CloudRadial’s Blog for MSPs

How to Assess if Your MSP is Ready for Chat

Written by CloudRadial | June 12, 2025

Chat support has evolved from a nice-to-have feature to a business-critical communication channel. For managed service providers, the pressure to offer chat support is mounting as clients increasingly expect real-time, convenient support options and self-service capabilities.

However, the decision to implement chat isn't simply about staying competitive. It’s a strategic choice that can either strengthen your client relationships and boost profitability or create operational headaches and damage your reputation.

Modern chat solutions have revolutionized how MSPs can deliver support by integrating directly with PSA systems, leveraging AI for tier-one support, and meeting clients where they already work—whether that's MS Teams, Slack, or web platforms. These capabilities transform chat from a simple messaging tool into a comprehensive support ecosystem that can dramatically improve both efficiency and client satisfaction.

The question isn't whether chat support is valuable, but whether your MSP is truly ready to deliver it effectively. Making this determination requires a thorough assessment of your current capabilities, client needs, and business objectives.

 

Opportunities and Challenges with Chat Support

Across industries, most clients demand immediate responses and seamless communication when they need help. IT chat support addresses this need by offering real-time assistance that clients can access without interrupting their workflow. Unlike phone calls that require dedicated time and attention, chat allows users to multitask while receiving support, making it an attractive option for busy professionals.

Modern chat solutions go far beyond simple messaging. Advanced platforms now offer PSA integrations that automatically create tickets and prompts for necessary information, eliminating the manual data entry that traditionally slows down support processes.

AI capabilities can handle tier-one support tasks, pre-triage issues, and even resolve common problems without a technician. For instance, an AI-powered chat system can instantly help users with password resets, software installation guidance, or basic troubleshooting steps while simultaneously creating documentation in your PSA system.

The ability to engage clients on their preferred platforms means your support becomes embedded in their daily workflow rather than requiring them to switch contexts or remember separate support portals. This can transform how clients perceive and interact with your support services.

For MSPs, chat represents both an opportunity and a challenge.

The opportunity lies in enhanced client satisfaction, improved response times, and potential cost savings through efficient issue resolution and AI automation.

The challenge is ensuring your team can deliver the same level of professional service through chat that clients expect from your phone and email support, while also maximizing the efficiency gains that modern chat platforms provide.

 

Assessing Your Operational Readiness

Before implementing chat support, you must honestly evaluate whether your MSP can field it properly. This assessment begins with your current staffing structure and service delivery capabilities, but modern chat solutions can significantly reduce the operational burden compared to traditional chat implementations.

Your technical team needs to demonstrate proficiency in written communication, not just technical expertise. However, features like slash commands can streamline interactions by allowing technicians to add notes, change ticket status, and access PSA functions without leaving the chat interface. This reduces the communication overhead and allows techs to focus on problem-solving rather than administrative tasks.

Chat support creates an expectation of immediate or near-immediate responses, but AI capabilities can help manage this expectation by providing instant acknowledgment and handling routine inquiries. For example, when a user reports a printer issue, AI can immediately begin gathering diagnostic information—printer model, error messages, recent changes—while simultaneously creating a ticket and alerting the appropriate technician. This ensures users feel heard immediately while giving your team the information needed for efficient resolution.

Consider your current response time metrics and service level agreements. If your team already struggles to meet phone and email response targets, implementing chat with AI assistance might actually improve your overall service quality by deflecting routine issues and allowing technicians to focus on complex problems that require human expertise.

Training requirements extend beyond technical skills to include chat-specific communication protocols and understanding how to leverage AI assistance effectively. Your team must learn when to let AI handle interactions, when to intervene, and how to seamlessly transition from AI to human support. They'll also need to understand how to use integrated workflows for common issues, which can dramatically speed resolution times for frequent problems.

 

Evaluating Client Impact and Platform Integration

The decision to offer chat support should align with your clients' actual preferences and needs, not assumptions about what they want. Different client segments may have varying communication preferences based on their industry, company size, and internal processes. Modern chat solutions can meet clients where they already work, making adoption much smoother.

Conduct surveys or informal conversations with key clients to understand their support preferences and existing communication tools. If your clients primarily use Microsoft Teams for internal communication, implementing chat support directly within Teams means they never have to leave their familiar environment to get help. Similarly, organizations that rely heavily on Slack can receive support through their existing Slack channels, while field workers might prefer SMS-based support that works on any mobile device.

Consider the types of issues your MSP typically handles. Chat support, especially when enhanced with AI, excels at password resets, quick troubleshooting steps, status updates, and simple how-to questions. AI can handle these routine tasks instantly, freeing your team for more complex work. However, issues requiring screen sharing or lengthy technical discussions may still be better suited for phone or remote support sessions.

The integration capabilities of modern chat platforms can actually expand what's possible through chat support. For instance, workflows can guide users through complex processes step-by-step, while PSA integration ensures every interaction is properly documented and tracked. This means chat can handle more sophisticated support scenarios than traditional text-based chat systems.

 

Calculating True Cost-Effectiveness with Modern Efficiencies

Determining whether chat support makes financial sense requires a comprehensive cost-benefit analysis that accounts for the significant efficiency gains that modern chat platforms provide. Many MSPs underestimate both the costs and the potential savings associated with chat implementation.

Consider a practical example: if your technicians handle three support queries daily at an average of 30 minutes each, and each tech costs $30 per hour, you're spending $45 daily per technician on these routine tasks. With AI-powered chat handling even 20% of these queries automatically, you save $9 per technician per day—$2,340 annually per tech. When you factor in time saved on PSA data entry, user verification, and issue identification through automated processes, the savings compound significantly.

Initial costs include chat platform licensing, integration with existing systems, staff training, and potential additional configuration. However, many modern chat solutions offer flat-fee billing models that make budgeting straightforward. For instance, starting at $95 monthly for basic PSA-integrated chat with unlimited end-users removes the complexity of per-user pricing and makes cost calculation simple.

Ongoing expenses encompass platform maintenance, continued training, and quality assurance monitoring, but these are often offset by reduced phone call volumes and faster issue resolution. The automated ticket creation and PSA integration eliminate much of the manual administrative work traditionally associated with support requests.

Revenue opportunities extend beyond direct cost savings. Chat support can serve as a premium service tier, enabling proactive client communication, and creating opportunities for upselling during support interactions. The detailed chat logs and AI insights can also inform service improvements and identify trends that lead to proactive maintenance opportunities.

 

Developing Profitable Billing Models

Creating a sustainable billing structure for chat support requires careful consideration of your costs, client value perception, and competitive positioning. The flat-fee billing model offered by many modern chat platforms simplifies this process significantly by eliminating per-user complexity.

The inclusive model incorporates chat support into existing managed service agreements without additional charges. This approach works particularly well when chat reduces your overall support costs through AI automation and streamlined processes. For example, if AI handles 20-30% of routine inquiries without technician intervention, you can absorb the chat platform costs while improving service quality and reducing operational expenses.

The tiered service model offers different levels of chat support availability and features. Basic PSA-integrated chat might be included in standard agreements, while premium features like AI-assisted conversations, custom workflows for specific industries, or guaranteed response times command higher service fees. This approach allows you to match service levels with client needs and willingness to pay.

A hybrid approach combines flat-fee platform costs with value-based pricing for advanced features. For instance, you might include basic chat in all agreements while charging extra for AI conversation credits beyond a certain threshold or custom workflow development for specific client needs.

The key is ensuring that your pricing reflects the value clients receive. When chat support enables faster problem resolution, reduces downtime, and provides 24/7 availability through AI assistance, clients often perceive significant value that justifies premium pricing.

 

Leveraging Advanced Features for Competitive Advantage

Modern chat platforms offer sophisticated features that can differentiate your MSP from competitors who rely on basic chat implementations or traditional support methods. Understanding and leveraging these capabilities is crucial for maximizing your investment.

AI-powered conversations can handle initial problem diagnosis, gather relevant information, and even resolve common issues completely autonomously. This means your clients receive immediate assistance at any hour, while your technicians focus on complex problems that require human expertise. The AI systems are typically trained specifically for IT support scenarios, making them highly effective at understanding and addressing technical queries.

Custom workflows enable you to create standardized processes for frequent issues or industry-specific requirements. For example, a dental practice might have workflows for common software issues, appointment system problems, or compliance-related questions. These workflows ensure consistent service delivery while reducing resolution time.

Integration with existing knowledge bases and documentation systems means chat support can instantly access and share relevant information. When a user asks about a specific procedure, the chat system can immediately provide step-by-step instructions or link to relevant documentation, reducing the need for technician intervention.

The ability to escalate seamlessly from AI to human support, or from chat to phone/remote assistance, ensures that complex issues receive appropriate attention without forcing clients to restart their support request. This smooth transition maintains context and improves the overall support experience.

 

Making the Strategic Decision

Implementing chat support successfully requires more than technical capability—it demands strategic alignment with your MSP's overall service delivery philosophy and business objectives. The decision should be based on thorough assessment of your operational readiness, clear understanding of client needs, realistic cost-benefit analysis, and sustainable billing strategies.

Before moving forward, ensure your team can maintain service quality standards across all communication channels, not just chat. Your clients' experience should be consistently professional whether they contact you by phone, email, or chat. The integration capabilities of modern chat platforms can actually help maintain this consistency by ensuring all interactions are properly documented in your PSA system.

The implementation timeline should account for PSA integration, staff training, and client onboarding. However, with proper planning, many MSPs find that modern chat platforms can be deployed much faster than traditional support system implementations due to their cloud-based nature and built-in integrations.

 

The Competitive Advantage of Strategic Chat Implementation

Chat support can be a valuable addition to your MSP's service portfolio when implemented strategically and with the right technology foundation. However, rushing into chat without proper preparation can damage client relationships and strain your resources. Take the time to assess your readiness thoroughly and make the decision that best serves your clients and your business objectives.

The key to success lies not in following industry trends, but in making informed decisions based on your unique circumstances, capabilities, and client needs.

The MSPs that succeed with chat support are those that view it not as a simple messaging system, but as a comprehensive support ecosystem that can transform how they deliver value to clients. With the right preparation, technology choices, and implementation strategy, chat support can become a significant competitive differentiator that improves both client satisfaction and operational profitability.