SmartClassifier- Autotask

Our smartClassfier allows for tickets in Autotask to automatically classify Issue Type and Sub-Issue Type based on AI Models built off your existing data.

Overview: 

One prerequisite to enable SmartClassfier in Autotask is to give the api user assigned to your CrushBank integration access to webhooks.

  1. Login to Autotask
  2. Go to Admin -> Account Settings / Users -> Security Levels
  3. Edit the Security Level assigned to the API user you are using for CrushBank.
    1. If the security level is not editable, you will need to duplicate the security level and assign it to the API user.
  4. In the General tab of the edit screen, expand the section Other.
  5. You will see a checkbox for Can create Webhooks. Make sure it is checked.
    1. Screenshot 2024-04-16 at 12.04.47 PM