# Gorelo Documentation

## Docs

- [1Password integration overview](https://help.gorelo.io/1-password-integration-overview.md): Set up 1Password vaults, tags, and best practices for MSPs syncing items into Gorelo, with role-based and per-client organization structures.
- [Add a Pay Now button](https://help.gorelo.io/add-a-pay-now-button.md): Add a Pay Now button to Gorelo invoices that links to QuickBooks, Xero, or a custom payment URL so clients can pay invoices instantly online.
- [How alerts work](https://help.gorelo.io/alerts-overview.md): Learn how Gorelo alerts surface asset, uptime, and script issues so you can create tickets, dismiss occurrences, and subscribe to critical notifications.
- [Other ways to deploy the Gorelo Agent](https://help.gorelo.io/alternatives-to-deploy-the-gorelo-agent.md): Deploy the Gorelo Agent using third-party tools like ImmyBot, Action1, and NinjaOne for environments where PowerShell or manual installs aren't an option.
- [Antivirus tab shows old entries](https://help.gorelo.io/antivirus-tab-shows-old-entries.md): Clear stale antivirus entries from the Gorelo Antivirus tab by removing remnants in the Windows Security Center using WBEMTEST and PowerShell.
- [Gorelo API overview](https://help.gorelo.io/api-overview.md): Use the Gorelo API to integrate external products, with API key authentication via the X-API-Key header, scoped permissions, and HTTP error handling.
- [Approve and invoice](https://help.gorelo.io/approve-and-invoice.md): Review and approve time entries and products in Gorelo before they flow onto a contract or invoice, then bill clients accurately for all completed work.
- [Assign a contact to a client](https://help.gorelo.io/assign-contact-to-client.md): Automatically associate inbound emails and tickets with the right client in Gorelo using email address rules, contact mappings, and domain assignments.
- [Schedule tickets creation](https://help.gorelo.io/automated-ticket-schedule.md): Schedule tickets in Gorelo to be created automatically on a daily, weekly, or monthly cadence with preset titles, groups, actions, and client assignments.
- [Automate tags on tickets](https://help.gorelo.io/automated-ticket-tags.md): Use Gorelo AI to automatically apply up to three tags to new tickets based on the subject and first inbound comment, eliminating manual tagging work.
- [Automatically assign a ticket type](https://help.gorelo.io/automated-ticket-types.md): Use Gorelo AI to automatically assign the most relevant Ticket Type based on a ticket's subject and first inbound public comment for faster sorting.
- [Contracts overview](https://help.gorelo.io/contracts-overview.md): Contracts in Gorelo invoice labor and products on a recurring schedule. Configure invoicing, labor rates, and products for monthly or yearly billing.
- [Could not create SSL/TLS secure channel](https://help.gorelo.io/could-not-create-ssl-tls-secure-channel.md): Fix the PowerShell 'Could not create SSL/TLS secure channel' error by enabling TLS 1.2 in your session or system-wide for Invoke-WebRequest scripts.
- [Create a separate conversation on the same ticket](https://help.gorelo.io/create-a-new-thread.md): Use Third-Party Conversations in Gorelo to start a separate email thread on the same ticket, keeping vendor communication organized without exposing the client.
- [Create an approval workflow](https://help.gorelo.io/create-an-approval-workflow.md): Set up approval workflows in Gorelo using Contact Tags marked as approvers so clients can approve purchases, access requests, and other ticket actions.
- [Create an uptime check](https://help.gorelo.io/create-an-uptime-check.md): Create ICMP, HTTP, or TCP uptime checks in Gorelo to monitor websites and connections, with custom check frequency, regions, rechecks, and alert tags.
- [Create an expiration rule for tickets](https://help.gorelo.io/create-expiration-rule.md): Create expiration rules in Gorelo to generate alerts when domains, warranties, or contracts approach expiry, with multiple thresholds and client filters.
- [Create a form](https://help.gorelo.io/create-form.md): Create a form in Gorelo to capture client information, build it with question and answer blocks, mark required fields, and publish it for self-service use.
- [Create a structured document](https://help.gorelo.io/create-structured-document.md): Create a structured document template in Gorelo with question-and-answer fields, then generate consistent entries for printers, racks, applications, and more.
- [Automatically solve and close](https://help.gorelo.io/create-ticket-shortcut.md): Build Ticket Shortcuts in Gorelo to automate repetitive actions like canned responses, solve-and-close workflows, and project baselines from one click.
- [Create a ticket from an alert](https://help.gorelo.io/create-tickets-from-alert.md): Convert a Gorelo alert into a ticket from the Alerts list so technicians can investigate the issue, track resolution, and bill any associated work.
- [Create an unstructured document](https://help.gorelo.io/create-unstructured-document.md): Create a free-form unstructured document in Gorelo for how-to guides and notes, with formatting, attachments, headings, and nested document hierarchies.
- [Send emails from your custom domain](https://help.gorelo.io/custom-domain.md): Add a custom domain in Gorelo to send ticket and billing emails from your own branded address, with DNS records to verify the domain in Mailgun.
- [Deploy the Gorelo Agent](https://help.gorelo.io/deploy-gorelo-agent.md): Deploy the Gorelo Agent on Windows and macOS using the generic or client-specific PowerShell installer or manual executable for asset adoption and monitoring.
- [Deploy a policy on all assets](https://help.gorelo.io/deploy-policy-on-all-assets.md): Create a Gorelo policy targeting assets by tag to distribute checks, plugins, and scripts to every workstation or server in a single deployment step.
- [Dismiss alerts](https://help.gorelo.io/dismiss-alerts.md): Dismiss alerts in Gorelo to clear a specific occurrence and stack from the list without stopping future alerts, with tips on critical mobile subscriptions.
- [Display an icon in the Windows system tray](https://help.gorelo.io/display-an-icon-in-the-windows-system-tray.md): Deploy the Gorelo Tray App plugin via policy to display a branded icon in the Windows system tray with custom hover text and a clickable redirect URL.
- [What are documents](https://help.gorelo.io/documents-overview.md): Choose between unstructured documents for free-form how-to guides and structured documents based on forms for capturing consistent data entries in Gorelo.
- [How emails work in Gorelo](https://help.gorelo.io/email-overview.md): Gorelo uses Mailgun for email delivery with dedicated IPs, tight integration, and full troubleshooting visibility for tickets and outbound messages.
- [Example prompt to generate a script with AI](https://help.gorelo.io/example-prompt-to-generate-a-script-with-ai.md): Copy a ready-made prompt for Claude or another AI assistant to generate PowerShell scripts that use GoreloAction for alerts and custom asset fields.
- [Integrate with existing remote access tools](https://help.gorelo.io/existing-remote-access-tools.md): Integrate Splashtop, AnyDesk, TeamViewer, RustDesk, and other remote access tools with Gorelo by configuring custom asset fields and URL launch shortcuts.
- [Filter data with Views and Client Focus](https://help.gorelo.io/filter-data-with-views-and-client-focus.md): Use Views and Client Focus in Gorelo to filter tickets, assets, and alerts by saved criteria or a specific client, with team-shareable boards across lists.
- [Filter spam](https://help.gorelo.io/filter-spam.md): Use the Gorelo Spam view to intercept suspicious emails before they reach your ticket queue, review sender, score, and recipient, then unspam or block them.
- [What are forms](https://help.gorelo.io/forms-overview.md): Forms in Gorelo capture information from end users for hardware requests, user lifecycle, client onboarding, and more, with name and description settings.
- [Generate a test alert](https://help.gorelo.io/generate-a-test-alert.md): Generate a test alert in Gorelo using a GoreloAction CLI command on an online agent asset to verify alert delivery and ticket creation workflows.
- [Generate API key](https://help.gorelo.io/generate-api-key.md): Generate a new Gorelo API key from Settings to authenticate API requests, set a permission scope, name the key, and copy it for use in your integrations.
- [Generate a form link](https://help.gorelo.io/generate-form-link.md): Generate a one-time submission link for a Gorelo form to share with clients via email or directly from an existing ticket for self-service data capture.
- [Generate and rephrase replies](https://help.gorelo.io/generate-replies-rephrase.md): Use Gorelo Prompt Management to build custom AI prompts that generate ticket replies or rephrase text, keeping full control of tone and style for your team.
- [Invoicing and billing overview](https://help.gorelo.io/get-paid.md): Manage invoicing and payments in Gorelo with full or partial invoices created from time, products, or bundles, then review, approve, and send to clients.
- [GoreloAction CLI (via PowerShell)](https://help.gorelo.io/gorelo-action-cli.md): Use the GoreloAction PowerShell CLI to generate alerts and write to custom asset fields from your scripts, with parameters for severity, name, and suppress.
- [Gorelo Agent won't install](https://help.gorelo.io/gorelo-agent-wont-install.md): Troubleshoot Gorelo Agent installation failures with the PowerShell prerequisite check, supported OS list, and common fixes for Windows and macOS endpoints.
- [Gorelo Connect black screen on Windows](https://help.gorelo.io/gorelo-connect-shows-a-black-screen-on-windows-tech-side.md): Fix the Gorelo Connect black screen on Windows by adding GoreloConnect.exe to PowerToys FancyZones application exclusions so remote sessions display correctly.
- [Group assets with tags](https://help.gorelo.io/group-assets-with-tags.md): Group assets in Gorelo with built-in and custom tags driven by apps, services, registry keys, or Windows features to target policies and run scripts.
- [Gorelo guides overview](https://help.gorelo.io/guides-overview.md): Browse guides for Gorelo covering service delivery, integrations, remote management, billing, and automation to get more value from your IT operations platform.
- [How billing works](https://help.gorelo.io/how-billing-works.md): Gorelo Billing turns time entries, products, bundles, and usage-based quantities into invoices you can review, approve, and send to clients efficiently.
- [How hourly rates work](https://help.gorelo.io/how-hourly-rates-work.md): Gorelo calculates labor rates by multiplying a base hourly rate from your Billing Role by a Work Type multiplier to bill emergency, project, or routine work.
- [How policies work](https://help.gorelo.io/how-policies-work.md): Gorelo policies distribute checks, plugins, and scripts to assets using tag-based targeting, so you can apply ScreenConnect or other tools at scale.
- [How scripts work](https://help.gorelo.io/how-scripts-work.md): Learn how Gorelo scripts run on agent assets to automate tasks, with PowerShell, Command Line, or Bash support, timeout settings, and CLI execution.
- [How uptime works](https://help.gorelo.io/how-uptime-works.md): Learn how Gorelo uptime monitoring works using ICMP, HTTP, and TCP checks from multiple regions to alert you when websites or connections go offline.
- [Huntress integration](https://help.gorelo.io/huntress.md): Integrate Huntress with Gorelo to deploy and monitor the Huntress agent, with setup steps for the Account Key, API key, and secret key configuration.
- [Install Gorelo Connect (remote control)](https://help.gorelo.io/install-gorelo-connect.md): Install Gorelo Connect on Windows or macOS technician workstations to start remote control sessions from the Asset Detail page using one-click connections.
- [Install Slide Agent for backups](https://help.gorelo.io/install-slide-agent-for-backups.md): Deploy the Slide backup agent to Windows assets using a Gorelo PowerShell script that downloads and installs the agent silently across all targeted endpoints.
- [Install the Gorelo Connect plugin](https://help.gorelo.io/install-the-gorelo-connect-plugin.md): Distribute the Gorelo Connect plugin via a policy with consent or auto-consent settings to enable remote control and file explorer on managed assets.
- [Install software via custom client fields](https://help.gorelo.io/install-via-custom-fields.md): Install software like Cove, SentinelOne, BitDefender, and Webroot with Gorelo scripts that use client-specific custom fields for keys, tokens, and tenant IDs.
- [Integrate with 1Password](https://help.gorelo.io/integrate-1-password.md): Integrate 1Password with Gorelo to sync items across vaults for search, embedding, and related items, using the MSP edition and a Service Account Token.
- [Gorelo integrations overview](https://help.gorelo.io/integrations-overview.md): Connect Gorelo to Xero, QuickBooks, Pax8, Huntress, ScreenConnect, 1Password, Microsoft 365, Outlook Calendar, and more to automate your MSP workflows.
- [Keyboard shortcuts](https://help.gorelo.io/keyboard-shortcuts.md): Speed up work in Gorelo with keyboard shortcuts for tickets, navigation, and global actions, including new ticket, public reply, and tab management hotkeys.
- [Malwarebytes ThreatDown blocks Gorelo Connect](https://help.gorelo.io/malwarebytes-threat-down-blocks-gorelo-connect.md): Resolve Malwarebytes ThreatDown blocking the Gorelo Connect installation by adding the Gorelo program folder and shell executable as APT Behavior exclusions.
- [Microsoft 365 integration via CIPP](https://help.gorelo.io/microsoft-365-cipp.md): Integrate Microsoft 365 with Gorelo through CIPP to manage tenants, follow the CIPP credential guide, and unlock M365 workflows from the Gorelo platform.
- [Mystery assets](https://help.gorelo.io/mystery-assets.md): Understand why unknown assets appear in Gorelo when antivirus sandboxes run the agent installer, how to spot test machines, and how to safely remove them.
- [Automatically assign a ticket based on events and time](https://help.gorelo.io/notify-based-on-time-events.md): Create event and time automation rules in Gorelo to assign tickets, notify users, or trigger actions based on ticket creation, status changes, and unread state.
- [Outlook Calendar integration](https://help.gorelo.io/outlook-calendar.md): Set up two-way calendar sync between Gorelo and Outlook with an Azure AD app registration so events flow between user calendars in both directions seamlessly.
- [Partially invoice with Prorate Items](https://help.gorelo.io/partially-invoice-with-prorate-items.md): Use Prorate Items in Gorelo to partially invoice contract items and bill clients for fractional billing periods, ideal for mid-cycle starts and adjustments.
- [Pax8 integration](https://help.gorelo.io/pax8.md): Integrate Pax8 with Gorelo to dynamically adjust contract quantities from Pax8 subscriptions and expose unbilled items via Dynamic Quantities for billing.
- [Automate updates with Windows Patch Management](https://help.gorelo.io/perform-automatic-updates-with-windows-patch-management-plugin.md): Deploy the Gorelo Windows Patch Management plugin to enforce automatic updates, deferrals, deadlines, and reboot behavior across managed Windows assets.
- [Publish a form](https://help.gorelo.io/publish-form.md): Publish a Gorelo form to the Client Portal for client self-service, with options to scope visibility to specific clients or make the form available to all.
- [QuickBooks Online integration](https://help.gorelo.io/quick-books-online.md): Integrate Gorelo with QuickBooks Online to sync clients, invoices, tax rates, payments, and more, with step-by-step setup and account authentication.
- [Quickstart](https://help.gorelo.io/quickstart.md): Sign up for Gorelo, set up your organization, configure notifications, and deploy your first Gorelo Agent to start managing IT operations end-to-end.
- [Remote management overview](https://help.gorelo.io/remote-management-overview.md): Use the Gorelo Agent for asset monitoring and Gorelo Connect for remote control, with comparison tables and deployment guides for both technician and assets.
- [Revoke API key](https://help.gorelo.io/revoke-api-key.md): Revoke a Gorelo API key from Settings to immediately invalidate the key, block any further API requests using it, and protect your integrations and data.
- [Rotate local admin passwords](https://help.gorelo.io/rotate-local-admin-passwords.md): Automate local admin password rotation in Gorelo with a PowerShell script that creates the account, sets a secure password, and stores it in a custom field.
- [ScreenConnect integration](https://help.gorelo.io/screen-connect.md): Integrate ScreenConnect with Gorelo for one-click remote desktop sessions and agent installation, with Instance ID, API path, and credential configuration.
- [Service delivery overview](https://help.gorelo.io/sd-overview.md): Get an overview of Gorelo's service delivery tools for tickets, alerts, knowledge, collaboration, and AI automation to manage IT operations end-to-end.
- [Search in Gorelo](https://help.gorelo.io/search.md): Use Quick Search and Deep Search in Gorelo to find tickets, assets, clients, contacts, invoices, and documents across the platform, with handy shortcuts.
- [Get a sentiment analysis from a ticket](https://help.gorelo.io/sentiment-analysis.md): Use Gorelo AI Sentiment Analysis to score inbound ticket comments and notify groups when negativity exceeds your threshold so you can act fast on issues.
- [Set a labor rate](https://help.gorelo.io/set-a-labor-rate.md): Configure labor rates in Gorelo by setting a base hourly rate for each Billing Role and a multiplier for each Work Type to bill accurately for every ticket.
- [Set up notifications](https://help.gorelo.io/set-up-notifications.md): Set up Gorelo notifications to surface ticket updates, alerts, and assignments in the bell pane and mobile push, so you never miss client-impacting events.
- [Slide backup integration](https://help.gorelo.io/slide.md): Integrate Slide with Gorelo to view snapshot status and initiate new backups directly from the Asset Detail page for protected Windows endpoints.
- [Sort tickets with Ticket Types](https://help.gorelo.io/sort-with-tickets-types.md): Enable Ticket Types in Gorelo to sort tickets with custom categories, optionally require a type per ticket, and assign types automatically using AI.
- [Dissociate contacts from a domain](https://help.gorelo.io/stip-contacts-from-a-domain.md): Use Stripped Domains in Gorelo to dissociate contacts from a specific email domain so vendor or alias addresses don't create unwanted contact records.
- [Summarize a ticket with AI](https://help.gorelo.io/summarize-ticket.md): Use the Gorelo Ticket Summary AI feature to generate a concise rundown of a ticket's full timeline so you can catch up without scrolling every comment.
- [Use Swagger UI](https://help.gorelo.io/swagger-ui.md): Authenticate Swagger UI for the Gorelo API by pasting your API key into the apiKey dialog so every Try it out call includes the key automatically.
- [How tickets work](https://help.gorelo.io/tickets.md): Tickets in Gorelo capture client requests with conversations, statuses, assignees, time entries, and products. Learn the anatomy and ticket lifecycle.
- [Use checklists to track your work](https://help.gorelo.io/track-and-assign-work.md): Add checklists to Gorelo tickets to track your work, assign items to teammates, set due dates, and keep complex projects consistent from start to finish.
- [Track unbilled items with Dynamic Quantities](https://help.gorelo.io/track-unbilled-items-with-dynamic-quantities.md): Use Dynamic Quantities in Gorelo to automate contract billing from asset tags, contact tags, and Pax8 subscriptions, surfacing unbilled items for review.
- [Troubleshooting tickets](https://help.gorelo.io/troubleshooting-tickets.md): Resolve common Gorelo ticket issues including grayed-out Add to Calendar, time zone mismatches, and other workflow problems with step-by-step solutions.
- [Uninstall the Gorelo Agent](https://help.gorelo.io/uninstall-gorelo-agent.md): Clean uninstall the Gorelo Agent from Windows or macOS using a PowerShell script that stops services, deletes processes, and removes installation files.
- [Uninstall Gorelo Connect](https://help.gorelo.io/uninstall-gorelo-connect.md): Clean uninstall Gorelo Connect and the Gorelo Launcher from Windows using a PowerShell script, with a warning that reinstall is required to restore access.
- [Use variables at runtime](https://help.gorelo.io/use-variables-at-runtime.md): Use Gorelo script variables left blank at design time to prompt for input during on-demand CLI runs, ideal for Wake on LAN and ad-hoc PowerShell tasks.
- [What are assets](https://help.gorelo.io/what-are-assets.md): Assets in Gorelo are the devices and endpoints you manage, including Agent assets running the Gorelo Agent and custom assets like printers and routers.
- [Asset tags in Gorelo](https://help.gorelo.io/what-are-tags.md): Learn how Gorelo asset tags group endpoints automatically by client, location, OS, services, apps, or custom rules to power policies and scripts at scale.
- [What's Gorelo](https://help.gorelo.io/what-is-gorelo.md): Gorelo is an all-in-one IT management platform for MSPs with remote control, asset management, ticketing, billing, AI automation, and powerful integrations.
- [What is Gorelo Connect](https://help.gorelo.io/what-is-gorelo-connect.md): Gorelo Connect is the built-in remote control and file explorer tool, distributed via the Base Workstation and Base Server policies for managed assets.
- [Create a Windows 11 compatible assets list](https://help.gorelo.io/windows-11.md): Use Gorelo custom asset fields and tags to build a live list of Windows 11 compatible and incompatible assets so you can plan and target your upgrade work.
- [Write and test a script](https://help.gorelo.io/write-and-test-a-script.md): Write and test PowerShell, Command Line, or Bash scripts in Gorelo with type selection, timeout settings, and CLI testing on agent assets before deploying.
- [Write to a custom asset field with scripts](https://help.gorelo.io/write-to-a-custom-asset.md): Use Gorelo scripts to write values like BitLocker recovery keys, rotated local admin passwords, and third-party UIDs into custom asset fields automatically.
- [Xero integration](https://help.gorelo.io/xero.md): Integrate Gorelo with Xero to sync clients, invoices, tax rates, and payments, with step-by-step OAuth setup and account-level mapping configuration.

## OpenAPI Specs

- [openapi](https://help.gorelo.io/api-reference/openapi.json)