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DesktopMobilePBX
a week ago

UCaaS Update: Autotask PSA Integration, AI Transcription Improvements, and Bug Fixes

UCaaS now gives partners cleaner post-call insights, more reliable daily workflows, and a rebuilt Autotask PSA integration for Early Access partners. AI-generated transcripts and summaries are easier to review, several fixes improve chat, call monitoring, proposals, and navigation, and the rebuilt Autotask PSA Integration adds call pop-ups and automatic missed-call ticket creation.

What's New

  • AI transcription and summary generation now occur automatically after calls complete, giving partners access to call insights without a manual processing step.
  • Call transcripts now show speaker names instead of generic placeholders, making conversations easier to review.
  • AI call summaries no longer include an unnecessary "Follow-up Actions (Recommended)" section, keeping summaries cleaner and more focused.
  • Duplicate sender names in Desktop app chat conversations are resolved, so each message displays the correct participant name.
  • Initial call park events now appear correctly after a service restart, improving call monitoring accuracy for partners using Busy Lamp Field (BLF) tracking.
  • Proposal PDF downloads now succeed when the Display Name field is empty, preventing errors during proposal review workflows.
  • Navigation from the Unity Platform to Secure now works reliably for all users.
  • The rebuilt Autotask PSA Integration is available to Early Access partners with a new tabbed interface and backend API improvements.
  • Incoming call pop-up notifications are now available in the Autotask PSA Integration for Early Access partners, giving users immediate awareness of calls as they arrive.
  • Missed calls now automatically create tickets in the Autotask PSA Integration for Early Access partners, helping teams track follow-up without manual ticket creation.

Why You'll Love It

Partners can now review call activity faster with automatic transcription, clearer speaker labels, and more focused AI-generated summaries. Daily workflows are also more reliable across chat, call monitoring, proposal downloads, and platform navigation. For Early Access partners, the rebuilt Autotask PSA Integration provides a stronger foundation for call-aware workflows, with real-time call pop-ups and automatic missed-call ticket creation that reduces manual follow-up work.

How to Access It

AI transcription improvements and the listed bug fixes are live now in UCaaS and are automatically applied where supported. Autotask PSA Integration features, including the rebuilt app, call pop-ups, and missed-call ticket creation, are available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started.

Avatar of authorRob McDonald