In Active Development
CSAT Surveys
Announced in the May 15, 2026 release notes. Rolling out tenant-by-tenant over the two weeks following the announcement. Customer satisfaction campaigns driven straight off PSA ticket close events. CSAT shares the campaign engine with NPS surveys but is built around the short, transactional rating you fire after every closed ticket instead of the periodic relationship survey.- PSA-triggered ratings - Fire a survey automatically when a ticket closes in Halo, ConnectWise, or Autotask. Thumbs-up/thumbs-down or 1-5 stars, configurable per campaign.
- Signature-embed widgets - Drop a one-line embed into your techs’ email signatures so the rating prompt arrives in the reply email itself. Clicks bypass a separate survey email entirely.
- Public widget - Same widget embedded on your client portal or marketing site for ungated public feedback.
- Dashboard reporting - Aggregate scores by tech, queue, client, or category, with drill-down to the underlying tickets. Ties into the existing Surveys reporting blocks.
- Phased rollout - Gated behind a tenant-level
csatfeature flag (the broader Surveys product is GA; CSAT is the piece still in validation).
Automation: Next Wave of Improvements
Still on deck after the April 24 bundling, survey, and recipient updates.- Assigned-User Recipient Resolution - Target the user assigned to the triggering record (training assignee, task owner, meeting organizer) instead of picking specific users by hand at rule-creation time. An “Assigned User” recipient type that resolves to the right person at send-time.
- Additional Ticket Template Variables - Ticket number, assignee name, and a broader set of ticket fields available in the Template Variables helper so you can reference them in subject lines and bodies.
- Weekly Day-of-Week Selector - Scheduled rules with Weekly frequency will let you pick the specific weekday the rule runs on, rather than using a system-managed default day.
- Bundling for More Actions - Extend rule bundling beyond Open Ticket and Add to Planner so grouped Send Email, Send Survey, and In-App Alert actions can also consolidate matches.
Coming in May 2026
European Data Residency
MSPortal is expanding to support regional data hosting for European customers. Your data will be stored and processed within the EU, ensuring compliance with GDPR and other European data residency requirements.- EU-Hosted Infrastructure - Dedicated database and application infrastructure in the European region
- Data Isolation - All tenant data, including integrations, devices, tickets, and compliance records, stays within your selected region
- Seamless Migration - Existing tenants can request migration to regional hosting
- No Feature Differences - Full feature parity across all regions
Multi-Language Support
MSPortal will be available in 15 languages, with every page, form, notification, and label translated to support MSPs and their clients worldwide. Supported Languages: English, Czech, Danish, Dutch, Finnish, French (Canada), French (France), German, Italian, Norwegian, Polish, Portuguese, Slovak, Spanish, and Swedish.Google Workspace Integration
Full Google Workspace integration mirroring our existing M365 capabilities. Each client’s Google Workspace admin connects via OAuth, and MSPortal syncs their directory, licenses, domains, and security posture.- Users & Groups - Sync users and groups from the Google Admin Directory with org unit, admin status, 2FA enrollment, and last login
- License Management - View Google Workspace license assignments across all SKUs with per-company breakdowns
- Domains - Track verified domains across all connected Google Workspace tenants
- Security Reports - Daily security snapshots showing 2FA adoption rates, enforcement status, admin counts, and 30-day trend charts
- Cloud Navigation - Microsoft 365 and Google Workspace grouped under a unified “Cloud” sidebar section
Pending Approval
Chrome Extension
Our Chrome extension is complete and currently awaiting Google approval. Once approved, you’ll be able to access MSPortal directly from your browser without leaving your current tab. Features:- Tickets View: See your assigned tickets with priority and status indicators
- Training View: Continue training courses directly from the extension
- AI Chat: Ask questions about clients, tickets, or compliance data
- Secure Authentication: Sign in once with your existing MSPortal credentials
Planned Features
Expanded Playbook Library
New compliance and operational playbooks are coming soon:- Compliance Frameworks: ISO 27001, CIS Controls, NIST, and more
- Operational Playbooks: Client Onboarding, Cyber Insurance Renewals, and other MSP workflow essentials
New Integrations
We’re expanding our integration ecosystem:- N-Able N-Central - RMM integration with device sync and monitoring
- Datto Backup - Backup monitoring with agent status and job tracking
- Fortinet - Network security integration with firewall and threat management
- Unifi - Network infrastructure monitoring and device management
- Slide Backup - SaaS backup monitoring for cloud workloads
- DNSFilter - DNS security integration with threat and content filtering stats
- ScoutDNS - DNS-layer content filtering and protective DNS with category policies and query activity reporting
- Breach Secure Now - Security awareness training, phishing simulation, and dark web monitoring with per-employee risk scoring
- NinjaOne Dropsuite - M365 SaaS backup monitoring via Dropsuite (pending API availability from NinjaOne)
- Watchguard - Network security appliance monitoring and reporting
- Azure Device Sync - Sync device information from Azure AD/Entra ID
- Intune Settings Documentation - Document and track Intune configuration policies
- Domotz - Network monitoring and management integration
- NetSapiens - VoIP and unified communications platform integration
SMS for Emergency Broadcasts
Send emergency broadcast notifications via SMS in addition to email and in-app channels. Reach your clients and team members instantly during critical incidents, outages, or security events even when they’re away from their inbox.App Theme Customization
Customize the look and feel of MSPortal with configurable color themes. Choose your brand colors or select from preset palettes to match your company identity across the entire application.User Statistics Dashboard
Track how many compliance checks are completed across tenants to support KPI and accountability reporting.Automatic Company Importing by Company Type
Automatically import companies from your PSA based on company type classification. Define which company types (e.g., Client, Prospect, Vendor) should be auto-imported into MSPortal, eliminating manual selection and ensuring new companies are available immediately.Centralized Integration Mapping View
A single view showing every integration mapped per company. Quickly see which companies have which integrations connected, identify gaps in coverage, and ensure consistent tooling across your client base.vCIO and Technician Capacity Planning
Forecast workload and balance team capacity for upcoming quarters.Tickets & Workflow
- Multi-step ticket approvals - Route tickets through legally-binding sign-off chains, scoped per site or company-wide, with manager-to-employee approval mapping
- Tickets from Microsoft Secure Score - Turn Secure Score findings into tracked, assignable tickets so security gaps become managed work
- PSA ticket deep links - Jump from an MSPortal ticket straight to the source ticket in Halo or Autotask
- Client file-share & incident-response planner - A central client document share paired with an incident-response planner so documentation and IR runbooks live in one place
Prospects & Sales
- Prospect companies - Tag a company as a Prospect, created manually or sourced from HubSpot, to run compliance, goals, and planner work for sales conversations without pulling in device sync
Planner & Reporting
- Asset-age reporting block - Report equipment age calculated from each asset’s purchase date
- Client benchmarking widget - See how one client compares against the rest of your client base
- KPI number widget - Single-metric scalar tiles such as average time per ticket
- Planner item assignee & owner - Assign an owner to planner items the same way you do with tickets
- Automatic asset linking - Infer and auto-link related assets and devices to planner items instead of linking each one by hand
Financial
- Budget approver & sign-off - Route budgets through an approver with legally-binding sign-off and a full approved-by audit trail
- Per-customer tool-stack cost - Roll tool-stack cost up per customer, not just per line item
- License-to-budget mapping - Map Halo and Microsoft 365 licenses directly to budgets and contracts
Meetings & Operations
- Meeting cadence grid - A calendar grid with companies as rows and last/next-meeting columns, flagging clients overdue against their expected meeting cadence
- Per-company account notes - Free-form account notes attached to each company
- Native projects without a PSA - Create and manage projects directly in MSPortal without a connected PSA
- Rename training recordings - Rename recorded training videos
- Per-question template assignment - Assign templates per question and per answer on survey and onboarding responses
- Shared automation rules - Share automation rules with other users beyond the original creator
- Hudu domain-expiration alerts - Surface domain-expiration dates synced from Hudu
- Per-application API authentication - Authenticate inbound API calls with a per-application secret header in addition to Bearer tokens
Have a feature request? We’d love to hear from you! Contact us at support@msportal.ai.