How TechManager AI Works

Get started in days, not months. Connect your tools, set your policies, and let governed AI handle your IT operations — with humans in the loop for what matters.

Four Steps to Governed IT

Set it up yourself or let us handle the integration for you.

01

Connect Your Tools

Link your existing software, cloud services, and devices. Do it yourself in minutes, or our team handles the setup for you — your choice.

02

AI Learns Your Environment

The platform maps your software, locations, users, security policies, and common issues — building a knowledge base tailored to how your business actually works.

03

Set Your Policies

Define what AI can do automatically, what needs human approval, and what's off-limits. Set policies per action type, risk level, or team — you stay in control.

04

Governed Automation

AI handles tickets, troubleshooting, and routine tasks — all within your policy guardrails. Every action is logged with a full audit trail. Your team focuses on what matters while costs go down.

The Governed Execution Pipeline

Every IT action flows through a structured pipeline — no shortcuts, no blind automation.

Request

Ticket, alert, or scheduled task arrives

Policy Check

AI evaluates action against your rules

Approval

Auto-approved or routed to a human

Execution

Action runs within governed guardrails

Audit

Full trail logged — who, what, when, why

Auto-Approved Actions

Low-risk, routine tasks that AI handles without waiting. You define what qualifies.

  • Password resets and account unlocks
  • Software installation from approved list
  • Printer and device troubleshooting
  • Knowledge base article suggestions
  • Scheduled maintenance tasks

Human-Approved Actions

Higher-risk actions that AI prepares but routes to your team for final sign-off.

  • New user access provisioning
  • Firewall or security policy changes
  • Vendor dispatch and on-site coordination
  • System-wide software deployments
  • Data access requests for ePHI systems

What Happens Behind the Scenes

When a ticket comes in, here's exactly what the AI does.

1

Intake & Classification

AI reads the ticket — from Slack, email, Teams, or the self-service portal. It identifies the issue type, affected system, urgency, and the user's location and role.

2

Knowledge Base Search

The platform searches your organization's knowledge base — past resolutions, documented procedures, vendor documentation, and learned fixes from similar issues across your locations.

3

Action Selection & Policy Check

AI determines the best resolution path and checks it against your policies. Is this action type allowed? Does the user have the right role? Does the risk level require human approval? Every check is logged.

4

Execution or Escalation

If the policy allows it, AI executes the fix. If not, it packages the context — diagnosis, recommended action, relevant history — and escalates to the right person with everything they need to act fast.

5

Learn & Improve

Every resolution — whether AI-handled or human-resolved — feeds back into your knowledge base. The next time the same issue appears at any location, the fix is already known.

Connects With Your Stack

Works with the tools you already use. No rip-and-replace.

Communication

Slack, Microsoft Teams, email, and self-service portal. Users submit tickets from wherever they work.

Productivity Suites

Google Workspace, Microsoft 365 — user management, email security, and identity controls.

Industry Software

EHR/EMR systems, dental practice software, legal platforms, and financial tools specific to your industry.

Automation

Zapier, Make, n8n, and REST API for custom workflows and integrations with your existing automation.

Monitoring & Alerts

Device monitoring, uptime checks, and security alerts. Issues detected automatically before users notice.

AI Models

Powered by Google Gemini, with optional support for OpenAI, Claude, or self-hosted private models for sensitive environments.

Governed, Not Just Automated

Most AI tools automate blindly. TechManager AI automates with guardrails.

Basic Automation TechManager AI
Policy enforcement Manual rules, brittle scripts AI-enforced policies per action, role, and risk level
Human oversight All or nothing Configurable — auto, approval, or blocked per action type
Audit trail Inconsistent logging Every action: who, what, when, why, and outcome
Compliance Separate tools and manual documentation HIPAA, SOC 2, PCI DSS compliance support
Learning Static scripts, manual updates Learns from every resolution, applies fixes across locations
Multi-site Configure each site separately One dashboard, consistent policies across all locations

The Results

10x

Faster resolution

AI resolves common issues in seconds, not hours

70%

Less IT spend

Reduce reliance on expensive MSPs and L1/L2 staff

24/7

Always-on coverage

AI doesn't sleep, take PTO, or miss after-hours alerts

See It In Action

Book a 30-minute demo. We'll walk through the governed execution pipeline with your specific IT challenges.