AI Copilot is your ultimate sidekick — think Robin to your Batman, Chewie to your Han, Sam to your Frodo, or Harry to your Lloyd. Wherever you are, and whatever you're doing, AI Copilot is ready to run health checks and execute actionable solutions, providing instant, one-click remedies and ensuring magical support.

AI Copilot is included in every Atera plan at no additional cost as of June 1, 2026 (monthly) and the first renewal on or after late July 2026 (annual). On legacy-pricing accounts, AI Copilot activates automatically once your account transitions to current pricing. No separate purchase, activation, or add-on is required.

AI Copilot will be with you. Always

Beyond supercharging capabilities and always willing to help out when you're working on devices, tickets, and alerts, your trusty AI Copilot is now always available in the bottom-right corner throughout the Atera app.

AI Copilot with context

You can access AI Copilot directly from any device, ticket, alert, or user to get immediate, context-specific assistance.

You can access AI Copilot directly from any device, ticket, alert, or contact to get immediate, context-specific assistance.

Note:

• To perform device-related actions, an agent must be assigned to the user. Learn more
• AI Copilot functionality is limited if the related device is offline.

It's completely up to you how you choose to troubleshoot devices, tickets, alerts, and users with AI Copilot. To help guide and inspire you, see health checks and actions

It's completely up to you how you choose to troubleshoot devices, tickets, alerts, and contacts with AI Copilot. To help guide and inspire you, see health checks and actions

For practical ways to put AI Copilot to work, see our AI Copilot playbook

Access AI Copilot via a device

Note: AI Copilot functionality is limited if the device is offline.

To access AI Copilot via a device:

From Devices (on the sidebar), click the AI Copilot symbol () on the device.

Note: You can also access AI Copilot from the device itself.

AI Copilot appears.

At the top, the device name is displayed.

From here, you can:

• Select one of the prompts (e.g., "Check available disk space on this device"). For more info, see Prompts
• Describe the issue (e.g., "Unable to upgrade device OS").
• Describe the issue and request a health check or action (e.g., "Can't upgrade device OS. Check available disk space").

Access AI Copilot via an alert

Note: To perform device-related actions, an agent must be assigned to the user. Learn more

Note: To perform device-related actions, an agent must be assigned to the contact. Learn more

To access AI Copilot via an alert:

From Alerts (on the sidebar), click the AI Copilot symbol () on the alert.

AI Copilot appears.

At the top, the associated device is displayed (if one was assigned to the user). AI Copilot will automatically generate an alert summary. 

At the top, the associated device is displayed (if one was assigned to the contact). AI Copilot will automatically generate an alert summary.

From here, we recommend you ask AI Copilot for recommended or necessary steps to resolve the alert. AI Copilot may suggest running health checks or actions, or it may advise you to tweak the thresholds governing the alert itself.

Access AI Copilot via a ticket

Note: To perform device-related actions, an agent must be assigned to the user. Learn more

Note: To perform device-related actions, an agent must be assigned to the contact. Learn more

To access AI Copilot via a ticket:

From Tickets (on the sidebar), click the AI Copilot symbol () on the ticket.

Note: You can also access AI Copilot from within the ticket itself.

AI Copilot appears.

At the top, the ticket number, title, and the associated device is displayed (if one was assigned to the user who opened the ticket). AI Copilot will automatically generate a ticket summary and recommended response. From here, you can:

At the top, the ticket number, title, and the associated device is displayed (if one was assigned to the contact who opened the ticket). AI Copilot will automatically generate a ticket summary and recommended response. From here, you can:

• Ask AI Copilot to expand on one of the suggested actionable solutions.
• Ask the AI Copilot anything at all. As information is fluid and constantly evolves, let AI Copilot know if you have any new relevant information.

AI Copilot on features

AI Copilot’s power is scattered across Atera — fragments of its magic tucked into different features. Summon its strength when generating scripts, crafting CLI commands, spinning up OIDs, summarizing Splashtop sessions, generating articles, and more. For more information, see AI Copilot's capabilities

Prompts

When accessed via the bottom-right corner of any device page (agent console), AI Copilot will offer you a rotating selection of prompts to spark your next move. But don’t worry, you’re not tied to AI Copilot’s suggestions; after selecting a prompt, feel free to edit it as needed. You can also ignore these prompts entirely and ask AI Copilot anything. There are 5 prompt categories to explore — here’s a quick preview of each:

Solve tickets quickly

Need a quick refresher on a ticket and some smart suggestions to tackle it? AI Copilot's got you covered.

To recap and run ticket diagnostics:

1. Click Solve tickets quickly.

The prompt and a list of tickets will appear in the input field.

2. Select a ticket to add it to the prompt.

3. Modify the prompt if needed. Then click Send.

AI Copilot will recap the ticket, provide diagnostics, and provide suggestions.

Manage device

From applications, to passwords, printers, and networks, AI Copilot will guide you through relevant options and solutions.

Subcategories and example prompts:

• Manage accounts and passwords: For example, "Reset local password on /[device]".
• Manage printers: For example, "Check ink, paper jams, and tray damage on /[device]".
• Manage applications: For example, "Install Microsoft Teams on /[device]".
• Manage networks: For example, "Renew IP address for /[device]".
• Manage system performance: For example, "Check available disk space on /[device]".

To manage a device:

1. Click Manage [subject].

The prompt and a list of devices will appear in the input field.

2. Select a device to add it to the prompt.

3. Modify the prompt if needed. Then click Send.

AI Copilot will run health checks and if applicable, offer you to run actions on the device.

Analyze images

Got an error or need help debugging a script? Upload a screenshot or image and let AI Copilot analyze it to guide you through a fix.

Note: Drag-and-drop functionality is not available at the moment.

To analyze a screenshot or image:

1. Click Analyze image.

The prompt will appear in the input field.

2. Click the Upload icon.

3. Select the image to add it to the input field.

4. Modify the prompt if needed. Then click Send.

AI Copilot will analyze the image.

Generate commands

Run health checks and take action with popular CLI commands for your devices.

To generate a CLI command on a device:

1. Click Generate command.

The prompt and a list of devices will appear in the input field.

2. Select a device to add it to the prompt.

3. Modify the prompt if needed. Then click Send.

AI Copilot will execute the command and display the results.

Explore Atera

These are popular questions users ask about Atera. Select this prompt, or ask any question related to the app and AI Copilot will respond with information from Atera's Help Center

To explore Atera's Help Center:

1. Click Explore Atera.

The prompt will appear in the input field.

2. Modify the prompt if needed. Then click Send.

AI Copilot will respond and include links to relevant Help Center articles, if applicable.

Ask AI Copilot anything

With account intelligence, AI Copilot goes beyond individual entities, accessing data across your entire account, delivering exactly the information you need. So if you want to know how many devices haven’t logged in over the last 7 days, which devices are nearing their storage limits, or how many users are awaiting a password reset, AI Copilot has you covered. Beyond general account information, AI Copilot will happily help you with any specific device, ticket, or alert.

When it comes to interacting with AI Copilot, we recommend you:

• Chat away: Seriously, we mean it — talk to the AI Copilot as much as you like! Dive into the nitty-gritty, and share every little detail. The AI Copilot is all ears and loves to help.
• Discover possibilities: From running health checks or executing scripts and terminal commands, there's plenty to explore. And if a plan doesn't work out, no stress — there are always more paths to take a look at.
• Not sure? Just ask: The AI Copilot is here to lend a hand whenever you need it. Don't hesitate to reach out for some advice or assistance at any point.

It's truly open-world stuff... You may discover a hunch took you both in the wrong direction. No worries, just explore other options. AI Copilot may suggest something you disagree with. Ok... tell it you want to explore an alternative solution or idea. Typos and poor grammar? AI Copilot navigates through them with ease, ensuring you're understood, no matter the rush or level of detail. It's up to you how you choose to interact with AI Copilot. To help guide and inspire you, see health checks and actions

Summon from anywhere

Besides prompts, you can also summon devices, tickets, alerts, and users with your magic wand — the forward slash (‘/’). Start typing to see relevant suggestions.

Besides prompts, you can also summon devices, tickets, alerts, and contacts with your magic wand — the forward slash (‘/’). Start typing to see relevant suggestions.

Select a suggestion to add it to the field.

You can edit the suggestion as needed or ignore these suggestions entirely and ask whatever you want. We promise, AI Copilot doesn't get offended.

Health checks and actions

AI Copilot is your go-to for executing a wide range of health checks and actions across your Windows and Mac devices (and end users managed through AzureAD). Its capabilities span from fetching lists of Windows startup applications and assessing password complexity for user accounts to activating user accounts and blocking ads on websites. Beyond these examples, AI Copilot's versatility extends into optimizing email management, enhancing system performance, troubleshooting printing and application issues, managing patches, and refining Outlook and file management. This is just a small preview, as there are hundreds of other actions and health checks at your disposal.

Windows overview

• Access and login issues: Address login hiccups by resetting passwords, reviewing recent login attempts, and unlocking user accounts.
• Email management and delivery issues: Take control of your inbox by managing who's on the blacklist, adding emails to distribution lists, and blocking undesired senders.
• Slow performance: Boost your system's speed by monitoring running processes, checking CPU usage, and switching to "Power saver" mode when necessary.
• Printing issues: Solve printer-related problems by ensuring proper connectivity, clearing job queues, and updating printer drivers.
• Application issues: Keep applications running smoothly with updates, restarts, crash log checks, and new software installations.
• Patches: Keep your devices secure and efficient by finding and installing the latest patches.
• Outlook management: Enhance Outlook's performance by restarting it in safe mode and verifying email profiles are correctly configured.
• File management: Manage your files effectively by restoring deleted items from the recycle bin, adjusting folder visibility, and emptying the recycle bin.
• Azure AD management: Maintain your Azure AD with actions like adding members to groups and updating user account details.

• End-user readiness checks: Copilot can pull from your knowledge base and run automated diagnostics on a device in the same response — perfect for one-shot questions from end users.

  Example: An employee heading to a conference asks IT, "Is my laptop ready?" Copilot pulls up your travel readiness KB article and runs an automated security baseline check on the device, then delivers a verdict (e.g., "from an IT and security standpoint, this laptop is good to go").

   

macOS overview

• Streamline network navigation: Quickly list and manage mapped network drives for efficient access.
• Maximize Internet Performance: Evaluate your upload and download speeds to enhance connectivity.
• Effortless File Discovery: Swiftly find files in any folder, streamlining your search process.
• Maintain Disk Health: Monitor read/write speeds to ensure your disk is performing optimally.
• Network Troubleshooting Made Simple: Test website and port connectivity for a robust network.
• Printing issues: Solve printer-related problems by ensuring proper connectivity, clearing job queues, and updating printer drivers.
• Browser Optimization: Adjust Chrome’s settings, including popup blockers, for a better web experience.
• System Efficiency Monitoring: Keep track of CPU usage and top processes to optimize performance.
• Application issues: Restart or stop applications and manage startup programs to keep your Mac running smoothly.

Understanding AI Copilot 

AI Copilot isn’t one to keep secrets — it’s always thinking out loud. Here’s what’s happening behind the scenes in AI Copilot — think of this as your process glossary, describing what's happening in the moment:

• Responding: AI Copilot is processing and generating a response.
• Summarizing ticket as {summary_type}: AI Copilot is creating a summary of the ticket.
• Generating reply: AI Copilot is drafting a response for the end user.
• Recovering diagnostic results: AI Copilot is retrieving past diagnostic results.
• Searching relevant diagnostics: AI Copilot is identifying relevant diagnostics based on your conversation.
• Sends action to device: {action_name}: AI Copilot has sent the selected action to the device.
• Searching for optimal solution: AI Copilot is suggesting solutions based on your conversation and diagnostics.
• Analyzing image: AI Copilot is processing the uploaded image.

Multi-chat capability

View your chat history and reopen any chat to pick up right where you left off. Whether you're troubleshooting an issue, exploring options, or juggling multiple topics, AI Copilot makes it easy to switch between chats and keep the flow going.

To see your chat history or reopen a previous chat:

1. Click All chats.

Your chat history appears.

2. Select a topic to reopen the chat. 

Close AI Copilot

When you exit AI Copilot, it will chill until you need to rendezvous with it again. If you need to revisit the last issue you were working on, just reopen it from the bottom-right corner; you'll find everything as it was when you last spoke. You can continue the conversation or start a new chat to troubleshoot something else.