IT & MSP

AI agents for IT and MSP teams

Agents that switch off leavers' access, set up new starters and triage alerts across Freshservice, ServiceNow, Okta and SuperOps, with approval before anything changes and a record of every step.

Works withFreshserviceFreshserviceServiceNowServiceNowOktaOktaSuperOpsSuperOpsSlackSlackMicrosoft TeamsMicrosoft Teams

The employee offboarding agent, in 5 steps. An offboarding request for Sam Patel is raised in Freshservice. The agent finds Sam's account in Okta by email, and the laptop assigned to Sam in Freshservice. A card appears in Teams: “Deactivate Okta account for Sam Patel? Last day: Friday. Laptop: LT-0412.” Approved. Okta deactivates the account. The laptop is flagged for return. A note on the ticket lists what was done and who approved it, and the run appears in the Event Log. In the example, request SR-3317 is for Sam Patel; the Teams card asks “Deactivate Okta account for Sam Patel? Last day: Friday. Laptop: LT-0412.”

Access changes are small jobs with big consequences

  • FreshserviceOkta

    Someone leaves on Friday, and their accounts are still active on Monday because the ticket was waiting in a queue.

  • ServiceNowOkta

    A new starter's first morning goes on waiting for an account that depended on someone reading a form.

  • SuperOpsNinjaOne

    An MSP technician starts the day with a wall of alerts across twenty clients, most of them known issues.

Each one crosses at least two systems, and each one needs a person to agree before access changes. Agents do the looking up and the typing; your team keeps the yes or no.

How the offboarding agent works

  1. 1

    Picks up the request

    a new offboarding request in Freshservice, or a new record in the ServiceNow table you choose.

  2. 2

    Finds the person

    looks them up in Okta by email and checks the account matches the request.

  3. 3

    Finds their equipment

    searches Freshservice for assets assigned to them.

  4. 4

    Asks for approval

    a card in Slack or Teams shows the person, their last day, the account and the equipment.

  5. 5

    Makes the change

    deactivates the Okta account and flags assets for return.

  6. 6

    Records it on the ticket

    a private note lists every change and who approved it.

Deactivation always waits for a person. The agent can't delete accounts: that action isn't in its toolbox.

New starters, ready on their first morning

  1. 1

    An onboarding request arrives

    in Freshservice or ServiceNow.

  2. 2

    The agent checks Okta

    so it never creates a duplicate account.

  3. 3

    It asks for approval

    in Slack or Teams, showing the name, role, manager and start date.

  4. 4

    It creates the Okta account

    with the details from the request.

  5. 5

    It adds the access checklist to the ticket

    as tasks for your team, based on your role-to-access list.

  6. 6

    It tells the manager

    in Slack or Teams that the account is ready.

The controls your security team will ask about

  • Approval before access changes

    every deactivation and every new account waits for a person, in Slack or Teams.

  • Only the actions you add

    the offboarding agent can deactivate accounts; it can't delete them, because that action isn't in its toolbox.

  • Pinned fields

    values such as the department or user type on a new account come from your rules, not the agent's judgement.

  • Allowed values

    limit what the agent may set, such as the ticket priorities or categories it can choose.

  • A record for audit

    every run is in the Event Logs: the request, what the agent found, who approved it and what changed.

Works with the IT systems you already run

Using another tool? Connect any REST API, or, on the Enterprise plan, our team builds the connector within 5 working days.

IT and MSP templates

  • FreshserviceOktaAI workflow

    Employee offboarding

    Deactivates the leaver's Okta account and records it on the ticket.

    Approval: Before deactivationUse template Employee offboarding
  • FreshserviceOktaAI agent

    Employee onboarding

    Creates the Okta account and adds the access checklist to the ticket.

    Approval: Before the account is createdUse template Employee onboarding
  • FreshserviceAI workflow

    IT ticket triage

    Categorises and routes new Freshservice tickets and leaves a suggested fix as a private note.

    Approval: None (private note only)Use template IT ticket triage

Build your own agent See pricing

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Not in these templates. Every deactivation and every new account waits for a person to approve it in Slack or Teams.

  • SOC 2 compliantSOC 2
  • ISO 27001 compliantISO 27001
  • GDPR compliantGDPR
  • HIPAA compliantHIPAA
Visit the trust centre

Bring us your offboarding checklist

We'll build the agent with you on your Freshservice or ServiceNow and Okta, with your approval rules, and run it on a test request.

Bring one process. See it running.

In a demo, we'll map one of your processes to a workflow, AI workflow or agent, using the apps you already run.