Telivy Update: PSA Integration Early Access, Smarter Views, and Fewer Logouts
This Telivy release introduces a new PSA integration (available for early access) that helps you turn findings into actionable tickets, while also improving clarity in Email Security and Inventory views. You’ll also notice improved billing accuracy, enhanced portal session stability, and updates that make feature trials easier to manage and understand.
What’s New
- A new ConnectWise PSA integration is available for early access. From the Tasks tab, you can create tickets from individual findings or bulk-create them from the History view, sorted by risk level. Tickets sync with ConnectWise for creation and status updates, with richer history and bidirectional sync planned in upcoming releases.
- The “DMARC Critical Issues” card has been renamed “Email Security Issues.” It now appears in both External and Risk assessments and counts all High and Medium DNS issues to provide a fuller picture of email-related risk.
- Based on partner feedback, we’ve updated Inventory labels to improve clarity. Under Applications, tabs are now “Web Activity” (site visits) and “Installed Apps” (software on endpoints). In Web Activity, the Application column is now “Name,” and Installed Apps adds a “Host” column to show which device an app is installed on.
- AI Insights now properly follows early access requirements. If the feature isn’t enabled, summaries will not run.
- Monitored Assets calculations now match the counts used for invoicing. This alignment eliminates discrepancies and lets you see in-app exactly what will appear on invoices.
- Portal session handling has been hardened. A new safeguard reduces unnecessary forced sign-outs, making long sessions smoother and less disruptive.
Why You’ll Love It
This release makes Telivy more actionable and transparent. You can turn risks into tickets from within Telivy, with tighter PSA sync coming soon. Refined labels in email security and inventory views reduce confusion and make reporting easier. Billing visibility has been improved to ensure that in-app data matches invoice details, and session stability enhancements mean fewer disruptions while you work.
How to Access It
The ConnectWise PSA integration is available for early access. Send an email to support@telivy.com to request access