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.
From insight to fleet-wide fix
When Copilot detects a recurring issue across multiple devices, it doesn't stop at flagging the trend — it can generate 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.
Example: Copilot detects a recurring power-settings misconfiguration across multiple laptops and generates a PowerShell script to remediate it automatically, saving hours of repetitive remote sessions.
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.For more info, see AI Center: Actionable insights
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
Integrations
Connect Robin and AI Copilot to the systems your team already uses. From built-in integrations and MCP servers to cloud actions, the Integrations tab helps you expand AI context, connect external services, and unlock more powerful workflows across your environment.
Built-in
Connect built-in integrations that give Robin the identity context and service data it needs to work more accurately. This includes identity providers like Microsoft 365 + Entra ID, Google Workspace, and Okta, as well as additional integrations like MxToolbox for faster troubleshooting. For more info, see AI Center: Identity Provider (IdP) integrations
MCP
Connect Model Context Protocol (MCP) servers to give Robin and AI Copilot secure, real-time context from external tools. Current supported integrations include monday.com, Notion, Box, Atlassian, and Intercom. For more info, 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
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. For more info, see AI Center: Setup
Settings
Robin eases your team's workload by managing first-tier support across email, chat, Slack, Teams, and your Customer Portal. Configure how Robin works for each customer — from activation and general behavior to allowed actions, software installation options, and excluded email addresses. For more info, see:
