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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Plans and pricing

Each plan includes the one before it. We price around your technician and client volume.

Verification Plus

Security plan centered around user identity and sending secure data.

  • End-User VerificationVerify your client's identity quickly and frictionlessly
  • Technician VerificationPrevent voice-phishing attacks on your clients
  • Secure Data Send & File ShareEffortlessly share sensitive data right from your PSA
  • Secure Data RequestSecurely request sensitive information from your clients directly through your PSA
  • Technician Mobile AppAccess your PSA at your fingertips
Full details
End-User Verification
Verify your client's identity quickly and frictionlessly with DUO, MS Auth, MS Teams, SMS, WhatsApp, email, brandable links or an automated phone call. Full interaction is logged in your PSA.
Technician Verification
Prevent voice-phishing attacks on your clients by easily allowing them to verify the identity of your technicians. Available through SMS, client portal, MS Teams, and website widget.
Secure Data Send & File Share
Effortlessly share sensitive data right from your PSA — complete with expirations, single-click access, and detailed audit tracking.
Secure Data Request
Securely request sensitive information from your clients directly through your PSA — including passwords, credit card details, and more — with built-in expirations and full audit trail visibility.
Technician Mobile App
Access your PSA at your fingertips with the MSP Process Technician mobile app. Create tickets, view and manage existing tickets, update time entries, AI voice-to-ticket dictation, mileage tracking, time entries, and a lot more!

The Foundation for a More Secure, Efficient MSP

The Verification Plus plan gives you the core verification and secure data tools you need to reduce risk, improve efficiency, and deliver a better client experience.

Discuss your use case

Assist

Everything included from the Verification Plus plan.

Take your service desk further with automation, security and effortless scheduling.

  • Self-Serve Password ResetSupport password resets, account unlocks, and MFA resets
  • Schedule AssistAllow technicians to send clients' calendar meeting invites directly from your PSA
Full details
Self-Serve Password Reset
Support password resets, account unlocks, and MFA resets across Active Directory, Azure Active Directory, and local machines. Technicians can reset clients' accounts directly from within your PSA after a successful end-user verification is completed. Actions can also be completed through AI Voice Assist, AI Chat Assist, and an optional client mobile application.
Schedule Assist
Allow technicians to send clients' calendar meeting invites directly from your PSA. One-to-one meetings, group meetings, round robin, first availability, you name it. Clients can use our AI voice and AI chat to schedule their own call with technicians as well. Schedule Assist is a full-fledged booking tool baked right into your PSA.

Everything from the Verification Plus Plan Included

Includes all the features from the Verification Plus plan, including end-user verification, technician verification, secure data send & file share, secure data request, and the technician mobile app.

Discuss your use case

Professional

Most popular

Everything included from the Verification Plus and Assist plan.

  • Integrated SMS/MMS
  • SMS Broadcasting
  • Integrated WhatsApp
  • On-Call Scheduling
  • AI Ticketing Triage
  • AI DispatchComing Soon
  • AI Chat Assist
  • Workflows / Notifications / Alerting
  • Website Live Chat
Full details
Integrated SMS/MMS
Technicians can communicate with clients via SMS and MMS without exposing their personal cell phone numbers. All conversations are automatically logged within the PSA ticket notes, keeping communication centralized and documented. Clients can also create new support tickets directly via SMS.
SMS Broadcasting
Quickly notify clients in bulk via SMS using dynamic filters and broadcasting capabilities. Keep clients informed during outages, emergencies, or important service events—even when traditional communication channels are unavailable. For example, notify affected users of an Outlook outage when email is temporarily unavailable.
Integrated WhatsApp
Give clients the ability to create tickets and chat directly with technicians through WhatsApp. Technicians can respond directly from the ticket within their PSA, with all conversations automatically logged to the ticket for complete communication history.
On-Call Scheduling
Organize and manage your technicians' after-hours and on-call schedules in one place. Automatically route alerts, notifications, and ticket assignments to the appropriate on-call technician, helping ensure critical issues reach the right person at the right time.
AI Ticketing Triage
Automatically review and triage inbound tickets as they enter your PSA. MSP Process can intelligently update the ticket status, title, type, subtype, and category, helping keep tickets organized and ready for technicians to action.
AI DispatchComing Soon
Automatically route and assign inbound tickets to the appropriate technician based on the ticket and your team's workflow—helping reduce manual dispatching and get tickets into the right hands faster.
AI Chat Assist
Deploy AI agents across SMS, the Microsoft Teams client portal, and website live chat to automatically engage with clients, answer questions, and assist with support requests—giving clients immediate access to help across multiple communication channels.
Workflows / Notifications / Alerting
Use email parsing and webhook monitoring to create automated alerts, notifications, and uptime monitoring for critical events. Keep your team informed and enable faster responses when important issues arise.
Website Live Chat
Add a website live chat bot to your MSP's website to provide information, answer questions, and complete various tasks directly from your website.

Everything from the Verification Plus and Assist Plans Included

Includes all the features from the Verification Plus and Assist plans, including end-user verification, technician verification, secure data send & file share, secure data request, the technician mobile app, self-serve password reset, and Schedule Assist.

Discuss your use case

Optional Add-ons.

Powerful add-ons to extend your capabilities and get even more from MSP Process.

  • AI VoiceAssist

    Your always-on AI voice assistant for inbound calls.

    AI VoiceAssist provides an intelligent voice assistant to answer inbound calls, verify users, create tickets, schedule calls, and more — helping you deliver faster support and a better client experience.

    • Inbound call answering
    • User verification
    • Ticket creation & triage
    • Call scheduling
    • 24/7 availability
    • Reduces technician workload
  • AI CallScribe

    Turn every call into complete documentation.

    AI CallScribe records, transcribes, and summarizes your outbound calls directly from within your PSA. It captures key details, performs sentiment analysis, and automatically creates time entries — so your team can focus on the conversation, not the admin work.

    • Call recordings
    • Transcripts & summaries
    • Sentiment analysis
    • Automated time entries
    • Added directly to ticket notes
    • Boosts productivity
  • Privileged Account Password Rotation

    Stronger security, less risk, fully automated.

    Automatically rotate and manage privileged passwords across your environment, including domain admins, local admins, M365, and service accounts. With integrations for ITGlue, Hudu, and Lexful, plus the MSP Process password vault, you get secure, compliant password management without the manual effort.

    • Automated password rotation
    • Domain admins, local admins, M365 & service accounts
    • ITGlue, Hudu, Lexful integration, plus MSP Process password vault
    • Improves security & compliance
    • Reduces risk of credential exposure
    • Full audit trail and reporting

In a 30-minute call, we'll help you choose a plan and price it against your technician and client volume.

LET'S TALK AUTOMATION

Your everyday work.
Our starting point.

Share your email and phone number so we can arrange a call at a time that works for you. We'll talk through your team's work and quote against your technician and client volume to help you choose a plan.

  • A 30-minute demo, at a time that suits you.
  • Works with the PSA you already run.
  • No pressure. No mailing list.
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