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CyberAdvisors AI Toolkit · Internal Use
CyberAdvisors · AI Engineering

Agent Playbook

Suggested automation agents for MSP operations — scope, trigger conditions and build priority.

14Proposed Agents
7Categories
20+Integrations
Ph 1–3Rollout Phases
Rollout Phase Key
ALL
Phase 1
Core Operations
Ninja RMM, Auvik, FortiGate, SentinelOne, Huntress, ConnectWise PSA.
Phase 2
Expanded Coverage
Backup platforms, Meraki, Umbrella, CW Automate, BrightGauge, Comms.
Phase 3
Intelligence Layer
Docs, asset lifecycle, advanced reporting, QBR automation, compliance.
Endpoint Management
Ninja RMM CW Automate
2 Agents

Covers Ninja RMM for endpoint monitoring, patching, and scripting, and ConnectWise Automate for automation and remote management. Copilot agents here focus on streamlining operations and troubleshooting common issues like patch failures or script errors.

Patch Compliance Agent
Proactive Remediation
Phase 1

Integrates with Ninja RMM and ConnectWise Automate to proactively scan for patch vulnerabilities across endpoints. Analyzes historical patch data to predict failures (e.g., due to compatibility issues) and suggests automated rollback scripts or alternative deployment strategies, reducing downtime during Phase 1 and 2 rollouts.

Ninja RMM CW Automate
Predict patch compatibility failures before deployment
Generate rollback scripts automatically on failure detection
Suggest alternative deployment strategies to minimize downtime
Remote Troubleshooting Agent
On-Demand Diagnostics
Phase 1

Uses natural language queries to pull real-time endpoint data, diagnosing issues like high CPU usage or connectivity drops and generating custom remediation scripts on-the-fly.

Ninja RMM CW Automate PSA Ticketing
Natural language endpoint queries — no manual console diving
Generate custom automation scripts for remediation
Auto-escalate to ticketing if manual intervention is required
Network Monitoring
Auvik Meraki FortiGate
2 Agents

Covers Auvik for network topology and discovery, Meraki for cloud-managed networking, and FortiGate for security features including firewalls and VPNs. Agents here address problems like network bottlenecks or configuration drift that can go undetected until they cause outages.

Topology Optimization Agent
Traffic & Routing Intelligence
Phase 1

Monitors network traffic patterns and suggests dynamic SD-WAN rerouting via Auvik and Meraki to avoid congestion. For Phase 1 issues, it simulates changes before applying them, using FortiGate's IPS data to ensure security is never compromised during rerouting.

Auvik Meraki FortiGate
Identify and reroute around network congestion via SD-WAN
Simulate topology changes before applying them in production
Cross-reference IPS threat data before routing decisions
Threat-Informed Discovery Agent
Device Discovery & Anomaly Detection
Phase 2

Cross-references device discoveries from Auvik with FortiGate's threat prevention logs, flagging unauthorized devices or VPN anomalies. Automates isolation protocols and generates reports for Phase 2 integrations, helping prevent breaches from misconfigurations before they become incidents.

Auvik FortiGate
Flag unauthorized devices against threat intel in real time
Automate isolation protocols for confirmed anomalies
Generate discovery reports for Phase 2 integration review
Security Platforms
SentinelOne Huntress Duo Mimecast Umbrella
2 Agents

Covers a broad platform set including SentinelOne for EDR, Huntress for threat hunting, RocketCyber for SOC/MDR, Duo for MFA, Keeper for password management, Mimecast for email security, and Cisco Umbrella for DNS-layer protection. Agents here tackle integration silos and alert fatigue that come with running this many security tools in parallel.

Unified Threat Response Agent
Cross-Platform Incident Correlation
Phase 1

Pulls from SentinelOne, Huntress, and RocketCyber to correlate alerts across platforms and prioritize incidents — e.g., combining EDR isolation with SOC reporting into a single response. Automates endpoint quarantines and suggests MFA tweaks via Duo to block persistent threats.

SentinelOne Huntress RocketCyber Duo
Correlate EDR + SOC + MDR alerts into a unified priority queue
Automate endpoint quarantine on confirmed detections
Recommend MFA policy changes to block persistent footholds
Compliance Audit Agent
Policy Enforcement & Zero-Trust
Phase 2

Scans for policy violations like weak passwords and phishing vulnerabilities across Keeper, Mimecast, and Umbrella. Generates automated remediation plans and archives suspicious emails.

Keeper Mimecast Cisco Umbrella
Detect weak passwords and zero-trust policy gaps continuously
Auto-archive flagged emails and generate remediation plans
Address Phase 2–3 gaps in DNS-level enforcement
Backup Platforms
Acronis Cove Axcient Datto StorageCraft
2 Agents

Features Acronis, Cove, Axcient (Cloud and Recover), Datto, and StorageCraft across hybrid and cloud backup scenarios. Common problems include recovery failures, data inconsistencies across platforms, and missed RTO/RPO targets — especially painful when discovered during an actual incident.

Recovery Simulation Agent
Disaster Recovery Testing
Phase 2

Interfaces with Axcient Recover and Datto to run virtualized recovery tests without disrupting production. For Phase 2 issues, predicts disaster recovery times based on Acronis historical data and suggests optimizations like adjusting backup frequencies to minimize RTO/RPO.

Axcient Recover Datto Acronis
Run non-disruptive virtualized recovery tests on demand
Predict disaster recovery times from historical backup data
Recommend backup frequency changes to hit RTO/RPO targets
Data Integrity Agent
Backup Validation & Continuity
Phase 3

Monitors cloud backups across Cove, Axcient, and StorageCraft for corruption by comparing hashes and metadata. Automates restores for affected files and alerts on continuity risks.

Cove Axcient Cloud StorageCraft
Detect backup corruption via hash and metadata comparison
Automate targeted file restores without full-set recovery
Flag continuity risks for M365 and Google Workspace protections
Business Operations
ConnectWise PSA BrightGauge
2 Agents

Includes ConnectWise PSA for ticketing, SLA tracking, and billing, and BrightGauge for KPI dashboards and reporting. Agents here help with workload imbalances, reporting inaccuracies, and the gap between raw ticket data and actionable operational intelligence.

SLA Optimization Agent
Workload Balancing & SLA Defense
Phase 1

Analyzes engineer workloads and ticket histories to redistribute tasks dynamically, preventing SLA breaches. Pulls KPI data from BrightGauge to forecast billing impacts and identify automation opportunities.

ConnectWise PSA BrightGauge
Dynamically redistribute tickets to prevent SLA breaches
Forecast billing impacts from current workload trends
Suggest automation rules for high-volume recurring issues
Reporting Insight Agent
KPI Analytics & Client Reporting
Phase 2

Aggregates data from BrightGauge and ConnectWise to identify trends like rising ticket volumes. Generates custom dashboards with predictive analytics and flags underutilized resources.

BrightGauge ConnectWise PSA
Surface ticket volume trends and resource utilization gaps
Generate client-ready dashboards with predictive analytics
Flag Phase 1 inefficiencies proactively before they escalate
Communications
Dialpad 8x8
2 Agents

Covers Dialpad and 8x8 for VoIP and UCaaS communications. Problems in this category often involve call quality degradation, lack of integration between comm platforms and ticketing, and missed opportunities to flag security-relevant conversations through existing SOC tooling.

Call Analytics Agent
Quality Monitoring & Security
Phase 2

Integrated with Dialpad's AI features, this agent monitors call quality metrics and suggests fixes like bandwidth adjustments via Meraki integration. For Phase 2, it can transcribe and analyze conversations for security flags, routing relevant alerts to RocketCyber for follow-up.

Dialpad Meraki RocketCyber
Monitor call quality and auto-suggest bandwidth adjustments
Transcribe calls and scan for security-relevant content
Route security flags directly to SOC monitoring
Unified Messaging Agent
Channel Consolidation & Continuity
Phase 2

Works across 8x8's voice, video, and chat to consolidate communications from multiple channels into ConnectWise tickets automatically. Automates responses to common queries and detects anomalies like unusual call patterns, helping maintain continuity during Phase 2 outages.

8x8 ConnectWise PSA
Auto-create PSA tickets from multi-channel communications
Respond automatically to common query patterns
Detect unusual call patterns indicative of outages or attacks
Documentation & Asset Intelligence
Hudu IT Glue Liongard ScalePad
2 Agents

Encompasses Hudu and IT Glue for documentation and runbooks, Liongard for configuration inspection, and ScalePad for lifecycle and asset intelligence. Agents here solve issues like outdated documentation, configuration drift going unnoticed, and compliance gaps discovered too late in Phase 3.

Change Detection Agent
EOL Tracking & Config Change Management
Phase 3

Tracks hardware EOL dates and configuration changes via Liongard and ScalePad, automatically updating IT Glue runbooks and notifying via ConnectWise for proactive asset replacements.

Liongard ScalePad IT Glue ConnectWise PSA
Auto-update runbooks in IT Glue on config changes
Simulate impact of changes before they're applied
Create proactive replacement tickets for EOL assets
Knowledge Retrieval Agent
Natural Language Doc Search
Phase 3

Integrated with Hudu and IT Glue, uses natural language search to pull relevant docs or passwords during incidents — eliminating manual searches across documentation platforms. Cross-checks ScalePad's warranty data to flag expiring assets, streamlining Phase 3 compliance audits and reducing the manual effort currently required.

Hudu IT Glue ScalePad
Natural language queries against documentation and runbooks
Surface credentials and configs instantly during incidents
Cross-check warranty data for Phase 3 compliance audits
CyberAdvisors
CyberAdvisors · Agent Playbook · Internal Use Only
Draft v1.0 · 2025
14 Agents · 7 Categories · Phase 1–3