TimeZest Setup

TimeZest is a scheduling platform for MSPs that lets customers book time with technicians. Once connected, Junto's AI agent can create scheduling links tied to ConnectWise tickets and check booking status.

Prerequisites

• A TimeZest account with API access
• A TimeZest API key
• ConnectWise PSA integration configured in Junto (recommended)

Step 1: Generate an API Key

See TimeZest API for detailed instructions.

1. Log in to your TimeZest account.
2. Navigate to your API settings and generate a new API key.
3. Copy the key.

Step 2: Configure in Junto

1. In Junto, go to Settings > Integrations > TimeZest.
2. Click Add Configuration and enter your API Key.
3. Click Create. Junto validates the connection by querying your TimeZest account.

What the AI Agent Can Do

Scheduling

Tool	Description	Risk Level
List Appointment Types	View available appointment types with durations and booking details	Low
List Resources	View schedulable agents and teams	Low
List Agents	View agents with filtering by email, role, or availability	Low
List Scheduling Requests	Query scheduling requests by ticket number, status, or date range	Low
Get Scheduling Request	Retrieve a specific scheduling request with its booking link and status	Low
Create Scheduling Request	Create a customer-facing scheduling link tied to a ConnectWise ticket	Medium

Medium-risk actions (creating scheduling requests) require approval before the agent proceeds.

ConnectWise Integration

When creating a scheduling request linked to a ConnectWise ticket, TimeZest automatically pulls the contact details from the ticket. The booking is tied back to the originating ticket for full traceability.

Troubleshooting

• Connection fails -- Verify your API key is correct and has not been revoked.
• No appointment types found -- Ensure appointment types are configured in your TimeZest account.
• Scheduling request not linked to ticket -- Confirm the ConnectWise PSA integration is active and the ticket exists in ConnectWise.