RemediateDesk documentation

How to set up RemediateDesk, work a ticket with it, write the instructions it follows, and keep control of what it may do. Written for the technician at the keyboard, with no code to write.

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Find what you need

Pick the line that sounds most like you today.

I am setting up RemediateDesk for my MSP

Learn what it does and the terms the rest of the docs use, then invite your team and review your settings.

I am installing the agent on machines

Put the agent on a Windows, macOS or Linux machine and confirm it shows as online.

I am connecting a PSA or RMM

Connect Autotask for tickets, map its assets to machines, and use ConnectWise to roll the agent out.

I work tickets, or I want to know what the AI is doing

Follow a ticket from the first click to the closing note, and see what the AI may do, what it asks about, and how to undo it.

Your RemediateDesk journey

Eight steps, in order. Each one assumes the one before it. Stop at any step and you will already have something working.

  1. Read the quick introFive minutes on what the product does and what it leaves to you.
  2. Learn ten termsTicket, session, trust level, approval and the rest.
  3. Install the agent on one machineUse a test machine first. Windows, macOS and Linux are all covered.
  4. Connect AutotaskThree values, and your tickets start to sync.
  5. Map machines to ticketsTell it which asset is which computer, once.
  6. Work your first ticketA walkthrough from the first click to the closing note.
  7. Write your first instructionTurn what you just did into something that runs next time.
  8. Decide what needs your approvalSet the limits before you trust it with more.

Browse by topic

Getting started

Install the agent, connect Autotask and watch your first ticket.

User guide

The screens you use every day, one page each.

Autopilot

Write instructions once and let the AI follow them.

Security and trust

How approvals, limits, undo and sign-in protect your machines.

Integrations reference

Where each connection lives in the product.

Troubleshooting

Offline machines, stuck updates, quiet tickets and sign-in trouble.

Reference

Frequently asked questions, the glossary and what is new.