Know who is calling before your tech picks up.
1Stream's AI matches the caller to your PSA contacts in real time and can verify identity by SMS or email PIN, so your help desk starts every call with context.
What is AI caller verification for an MSP help desk?
Caller verification confirms that the person on the line is who they say they are, and that your team knows which client and contact they belong to. For an MSP, that usually means checking caller ID against PSA contacts and, where it matters, confirming identity with a second step.
1Stream's AI matches the caller against your ConnectWise, Autotask, or HaloPSA contacts in real time and can verify identity by SMS or email PIN. Any caller can opt out to a human at any step, so the AI is the default, not the only option.
From caller ID to a verified, documented call.
- Match the caller. Caller ID is matched against your PSA contacts in real time.
- Ask the right questions. The AI Attendant runs an intake with the questions and workflow you set, with different paths for sales, support, and existing-ticket lookup.
- Verify identity. Where you require it, the caller confirms with an SMS or email PIN. You can scope verification to every caller, certain accounts, or skip it.
- Hand off with context. The tech receives the call with the contact, open tickets, and intake answers already on screen.
- Document the call. The AI posts the summary, transcript, time entry, and recording to the ticket.
AI caller verification for IT help desks: common questions
How does 1Stream verify callers?
Caller ID is matched against your PSA contacts in real time, and identity can be verified by SMS or email PIN. AI Caller ID & Verification does this before a technician answers.
Can I choose who gets verified?
Yes. Verification can apply to every caller, to certain accounts only, or be skipped entirely, scoped per PSA account.
Can a caller reach a human instead?
Yes. Any caller can opt out to a human at any step. The AI is the default, not the only option.
Which PSAs does it work with?
1Stream integrates natively with ConnectWise PSA, Autotask, HaloPSA, Kaseya BMS, Syncro, SuperOps, and more. Integrations are real-time and bidirectional, with no middleware.
How is caller verification priced?
Plans are priced per user, per role, month to month, with no annual lock-in. Ask the 1Stream team which plan includes AI Caller ID & Verification for your setup.
Start every call knowing who it is.
Book a 20-minute demo and watch a call get matched, verified, and handed to the right tech.