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What is Strategy Overview?
The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.
What is AI Autopilot?
AI Autopilot is a purpose-built AI automation platform engineered to help MSPs transition into an intelligent, fully agentic service model. Its AI-driven agents take over triage, classification, dispatching, and prioritization, ensuring tickets reach the right technician quickly and with complete contextual understanding. The system analyzes impact, SLA requirements, technician workload, and historical documentation to make precise automated decisions. Integrations with ConnectWise, Autotask, Kaseya BMS, Halo PSA, Ninja RMM, Datto RMM, IT Glue, Liongard, and Rewst create a unified automation ecosystem across the entire MSP stack. With Teams and Slack ticket creation, end users can request support from tools they already use, reducing friction and capturing accurate context instantly. AI Autopilot’s future roadmap introduces groundbreaking technologies such as MCP-based orchestration, intelligent RAG agents that learn from MSP knowledge bases, and crew-style multi-agent collaboration for complex workflows. The platform also plans deep LangChain and LangGraph integrations to support dynamic, multi-step decision trees. MSPs gain automated SLA enforcement, balanced ticket distribution, reduced labor costs, and reliable 24/7 coverage without adding headcount. Automation capabilities extend into RPA workflows, enabling cross-platform task execution triggered by AI intent. Altogether, AI Autopilot represents the next era of IT automation, giving MSPs the intelligence, scalability, and efficiency needed to compete in a rapidly evolving service landscape.
Media
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Integrations Supported
Autotask PSA
IT Glue
Liongard
NinjaOne
Rewst
Atera
ConnectWise PSA
Drift
Gravity Forms
HubSpot CRM
Integrations Supported
Autotask PSA
IT Glue
Liongard
NinjaOne
Rewst
Atera
ConnectWise PSA
Drift
Gravity Forms
HubSpot CRM
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per month
Free Trial Offered?
Free Version
Pricing Information
$99/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Strategy Overview
Company Location
United States
Company Website
www.strategyoverview.com
Company Facts
Organization Name
AI Autopilot
Date Founded
2023
Company Location
United States
Company Website
aiautopilot.ai/
Categories and Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Categories and Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
