What does AI do in Current today?
Each row is an AI feature in use today: what it does, and where a person stays in control.
| Feature | What it does | Where a person stays in control |
|---|---|---|
| Ask CurrentAsk Current AI answers for MSPs | Answers questions about your MSP from the workspace's records, read with the asking person's own access, with a source tag on every sentence and figure. | A question only reads. A next step, such as a to-do or an opportunity, shows as a card that runs only when you press it, and a typed note saves with 10 seconds to undo. |
| Dictate and EnhancePrivacy Policy: AI features | Turns speech into text, or polishes what you typed, in the boxes you write in: notes, emails and time entry summaries. | Every change has Undo. Dictation runs up to 10 minutes, and Enhance works on up to 20,000 characters at a time, refusing a longer text rather than cutting it. It is for staff only, and a tenant admin can turn it off. Current does not keep dictation recordings. |
| Business reviewsMSP QBR software | Drafts a Strategic Business Review from tickets, email, CSAT and lifecycle data, with evidence on every finding. | The numbers are computed from your data and the AI writes the words around them. You edit the findings and approve the pack before it is built. |
| DashboardsMSP dashboards and reporting | Builds a dashboard tile from a plain description, on a metric layer where every figure has one written definition. | You choose the tile and see a live preview before it is added. Each tile says what it counts. |
| Campaigns and service noticesMSP email campaigns and sequences | Designs a whole campaign series from what it is for and who it is for: emails in your brand, handwritten cards, follow-up tasks and account manager alerts, timed across weeks. It also drafts service notices, and you can write every word yourself. | A campaign goes out only after a test send and a sales leader's approval, and its recipients are fixed at approval. A service notice or a price increase needs a test send, not an approval, and the sender has 10 seconds to undo after pressing send. |
| WhitespaceMSP whitespace analysis | Every Monday and Wednesday, reads 90 days of each customer's tickets and inbound email and works out which of your services they were about, as a buying signal or a need. | It marks demand on the grid with the original tickets and emails attached, and monitoring alerts never count. A person opens the expansion opportunity. |
| Project healthMSP project management software | Every night, reads each active project and writes the risks it sees onto the project's health card. | Risks sit beside the project's own score as suggestions. A person can dismiss one, with Undo, and the card shows when the AI last read the project. |
| Hot ticket readMSP customer success software | Reads each new ticket within minutes and flags it when it is urgent, reports a security incident, sounds unhappy or complains about billing, then alerts the company's account owners. | Only a ticket a person wrote can alert. The owner calls or emails, then marks it handled, or Not right when the read is wrong. Nothing is written to your PSA. |
| Duplicate reviewMSP CRM software | Recommends which of two likely duplicate companies to keep, once Current's detector has found the pair. | A person merges the pair or dismisses it. The recommendation changes nothing on its own. |
| AI Tidy for notesMSP CRM software | Turns a rich note into headings, bullets, bold headlines and a checklist. | Undo puts the note back as it was. Your PSA receives the note as plain text. |
| Statement of work to projectMSP project management software | Turns a pasted statement of work into a draft project with phases, tasks and dependencies. | It is a draft you refine. Nothing is created until you create the project. |
| Drafted next steps on My DayMSP CRM software | Drafts a proposal email from call notes, a follow-up for an opportunity gone quiet, and a change order for a project running over its hours. | You edit each draft and send it from your own mail app. A change order carries hours only, never money. Dismiss keeps a card away for 7 days, with Undo. |
| Day plannerMSP project management software | Writes why each block of your day matters and its next step when you plan your day. | You pick the work, then press Add to Outlook to write the blocks to your calendar. No money reaches the AI. |
| MRR report summaryMSP reporting software | Summarizes a period of the MRR movement and churn report, and suggests why a customer left. | A sentence carrying a figure the report does not print is dropped, and a person picks every churn reason. |
| Service desk triage and repliesBetaMSP service desk software | Suggests the board, the priority and the engineer for each new ticket, and drafts the first reply. | Every AI-drafted customer message is sent only when a person presses send. The board, priority and assignee suggestions, the AI-verified close and known-issue links run as Auto, Approve or Off, set per board by a tenant admin; Auto works only once the workspace allows automatic actions, and an automatic change can be undone for 24 hours. |
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Which AI models does Current use?
Current uses Anthropic and OpenAI, under its own paid commercial API accounts, both processing in the United States.
Anthropic runs briefs, drafts, summaries, analysis and dashboard building, and Ask Current is powered by Anthropic's Claude. OpenAI runs dictation, transcription, writing assistance and semantic search. Each provider receives only the records and text the feature in use needs.
Published in: SubprocessorsData Processing Addendum, section 12
Does my data train AI models?
No. Current does not use customer data to train its own or any third party's foundation models.
Current's use of these providers does not authorize training on customer data, and the Data Processing Addendum makes that restriction contractual, not a setting.
Published in: Privacy Policy: AI featuresData Processing Addendum, section 12
How long do the AI providers keep my data?
Standard API retention is generally up to 30 days, with exceptions for legal obligations, abuse prevention, or services with different retention settings.
Current does not keep dictation recordings. Text saved in Current follows the Privacy Policy's retention schedule, and a person's Ask Current chat history is private to them and kept for 180 days.
Published in: Privacy Policy: AI featuresAsk Current
Can AI act on its own in Current?
No AI-written customer message is sent without a person pressing send.
AI output in Current is a draft for a person to review, and you decide whether to act on it. Next steps from Ask Current run only when you press their card (a note you type saves at once, with 10 seconds to undo), a campaign launches only after a test send and a sales leader's approval, a service notice only after a test send, and every reply the Service Desk drafts waits for a person.
The one place AI can apply a change without a click is the Service Desk Beta: a tenant admin can set the board, priority and assignee suggestions, the AI-verified close and known-issue links to Auto for a board, once the workspace allows automatic actions; each automatic change is logged with its reason and can be undone for 24 hours. Background reads, such as the Monday and Wednesday whitespace read and the nightly project read, write marks and suggestions inside Current.
Published in: Data Processing Addendum, section 12MSP service desk software
Does AI cost extra?
AI is in every seat, with no separate AI license and no per-seat AI fee.
Every seat adds 1,000 AI credits a month to the workspace, pooled across the team. Past that, credits are sold as add-ons at US$20 for 1,000, and add-on charges have not started.
Published in: Fair Use PolicyCurrent pricing
Prefer to read it? Full transcript, or browse the video library.
The questions MSPs ask first.
Which AI powers Ask Current?+−
Anthropic's Claude. Ask Current answers from the records your role can open in your own workspace, with a source tag on every sentence and figure that opens the record it came from.
Can Current's AI see data I cannot?+−
No. Ask Current reads as you, through the same access rules as every other page in Current, so two people can ask the same question and get different answers. Margin and cost to serve answer only for tenant admins and finance.
Does Current send AI-written emails to my customers?+−
Not on its own. A campaign goes out only after a test send and a sales leader's approval, a service notice or a price increase only after a test send, and every reply the Service Desk drafts is sent only when a person presses send.
Does Current keep my dictation recordings?+−
No. A dictated clip is sent to OpenAI to be turned into text, and Current does not keep the recording.
Can we turn AI features off?+−
A tenant admin can switch Dictate and Enhance off for the workspace, and set each Service Desk suggestion to Auto, Approve or Off per board.
How do I check an AI answer?+−
Open its source. Every sentence and figure Ask Current writes carries a source tag that opens the record it came from, a sentence no record supports is left out, and every link is built by Current from the record it read.
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