Overview
What the Uniportal AI Assistant does and where you can use it.
The AI Assistant is Uniportal's AI: the one that reads context, runs Skills, and calls Agent Tools on a technician's behalf. Use it from the Uniportal web app, or directly inside a ticket through the ConnectWise, Autotask, or HaloPSA integration, so you're not switching tools mid-ticket to get help.
What you can do depends on your role and group access
Everyone can open a chat with the AI Assistant. What it's able to do for you depends on your role and group access, the same as if you were doing the work yourself.
Your role decides which Agent Tools it can use on your behalf. Your group access decides which companies, end-users, and devices it can act on. The AI Assistant doesn't have its own standing permissions, it reflects yours: ask it to do something outside your access and it can't, the same as if you'd tried to do it yourself.
Chat threads
Each conversation is its own thread, scoped to whatever ticket or context it started from. Past threads stay available to revisit, so you can see what the AI actually did and said on a given ticket instead of having to reconstruct it from ticket notes.