AutoTask

Version 1.0 · Last updated 2026-08-10

Context

AutoTask is the professional services automation and ticketing platform most managed service providers run their service desk on, handling tickets across dozens of client environments at once.

Connected to Unless, every resolved AutoTask ticket becomes grounding content for Living Knowledge, so the agent has seen how your technicians actually solved that exact issue before it answers again. The Team Assistant sits on top of AutoTask, answering straight from Living Knowledge and a search of related tickets, so your techs are not re-diagnosing the same fault for a different client. When a ticket genuinely needs a technician, the agent hands off by opening it in AutoTask, or by email where that suits the queue better.

Key benefits

• Every resolved ticket becomes shared expertise: Resolved AutoTask tickets feed Living Knowledge, so a fix your team found for one client is available for the next client with the same issue.
• Team Assistant on top of AutoTask: Your techs answer tickets from inside AutoTask, drawing on Living Knowledge and related tickets across every client.
• Handover to the right technician: When a technician is needed, the agent opens a ticket in AutoTask where the system supports it, or hands off by email, always with full context.

How does it work?

Resolved AutoTask tickets flow into Living Knowledge, grounding the agent in how your team actually fixed each issue and keeping the Help Center current across every client environment. The Team Assistant then answers on top of AutoTask, drawing on Living Knowledge and a search of related tickets. For handover, it opens a ticket in AutoTask where supported, or routes by email.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the AutoTask integration. This will open a popup where you can connect your AutoTask account and set up the integration.