A 30-second fix shouldn’t sit in the queue for an hour
Your AI teammate for MSP service operations
Rallied understands every ticket, automates next steps, and gets work done across your service desk stack, from your PSA to Microsoft 365, Pax8, RMM, and documentation.
Dana Powell
Riverside Realty
Please set up Leasing and Community Manager shared mailboxes for Parkview, and give Ben Carter access to both.
Patrick Reyes
Marcus Webb
Dana Powell just now
Please set up Leasing and Community Manager shared mailboxes for Parkview, and give Ben Carter access to both.
Rallied Agent just now
Executing approved plan…
- Create “Parkview – Leasing” shared mailbox in Microsoft 365
- Create “Parkview – Community Manager” shared mailbox
- Grant Ben Carter Full Access & Send As on both
Customer story
How Cyber Solutions keeps routine tickets out of the tech room
One of my techs picked up a ticket this morning for software he’d never heard of. Rallied had already put everything he needed in the notes: what the software was, how we’d fixed it before, where to start. He closed it in 10 minutes. Our dispatchers are closing tickets now too, and those never even make it to the tech room.
- 100+
- tickets Rallied reads and enriches each day
- 10 min
- to close a ticket about unfamiliar software
- 1.5 hrs
- saved on the dispatcher’s daily ticket review
Why Rallied
Built for an MSP, not an in-house help desk
An in-house help desk has one company to look after. You have dozens, each with its own users, permissions, boards, and history.
Most help desk AI
- Preps the ticket, then throws it over the fence to a tech
- Comes with a second job: a person whose job is the tool
- Assumes one environment and one set of permissions
- Adds another portal for clients to ignore
Rallied
- Carries out the fix and closes the ticket
- Works from the runbooks and tools you already have
- Keeps each client’s context and permissions separate
- Updates the PSA, including notes and time entries
AI ticketing for MSPs
Give the repeat work to Rallied
Let routine tickets run without a tech
Rallied works inside the client’s Microsoft 365, Entra, AD, and RMM. You decide which fixes run automatically and which need approval. Every action is logged.
Let clients ask for help where they already are
Teams, email, phone, chat, and portal all feed the same queue. The ticket arrives with the right client context attached.
Keep the PSA current without chasing notes
Rallied writes back the notes and time entry after the work is done. It also keeps IT Glue, Hudu, and SharePoint current.
- Guardrails and approvals
- Let password resets run on their own while everything else waits for approval. You set the line for each client.
- Knows every client
- Reads the contacts, history, and quirks from the documentation you already keep.
- Reporting for QBRs
- Resolution rates and client-level breakdowns are ready when the QBR comes around.
- Covers the night shift
- If a lockout comes in at 2am, Rallied works it at 2am.
Use cases
Start with the tickets your team sees every day
Password resets, account lockouts, new users, mailbox access. The work is familiar, but it still takes time. Rallied handles it from request to close.
After-hours coverage
Someone in an overseas office gets locked out at 2am. Rallied gets them back in without waking a tech.
Teams-first support
Clients can ask for help in Teams and stay there. Rallied keeps the PSA up to date in the background.
Grow without the next L1 hire
Take on a new client without immediately adding another L1 seat. Rallied handles more of the repeat work with the team you have.
Every ticket arrives prepped
When a ticket needs a tech, they open it to a diagnosis, the relevant history, and a clear place to start.
Close from the dispatch desk
Your dispatcher approves the plan, Rallied runs it, and the ticket closes before it reaches the tech room.
Catch unbilled work
Rallied checks closed tickets for parts and licenses that never made the invoice, then flags them for billing.
How it works
Start read-only, then hand over more when you’re ready
Connect Rallied to your PSA and client tools. It begins by reading and preparing tickets, then you choose which fixes it can run automatically and which still need approval.
- 01Triage
- Rallied reads each new ticket, checks the client and urgency, and puts it on the right board.
- 02Resolve
- For issue types you have approved, Rallied runs the fix and checks that it worked.
- 03Escalate
- If a tech needs to take over, the ticket already has the diagnosis, history, and notes.
Integrations
Works with the tools your service desk already uses
Connect your PSA, RMM, documentation, chat, and Microsoft 365. Rallied works across them, so your techs don’t have another console to keep open.
Security
You decide what Rallied can touch
Giving an AI access to client environments is a serious decision. Rallied starts read-only, keeps every client’s credentials separate, and asks for approval wherever you want it.
- Checks the requester with an MFA push or manager approval, so a hacked mailbox can’t reset a password
- Keeps each client’s credentials separate and only uses the access needed for that action
- Lets you require approval for any change to a client environment
- Records every action, including why it ran
- SOC 2 Type II certified and GDPR ready
- Doesn’t use your client data to train shared models
Customers
What MSP teams notice first
Our last automation tool worked, but only because someone spent all day keeping it alive. Rallied was working real tickets in the first week. We don’t have to babysit it.
The escalations sold me. When Rallied hands over a ticket, my tech isn’t starting from scratch. The diagnosis and client history are already there.
We watched it in read-only mode for a month and checked every ticket. Once it proved itself on password resets, we gave it a little more.
How long does it take to get started?
Most MSPs connect their PSA and go live within two weeks. Rallied starts read-only, so you can check its work before you let it make changes.
What happens when Rallied isn’t sure?
It hands the ticket to a tech. The diagnosis, client history, and next steps are already in the notes, so nobody starts from scratch.
Which PSAs do you support?
ConnectWise PSA, Autotask, and HaloPSA today. RMM integrations cover NinjaOne, Datto RMM, and N-able.
How does pricing work?
Pricing is a flat monthly rate based on endpoint count. You won’t run into ticket meters or credit packs halfway through the month.
You’d have access to every client’s credentials. How is that safe?
We keep credentials separate for every client and limit them to the action Rallied needs to take. Sensitive requests can require an MFA push or manager approval, and the audit log records exactly what ran and why. Rallied is SOC 2 Type II certified.
Couldn’t we just build this ourselves with Claude?
You can build a convincing demo with Claude. The hard part is everything that follows: client-by-client guardrails, vendor API changes, and making sure the whole team can run it without relying on the one person who built it.
Does client data train your models?
We don’t use your client data to train shared models. It stays in your tenant.
How much control do we have?
You set policies by client and issue type. Password resets might run automatically while onboarding waits for approval. Rallied starts read-only, and you widen access when you are comfortable with its work.
Show us the ticket your team is tired of seeing
Bring a shared mailbox request, a new-user setup, or another repeat ticket. We’ll show you how Rallied handles it from request to close.