zofiQ review: AI automation for MSPs in 2026

Launched in early 2025, zofiQ is an agentic AI platform for MSPs that works inside the PSA to triage, route, document and in some cases resolve tickets. ConnectWise acquired it in January 2026, and zofiq.ai now opens on a ConnectWise AI Agents page. Capterra lists a starting price of $449 a month, usage based, with no free trial.

The name is changing along with the owner. ConnectWise now markets the product as ConnectWise AI Agents, and the pitch has moved from ticket automation to what ConnectWise calls "Predictive IT operations." Independent evidence is still thin: as of Capterra's October 21, 2026 update, zofiQ has two verified reviews.

What is zofiQ?

zofiQ (pronounced ZOH-fick, according to Channelholic) is an AI automation platform built for MSPs. Traditional RPA tools make you build the workflows yourself. In a March 2026 talk, co-founder Lee Silverstone said zofiQ took a different route and built a "learning engine" that trains on the data already sitting in your PSA and RMM, so it doesn't need a workflow builder.

The agents run inside the PSA rather than in a separate console, so your techs see zofiQ's work on the ticket they already have open. GetApp lists direct integrations with ConnectWise, Autotask and HALO.

zofiQ's pitch is execution. Plenty of AI tools summarize a ticket or suggest a next step. ConnectWise says its agents are "designed for closed-loop execution across the ticket lifecycle," which covers triage, dispatch, technician guidance and documentation, plus resolving some routine tickets outright. For background on that category, see our guide to agentic AI for MSPs.

zofiQ timeline: from startup to ConnectWise

zofiQ moved from launch to acquisition faster than most MSP tools, which matters if you are judging how mature the product is.

• 2023: founded in Toronto, according to its Blind company listing.
• Early 2025: official launch, with about a dozen test users who came mostly through word of mouth (Channelholic, February 14, 2025).
• January 20, 2026: ConnectWise announces the acquisition.
• March 2026: Silverstone, now SVP of product for the AI platform at ConnectWise (a Thoma Bravo company), says the deal came nine months after launch.
• Today: zofiq.ai opens on ConnectWise's AI Agents page.

zofiQ features: the AI agents

ConnectWise says the agents "triage requests, resolve routine work, analyze operations, monitor alerts, and oversee service quality." All of them run the same four-step loop, which ConnectWise calls interpret, decide, execute and learn. The agent reads the ticket and its history, picks the next action based on past outcomes, carries it out, and then learns from the result.

Service Desk Agent

This agent works as a copilot inside your PSA. It pulls PSA context, documentation, ticket history and service data, then either recommends or carries out the next step. It learns from each successful resolution, so its suggestions are only as good as your team's past fixes.

You can train it further by uploading vendor KBs or internal documentation. zofiQ says the agent reviews your team's past solutions and can walk a technician through a proven fix for a similar issue.

Triage Agent

The triage agent classifies, labels, prioritizes and routes incoming tickets. It learns from historical PSA data, so you don't have to build every triage rule by hand, and it aims to keep ticket data, assignments and time entries consistent.

zofiQ's Intech Hawaii case study says auto triage saved the MSP 30+ hours of Microsoft configuration work. ConnectWise's current page uses "30+ hours of manual configuration eliminated" as a headline number. If triage is the main thing you need, our breakdown of automated ticket triage for MSPs covers how the different approaches compare.

AI NOC Agent

For 24/7 operations, the NOC agent monitors and analyzes alerts as they come in, flags critical incidents and builds workflows from historical data. zofiQ lists integrations with Meraki and Auvik, and with RMM platforms such as N-able and Ninja. The goal is to catch the incidents that slip through at 2 a.m.

Data Analyst Agent

This agent answers business questions in plain English, so you don't have to write SQL. It combines data from your PSA, RMM and finance tools, comes with pre-built queries, and flags at-risk customers and revenue opportunities.

Sources: zofiQ homepage, GetApp

zofiQ pricing in 2026

zofiQ doesn't publish its own prices anymore. zofiq.ai now opens on ConnectWise's AI Agents page, which has "Talk to Sales" and "Watch Demo" buttons and no prices. The only public numbers come from review sites:

• Capterra lists a starting price of $449 a month, usage based, with no free trial and no free version.
• Software Advice shows $449 to $4,999 a month across three plans.

Neither comes from a ConnectWise price list, so use them as a floor for budgeting and not as a quote. zofiQ's original FAQ said there were no onboarding or setup fees and that setup took under 30 minutes. Check both with ConnectWise sales, since the zofiQ site now redirects to ConnectWise.

Reviewers rate zofiQ's value for money at 3.5 out of 5 on Capterra. On the same page, Zendesk Suite scores 4.2 and starts at $115 per user per month. Getting a quote has also been hard for some buyers. One r/msp commenter said they "reached out multiple times for demo or pricing and never heard back."

If you are comparing this against PSA-native options, ConnectWise PSA pricing shows the base platform costs.

Sources: Capterra, Software Advice, r/msp

zofiQ reviews: what users say

zofiQ has two verified reviews in total across Capterra, Software Advice and GetApp. Capterra gives it 4.5 overall, 4.5 for ease of use, 4.0 for customer service and 3.5 for value for money. With two reviews behind them, those scores tell you very little.

Cyril A. gave it 5 stars on Capterra and liked "how it easily lays out a summary of a ticket when you open it, tells you what you need to do or what needs to be done on a ticket." The downside, in Cyril's words, was that it is "not yet on the project management side fully."

Vasu U. gave it 4 stars on Software Advice and said it "helped me with auto typing. It's a flexible and user-friendly solution." Vasu's criticism: "The user interface could be more intuitive, and occasionally, the response time felt slower than expected."

Everything else comes from zofiQ or ConnectWise. In the case studies, Intech Hawaii CEO Sam Gridley said they "lost our dispatcher two weeks ago, and zofiQ filled that gap instantly," and Fusion Computing's Mike Pearlstein said implementing zofiQ was "like having two additional staff members." In the acquisition press release, Omega Systems COO Ben Tercha describes zofiQ connecting to Omega's legacy and SaaS systems through APIs and connectors, then applying AI to anomaly detection, ticket classification, prioritization and root-cause suggestion. All three appear on vendor pages, so none of them counts as independent verification.

Thread sells a competing product, and its comparison page argues that zofiQ stops at the PSA. According to Thread, zofiQ has no agent in Teams or Slack, no voice handling for client calls, and needs historical ticket data before it is accurate. The same chart credits zofiQ with autonomous ticket resolution and dispatch automation, and lists both as roadmap items for Thread itself. Our Thread AI review covers the other side of that comparison.

zofiQ after the ConnectWise acquisition

ConnectWise announced the deal on January 20, 2026. These are the plans it published:

• zofiQ will become a "horizontal agentic layer" across the ConnectWise portfolio, including ConnectWise RMM, cybersecurity and data protection.
• ConnectWise plans to extend the agents to third-party tools integrated with its platform.

The press release also includes these figures for ConnectWise PSA partners using zofiQ: a 20% increase in endpoints managed per technician, 50% fewer reactive hours, up to 30% margin improvement, 2 to 3 hours saved per agent per day, 5 to 10 minutes saved per ticket, and 90 to 97% accuracy in triage and classification. The current AI Agents page adds an 80+% reduction in escalations and a 25% increase in first-touch resolution. All of these are vendor numbers, and no independent source has confirmed them.

ConnectWise CEO Manny Rivelo said: "Data is the oxygen for AI, and autonomy only works when it's powered by real operational data from the PSA, where service delivery happens every day."

For a ConnectWise shop, this probably means tighter integration and one vendor relationship. For an Autotask or HaloPSA shop, ask sales directly how long multi-PSA support will stay on the roadmap, because ConnectWise describes the agents as "embedded within the ConnectWise platform," and Thread's chart marks zofiQ's multi-PSA support as "CW priority." For more on what ConnectWise ships natively, see our ConnectWise AI guide and the walkthrough of AI ticket triage in ConnectWise.

Source: ConnectWise press release

zofiQ pros and cons

Pros	Cons
Carries out tasks inside the PSA, not just suggestions	Two verified independent reviews across major platforms
Learns from historical PSA data, so no workflow building	Needs good ticket history before it is accurate
Deep ConnectWise PSA integration, with Autotask and HALO listed	Pricing not published; usage based from $449 a month on Capterra
24/7 alert monitoring through the NOC agent	Value for money rated 3.5 out of 5 on Capterra
ConnectWise claims 90 to 97% triage accuracy	Roadmap now set by ConnectWise; at least one buyer reported no reply to demo requests

Who should use zofiQ

zofiQ fits best when most of these are true:

• You run ConnectWise PSA, so you get the deepest integration and the parts of the roadmap ConnectWise is investing in.
• L1 tickets swamp your triage queue and your dispatcher is the bottleneck.
• You have several years of clean ticket history, because the agents learn from it.
• You want the AI to take actions, not just draft suggestions.

Look elsewhere if your budget is tight and you need a price before a sales call, or if you want a trial, since none is offered. The same goes if you need independent proof beyond two reviews, or if you are an Autotask or HaloPSA shop that wants written roadmap commitments.

Overall, zofiQ is worth a demo for an established ConnectWise MSP with heavy L1 volume and the budget for usage-based pricing. Ask for references outside the vendor case studies before you sign anything.

zofiQ alternatives

If the missing price list or the ConnectWise lock-in rules zofiQ out, Rallied is another option, and our zofiQ alternatives page compares the field. Rallied is an AI agent that closes MSP tickets in the PSA. It runs the fix in Microsoft 365 and your RMM and writes the notes and time entry back to the ticket. It works with ConnectWise, HaloPSA and Autotask, plus RMMs including NinjaOne, and pulls the client's docs from IT Glue or Hudu during triage.

Rallied's pricing is published. There is one plan at $300 a month with 2,000 credits included. In Rallied's production data a charged ticket averages about 2.7 credits, so 2,000 credits covers roughly 700 tickets in a typical month, though that is not a guarantee. Rallied doesn't charge for a ticket it couldn't finish or wasn't allowed to act on, or for setting up integrations and policies. When credits hit zero, the agent pauses and posts an internal note on the ticket instead of billing past your balance.

The same buyers usually also look at Pia, Mizo and Thread, and Rallied vs Thread compares two of them directly. To see how Rallied handles triage inside your PSA, read about AI Ticket Triage and Routing for MSPs. For the full field, read Best MSP AI Tools for Ticket Automation in 2026.

Frequently Asked Questions

Is zofiQ part of ConnectWise now?

Yes. ConnectWise announced the acquisition on January 20, 2026, and zofiq.ai now opens on ConnectWise's AI Agents page. Former zofiQ CEO Lee Silverstone now runs product for the AI platform at ConnectWise.

How much does zofiQ cost?

Neither zofiQ nor ConnectWise publishes prices, so you have to talk to sales. Capterra lists a usage-based starting price of $449 a month, and Software Advice shows a range of $449 to $4,999 a month across three plans.

Can you try zofiQ before buying?

No. Capterra lists no free trial and no free version. zofiQ has said this is because the agents have to train on your own PSA data before they are useful.

What PSAs does zofiQ work with?

GetApp lists direct integrations with ConnectWise PSA, Autotask and HALO. Since the acquisition, ConnectWise describes the agents as embedded within the ConnectWise platform, so ConnectWise PSA gets the deepest integration. Autotask and HaloPSA shops should ask about the roadmap before signing.

How long does zofiQ take to implement?

According to zofiQ, you can be up and running in under 30 minutes, and connecting the PSA takes under 5 minutes. Accuracy depends on how much clean ticket history the agents have to learn from, so expect results to improve over the first weeks.

How accurate is zofiQ's ticket triage?

ConnectWise says partners using zofiQ with ConnectWise PSA see 90 to 97% accuracy in triage and classification. That figure comes from the vendor, and no independent review has tested it.

Does zofiQ require a long-term contract?

Contract terms are not published. You will need to ask ConnectWise sales, and it is worth asking about terms and usage-based billing in the same conversation.

Is zofiQ worth the investment for a small MSP?

Probably not unless you already run ConnectWise PSA and have plenty of ticket history. Pricing starts at $449 a month on Capterra, there is no trial, and only two independent reviews exist, so the risk falls mostly on you.