Overview

To start you on your journey to hyper-automation of your Service Desk with Pia, we have created this implementation guide.

Over the next few topics in the Implementation section, we will deep dive into the process of deploying Pia into your organization.

The topic pages in the Implementation section are listed in the order which we recommend for Pia's deployment.💡

Please see the list of topics below in order of action:

Items to Consider - Environmental issues to be aware of
Azure/Microsoft 365 - Pre-setup tasks in Azure/Microsoft 365
Tenant Provisioning - Creating your Pia Tenant
API Keys - Creating API Keys
Ticketing System Connected Services - Integrate with your PSA
Other Connected Services - Configuring API Integrations
Users and Groups - User and Group Management
Clients - Client Configuration
Agents - Agent Installation
Testing and Training - Package Configuration, Testing & Environment Validation
ConnectWise Pia Pods - Enabling the ConnectWise Manage Pia Pods
ChatBot Pia Extension - Installing and Enabling the AutoTask Pia Extension
Package Customization and Configuration - Additional customization and configuration of packages
Enabling Pia - Turning on Pia for use via Ticketing System