Phin's Email Triage Feature (PhinboxIQ)

The Phin Email Triage Solution is designed to help Phin partners triage, resolve, and take action on reported emails across multiple tenants in mass.

The triage feature is currently available only upon request. If you already have access and are looking for onboarding instructions - skip to setup.

Fully supported in ConnectWise.
Halo support is in an Alpha stage

If you're interested, please open a support ticket or reach out to design@phinsecurity.com.

Feature List

The Email Triaging feature is a better way of reviewing your submitted emails. The integration includes:

Extracting information from the reported email, such as headers, URLs, and the email preview.
Analyzing the emails using AI to extract the Severity and Tags, which help you understand what kind of potential attack this is.
Multi-tenant functionality to search for emails, delete emails, and block attackers without leaving our solution. All these actions can be done across all your tenants at once, e.g., blocking a dangerous attacker across all your companies with a single button.

To find your Partner ID, please view the following article.

ConnectWise Service Desk Pod Walkthrough Demo

Setup Instructions

Below are the instructions to setup the AI Triage Board within your Phin account and create the AI Triage Pod within ConnectWise Service Desk tickets.

Whether you are intending to use the Triage table within the Phin application or want to create the Triage tool as a Pod within CW Service Desk, both require the Report Phishing Button integration at the company level to be enabled.

1. Turn on the Phin Triage integration in the Phin company tenant you want reported emails showing up on the triage board (see screenshot below). Once the integration is enabled, emails reported using the Phin Report Phishing Button within Microsoft Outlook will show up in the Phin Triaging board at the partner level. Note: Phin phishing simulations will not be forwarded to the triaging board or ConnectWise Service Desk.

2. Next turn on the integration for Connectwise Service Desk from the partner level integrations page. Listed below are the necessary permissions but the full instructions for the integration are here - https://www.phinsecurity.com/knowledge/connectwise-service-desk-integration

Companies - Company Maintenance: Inquire Level (All), Manage Attachments: Add Level(All), Inquire Level (All), Contacts: Inquire Level (All)
Service Desk - Service Tickets: Add Level (All), Inquire Level (All)

3. For the ticket to show up in ConnectWise, you'll need to use mapping tools in the Service Desk integration to map your Phin companies to your companies in ConnectWise. We have an automap feature or you can manually map the companies.

4. Once you have the CW Service Desk Integration hooked up and your companies mapped, now you can create the ConnectWise Pod directly from the Triaging board within the 'Triage Settings' tab at the top of the triage table.

You can then give Phin extra permissions if you want Phin to install the pod for you.

Table Setup: Add, Edit, Delete, Inquire (All) is what's needed.

If you don't give us the above permissions, then you will have to make the Pod manually.

Knowledge Base

Phin works to update our Knowledge Base with new features with every release. You can read about the platform and its updates here: https://www.phinsec.io/knowledge.

Thanks for using our product!

We use all provided feedback to help drive Phin's development direction. Please keep reaching out and helping us shape the product's future! All ideas are welcome; please keep them coming!

The Dev Team @ Phin

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