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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 — ConnectWise, Autotask, or HaloPSA — polls every 5 minutes. Every sync cadence in Current, in one table.7 min · Sep 6, 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.6 min · Sep 6, 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 · Sep 11, 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 twelve-step builder that only asks what your systems can't see, saves as you type, and resumes where you left off. A section with no data drops; nothing is ever padded with a zero.11 min · Sep 6, 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 · Jul 29, 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 · Jul 31, 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 · Jul 17, 2026