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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Your clients' everyday requests.
More of the work handled.

Bring AI automation to your MSP on every channel your clients use, with MSP Process handling calls, tickets and everyday service desk work.

START WITH YOUR WORK

The work you handle.
The tools you need.

Start with the work your team needs to handle, then compare a single-purpose tool with a broader service desk platform.

  • Traceless for a single task

    Traceless fits teams that want a stand-alone identity check during calls and keep their other service desk tools with separate vendors.

    • Identity checks during client calls
    • Separate voice and scheduling tools
    • Separate tools for password requests
  • MSP Process for connected work

    MSP Process fits teams that want calls, tickets and everyday workflows together, with fewer separate tools to manage across their MSP.

    • Client requests across multiple channels
    • Calls and tickets handled together
    • Everyday workflows on one platform

WHAT YOU GAIN

More work to handle.
More help in place.

17+
additional service desk capabilities

INSIDE THE PLATFORM

Your everyday service desk.
More of it connected.

Explore how MSP Process brings client channels, call handling and service desk workflows together for the requests your team handles every day.

  • Your clients' choice of channels

    Your team gets 13+ identity-check methods across Authenticator, Duo, AI Voice, Teams, SMS, WhatsApp, Photo ID, Secure Links, Email, Phone, Client Portal and Live Chat.

    • Identity checks within client channels
    • Client conversations through familiar tools
    • Native methods for your team
  • Reverse Technician Verification (Patent Pending)

    Your clients can confirm that the caller is your technician before granting access, supporting Zero Trust beyond the initial client identity check.

    • Technician identity before client access
    • Client confirmation of your caller
    • Identity checks in both directions
  • AI Voice Agent

    A client calls about a password reset, and 24/7 AI Voice answers, checks their identity, opens the ticket, triages it and routes it.

    • Client calls answered around the clock
    • Caller identity checks during calls
    • Ticket creation, triage and routing
  • Your service desk tools together

    Bring ticketing, AI triage, automation bots, quick ticketing, voice time entries, on-call, scheduling, secure password reset and secure data sharing into one platform.

    • Ticketing and everyday workflow automation
    • On-call coverage and appointment scheduling
    • Secure password and data handling
  • Your work in the ticket

    Your team gets a ticket record of each identity-checked action across every channel, while Traceless records only the identity check itself.

    • Action records within your tickets
    • Activity history across client channels
    • Shared context for your team

The tools you use.
The detail side by side.

Compare the capabilities below against your team's daily work, from answering client calls to scheduling support and recording actions in tickets.

CapabilityMSP ProcessTraceless
End User Verification (every channel)YesYes
Reverse Technician VerificationYesNo
AI Voice Agent, 24/7 call handlingYesNo
AI Voice, caller identity verificationYesNo
Teams ticketingYesNo
SMS / MMS ticketingYesNo
WhatsApp ticketingYesNo
Live Website ChatYesNo
Client Portal & Mobile AppYesNo
AI Triage & CategorizationYesNo
On-Call Scheduling & EscalationYesNo
Calendar / Self-Service SchedulingYesNo
Mass SMS BroadcastYesNo
Secure Password ResetYesNo
Secure Data & File SharingYesNo
Voice Time EntriesYesNo
Insurance-Ready Audit TrailYes

Sourced 2026-09-09.

Where Traceless is genuinely strong

No comparison page is honest if it pretends a competitor has nothing going for them. Here's the real story.

  • Lightweight to deploy if EUV is your only requirement.
  • Familiar to techs who like a one-button verification overlay.

Your next platform.
Help getting set up.

Switching is usually a 1-day project, and most teams keep Traceless installed for a week while routing new tickets through MSP Process. We share an onboarding plan, and an admin walks you through it before you retire the old subscription.

LET'S TALK AUTOMATION

Your everyday requests.
Ready to put to work.

See MSP Process answer calls, handle tickets and record the work, then discuss replacing Traceless and 5+ more tools for your team.

  1. Walkthrough

  2. Product walkthrough

  3. Quote

Bring us the process you most want to stop doing by hand.