Optimize and track the impact of AI Copilot and Robin with key insights into performance, AI-driven actions, and knowledge enhancements. See how AI is solving tickets over time, refine its knowledge by expanding KBAs, and boost its capabilities by assigning agents to end users and syncing key integrations. From optimization status to actionable insights, everything you need to enhance support for your team and end users is in one place.
Important: To access the AI Center, you need Full admin access or a role with the AI center permission. See Grant a technician access to AI Center without the Admin role.
Analyze
The Analyze tab is your central hub for tracking the impact of AI Copilot and Robin on your team's efficiency and your end users' satisfaction. For more info, see AI Center: Analyze
Optimize
Improve Robin and AI Copilot with actionable insights, definitions, and playbooks. Review AI-generated recommendations based on recurring trends, add company-specific context, terms, and tools, and create repeatable workflows for common ticket scenarios so Robin can follow your team's process.
Actionable insights
Uncover insights generated from recurring trends, including suggested knowledge base articles to address common issues and scripts to automate future resolutions. Insights are grouped into Suggestions, Saved for later, and Created, and you can filter them by Insight type (Script or Article). For more info, see AI Center: Actionable insights
Example: from insight to fleet-wide fix. When a recurring issue shows up across multiple devices, a script insight doesn't stop at flagging the trend - it gives you the script to fix it everywhere at once. Instead of a 15-minute remote session per device, you get one script you can review, approve, and deploy across the affected fleet. For instance, a recurring power-settings misconfiguration across multiple laptops can be fixed with one generated PowerShell script, saving hours of repetitive remote sessions.
Definitions
Teach Robin about your organization and environment in the AI Center. Add company details, proprietary software, and internal terminology to improve accuracy and reduce user drop-off (users are more likely to stay engaged when their context is clearly understood). For more info, see AI Center: Definitions
Playbooks
Teach Robin how to handle specific support scenarios in the AI Center. Create repeatable, step-by-step workflows that help Robin resolve common issues more consistently and with less manual work. From the Playbooks tab, you can view, organize, enable, disable, and manage Playbooks across customers and use cases. For more info, see AI Center: Playbooks
Teach Robin how to handle specific support scenarios in the AI Center. Create repeatable, step-by-step workflows that help Robin resolve common issues more consistently and with less manual work. From the Playbooks tab, you can view, organize, enable, disable, and manage Playbooks for your organization. For more info, see AI Center: Playbooks
Integrations
Connect Robin and AI Copilot to the systems your team already uses. The Integrations section has three pages: Product integrations, Cloud actions, and Knowledge base.
Product integrations
Connect identity providers and other tools so Robin and AI Copilot have the context and access they need. The page has two sections:
- Identity providers: Microsoft 365 & Entra, Google Workspace, Okta, and JumpCloud. These apply your organization's roles and permissions to Robin. See AI Center: Identity Provider (IdP) integrations.
- Additional integrations: built-in integrations, such as MxToolbox, Salesforce, Microsoft Intune, and Atera browser connect, and MCP integrations, such as monday.com, Asana, Notion, Box, Intercom, and Atlassian. You can also add a custom MCP server. See AI Center: Model Context Protocol (MCP) integrations.
Cloud actions
Connect Atera to third-party services and let Robin or AI Copilot trigger API-based actions with dynamic context from tickets, devices, sites, and user input. Cloud actions help you automate more of your workflows and build richer, end-to-end processes across your tools. For more info, see AI Center: Cloud actions
Knowledge base
Connect the knowledge sources your team already uses, such as Confluence, Notion, or SharePoint, and describe what each source contains and when Robin should use it. The Atera Knowledge Base is listed by default. For more info, see Connect and manage knowledge sources for Robin.
Setup
Empower AI Copilot and Robin to better assist both you and your end users, ensuring they can reference a broader range of KBAs, perform key actions and streamline troubleshooting. The Initial Setup page tracks what you have completed and rolls it up into an Overall optimization score. For more info, see AI Center: Setup
Settings
Robin eases your team's workload by managing first-tier support across email, chat, Slack, Teams, the Robin web widget, and your Customer Portal. Configure how Robin works for each customer: Activation, Configuration (communication apps, language, ticketing, and follow-up), Custom fields, Software, and Excluded addresses.
Robin eases your team's workload by managing first-tier support across email, chat, Slack, Teams, the Robin web widget, and your Service Portal. Configure how Robin works for each site: Activation, Configuration (communication apps, language, ticketing, and follow-up), Custom fields, Software, and Excluded addresses. For more info, see:
