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The AI work surface for your MSP

Forge helps service teams understand work, decide what should happen next, and carry it through with the right context and controls. It brings helpdesk, project, and recurring operational work into one AI-first experience while your PSA remains the operational system of record. Diagram showing Forge Helpdesk, Projects, and Custom Agents sharing context and connected systems above the PSA system of record.

Choose the work you want to improve

Run the helpdesk

Triage tickets, build Action Plans, work with Chat, and review AI Engineer runs.

Deliver projects

Scope new work, build a work plan, coordinate delivery, and reuse what the team learns.

Automate recurring work

Create background agents with a defined scope, schedule, tools, output, and quality checks.

One product, several ways to work

Chat

Investigate and act in the context of an organization, account, ticket, or project.

Account strategy

Bring opportunities, activities, account context, and AI-assisted proposals together.

Knowledge and guidance

Find connected knowledge and give agents reusable skills, runbooks, and account context.

Insights

Understand adoption, throughput, outcomes, coverage, and agent performance.
What you see depends on your organization’s connected systems, rollout configuration, and your role. A missing section or action may simply not be enabled for your organization.

New to Forge?

Start with What is Forge? for the operating model, then follow Your first day in Forge for a safe hands-on tour. If you administer Forge, begin with Deployment readiness and Systems and integrations.