Onboarding
Free onboarding with Level.
Work through your goals with a Level engineer on a free one-hour call. Bring a real workflow, and we’ll help you plan the monitors and automations behind it.
Put your first workflow in focus.
Use the hour to work through the details.
Set the objective.
Tell us what you need to know, prevent, or automate. We will capture the goal before getting into workflow details.
Scope the devices.
Identify the organizations, groups, tags, device types, and operating systems the workflow should cover.
Design the monitor.
Choose the condition, threshold, duration, and alert path that will surface the right signal without unnecessary noise.
Map the automation.
Connect the trigger, conditions, device scope, and actions, then define how you will test the workflow safely.
Bring the workflow you cannot quite finish.
Work through the sticking points with an engineer.
Design the right monitor.
Work through the signal, threshold, duration, device scope, and alert path with an engineer.
Map the automation.
Turn the manual response into a trigger, conditions, and actions that you can build and test in Level.
Come back when you are stuck.
Bring a monitor or automation you need help planning. For setup questions or troubleshooting, contact support.
Hear from teams getting started.
See what they found when they tried Level.
“Pretty smooth deployment. Level support helped us get the right exclusions in place. Looking good so far.”
trethompsonr/msp · Reddit “After migrating 600 devices to Level with their easy PowerShell install script, we have started to use Level RMM much more than our previous RMM. Level just works. New releases happen frequently. The roadmap is very exciting, and we can’t wait for the mobile app.”
Grissom TechCustomer testimonial “Every time I’ve contacted them, they’ve gotten back with me in under an hour. The first time, I was having some difficulty with a Mac. I got a response from the CTO, who guided me through the whole thing.”
TxTechnicianr/msp · Reddit “Our school district faced limitations with our on-prem remote assistance solution. After extensive research, we considered four alternatives and chose Level for its user-friendly interface, pricing structure, and features.”
Trinity Basin PreparatorySchool district IT “I have been using it internally and it works great. They are very responsive to issues that come up too.”
acexsmurfr/msp · Reddit “Level is such a breath of fresh air in the RMM space. The GUI looks clean, intuitive, modern and is very responsive.”
Easton UtilitiesIT team
Make the most of your onboarding call.
Bring the goal, the context, and a few test devices.
A concrete outcome.
Bring one or two things you want Level to detect, alert on, prevent, or handle automatically.
The current process.
Show us how the work happens today, including the manual steps, tickets, scripts, or follow-up.
The device scope.
Know which organizations, groups, tags, or test devices should be included before the workflow expands.
The guardrails.
Call out where the workflow can act automatically and where a technician should review the result.
Questions about free onboarding.
Know what to expect before you book.
What is included in free onboarding?
Free onboarding is a single 60-minute Teams call with a Level engineer. We will take note of your goals and objectives, then help design the monitors and automations that support them.
When should I book onboarding?
Book before your initial rollout, after adding test devices, or whenever you are stuck on a monitor or automation. You do not have to be brand new to use the onboarding call.
Do I need the call to start using Level?
No. You can create the account, install the agent, and start testing Level on your own. Book onboarding when a focused working session with an engineer would help.
What can we design during the call?
Bring a real workflow. We can work through monitor conditions, thresholds, device scope, and alert routing, then map the triggers, conditions, and actions for an automation.
What should I bring?
Bring one or two goals, the devices they apply to, and the way your team handles the work today. Existing scripts, alert examples, or screenshots can make the hour more useful.
Should I use onboarding or support?
Use free onboarding for a focused one-hour working session around goals, monitors, and automations. Use support for setup questions, troubleshooting, or help with an existing workflow. Both connect you with Level engineers.
Are the first 10 devices free forever?
Yes. The first 10 devices are free forever, so you can validate Level before you expand.
How do I add my first device?
Create your account, install the Level agent on a test device, and check that it appears in your device list. You can do this before the onboarding call.
Will you import my old RMM?
No. There is no one-click RMM migrator. Rebuild scripts and schedules as Level workflows. Run Level beside your current tool until you are ready. See our guide to switching to Level.
Bring the goal. We'll work through the workflow.
Book a free one-hour call with a Level engineer.