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AI features
Radar briefings, SBR drafting, sequences, and when each one syncs.
How often does Current sync? Every schedule, in one tableAI insights draft overnight; your PSA (Autotask, ConnectWise, HaloPSA, Syncro, Rev.io, or SuperOps) polls every 5 minutes. Every sync cadence in Current, in one table.7 min · Oct 11, 2026Radar briefings and morning briefs: your AI day-openerWhat Current's AI reads overnight, what it writes for project managers and for sellers, when each piece refreshes, and how to act on it.7 min · Oct 27, 2026Build your own dashboard gauges with AIDashboards has its own page pinned in the left navigation under Portfolio, and you build it by describing what you want to see. The MSP Scorecard board every workspace starts with and why it never comes back once you delete it, how to create a tile, the Describe a change box at the top of Edit tile and the eight sections under it that show where a number comes from and let you change any part of it, what each section's More link holds, choosing who appears on a leaderboard and why a board cannot hide people quietly, opening the rows behind a number, what the verify asterisk means, the timeframe bar, personal and shared dashboards, who sees which numbers, the four MSP gauges (reactive ticket hours per endpoint, endpoints per partner, managed services margin, effective hourly rate), monthly recurring revenue read from the contracts your PSA already holds and the bridge tile that shows where a month's MRR moved, why an SLA percentage hides itself below twenty tickets, which service desk gauges your PSA can actually feed, what Current does when it cannot draw a number at all, adding and reordering sections by hand, editing a tile Current composed itself, and why a starter set clicked twice does not add itself twice.16 min · Oct 21, 2026Strategic Business Reviews: the QBR, rebuilt on evidenceCurrent builds the quarterly review as a print-quality magazine PDF. The quarter's story, the value ledger, peer comparison, security, fleet, hardware lifecycle detail, backup, priced risks, a coverage map of where the partner is exposed, a quarter-by-quarter road ahead, the budget picture, and your own PDF appendix. Through a five-stage builder that only asks what your systems can't see, brings the pages up beside the controls once the review is written, saves as you type, and resumes where you left off. A section with no data drops; nothing is ever padded with a zero. The words are written a chapter at a time from every connected service, with the key facts bolded so a leader can skim; every number stays computed from the record.14 min · Oct 26, 2026AI sequences and campaigns: drafted by AI, sent by youThe AI drafts, you approve every word, and sends go from your own identity, either your Resend key or your own Microsoft 365 mailboxes, with guardrails.6 min · Oct 19, 2026The AI company read: what it analyzes and when it refreshesWhat Current's AI insight on each company covers (tickets, escalation tone, seat trends, renewals), which companies get one, and how to control which tickets feed it.4 min · Oct 19, 2026Churn and sentiment scoring: reading the risk flagsWhat feeds Current's churn and sentiment signals, where flagged accounts show up, and what to actually do when one lights up.2 min · Oct 19, 2026Dictate a note, or polish what you typedDictate into the boxes you write in and the words arrive tidied, or press Enhance on what you typed. What they keep, personal detail included, and Undo.6 min · Oct 19, 2026Turn AI writing tools on or off, and teach the transcriber your namesThe Settings card that turns Dictate and Enhance on or off for the workspace, and the vocabulary that teaches them your names and abbreviations.3 min · Oct 22, 2026Drafted suggestions on My Day: proposals, follow-ups, change orders and coachingCurrent reads your opportunities, projects and team numbers and drafts the next step on My Day. You read it, change it if you want, and send it yourself.4 min · Oct 19, 2026Ask Current: search, or ask a question, from one boxOpen a record by name, ask a question and get an answer with a link to every source, or say what you want done in one sentence. Charts, actions and notes.8 min · Oct 22, 2026The How do I… tab: help beside every pageThe question-mark tab on the right edge answers how Current works, from the Help Center. The Ask Current box at the top answers from your own records.2 min · Oct 22, 2026Add notes from Ask CurrentType a note as you would say it and Current saves it on the right company, contact or opportunity, with 10 seconds to undo. It also logs calls and to-dos.3 min · Oct 19, 2026Create things from Ask Current and the New menuSay what you want made, such as "create an opportunity for Contoso", check the draft card and press Create. Or pick it from New in the top bar.4 min · Oct 20, 2026Ask Current history: pin, group, find and delete chatsYour Ask Current chats are private and kept for 180 days. Pin up to 10, drag them into named groups, search them, or delete one with Undo.4 min · Oct 10, 2026What Ask Current answers, and who sees whatAsk Current answers from your workspace and the Help Center, only from what your role can open: what it reads, what it turns down, and how data stays safe.5 min · Oct 20, 2026Ask Current keyboard shortcutsEvery keyboard shortcut in Ask Current: search, ask, follow-ups, notes, history and the view. Press ? inside Ask Current to see the same list.2 min · Oct 22, 2026