Getting Started with Atera AI: First-Time Setup and Optimization Tips

Atera’s AI Copilot is changing the way IT teams manage tickets, automate workflows, and gain deeper visibility into operations. But with great power comes great potential complexity. If you’re new to Atera’s AI features, setting them up right from day one can determine whether you unlock peak efficiency or get stuck in manual mode.

This guide is built for IT professionals who want to hit the ground running with Atera’s AI Copilot and automation tools. We’ll walk through best practices for initial setup, optimization techniques, and common pitfalls to avoid.

Key Takeaways

• Get started fast with smart defaults and guided Copilot onboarding
• Automate common tasks using out-of-the-box script libraries
• Optimize ticket resolution with AI-powered suggestions and summaries
• Use analytics to improve workflows over time
• Avoid common setup mistakes that can limit AI impact

Configure Atera AI Copilot in Minutes (Not Hours)

Start with Copilot’s Guided Onboarding

Atera’s Copilot onboarding is designed to get you operational quickly, without needing to train the model on historical ticket data. When you activate AI features, the platform guides you through initial steps like enabling AI suggestions and reviewing automation settings.

What you can configure:

• Enable or disable Copilot’s ticket suggestions and summarization features
• Choose where AI-generated suggestions appear (e.g., within ticket replies)
• Review and adjust automation rules for ticket actions or alerts
  
  
   

Once enabled, Copilot starts assisting by suggesting ticket responses, summarizing interactions, and triggering alerts based on system behavior.
 

Enable Automation for Repetitive Tasks

The biggest time-saver? Automating tasks like:

• OS updates
• Device reboots
• Disk cleanup
• Software installs
  
  

Use Atera’s script library to deploy ready-to-use automation. You can schedule or trigger scripts directly from alerts or ticket actions.

Job-to-Be-Done: Managing 100 Devices with 1 Tech? Let Copilot Help

Let’s say you’re the sole technician managing 100 endpoints across three office locations. Without automation, you’re context-switching between tickets, patches, and manual troubleshooting all day.

By using Copilot:
 

• Incoming tickets are automatically categorized and assigned
• AI suggests the next action for each issue
• Scripts trigger fixes based on keywords or device behavior
   

This reduces your daily context switching by up to 60%, freeing time for proactive improvements.

Tune Copilot Behavior Based on Real-Time Feedback

Copilot isn’t static. As you use Atera, it learns and adjusts. But for optimal results, you should provide feedback manually, especially in the first few weeks.

Tips for tuning Copilot:

• Use the thumbs-up/down feature on AI responses
• Add tags to help Copilot understand ticket types
• Review Copilot-generated summaries for accuracy
  
  

This helps refine the model’s output, leading to better suggestions and faster resolution times.

Avoid These Setup Mistakes

Even with a simple UI, it’s easy to misconfigure Copilot. Watch out for:

• Skipping key automation settings
• Skipping auto-assignment rules
• Forgetting to map alert types to ticket templates

Each of these will limit how well Copilot can handle your workflow.
 

Quick fix: Go to Settings > AI Center and review all available sections for configuration. 

Use Reports to Improve and Expand AI Usage

Don’t just "set and forget." Use built-in reports to track Copilot performance:

• Resolution time reduction
• Suggested vs accepted AI actions
• Ticket auto-categorization accuracy
  
  

These insights help you scale automation safely across more areas.

FAQ 

1. Can I undo a Copilot-triggered action in Atera?

Yes. Most Copilot actions—like ticket replies or script executions—can be reverted directly from the ticket timeline. Look for the “Revert” or “Undo” option next to the AI-generated entry.

2. Can Atera Copilot suggest actions without executing them automatically?

Yes. You can set Copilot to a recommendation-only mode, where it suggests actions but waits for technician approval before execution. This is ideal for cautious deployment or training.

3. How does Atera AI Copilot learn from my ticket history?

Copilot learns by analyzing resolved tickets, using tags, and incorporating thumbs-up/down feedback. The more structured your data and feedback, the more accurate Copilot becomes over time.

4. Who can manage Atera Copilot settings and automation rules?

Only Admin users can configure Copilot settings, edit automation rules, and access performance reports. Technicians can interact with Copilot suggestions but cannot change its configuration.

5. Can Atera Copilot run custom scripts automatically?

Yes. You can link custom scripts to alerts, keywords, or specific ticket types. Copilot can trigger these scripts automatically or manually, depending on your configuration.

6. How do I measure Copilot’s impact in Atera?

Go to Reports > AI Performance to view metrics such as resolution time reduction, suggestion acceptance rate, and auto-categorization accuracy. These help evaluate Copilot’s effectiveness.

7. What should I do if Copilot gives incorrect suggestions?

Check for vague ticket tags, inconsistent feedback, or conflicting automation rules. Use specific tags, provide regular feedback, and review settings in the AI Center to improve accuracy.

8. Is Atera Copilot behavior personalized to my account?

Yes. Copilot adapts only to your environment. It learns from your tickets, tags, and technician behavior, ensuring AI behavior is personalized and not shared across accounts.

9. Can I test Atera AI Copilot before deploying it fully?

Yes. You can use test tickets, enable recommendation-only mode, and simulate real scenarios to preview how Copilot will behave before enabling full automation.