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ConnectWise Pod ​

The ConnectWise Pod embeds Junto's agentic triage interface directly inside ConnectWise PSA service tickets. Technicians can access the agent's analysis without leaving their PSA.

What is a Pod? ​

A Pod is a custom panel that appears within a ConnectWise service ticket. Junto's Pod displays the triage conversation, signal metadata, and available actions for the current ticket.

Authentication ​

The Pod supports two authentication methods:

  • OAuth -- Technicians authenticate through the standard Junto OAuth flow.
  • Email OTP -- Technicians receive a one-time passcode via email to verify their identity.

Installation ​

  1. In ConnectWise, go to System > Setup Tables > Pod Configuration.
  2. Add a new Pod entry pointing to your Junto Pod URL.
  3. Configure the Pod to appear on service ticket screens.
  4. Save the configuration.

Once installed, the Pod appears as a panel within service ticket views. Technicians can click it to see the Junto triage interface for the current ticket.

What the Pod Provides ​

  • Triage conversation -- The same conversational interface available in the Junto app, embedded in ConnectWise.
  • Signal metadata -- View processor results, categories, sentiment, and automation scores.
  • Quick actions -- Approve or deny tool requests directly from within ConnectWise.

Requirements ​

  • The ConnectWise PSA integration must be configured and connected.
  • The technician must have a Junto account with an active session.
  • The ticket must be synced to Junto as a signal.