What can you ask Ask Current?
Ask it the way you would ask your operations manager. Four kinds of question come up every week. Press one and the box above plays its sample answer.
Money
Money answers only for tenant admins and finance. Opportunity amounts also reach sales leaders and the opportunity’s owner.
Customers
Team
Tickets
The answer is already in your tools. Getting it takes an afternoon.
Margin sits in the PSA. Backup state sits in one console and security alerts in another. The renewal date is on an agreement, and the network diagram is in IT Glue. So a plain question waits until somebody exports four reports and lines them up in a spreadsheet.
Ask Current reads those same records where they already live, in the workspace you connected, and answers in one box. Each sentence shows the record it came from, so you can open it and check.
- Your PSATickets, agreements, time and margin
- Backup consoleWhich machine missed its last backup
- Security consoleThe alert opened yesterday
- IT GlueThe network diagram you need on the call
- Your calendarWho you are meeting at 2pm
Can you trust what Ask Current tells you?
Owners ask two things about AI: will the answer be wrong, and will data reach the wrong person. This is how Ask Current handles both.
It reads as you
Ask Current answers from the records your role can open, and nothing else. Two people can ask the same question and get different answers. It can never see more than you can, and every answer says whose access it used.
Answered with Dana Ruiz’s access (Tenant admin).
A source on every figure
Each sentence and figure carries a source tag that opens the record behind it. A sentence no record supports is left out, and Current builds every link from the record it read, never from the AI’s words.
A question only reads
It changes nothing on its own. An action shows as a card first, and it runs only when you press it, as you.
Money stays with money roles
Margin, cost to serve and MRR answer only for tenant admins and finance. Opportunity amounts also reach sales leaders and the opportunity’s owner.
Answered with Dana Ruiz’s access (Finance). Money answers only for the roles that can see money.
Names, never passwords
From IT Glue and Passportal it reads document and password names, for technical roles only. It never shows a password.
Your conversations stay yours
Chat history is private to you and kept for 180 days. Powered by Anthropic Claude. Encrypted and never used to train AI models.
Each person can ask 50 questions a day. Ask Current answers from your workspace and the Help Center, and it turns down general knowledge, code and advice.
Say what you want done. Press once to do it.
Type the next step in a sentence and Ask Current turns it into a card with the details filled in. You can change the card first. When you press its button, the step runs as you, with your permissions.
Nothing changes until you say so.
- Save a noteOn the right company, contact or opportunity. Undo for 10 seconds, then it reaches your PSA.
- Log a callOn the contact you named, with what was said.
- Make a to-doIt lands in your Microsoft To Do.
- Add a taskWith the title, the person and the date filled in.
- Set a reminderFor the day and time you say.
- Start an opportunityFor the company you named, on a card you check first.
- Move an opportunityThe card shows the stage it moves to before you press.
- Log timeWith the hours and the date filled in.
- Draft an emailA draft you read, change and send yourself.
- Book a meetingWrites an email from your own mailbox that proposes a time.
- Create a company, contact or projectOpens the New dialog with the details filled in. Nothing is saved until you press Create.
Does Ask Current work with my PSA?
Yes. It works with Autotask, ConnectWise, HaloPSA and Syncro. Ask Current reads what Current reads: your PSA, Microsoft 365 and 50+ integrations across RMM, security, backup, documentation and CRM. Your PSA stays the system of record, and nothing changes in it until you say so.
- Autotask
- ConnectWise PSA
- HaloPSA
- Syncro
Autotask
ConnectWise PSA
HaloPSA
Syncro- PSA tickets, agreements and time
- RMM devices for each customer
- Security, backup and Microsoft 365 state for each customer
- Open alerts from your connected tools
- IT Glue and Passportal document and password names
- Your own Microsoft 365 calendar
- HubSpot and website leads
- CSAT
- Reports: utilization, hours, SLA, CSAT, pipeline, win rate and MRR
Always within your role: what you cannot open in Current, Ask Current cannot read for you.
Ask Current comes with every seat.
One per-user price covers every feature and every integration, Ask Current included, with no per-seat AI tax. The founding rate is $50 per user a month, or $45 a month billed annually, locked for life for the first 100 MSPs. After that the list price is $95.
Every sample answer, written out
Sample answer, fictional data. Every answer the box above can play, as text.
Customers at risk“Which customers are at risk right now?”
Two customers stand out. Lakeshore Legal Partners and Harbor Point Veterinary have the steepest drop in billed MRR since last month.
Lakeshore MRR: $3,200 (−$1,150 vs September). Harbor Point MRR: $1,850 (−$600 vs September).
Lakeshore Legal Partners opened 31 tickets in the last 30 days, up from 12 the 30 days before, and has 2 open alerts.
Harbor Point Veterinary’s agreement ends in 22 days, with its MRR down $600.
Answered with Dana Ruiz’s access (Tenant admin).
Before a call“What’s going on at Lakeshore Legal Partners before my 2pm call?”
Your 2pm is the quarterly check-in with Priya Shah, the office manager at Lakeshore Legal Partners.
Open tickets: 4. Open opportunities: 1. Tickets, last 90 days: 58 (+35 vs the 90 before). Billed MRR: $3,200 (−$1,150 vs September).
Tickets by month (October so far): May 7, Jun 8, Jul 9, Aug 11, Sep 16, Oct 27.
Open work: #48213 Outlook keeps asking for a password (High · Alex Moreno · due today); #48227 Laptop for a new hire at the Elm Street office (Normal · due Thursday); Microsoft 365 security add-on (Opportunity · Proposal · closes Oct 30).
3 people at Lakeshore Legal Partners can sign in without MFA.
A renewal alert is open: their firewall license renews in 18 days.
Priya left a note on October 14: she wants the Elm Street office on the new Wi-Fi before year end.
Answered with Dana Ruiz’s access (Tenant admin).
Backups and security“Which customers have failing backups or open security alerts?”
Three customers need a look: two have failing backups, and one has a critical security alert open.
Failing backups: Lakeshore Legal Partners (FS-01 · last good backup 3 days ago); Cedar Grove Schools (2 of 41 machines failing).
Critical security alerts: Bluewater Freight (Suspicious process blocked on WS-114 · opened 6 hours ago).
From your integrations, synced 1 day ago.
Answered with Jordan Ellis’s access (vCIO).
Top customers by MRR“Rank my top customers by monthly recurring revenue”
Your top five customers bill $31,450 a month between them. Summit Precision Manufacturing leads at $9,800.
Billed MRR, October: Summit Precision Manufacturing $9,800, Brightpath Dental Group $7,250, Cedar Grove Schools $5,900, Bluewater Freight $4,700, Pinecrest Animal Hospital $3,800.
Answered with Dana Ruiz’s access (Finance). Money answers only for the roles that can see money.
Margin“Which customers lost us money last month?”
Three customers ran below zero margin in September, out of 38 with recurring revenue and a known labor cost.
Lakeshore Legal Partners, MRR $4,350, Labor cost $5,440, Margin −25%. Harbor Point Veterinary, MRR $2,450, Labor cost $2,770, Margin −13%. Summit Precision Manufacturing, MRR $9,800, Labor cost $10,090, Margin −3%.
Lakeshore Legal Partners logged 38 reactive hours in September, the most of the three.
Answered with Dana Ruiz’s access (Finance). Margin answers only for the roles that can see money.
Notes and to-dos“Save a note to Priya Shah: Elm Street Wi-Fi by December. And make me a to-do.”
Priya Shah is the office manager at Lakeshore Legal Partners. Here are both, ready for you to check.
Note: Priya Shah, Lakeshore Legal Partners. Wants the Elm Street office on the new Wi-Fi by December.. You can undo it for 10 seconds. Then it reaches your PSA.
To-do: Plan the Elm Street Wi-Fi move. Due Friday. It lands in your Microsoft To Do.
Answered with Jordan Ellis’s access (Account executive). Nothing is saved until you press a button.
MRR movement“How did MRR move last month?”
Billed MRR rose from $182,400 to $186,150 in September, up $3,750.
New: +$5,200. Expansion: +$2,300. Contraction: −$1,600. Churn: −$2,150.
Riverside Optometry started a new agreement, the biggest single gain.
Northgate Title Co. ended its agreement, the biggest single loss.
Answered with Dana Ruiz’s access (Finance). Money answers only for the roles that can see money.
Cost to serve“What does Summit Precision Manufacturing cost us to serve?”
Over the last 90 days Summit Precision Manufacturing cost $9,610 a month to serve, against $9,800 in MRR.
MRR: $9,800. Cost to serve: $9,610. Effective rate: $96/h. Margin: 2%.
Answered with Dana Ruiz’s access (Finance). Money answers only for the roles that can see money.
Renewals“What renews or expires in the next 60 days?”
Four things end or renew in the next 60 days. The first is in 18 days.
Soonest first: Lakeshore Legal Partners, firewall license (Renews Nov 6 · 18 days); Harbor Point Veterinary, managed services agreement (Ends Nov 10 · 22 days); Cedar Grove Schools, 12 laptop warranties (End Nov 30 · 42 days); Bluewater Freight, Microsoft 365 licenses (Renew Dec 1 · 43 days).
Answered with Jordan Ellis’s access (vCIO).
Team hours“How many hours did the team log last week?”
The team logged 412.5 hours last week, up from 396 the week before.
Hours logged: 412.5 (+16.5 vs the week before). Billable share: 71% (+3 pts vs the week before). People who logged time: 14.
Answered with Dana Ruiz’s access (Tenant admin).
Time off“Who is out next week?”
Two people are out next week, and there is no workspace holiday.
Out next week: Alex Moreno (Mon Oct 26 to Wed Oct 28 · time off); Sam Patel (Fri Oct 30 · time off).
Answered with Jordan Ellis’s access (Project manager).
Utilization“What’s our utilization this month?”
Average utilization is 78% so far this month, and 2 people logged more than their capacity.
Average utilization: 78%. People over capacity: 2.
Answered with Dana Ruiz’s access (Tenant admin).
Tickets“Which customers’ tickets are up this month?”
Three customers opened clearly more tickets so far this month than in the same days last month.
Cedar Grove Schools, This month 34, Same days last month 12. Lakeshore Legal Partners, This month 27, Same days last month 10. Bluewater Freight, This month 21, Same days last month 9.
Answered with Jordan Ellis’s access (vCIO).
CSAT“What did CSAT look like last month?”
In September, 92% of 118 scored survey responses were positive.
Positive share: 92%. Scored responses: 118.
Answered with Dana Ruiz’s access (Tenant admin).
The questions MSPs ask first.
What is Ask Current?+−
Ask Current is the search box at the top of every page in Current, the CRM and project platform for managed services providers. Type a name and it opens the record. Ask a question and it answers from the records in your workspace that your role can open, with a source tag on every sentence and figure.
What can I ask Ask Current?+−
Questions about your own MSP: which customers lost money last month, how MRR moved, which customers are at risk, what is going on at a customer before a call, which customers have failing backups or open security alerts, what renews in the next 60 days, how many hours the team logged and who is out next week. It also answers how-to questions from the Current Help Center. It turns down general knowledge, code and advice.
Can Ask Current see data I can't?+−
No. It reads as you, through the same access rules as every other page in Current, so it can never see more than you can. Two people can ask the same question and get different answers, and every answer says whose access it used. Margin, cost to serve and MRR answer only for tenant admins and finance.
How do I check an answer?+−
Every sentence and figure carries a source tag that opens the record it came from, and a sentence no record supports is left out. Current builds every link from the record it read, never from the AI's words. Open the source before you act on a figure that matters.
Does Ask Current change anything in my PSA?+−
Not from a question: a question only reads. When you ask for a next step, such as saving a note, logging a call or making a to-do, it shows a card first and runs the step as you only when you press it. A saved note can be undone for 10 seconds, and then it reaches your PSA.
Which PSAs does Ask Current work with?+−
Autotask, ConnectWise PSA, HaloPSA and Syncro. You keep your PSA: Ask Current reads what Current syncs from it, plus Microsoft 365 and 50+ integrations across RMM, security, backup, documentation and CRM.
Is my data used to train AI models?+−
No. Ask Current is powered by Anthropic Claude, conversations are encrypted, and your data is never used to train AI models. Your chat history is private to you and kept for 180 days.
Does Ask Current cost extra?+−
No. It is included in every Current seat, with no per-seat AI tax. The founding rate is $50 per user a month, or $45 billed annually, locked for life for the first 100 MSPs. Each person can ask 50 questions a day.
See Current on a real book of business.
The demo walks through the pipeline, the dependency engine, the AI briefs, and how time flows straight into your PSA billing.