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Choose your Theo Agent

Compare AI Features

Triage and Dispatch Agent

AI ticket classification using request context and history.

Learn routing patterns from similar past tickets and prior resolutions.

Autosuggested category, priority, queue, and technician assignment.

Detect stale tickets, delayed responses, and escalation risk.

Surface recurring bottlenecks before SLAs are missed.

Secure PSA integrations

Soc 2 Compliant

Theo Helpdesk Agent

Handle common Microsoft 365 and Google Workspace tasks like password resets, user updates, licenses, groups, and mailbox settings.

AI Tier-1 helpdesk agent for common user requests, identity admin, and fast answers from your existing documentation and ticket history.

Search SOPs, knowledge base content, and similar past tickets to resolve issues faster.

Turn repeatable Tier-1 tasks into guided AI workflows instead of manual checklists.

Human-in-the-loop Approvals and Audit Logs

Soc 2 Compliant

Theo Operational Analyst

AI-powered analytics and measurement for service desk leaders who want to understand performance before they automate it.

Deep Research over ticket flow, response patterns, resolution trends, and technician workload.

Dashboards for Service Desk Operations efficiency

Surface operational insights from ticket history, activity logs, and audit data.

Secure data integrations

Soc 2 Compliant

Theo Analyst

AI-powered analytics and measurement for service desk leaders who want to understand performance before they automate it.

Measure ticket flow, response patterns, resolution trends, and technician workload.

Surface operational insights from ticket history, activity logs, and audit data.

Benchmark against peer baseline

Secure Integrations

Soc 2 Compliant

Theo Agent

Handle common Microsoft 365 and Google Workspace tasks like password resets, user updates, licenses, groups, and mailbox settings.

AI Tier-1 helpdesk agent for common user requests, identity admin, and fast answers from your existing documentation and ticket history.

Search SOPs, knowledge base content, and similar past tickets to resolve issues faster.

Turn repeatable Tier-1 tasks into guided AI workflows instead of manual checklists.

Queue Selection Human-in-the-loop Approvals Audit Logs

Soc 2 Compliant

Theo AI Helpdesk

Outcome-driven automation for MSPs that want AI to complete end-to-end operational work with governance.

Automate outcomes like onboarding, offboarding, password resets, compliance tasks, software maintenance, and security remediation.

Execute workflows that span identity, PSA, RMM, docs, and approvals.

Move from single-action assistance to reliable multi-step automation.

Oversight Panel

Soc 2 Compliant

Theo Analyst

AI-powered analytics and measurement for service desk leaders who want to understand performance before they automate it.

Measure ticket flow, response patterns, resolution trends, and technician workload.

Surface operational insights from ticket history, activity logs, and audit data.

Benchmark against peer baseline

Secure Integrations

Soc 2 Compliant

Theo Agent

AI Tier-1 helpdesk agent for common user requests, identity admin, and fast answers from your existing documentation and ticket history.

Handle common Microsoft 365 and Google Workspace tasks like password resets, user updates, licenses, groups, and mailbox settings.

Search SOPs, knowledge base content, and similar past tickets to resolve issues faster.

Turn repeatable Tier-1 tasks into guided AI workflows instead of manual checklists.

Queue Selection Human-in-the-loop Approvals Audit Logs

Soc 2 Compliant

Theo AI Helpdesk

Outcome-driven automation for MSPs that want AI to complete end-to-end operational work with governance.

Automate outcomes like onboarding, offboarding, password resets, compliance tasks, software maintenance, and security remediation.

Execute workflows that span identity, PSA, RMM, docs, and approvals.

Move from single-action assistance to reliable multi-step automation.

Oversight Panel

Soc 2 Compliant

AI Product Features

Plan & Approval Mode

Create execution plans with built-in approval checkpoints, ensuring every action is reviewed before moving into production.

Auto Triage

Automatically analyze incoming requests, classify priorities, and route each task to the right workflow in seconds with precision.

Auto Investigate

Collect context from connected systems, identify root causes, and surface key insights without manual investigation.

Auto Resolve

Execute approved actions, complete repetitive workflows, and resolve issues faster while keeping teams fully informed and aligned.

AI Product Features

Plan & Approval Mode

Create execution plans with built-in approval checkpoints, ensuring every action is reviewed before moving into production.

Auto Triage

Automatically analyze incoming requests, classify priorities, and route each task to the right workflow in seconds with precision.

Auto Investigate

Collect context from connected systems, identify root causes, and surface key insights without manual investigation.

Auto Resolve

Execute approved actions, complete repetitive workflows, and resolve issues faster while keeping teams fully informed and aligned.

AI Features

Plan & Approval Mode

Create execution plans with built-in approval checkpoints, ensuring every action is reviewed before moving into production.

Auto Triage

Automatically analyze incoming requests, classify priorities, and route each task to the right workflow in seconds with precision.

Auto Investigate

Collect context from connected systems, identify root causes, and surface key insights without manual investigation.

Auto Resolve

Execute approved actions, complete repetitive workflows, and resolve issues faster while keeping teams fully informed and aligned.

AI Product Details

M365 Agent

Theo AI Analyst

Triage and Dispatch

Theo AI Helpdesk

User Management

Search for users (by name or email)
Create new user accounts
Reset user passwords (with change on next sign-in, custom password, or one-time link options)
Update user details (personal, contact, organizational info)
Delete users

Group Management

Search for groups (security, mail, distribution, M365)
Create or delete groups
Add or remove users from groups
Add or remove group owners

Microsoft Teams

Search/list/create/delete Teams
Manage Team memberships (add/remove users)
List/create/delete Team channels

SharePoint

Search for SharePoint sites
List SharePoint sites, libraries, lists, and items
Get site/storage details

OneDrive

Check a user's OneDrive status and drives
List, upload, download, rename, and delete files and folders
Create folders

Outlook (Email)

List or search emails (Inbox, Sent, Deleted)
Read, delete, or send emails (including creating drafts)
Manage email attachments (get, download, add)
Set, get, or delete email signatures
Manage inbox rules (create, delete)

Conditional Access Management

M365 Agent

Theo AI Analyst

Triage and Dispatch

Theo AI Helpdesk

User Management

Search for users (by name or email)
Create new user accounts
Reset user passwords (with change on next sign-in, custom password, or one-time link options)
Update user details (personal, contact, organizational info)
Delete users

Group Management

Search for groups (security, mail, distribution, M365)
Create or delete groups
Add or remove users from groups
Add or remove group owners

Microsoft Teams

Search/list/create/delete Teams
Manage Team memberships (add/remove users)
List/create/delete Team channels

SharePoint

Search for SharePoint sites
List SharePoint sites, libraries, lists, and items
Get site/storage details

OneDrive

Check a user's OneDrive status and drives
List, upload, download, rename, and delete files and folders
Create folders

Outlook (Email)

List or search emails (Inbox, Sent, Deleted)
Read, delete, or send emails (including creating drafts)
Manage email attachments (get, download, add)
Set, get, or delete email signatures
Manage inbox rules (create, delete)

Conditional Access Management

AI Product Details

Google Workspace Agent

Theo AI Analyst

Triage and Dispatch

Theo AI Helpdesk

User Management

Search users by name, email, department, or job title
List all users
Create new users with custom profile information
Reset user passwords
Update user contact, personal, or organizational details

Group Management

Search or list all groups
Create new groups (with custom settings)
Delete groups
Add or remove users/members from groups

Organizational Units (OUs)

List all OUs or search by name/path
Get details of OUs
Move users to different OUs

Role Management

List all system/custom admin roles
Search for custom roles by name
Review or manage role assignments

Google Drive

List, search, and filter files/folders for users
Upload, download, and delete files
View file/folder permissions and details

Gmail (Mail)

List/search emails in Inbox, Trash, Spam, etc.
Display email labels for users
View email details (with metadata)
Troubleshoot mail delivery by searching headers or specific timeframes

Devices (Chromebooks/Chrome Devices)

List ChromeOS devices (with filter options)
View device details and status

Devices (Chromebooks/Chrome Devices)

List ChromeOS devices (with filter options)
View device details and status

Licensing and Subscriptions

List licenses and user license assignments
Assign, remove, or update user licenses

IT Glue Knowledge Agent

Theo Analyst

Triage and Dispatch

Theo AI Helpdesk

Organization Management

Contact Management

Document Management

Password Management

Flexible Asset Management

Groups (User Access Management)

AI Search across documents

Hudu Knowledge Agent

Theo Analyst

Triage and Dispatch

Theo AI Helpdesk

Organization Management

Document Management

Password Management

AI Search across documents

Customizations

Theo Analyst

Triage and Dispatch

Theo AI Helpdesk

AI Workflow builder - onboarding, offboarding

Custom Playbooks (SOPs)

Audit Trails

Onboarding forms (Jotform, Cloud Radial)

Device Management Agent

Theo Analyst

Triage and Dispatch

Theo AI Helpdesk

Remote Device Access

Start and manage remote device sessions
Run live diagnostic commands on endpoints
Disconnect cleanly and return to normal helpdesk mode

Local Account Management

List local users and inspect account details
Create, rename, disable, lock, or remove local accounts
Promote/demote admin rights and manage group memberships

Password, Session, and Home Directory Operations

Reset local passwords and force change on next login
Check logged-in users, view session state, and log users out
Audit or repair user home directories and orphaned artifacts

Software and Patch Operations

Check installed software and local versions
Assess pending OS/app updates and restart requirements
Perform approved update, install, uninstall, and remediation actions

Advanced Device Remediation

Troubleshoot failed updates and permission issues
Support printer diagnostics, queue cleanup, and reconfiguration
Execute guided command-level fixes when no scripted action exists

Endpoint Visibility

Capture screenshots from the active device session
See what the end user is seeing during troubleshooting
Gather live system output for technician review

End-User Interaction

Display approval/consent dialogs on the user’s screen
Confirm it is safe to continue work before disruptive actions
Support guided remediation with user-aware prompts

End-User Interaction

Display approval/consent dialogs on the user’s screen
Confirm it is safe to continue work before disruptive actions
Support guided remediation with user-aware prompts

Triaging and Dispatching

Theo Analyst

Triage and Dispatch

Theo AI Helpdesk

Ticket Triaging

Lifecycle Management

Learns from history

Alerts Triaging

Theo Product Sheet - Q2 2026

M365 Agent

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

User Management

Search for groups (security, mail, distribution, M365)
Create new user accounts
Reset user passwords (with change on next sign-in, custom password, or one-time link options)
Update user details (personal, contact, organizational info)
Delete users

Group Management

Search for groups (security, mail, distribution, M365)
Create or delete groups
Add or remove users from groups
Add or remove group owners

Microsoft Teams

Search/list/create/delete Teams
Manage Team memberships (add/remove users)
List/create/delete Team channels

SharePoint

Search for SharePoint sites
List SharePoint sites, libraries, lists, and items
Get site/storage details

OneDrive

Check a user's OneDrive status and drives
List, upload, download, rename, and delete files and folders
Create folders

Outlook (Email)

List or search emails (Inbox, Sent, Deleted)
Read, delete, or send emails (including creating drafts)
Manage email attachments (get, download, add)
Set, get, or delete email signatures
Manage inbox rules (create, delete)

Conditional Access Management

Google Workspace Agent

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

User Management

Search users by name, email, department, or job title
List all users
Create new users with custom profile information
Suspend, restore, or delete users
Reset user passwords
Update user contact, personal, or organizational details

Group Management

Search or list all groups
Create new groups (with custom settings)
Delete groups
Add or remove users/members from groups

Organizational Units (OUs)

List all OUs or search by name/path
Get details of OUs
Move users to different OUs

Role Management

List all system/custom admin roles
Search for custom roles by name
Review or manage role assignments

Google Drive

List, search, and filter files/folders for users
Upload, download, and delete files
View file/folder permissions and details

Google Calendar

List or search calendar events for users
Get event details (title, time, description, participants)

Gmail (Mail)

List or search calendar events for users
Display email labels for users
View email details (with metadata)
Troubleshoot mail delivery by searching headers or specific timeframes

Devices (Chromebooks/Chrome Devices)

List ChromeOS devices (with filter options)
View device details and status

Licensing and Subscriptions

List licenses and user license assignments
Assign, remove, or update user licenses

IT Glue Knowledge Agent

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

Organization Management

Contact Management

Document Management

Password Management

Flexible Asset Management

Groups (User Access Management)

AI Search across documents

Hudu Knowledge Agent

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

Organization Management

Contact Management

Document Management

Password Management

Asset Management

AI Search across documents

AI Workflows

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

AI based workflow builder

Smart Execution

Audit Trails

Onboarding forms (Jotform, Cloud Radial)

Device Management Agent

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

Remote Device Access

Start and manage remote device sessions
Run live diagnostic commands on endpoints
Disconnect cleanly and return to normal helpdesk mode

Local Account Management

List local users and inspect account details
Create, rename, disable, lock, or remove local accounts
Promote/demote admin rights and manage group memberships

Password, Session, and Home Directory Operations

Reset local passwords and force change on next login
Check logged-in users, view session state, and log users out
Audit or repair user home directories and orphaned artifacts

Software and Patch Operations

Check installed software and local versions
Assess pending OS/app updates and restart requirements
Perform approved update, install, uninstall, and remediation actions Advanced Device Remediation

Advanced Device Remediation

Capture screenshots from the active device session
See what the end user is seeing during troubleshooting
Gather live system output for technician review

End-User Interaction

Display approval/consent dialogs on the user’s screen
Confirm it is safe to continue work before disruptive actions
Support guided remediation with user-aware prompts

Operations Assistant

Tier 1 Agent

Tier 2 Agent

Full Helpdesk

Time Entry

Smart Triaging

Semantic understanding of ticket issue
Natural-language Rules
Follow up to meet SLAs

Microsoft Teams

SharePoint

OneDrive

Image

Why Theo?

Theo executes. Others suggest.

Most MSP "AI tools" are workflow builders with a chatbot bolted on. They summarize tickets, suggest next steps, or require you to build automations manually. Theo connects to your PSA, RMM, and M365 — and takes the action. It resets the password, unlocks the account, provisions the user, and closes the ticket.

No dedicated admin. No months of setup.

Some tools need a full-time automation engineer and six months to deliver value. Theo connects to your stack the same week. No visual workflow builder to learn, no scripting required, no dedicated admin to manage it.

Built by AI engineers, not MSP consultants.

Our team built AI products at Uber, Facebook, Lyft, Glean, and Bing. We're applying that depth to the IT services industry — not layering a chatbot on top of existing tools.

Image

Why Theo?

Theo executes. Others suggest.

Most MSP "AI tools" are workflow builders with a chatbot bolted on. They summarize tickets, suggest next steps, or require you to build automations manually. Theo connects to your PSA, RMM, and M365 — and takes the action. It resets the password, unlocks the account, provisions the user, and closes the ticket.

No dedicated admin. No months of setup.

Some tools need a full-time automation engineer and six months to deliver value. Theo connects to your stack the same week. No visual workflow builder to learn, no scripting required, no dedicated admin to manage it.

Built by AI engineers, not MSP consultants.

Our team built AI products at Uber, Facebook, Lyft, Glean, and Bing. We're applying that depth to the IT services industry — not layering a chatbot on top of existing tools.

Image

Why Theo?

Theo executes. Others suggest.

Most MSP "AI tools" are workflow builders with a chatbot bolted on. They summarize tickets, suggest next steps, or require you to build automations manually. Theo connects to your PSA, RMM, and M365 — and takes the action. It resets the password, unlocks the account, provisions the user, and closes the ticket.

No dedicated admin. No months of setup.

Some tools need a full-time automation engineer and six months to deliver value. Theo connects to your stack the same week. No visual workflow builder to learn, no scripting required, no dedicated admin to manage it.

Built by AI engineers, not MSP consultants.

Our team built AI products at Uber, Facebook, Lyft, Glean, and Bing. We're applying that depth to the IT services industry — not layering a chatbot on top of existing tools.

Image

Why Theo?

Theo executes. Others suggest.

Most MSP "AI tools" are workflow builders with a chatbot bolted on. They summarize tickets, suggest next steps, or require you to build automations manually. Theo connects to your PSA, RMM, and M365 — and takes the action. It resets the password, unlocks the account, provisions the user, and closes the ticket.

No dedicated admin. No months of setup.

Some tools need a full-time automation engineer and six months to deliver value. Theo connects to your stack the same week. No visual workflow builder to learn, no scripting required, no dedicated admin to manage it.

Built by AI engineers, not MSP consultants.

Our team built AI products at Uber, Facebook, Lyft, Glean, and Bing. We're applying that depth to the IT services industry — not layering a chatbot on top of existing tools.