TimeZest Setup
TimeZest is a scheduling platform for MSPs that lets customers book time with technicians. Once connected, Junto's AI agent can create scheduling links tied to ConnectWise tickets and check booking status.
Prerequisites
A TimeZest account with API access
A TimeZest API key
ConnectWise PSA integration configured in Junto (recommended)
Step 1: Generate an API Key
See TimeZest API for detailed instructions.
Log in to your TimeZest account.
Navigate to your API settings and generate a new API key.
Copy the key.
Step 2: Configure in Junto
In Junto, go to Settings > Integrations > TimeZest.
Click Add Configuration and enter your API Key.
Click Create. Junto validates the connection by querying your TimeZest account.
What the AI Agent Can Do
Scheduling
Tool | Description | Risk Level |
List Appointment Types | View available appointment types with durations and booking details | Low |
List Resources | View schedulable agents and teams | Low |
List Agents | View agents with filtering by email, role, or availability | Low |
List Scheduling Requests | Query scheduling requests by ticket number, status, or date range | Low |
Get Scheduling Request | Retrieve a specific scheduling request with its booking link and status | Low |
Create Scheduling Request | Create a customer-facing scheduling link tied to a ConnectWise ticket | Medium |
Medium-risk actions (creating scheduling requests) require approval before the agent proceeds.
ConnectWise Integration
When creating a scheduling request linked to a ConnectWise ticket, TimeZest automatically pulls the contact details from the ticket. The booking is tied back to the originating ticket for full traceability.
Troubleshooting
Connection fails -- Verify your API key is correct and has not been revoked.
No appointment types found -- Ensure appointment types are configured in your TimeZest account.
Scheduling request not linked to ticket -- Confirm the ConnectWise PSA integration is active and the ticket exists in ConnectWise.
