it on there. And then once you're happy, it's running correctly. You can create this and add this to the library. Now, I've chosen this example specifically to detect if Firefox is installed, because I think a lot of times when I meet customers, there's a feeling of the scripts, the alerts. Everything needs to be really like, you know, critical things that we're doing. But actually, I've met some customers that are using this to amazing effect, doing really tiny changes. And if you're an MSP that has like a monthly subscription plan where they're paying for you on a monthly basis, for example, and you're trying to show value for you as an MSP to them, then you should be building out automation scripts, doing loads of stuff so that you can go back and say, we've done this for you as a customer. We've done this for you. We've done this for you. Don't assume that when we talk about alerts and scripting, that we are only talking about these critical mega things. Actually, there is a lot of value in doing these small ones, and especially when it comes down to kind of these kinds of things that you do every time you remote into someone's device. Definitely. Now, when you create a script here and this part, by the way, this is available in all of our plans. OK, this is technically not part of the co-pilot, but obviously the scripting is. But this is just so you know, I want to make sure that everyone knows this because I think it's super, super powerful, especially our newbies out there like Michael. We have here the ability to write a script whole script based threshold. OK, so you can select a script here from the library, which is the script that we generated there. But you would only do and it's really important this only do the first half. OK, the detection that they have Firefox installed. The reason being is then you pipe that through a terror and then you run an auto healing script at the bottom here, which changes, which is the script that changes the issue. OK, so you detect, oh, they've got Firefox installed. OK, and then you do an auto healing script that says, oh, you do a script that detects if Chrome is the default browser. If not, it's an alert. And then it's another, by the way, that doesn't create any email or noise. You know, it's just an alert in the system. And then the script then triggers and then changes that default browser to Chrome. OK, a simple thing, a small thing seems almost laughable, but you build out a lot of these. What you're actually building out is a lot of IP, which is kind of your your way of working as a team and your way of safeguarding. And it's unique to you guys and how you work. OK, that's important for our team. But if you're an MSP, that is like mega important. OK, hopefully that's inspired some thoughts around that. And then to show you some other key areas here, this one you can you can type in here into the search in your devices page and it will help you to pre-populate the advanced filters, which there are a lot of here. OK, but just as a word of warning, that is effectively just converting that text into a pre-filled of advanced settings there. So it's not an open search in that sense. You can you do need to fit it within the criteria of the advanced search. OK, but it's there as one of the key features that you can get here. Definitely worth a play. You also have here the ability. You know, I'm going to use that now just to find my device because I can't spot it. I want to show you this as well. We also have the copilot option available to you here. You can launch that and from here you can run the copilot directly. And it's just the same as you saw in the ticket. But of course, now we don't have a ticket specifically about this device. You can then run whatever you like here and talk about it. And it does have some pre-filled ones there that might help you. But you can also ask anything about this device without the need to have a ticket. So maybe you're you're trying to freshen up your boss's computer while he's busy doing other things. You can you can do that there. Good stuff. I think. I think that covers everything except one last thing, which I need to share a video to show you. So I'm just going to do that for a second. Stop sharing for a second. We've just suddenly become very big. Hello, everybody. OK, I did this through a video just because I've always done that through a video and it does work rather well. So I'm just going to share my screen again. OK, this might work a little bit clunky, but it doesn't really. It's OK. Jason, sorry to interrupt, but I think Chuck's coming is going to make you laugh. Chuck says that you sound like a Formula One announcer. That's right. Coming in now. It's extraordinary. Either that or I'm selling Bud Light. I'm not quite sure. I am available for voiceovers or ringtones. Your phone is ringing. Answer your phone quickly. OK, let me just show you this. This is the last bit of puzzle, which is when you're using Splashtop for remote desking. OK, our copilot AI is talking with the device through the Atera agent to understand exactly what is happening. You saw on that AI interface earlier, you saw that we actually had a, what do you call it? We actually had some recommendations based on remote sessions. So what we have here is the ability, as you can see here, to generate a summary of a Splashtop session, which up until now really has been kind of a black box of activity. So we're using this to learn from this and we're using this also. You can go into this, you can use, you can understand when you pick up a ticket, you can say, oh, wow, I know exactly what has been done on this device as well. So this is effectively a standalone product, really, in a way. But it's because it's using AI and because it's helping the technician. It's part of our Atera copilot plan there. That does cover everything. Do we have any any outstanding questions? We don't have any outstanding questions, but Brian says that he's going to steal those Formula One announcement voices that you made for his contacts. Fabio, mate, every time, every time a ticket is raised, I hope you use that as a, you have a ticket! Alert! Okay. Any more questions, guys? Anything you want to know? I think there was a question about that already, no? Merch. Jason. Where are you from, Jason? Asking for merch, look at that. Yes, Chuck, I'm going to send you the answer here regarding scripts and commands. But yes, for both PC and Mac. Excellent. So in terms of a complete list of AI commands that I see there that Chuck's asking about, that is a challenge, actually. The AI team, because it's sort of constantly in development and they're moving around and changing and they have a limitation in terms of publishing exactly the full spectrum of it. But what I would say is, is that it's around 140 different commands of actions are able to be performed. Something like that even may be out of date now. They're constantly adding to it. So it's something that I would recommend you sort of getting into and having a try with. And actually, most of the time, it does. It does do what you need. Oh, Jason's added free merch. We do actually have a merchandising shop, by the way. We do have a merchandising shop. I don't know. Does anyone know the URL to the merchandising shop? I should know it, surely. That's a good question. You should know it. It's got some good things on our merchandising shop. I actually wanted to. Jason, do you know? They don't give me free merch. I don't get any. This is my own T-shirt. Let's see what other questions do we have here. AI commands. I replied to Chuck on that. Still waiting for my merch to be. I was waiting for the merch. There you go. Brian has jumped in there with the actual merchandising link. Yeah. Oh, great. A key part of the webinar. I did have a look at this the other week, and I was quite jealous. I was sort of dropping hints, but nothing yet. Chuck, now that you're learning more about Eterra, also feel free. I'll look into your account, and we can also set up maybe time to give you additional training for you and the team if that's something you'd like. Make sure that you're using all of the different areas of Eterra, so feel free to let us know. Also, you can go to support and let us know, and they'll redirect you to your customer success team, and this way we can work on that. Yeah, absolutely. Absolutely. One of the things I would say, and I'll just say it to everybody here because I do come across it quite often, is we have an amazing support team, by the way. I'm sure most people here are aware of it if they're already customers. Refreshingly so. Amazingly so. And they are there 24-7, and they are fast on responding on the chats and things. Do leverage that. Do leverage that, and they will do their best to help. Asking about the pricing for Copilot. Ahmad, if you want to request more information, you can click on the button which says Request an AI Copilot Demo, and then we can be in touch with you for pricing to understand your specific use case and send you more information. Yeah, absolutely. It's on a per technician model, but yeah, we need to kind of get chatting and understand. It'll be someone like myself. It may even be me. We'll look at understanding the scope of you as a business and how you're working, etc. And we'll put together something that works. So Chuck here has been with us since 2017, says yes, the support is very solid. I think you've had enough time to test it out, so that's good news. It only gets better. Any questions that we missed, maybe? Asking the ASS to get more merge. If you can get the Copilot to do that. If you are looking at, I'll be honest with you, I may be stitching myself up here if I end up on a call with you, but, you know, take the request of an AI demo, get in, get in, get the quote and drop in as a kind of, you know what this, you know, we are seriously considering this AI stuff, but it's just my t-shirt. It's just really just tough to make a decision with. Do you know what I mean? Yeah, and see how you go. I'm so glad to hear that. Thank you for joining us. Chuck, you're being so polite now. It's almost suspicious. Did anybody here see the Attiraverse the other day? And if not, why not? Great. Good stuff. Michael did as well. Great. Perfect. I'm glad he did. I hope you enjoyed it. I hope you found it interesting. Any other questions that you want to share in the chat? Alex also joined Attiraverse. When will we have a dark mode for Attira? I think that is the most commonly asked question I come across, I think. I think, yeah, it's a good question. I don't know when we're going to get the dark mode. But I'm going to find, we have our CPO, our Chief Product Officer, I'm going to find him in the corridors tomorrow. And I'm going to say, is it Jason asked that? Jason, I'm going to say, there's a chap, Jason, giving me a hard time at the moment for dark mode. How are we doing? So I'm going to do that. He's probably going to try and run the other way, I ask the question. I am ready to be able to patch Max without having the admin powder, but that is an Apple issue. Yes. Even though our team has been working on different ways to work on it, I've had a case on it. But yeah, it's an Apple issue. Chuck not found. I can imagine Chuck, yeah, it's not easy. But yeah, we're pushing on that side and anything that we can do, we're always trying to improve from that side as well with whatever Mac allows us to do. That's great. Jason, so if anyone else has any other questions, I think you can also send it to support and then redirect it to us. But it's been great having you all here and having such an interaction on the chat as well. Thank you, Jason, for the amazing demo and the copilot. It was a pleasure. Everyone record now. Exactly. Yeah, we're gonna open a survey now so if you could submit. We're going to submit it so if you can just answer oh it's open now the survey so if you can just fill it out for us to get some feedback and understand what you guys want to see in the future so we'd really appreciate it. Thank you everyone. I feel like at the end it is like an Honest Trailers moment where people are making requests of things for me to say. It's out. Here we go. Thanks guys. It's been a real pleasure and I wish you a wonderful day. And get if you want to get into an AI copilot demo, please click that button and we'll we'll crack on. Thank you everyone. Bye.

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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