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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Your Kaseya BMS tickets.
Less everyday work.

Luke F.

Northwind Dental

00:45
  1. 00:00

    Inbound BMS ticket #3214

    Northwind Dental

  2. 00:09

    MSP Process picks up

    The ticket starts the workflow

  3. 00:18

    Caller details attachedOK

    The client's identity stays with the request

  4. 00:27

    BMS ticket updated

    Time entry captured automatically

  5. 00:45

    +2 stepsActivity record attachedOK

Bring AI automation to every channel your clients use, with MSP Process connecting ticket sync, time entries and billing inside Kaseya BMS.

Ticket sync
Bi-dir
Time capture
Time
Billing workflow
Billing
Kaseya BMS

MSP Process + Kaseya BMS

Connect Kaseya BMS to MSP Process so your team can handle requests with ticket details, asset context and billable time together.

Tickets kept in sync
Your inbound and outbound BMS tickets stay in sync with MSP Process as your team handles each request.
Time entries captured automatically
Billable time from each completed identity check is captured on the BMS ticket, keeping the entry with the request.
Work carried into billing
Completed identity checks flow directly into Kaseya billing, so your team doesn't have to enter that work again.
Asset details alongside requests
We link the caller to the correct BMS asset record automatically, giving your team context for the request.
Actions as events arrive
Kaseya BMS events trigger MSP Process actions in real time, so your workflows can respond as tickets change.
Caller details on record
We write a structured record of the caller's identity checks back to every BMS record for your team.

START SIMPLE

Connect your tools.
Put them to work.

Get set up in four steps, from connecting your account to writing records back to Kaseya BMS. Most MSPs are live the same day, with their setup ready to support the team's daily work.

  1. Connect your Kaseya BMS

    Connect Kaseya BMS with an application programming interface key, with access scoped to your ticket and time entry tables.

  2. Listen for new work

    MSP Process listens for new tickets and incoming time entry events in Kaseya BMS to start the workflow.

  3. Check before taking action

    We check the end user's identity before any privileged action attached to the BMS ticket can go ahead.

  4. Write the details back

    We write the identity check record and billable time back to BMS, keeping those details with the ticket.

WHAT YOU LEAVE WITH

Your team's daily work.
Fewer details to reenter.

Bring caller details, asset context and billable time into Kaseya BMS, so your team can handle requests with the information together.

Without MSP Process

Kaseya BMS without verified intake.

Unknown caller

Says: Luke F., Northwind Dental

  1. 01

    Inbound call opens a BMS ticket on trust alone.

  2. 02

    Time entry captured against an unverified request.

  3. 03

    Billing fires for work that started with no identity check.

  4. 04

    Audit row is the tech's note, not a verified chain.

With MSP Process

Kaseya BMS with MSP Process.

Unknown caller

Says: Luke F., Northwind Dental

  1. 01

    BMS ticket auto-created with caller identity attached at…

    intake.

  2. 02

    Time entry only captured against a verified, audited…

    request.

  3. 03

    Billing flow runs on verified work, no disputes.

  4. 04

    Full audit chain attached to every billable record.

LET'S TALK AUTOMATION

Your Kaseya BMS setup.
More work handled.

Connect and bring us the request your team handles most often, so we can talk through the workflow together.