Advisor

Real insights without living in the weeds

Stop waiting for upset end users to tell you something is broken. Advisor turns every resolved ticket into actionable intelligence so you can drive the business forward without babysitting every ticket. What to automate, what to document, what to fix, and where the revenue is.

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Junto Advisor dashboard — 62 pending recommendations, 283 hrs/month recoverable
Advisor

Five capabilities

Intelligence that compounds

Runbook Recommendations

Know what to automate next

When the same issue keeps coming back, Advisor detects the pattern and recommends a runbook. Approve it and Junto drafts the runbook for you — ready to review, publish, and schedule.

Knowledge Base

Fill documentation gaps automatically

Advisor identifies procedures your team solves repeatedly but never documented. It recommends creating or updating articles in IT Glue or Hudu — then drafts them for you when approved.

Config Fixes

One change, ten fewer tickets

Some tickets keep recurring because of a misconfiguration upstream. Advisor spots these patterns and recommends the one-time fix — a Group Policy change, a DNS update, an email parsing rule — that eliminates the root cause.

Revenue Opportunities

Surface upsells hidden in ticket data

A sales catalog is built from your invoices and custom entries. Every ticket is evaluated against it to surface upsell opportunities your team might miss. Recurring failures, capacity constraints, and security gaps become revenue conversations backed by data.

Service Catalog

Finally answer what you actually do for them

Every resolved ticket is classified into a Category, Service, and Task hierarchy — built dynamically from real work, not a static spreadsheet. Walk into any QBR and show exactly what your team delivered, broken down by service line.

Revenue opportunities detected from ticket patterns
Revenue

Revenue hiding in your ticket queue

Recurring hardware failures, security gaps, and capacity issues are upsell opportunities. Advisor evaluates every ticket against your sales catalog and surfaces opportunities with estimated project value.

Service Catalog built from 1845 classified tickets
Service Catalog

Finally show clients what you do for them

Every resolved ticket is classified into a Category, Service, and Task hierarchy. Walk into any QBR with a complete breakdown of what your team delivered, with ticket counts and hours per service line.

Sales Catalog auto-discovered from ConnectWise agreements
Sales Catalog

Built from your invoices, matched to every ticket

Products and services are auto-discovered from ConnectWise agreements. Every ticket is evaluated against the catalog to detect when a client needs something you already sell. No manual tagging required.

How it works

From resolved ticket to actionable insight

1

Tickets resolve

Every closed ticket is analyzed by the resolution processor for patterns, gaps, and opportunities.

2

Advisor detects patterns

Recurring issues, missing documentation, config problems, and revenue signals are surfaced as recommendations.

3

Manager reviews

Recommendations appear in the Advisor dashboard with evidence, priority, and estimated impact.

4

Approve and draft

One click to approve. Junto drafts the runbook, KB article, or tech task automatically.

Frequently Asked Questions

Stop guessing what to improve next.

Let your ticket data tell you. Advisor turns resolved tickets into automation, documentation, fixes, and revenue.

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