AI-Powered Operations Platform

Meet Val

73+ specialized tools. 54 context providers. Six operational domains. Four permission tiers.

Val is not a chatbot bolted onto a service automation tool. It is an AI operations engine that understands your entire service platform — every ticket, asset, network, contract, and customer relationship — and acts on that knowledge across helpdesk, technician, and sales workflows.

AV control code generation. Live network diagrams. MDR/XDR security operations. IVR design and call transcription. Workflow automation and playbook execution. Form-aware data intelligence. Valethon Security integration. All built in.

65+
AI Tools
54
Context Providers
7
Tool Domains
4
Permission Tiers

Four Personas, One Intelligence

Each persona has its own tools, flows, and guardrails. A helpdesk conversation cannot invoke technician tools. A sales interaction cannot access security functions. Isolation by design.

Helpdesk Val

Your customers’ first line of support

14 tools

Handles end-user support with 14 specialized tools. Creates tickets, searches the knowledge base, identifies assets, checks outage status, generates network diagrams from live data, traces port pathways hop-by-hop, searches past resolutions for similar issues, and escalates to live agents when needed.

KB SearchTicket CreationTicket CommentsUser TicketsAsset IdentificationUser AssetsOutage StatusNetwork DiagramsRack DiagramsWiring DiagramsPort PathwaysPast ResolutionsWeb SearchLive Agent Escalation

Technician Val

A senior engineer in every technician’s pocket

23 tools

The power tool. 23 diagnostic and remediation tools cover everything from remote command execution and AV stream troubleshooting to billing templates, workflow creation, CRM actions, KB article authoring, project templates, report generation, integration actions, research compilation, and multi-symptom root cause analysis.

Remote CommandsData QueriesCode ExplorerAV Stream StatusAV TroubleshootCRM ActionsBilling TemplatesComplex Issue AnalysisAdvisory TicketsForm SchemaNavigation GuideTicket ActionsSimilar TicketsKB Article CreatorWorkflow CreatorProject TemplatesReport GeneratorIntegration ActionsResearch CompilationAsset CredentialsValethon BillingValethon SupportNavigation Tool

Sales Val

Qualify leads and close deals faster

5 tools

Purpose-built for pipeline acceleration. Searches the product catalog, qualifies leads through conversation, prepares detailed handoff packages for sales reps, suggests optimal meeting times, transfers to support queues, and updates CRM context in real time.

Product CatalogLead HandoffMeeting SuggestionsSupport TransferCRM Context Updates

AV Programming Val

25 years of AV programming expertise, instantly available

8 tools

Deep AV control system expertise across every major platform. Generates Crestron programs, Extron configurations, AMX NetLinx code, Q-SYS designs, Biamp DSP configs, and Dante routing — all from natural language.

Crestron ProgrammingExtron ControlAMX NetLinxQSC Q-SYS DesignBiamp DSP ConfigDante RoutingTouch Panel UISignal Flow Analysis

Plus Specialized Domains

Beyond the three personas, Val includes dedicated tool suites for security, backup, and platform operations.

Security Operations

11 tools

Full MDR/XDR security stack with threat intelligence, endpoint isolation, forensic collection, and automated remediation.

Security AlertsSecurity EscalationForensic CollectionEndpoint IsolationSecurity ScanSecurity StatusValethon Security StatusValethon IsolationValethon Security AlertsValethon Threat RemediationThreat Remediation

Backup & Recovery

3 tools

Backup status monitoring, ticket creation for backup failures, and restore initiation across all backup providers.

Backup StatusBackup Ticket CreationRestore Initiation

Platform Operations

1 tools

Platform-level database maintenance and health checks for multi-tenant infrastructure.

Database Maintenance

65 tools across 7 domains. Helpdesk (14) + Technician (23) + Sales (5) + AV Programming (8) + Security (11) + Backup (3) + Platform (1). Every tool is channel-isolated, permission-gated, and audit-logged.

AV Design Studio

Control Studio

Val generates production-ready control system code for four major AV platforms. Not code snippets. Not templates. Complete, deployable projects that understand each vendor's SDK, device models, and best practices.

Control4

Lua Drivers

Generate complete Control4 Lua drivers with device definitions, properties, actions, and proxy bindings. Val understands the Control4 SDK architecture and produces deployable .c4z packages.

  • Device drivers with proxy bindings
  • Custom properties and actions
  • Event handling and notifications
  • Multi-room coordination logic

Crestron CH5

TypeScript / HTML5

Build Crestron CH5 touch panel interfaces with TypeScript and HTML5. Val generates responsive layouts, signal bindings, and theme-aware UI components for Crestron processors.

  • CH5 component architecture
  • Digital/analog/serial joins
  • Responsive panel layouts
  • Smart Graphics integration

Extron GCP

Global Configurator Plus

Create Extron Global Configurator Plus projects with routing definitions, presets, and control macros. Val understands Extron device families and signal flow patterns.

  • Matrix routing configurations
  • User presets and macros
  • Device group management
  • Signal path definitions

Q-SYS

Lua Scripting

Write Q-SYS Lua scripts for QSC audio processing, room combining, and UCI control interfaces. Val generates scripts that follow Q-SYS best practices and API conventions.

  • Named component control
  • UCI scripting and layouts
  • Room combining logic
  • External control protocol handlers

No other service platform does this. Val turns hours of manual programming into minutes of conversation. Describe your room layout, equipment list, and control requirements. Val delivers code ready for the processor.

Intelligence Across Every Domain

Val's 73+ tools span nine operational domains, each with purpose-built capabilities that go far beyond simple chat.

Network Visualization

Auto-generated diagrams from live discovery data

  • Topology diagrams from real network scans
  • Rack elevation diagrams from asset data
  • Wiring and cabling diagrams
  • Port-to-port connectivity tracing

Security Operations

11 MDR/XDR tools for managed security

  • Threat intelligence and IOC lookups
  • Endpoint isolation and forensic collection
  • Endpoint security status and remediation
  • Security posture scoring and compliance audits

Voice Intelligence

IVR design, transcription, and call analytics

  • Custom IVR and call flow design
  • Real-time meeting transcription
  • Speaker diarization and identification
  • Entity extraction with auto-linking

Helpdesk Automation

14 tools for end-user self-service

  • Ticket creation, categorization, and routing
  • Knowledge base search and suggestions
  • Asset identification from descriptions
  • Outage status checks and past resolution search

Technician Diagnostics

23 tools for hands-on remediation

  • Remote command execution via collectors
  • AV stream status and troubleshooting
  • Complex multi-symptom issue analysis
  • Safe database queries and code exploration

Sales Intelligence

5 tools for pipeline acceleration

  • Product catalog search and recommendations
  • Lead qualification through conversation
  • Sales handoff package preparation
  • Meeting scheduling with availability checking

AV Control Studio

Generate production control code for 4 platforms

  • Control4 Lua driver generation
  • Crestron CH5 panel interfaces
  • Extron GCP routing configurations
  • Q-SYS Lua scripting and UCI layouts

Workflow & Playbook

Automated multi-step workflow creation

  • Workflow builder from natural language
  • Incident response playbook execution
  • Remediation playbook library
  • How-to playbook generation

Backup & Recovery

3 tools for backup intelligence

  • Backup status monitoring across providers
  • Automatic ticket creation for failures
  • Restore initiation and status tracking
  • Backup health trending and alerts
Security Operations

11 MDR/XDR Security Tools

Full-spectrum security operations powered by AI. Threat detection, forensic collection, incident response, and compliance — all controlled by permission tiers.

Security Alerts

T1

Monitor and triage security alerts across all endpoints

Security Escalation

T2

Escalate critical security events to SOC analysts and incident response teams

Forensic Collection

T3

Collect memory dumps, event logs, registry snapshots, and forensic artifacts

Endpoint Isolation

T4

Network isolation of compromised endpoints to contain threats

Security Scan

T2

Vulnerability assessment and security posture scanning

Security Status

T1

Real-time security posture scores and compliance dashboard

Valethon Security Status

T1

Endpoint security status and remediation via Valethon Security

Endpoint Isolation

T4

Isolate endpoints via Valethon Security API with automatic ticket creation

Security Alerts

T1

Pull and correlate Valethon Security alerts with ticket and asset data

Threat Remediation

T3

Execute Valethon Security threat cleanup and remediation actions

Threat Remediation

T3

Cross-vendor threat remediation with playbook automation

Valethon Security Deep Integration

Val includes four dedicated Valethon Security tools for endpoint protection. Pull endpoint status, view security alerts, isolate compromised machines, and execute threat remediation — all from the same AI interface your technicians already use. No separate SOC console needed.

Voice Intelligence

IVR Design & Transcription

Val designs call flows, transcribes meetings in real time, identifies speakers, and automatically extracts actionable entities from every conversation.

Custom IVR Design

Val designs interactive voice response call flows tailored to your business. Define greeting trees, department routing, after-hours handling, and callback queues through natural conversation.

Real-Time Transcription

Live meeting and call transcription powered by Whisper and Deepgram. Transcripts are automatically linked to tickets and customers with full-text search across your archive.

Speaker Diarization

Automatic identification and separation of speakers in multi-party calls. Each speaker's contributions are labeled and timestamped for easy review.

Entity Extraction

Ticket references, asset names, IP addresses, and action items are automatically extracted from transcripts and converted into clickable links and trackable tasks.

Searchable Call Archives

Every call recording is transcribed, indexed, and searchable. Find the exact moment a decision was made, a commitment was given, or an issue was described. Transcripts are linked to tickets, customers, and assets automatically.

Meeting Intelligence

Val handles scheduling, preparation, and follow-up so your team can focus on the conversation.

Schedule Meetings

Book meetings with automatic availability checking across all participants.

Meeting Preparation

Generate prep briefs with attendee history, open tickets, and contextual notes.

Follow-Up Scheduler

Auto-schedule follow-ups based on meeting outcomes and action items.

Availability Finder

Find optimal meeting times across multiple participants and time zones.

Workflow Automation

Playbook & Workflow Intelligence

Val does not just answer questions. It builds and executes multi-step workflows, creates runbooks from natural language descriptions, and maintains a library of remediation and how-to playbooks that grow with every resolved issue.

Workflow Creator

Describe a process in plain language. Val translates it into a multi-step workflow with ticket-based tracking, step dependencies, and automated triggers.

Playbook Library

Two kinds of playbooks: how-to guides for common procedures and remediation playbooks for incident response. Both are context-aware and auto-suggested.

Remediation Playbooks

When Val encounters a known issue pattern, it executes the matching remediation playbook — step by step, with human approval at each permission tier boundary.

Complex Issue Analysis

Multi-symptom problems are decomposed into individual root causes. Val correlates across tickets, assets, and network data to find the common thread.

Research Compilation

Val compiles research notes from web searches, past resolutions, KB articles, and vendor documentation into structured investigation reports.

KB Article Auto-Creation

After resolving an issue, Val drafts a knowledge base article documenting the problem, root cause, and resolution for future reference.

Data Intelligence

Val Understands Your Data Model

Most AI assistants are blind to the application they sit inside. Val has complete awareness of every form, field, entity relationship, save handler, and navigation path in the platform. It does not guess — it knows.

Form Schema Awareness

Val knows every field on every form in the system — field types, validation rules, dropdown options, required fields, and conditional visibility. When a technician asks how to fill out an asset record, Val can walk them through every field.

Save Handler Context

Val understands how data flows from forms to the database. It knows which save handler processes each form, what validations run, what relationships are created, and what side effects occur (emails sent, logs written, ORF links created).

Navigation Intelligence

Val can guide users and technicians to any page in the system using click-by-click navigation instructions. It understands menus, sidebars, breadcrumbs, tabs, and modal workflows.

Object Relationship Framework

Val sees the full graph of relationships between entities. Assets belong to companies, are located at sites, have ports connected to other ports, and are tracked by contracts. Val traverses these relationships to answer questions no flat search could handle.

Report Generator

Val creates reports by querying the data model directly, not pre-built views. Any data combination, any time range, any grouping.

Project Templates

Generate project templates from requirements. Val creates task lists, milestones, dependencies, and resource allocations.

Billing Templates

Generate billing and invoice templates from contract terms, usage data, and pricing rules. Val understands the billing data model.

Enterprise Security

Tiered Permission System

Every Val action is classified into one of four risk tiers. You decide which tiers execute automatically, which require human approval, and which are disabled entirely. Configurable per tenant, per company, and per site.

T1
Safe
Low Risk

Reversible, informational actions

  • Categorize tickets
  • Draft responses
  • Search knowledge base
  • Suggest solutions
T2
Service
Medium Risk

Service-level operational actions

  • Restart services
  • Clear caches
  • Send customer updates
  • Update ticket status
T3
System
High Risk

System-level configuration changes

  • Install software
  • Modify configurations
  • Apply patches
  • Deploy updates
T4
Security
Critical Risk

Security-sensitive or destructive actions

  • Quarantine threats
  • Isolate devices
  • Revoke access
  • Wipe endpoints

Policy Presets

Choose a preset that matches your risk tolerance, then customize per-tier as needed.

T1 Safe
Auto
T2 Service
Suggest
T3 System
Off
T4 Security
Off

Best for: Default for most MSPs

Platform Guardrails

Regardless of tier configuration, Val is hardwired to never delete backups, disable backup schedules, permanently disable security software, or expose credentials. These guardrails are enforced at the platform level and cannot be overridden by any preset.

Automatic Context

The Context Engine

Every Val conversation is automatically enriched with relevant context from across your entire platform. 54 context providers feed Val the information it needs — no manual configuration, no copy-pasting, no context switching.

Core Platform

7

Company, chat session, user profile, site, contact preferences, conversation summary, modules

Tickets & Assets

5

Open tickets, ticket history, attachments, asset inventory, time tracking

Business Modules

9

Contracts, licenses, networks, circuits, vendors, billing, CRM, projects, calendar

Knowledge & Docs

5

KB articles, official docs, how-to playbooks, remediation guides, templates

Navigation & Forms

4

Current page context, navigation state, form schemas, save handler context

Integrations

7

Google Workspace, Microsoft Graph, email services, backup, Domotz, remote monitoring, integration status

Security & Outage

3

Security posture, service outage status, service monitoring

Intelligence

8

Trending issues, recent changes, email ticket learning, workflow builder, report catalog, sales context, team context, queue state

Platform & Infra

6

Platform OS, ORF relationships, Valethon context, Control Studio, follow-up scheduling, module processes

54 providers across 9 categories. Each provider automatically fetches, formats, and injects relevant context before the AI generates a single token. Zero manual context entry.

Why This Matters

When a customer contacts the helpdesk about a printer issue, Val already knows: their company, their site, every asset at that site, open tickets, recent changes, relevant KB articles, contract status, and whether there is an active outage. All of this context is injected automatically before the first response is generated. No other platform AI does this.

Network Visualization

Val generates diagrams from live discovery data. Not static drawings — real-time visualizations built from actual network scans and asset inventory.

Topology Diagrams

Auto-generated network topology maps showing switches, routers, firewalls, and their interconnections.

Rack Elevations

Visual rack diagrams showing device placement, power usage, and available rack units.

Wiring Diagrams

Cable path diagrams showing physical connectivity between patch panels, switches, and endpoints.

Port Pathways

Trace end-to-end port connectivity from endpoint through switches to the uplink, hop by hop.

Val vs. The Competition

Most service platform AI is a chatbot add-on. Val is an operations engine.

FeatureValOthers
Built into the PlatformAdd-on or separate tool
73+ Specialized AI Tools5-10 generic features
AV Control Code GenerationNot available
Multi-Tenant AwarenessLimited or none
AV/IT Industry KnowledgeGeneric IT only
Tiered Permission System (T1-T4)All-or-nothing access
11 MDR/XDR Security ToolsRequires separate SIEM
IVR Builder & Call TranscriptionThird-party integrations
54 Auto Context ProvidersManual context entry
Live Network Diagram GenerationStatic Visio files
Playbook & Workflow AutomationManual runbooks
Valethon Security IntegrationSeparate SOC tool
KB Article Auto-CreationManual authoring
Form Schema UnderstandingNo data model awareness
Included in SubscriptionExtra charge

See Val in Action

73+ tools across 7 domains. 54 context providers. Control Studio code generation. 11 MDR/XDR security tools. IVR design and transcription. Workflow automation. Form-aware data intelligence. Valethon Security. Live network diagrams. All built in.

Schedule a demo and we will show you everything Val can do for your organization.