AI By Design for MSPs

Strategy, automation, and AI services built for how MSPs actually operate. From professional services to dedicated AI engineers to executive training, everything is designed to help MSPs operationalize AI with structure, not just experiment with it.

WHY AI FOR MSPs

AI Is Everywhere.
Operationalizing It Is the Hard Part.

Most MSPs are already experimenting with AI in some form. The problem isn’t awareness. It’s getting AI out of the pilot stage and into your actual operations, running inside your PSA, your RMM, your service desk, with governance and measurable results attached.

Most initiatives stall for the same reasons: no clear strategy, no one to own the build, and no way to track whether it’s producing returns. AI By Design exists to fix that. It’s a complete AI practice built for MSPs, combining assessment, professional services, dedicated engineering, purpose-built agents, and managed AI services. Whether you’re starting from scratch or stuck at the proof-of-concept stage, we build from where you are.

AI By Design is not a product you buy. It's not a single platform. It's a practice that combines strategy, engineering, automation, and education to help MSPs operationalize AI across their business. Everything is built for MSP workflows, MSP tools, and MSP economics.

WHAT AI BY DESIGN DELIVERS

Everything Your MSP Needs to Operationalize AI. Under One Roof

Each service line addresses a different part of the AI journey, from strategy and build to ongoing engineering support to leadership development. They work independently or together depending on where you are and what you need.

AI · BY DESIGN
SERVICE LINES · 05

ASSESSMENT AND ROADMAP

Know Where You Stand. Know What to Build Next

Before you invest in AI, you need an honest picture of where your MSP actually is. ITBD’s AI Assessment and Roadmap is a structured diagnostic that evaluates your environment, tools, workflows, data posture, and AI maturity.

1

Evaluate

Your environment, tools, workflows, data posture, and current AI maturity levels are assessed across your entire operation.

2

Identify

The highest-impact AI opportunities specific to your MSP - ranked by ROI potential, implementation complexity, and operational readiness.

3

Plan

A step-by-step 90-day roadmap for safe, profitable AI adoption. Built for your business, not a generic template.

The Assessment and Roadmap is where most MSPs should start. It removes the guesswork, identifies where AI creates real financial impact, and gives your leadership team a shared plan before any build begins.

AI Agents as a Service

20+ Pre-Built AI Agents for MSP Workflows

We’ve built and deployed over 25 AI agents designed specifically for how MSPs operate. Each one handles a specific task inside your service delivery, back office, or client communication workflows, ready to deploy inside your existing PSA and RMM tools.
These are a sample. The full library covers dispatch, triage, escalation, client communication, SLA management, back-office operations, HR, finance, and more.
LIVE · TICKER
40% Manual Workflows Automated
30% Lower Dispatch Cost
50% Faster Resolution
01 · DSP
Digital Dispatcher
ROUTING

Auto-routes incoming tickets to the right engineer based on skill, SLA, and availability.

LOAD
78%
02 · QBR
QBR Intelligence
COMPILING

Generates client QBR reports with usage, risk, and growth signals pulled from your stack.

LOAD
62%
03 · RVL
Revenue Leak
SCANNING

Surfaces unbilled time, missing assets, and contract drift before they hit your margins.

LOAD
91%
04 · QA
QA Reviewer
AUDITING

Reviews tickets and engineer notes against quality standards. Flags coaching moments.

LOAD
54%
05 · VOC
Website Voice
LISTENING

Answers prospect questions on your site in real time and qualifies leads into the pipeline.

LOAD
73%
06 · CST
Custom Agents
BESPOKE

Bespoke agents built for your workflows triage, routing, sentiment, SLA follow-ups.

LOAD
100%

AI OPERATING SYSTEM

Your Business. Connected. Intelligent. Autonomous.

One platform that unifies your business data, orchestrates AI agents and automates work across your entire operation.

Unified Data Across Your Tech Stack

Natural-Language Queries, Instant Answers

AI-Driven Business Insights

Cross-Platform Automation, Zero Manual Handoffs

Agentic Execution, Governed and Secure

Multi-Tenant, Built for Your MSP and Your Clients

The IT By Design AI Operating System connects the systems that run your business, including your PSA, CRM, finance, documentation, communications and cloud platforms, into a single intelligent data layer.

AI PROFESSIONAL SERVICES

Smarter Strategy. Faster Build. Purpose-Built for MSPs

AI Professional Services is the consulting arm of AI By Design. It covers four disciplines, each designed to address a specific layer of how AI gets operationalized inside an MSP.

AI Automation

Hands-on automation across ConnectWise, HaloPSA, Rewst, and other PSA and RMM platforms. Manual processes eliminated. Governance built in.

AI Dashboards

AI engineering backed by 900+ engineers across ITBD’s global delivery infrastructure. Cost-efficient execution without sacrificing quality or security.

AI Advisory and Fractional Leadership

Ongoing AI strategy, governance, and innovation support. Experienced AI leadership without hiring a full-time executive.

AI Professional Services engagements range from targeted automation projects to full AI practice development depending on where you are in your AI journey and what outcomes you're trying to achieve.

AI Managed Services

AI Embedded Into Your Operation, Continuously

Managed AI Services is an ongoing AI partnership designed for MSPs that want continuous AI development without managing it internally. Every quarter, new agents are built, existing systems are optimized, and your AI roadmap moves forward, all under one predictable monthly investment.

QUARTERLY · GANTT 2 · CYCLES · × · 6 · WEEKS
CY · A
CY · B
2 AGENTS / QUARTER
shipped on cadence
INTELLIGENCE DASH
live agent telemetry
PRIORITY QUEUE
your tickets jump
MONTHLY STRATEGY
roadmap re-aligned

Managed AI Services isn't a retainer for advice. It's active engineering, active deployment, and active optimization, every month, without you needing to manage the process.

AI DEDICATED ENGINEERS

Ongoing AI Engineering Without the Hiring Overhead

Building AI solutions is one thing. Maintaining, optimizing, and expanding them over time is another. AI Dedicated Engineers give MSPs ongoing AI engineering capacity without the cost and complexity of hiring and retaining AI talent internally.

Build and Implement

AI agents, automations, and integrations developed inside your environment to your specifications.

Maintain and Optimize

Ongoing monitoring, updates, and refinements as tools, workflows, and requirements evolve.

Scale and Expand

Expand AI coverage into new areas of your MSP as maturity and impact grow.

This isn't project-based AI support that disappears after delivery. It's dedicated, ongoing engineering capacity that keeps your AI investment productive over time.

SECURITY AND GOVERNANCE

AI With Guardrails, Not Just Capability

AI inside MSP operations touches client data, ticketing systems, and security environments. Governance isn’t optional. Every AI solution built through AI By Design operates within ITBD’s enterprise-grade security and compliance framework.

NO. CODE GUARDRAIL STAMP STATUS
01 DLV
100% In-Office Delivery

All AI engineering work happens from ITBD-owned offices. No work-from-home access to client environments.

OFFICE-ONLY
ENFORCED
02 SOC
SOC 2 Type II Certified

Audited security controls, access governance, and documented operational procedures across every engagement.

TYPE-II
AUDITED
03 GOV
Documented AI Governance

Data handling, automation boundaries, access control, and accountability documented before anything ships.

POLICY-LIVE
DOCUMENTED
04 HOV
Human Oversight by Design

Every solution defines where the agent runs autonomously and where a human reviews before action.

HITL
BY-DESIGN

WHY MSPS CHOOSE US

AI Built by MSP Operators, Not Technologists Who Read About MSPs

Most AI vendors don’t understand MSP operations. They build for enterprise IT or generic SMB workflows, and expect you to make it fit.

AI By Design is built differently, by people who ran MSPs before they built AI solutions for them. That experience is in every decision: which workflows to automate first, how agents integrate with your PSA, where governance matters most, and what actually moves the numbers in an MSP business.

By an MSP, For MSPs

We understand your business model, your tools, and your challenges because we’ve lived them. Solutions are designed for PSA, RMM, and MSP economics from the ground up.

Ethical and Secure AI

Responsible, compliant, and human-centered design in every solution. AI governance is built into the delivery model, not added as an afterthought.

Global Engineering Advantage

AI engineering backed by 900+ engineers across ITBD’s global delivery infrastructure. Cost-efficient execution without sacrificing quality or security.

From Vision to Execution

Strategy, build, implementation, ongoing engineering, and executive training all under one partner. No need to stitch together multiple vendors to build an AI practice.

Most AI providers can build you something. Few can build it for MSP workflows, implement it inside your PSA, govern it responsibly, maintain it over time, and train your leadership to make smart AI decisions. That combination is what AI By Design delivers.

BUSINESS IMPACT

The Financial Case for Operationalizing AI

AI that stays in the pilot stage costs money without producing returns. AI that gets operationalized changes how your MSP scales financially.

40% Manual Workflows Automated

AI automation eliminates repetitive manual processes across dispatch, ticketing, routing, and back-office operations.

Measurable Cost Reduction

Lower dispatch costs, reduced engineering time on routine tasks, and more efficient resource utilization across your operation.

Faster Resolution and Response

AI-powered triage, routing, and automation accelerate time to resolution and reduce the number of touches per ticket.

Higher Margins at Scale

Automation that scales without adding headcount at the same rate. More clients, more tickets, and more revenue without proportional cost increases.

AI By Design is not about experimenting with technology. It's about building AI into your operating model so it produces measurable, sustainable financial results as you scale.

ENTERPRISE TRUST

Trusted by Growth-Focused MSPs

40%
Manual Workflows automated

30%
Lower Dispatch Cost

50%
Faster Resolution

SOC 2
Type II Certified

900+
Engineers

Trusted by 400+
Growth-Stage MSPs

Trying to figure out AI, and how to support our clients, doesn't have to be a solo mission. The ITBD AI Accelerator gave us real, hands-on AI coaches and a community of MSP peers to build alongside, moving us from ideas to execution faster. That clarity and collaboration turned AI complexity into real momentum, and the ongoing support made the difference. I'm genuinely glad we joined.

P. Sean Francis
CEO, Technology Assurance Group
in

AI and automation are the new tech stack - and MSPs who lead now will future-proof their businesses while delivering lasting client value as true thought partners. The ITBD AI Accelerator is expert-led with hands-on AI coaches and backed by a high-caliber MSP peer community, so you move from theory to execution fast and create real outcomes for clients today and long into the future.

Conor Smith
CEO, First Call Computer Solutions
in

I wasn't sold on AI for my business at first. The ITBD team told me, 'Try one session and decide.' So I did. By the end of that single session, I'd used AI to build a full business plan and live marketing materials, work that used to take my team weeks. Now we're developing an AI-powered service of our own to offer SMB clients.

Andrew Harrover
President, Matrix Computer Consulting
in

We've been doing a lot of AI services for the past three years. The experience brought structure and best practices.

Ahmad Mehmood
Founder & CEO, Ocean Solutions LLC
in

AI is evolving fast. It's critical for peers to bring back ideas that actually work.

Bill McLaughlin
CEO, Thrive
in

Everything we've done has been high quality, with the right people and content.

Habib Malik
Chief Executive Officer, MSP Corp.
in

AI innovation must be paired with strong governance and security.

Sarin Regmi
Co-Founder & CTO, KIPIO
in

The AI Accelerator sessions were practical and to the point. I left with a better framework for thinking about AI and a few things I can put to work right away.

Steven B. Plumlee
CEO, Certified CIO
in

I joined for a jumpstart, even with years already working in AI. What made the difference was sitting alongside MSP leaders who see AI as a real business driver, offering perspectives I hadn't considered. My advice: invest in what AI can do for your customers, not just internally. That's where the value comes from. I came in with high expectations from my work with Sunny, and every one was met.

Dean Lause
Chief Technology Officer, Argentum IT
in

I wanted a jumpstart, not a solution that wouldn't land with clients. Once I saw ITBD was offering the Accelerator, the ROI was a no-brainer. I started using the prompting methodology on my own LinkedIn and saw a real uptick in engagement. Being in the room with other MSP owners was the biggest value. Don't be too humble to sit where someone knows more than you.

Carlos Maldonado
Founder & CTO, PRODA Technology
in

Ready to Operationalize AI Inside Your MSP?

Talk to our AI team about where you are today and what AI By Design can look like for your business.

FAQs

Common Questions About AI By Design
What is AI By Design?
A complete AI practice built for MSPs, combining AI Assessment and Roadmap, AI Professional Services, AI Agents, AI Dedicated Engineers, and Managed AI Services. Everything is built for MSP workflows, tools, and economics.
Where should I start?

The AI Assessment and Roadmap. It evaluates your current maturity, identifies your highest-impact opportunities, and gives you a 90-day plan before any build begins.

What's the difference between AI Professional Services and AI Dedicated Engineers?

Professional Services covers strategy, build, and implementation for specific AI initiatives. Dedicated Engineers provide ongoing, embedded capacity to maintain, optimize, and expand those solutions over time.

What AI Agents are available?

Six production-ready agents: Digital Dispatcher, QBR Intelligence Agent, Revenue Leak Agent, Digital Help Desk Engineer, QA Agent, and Website Voice Agent. We also build custom agents for triage, routing, sentiment analysis, and SLA follow-ups.

What is Managed AI Services?

An ongoing AI partnership for MSPs. Two custom AI agents per quarter, 6-week execution cycles, an AI Intelligence Dashboard, priority implementation, and monthly strategy alignment sessions.

What does Rewst Consulting include?

End-to-end Rewst implementation, workflow design, task automation, configuration, and governance. Embedded into your delivery structure, not deployed as isolated scripts.

Do I need prior AI experience?

No. The Assessment and Roadmap is designed to meet you where you are and build from there.

Can AI By Design work with our existing tools?

Yes. Everything is built inside your existing PSA, RMM, and business platforms. No separate systems required.

How is AI governance handled?

Every solution includes documented governance covering data handling, access controls, automation boundaries, and accountability. All engineering operates within SOC 2 Type II certified facilities with 100% in-office delivery.

Who retains responsibility for AI-generated outputs?

Your MSP retains oversight of all client-facing AI outputs. Our governance framework defines where agents run autonomously and where human review is required, before anything goes into production.

How do I get started?

Talk to our AI team. We’ll assess your current maturity, identify the highest-impact opportunities, and recommend the right starting point.

Let's get started