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Best Practices

Follow these best practices to get the most out of Neo Agent and ensure smooth, reliable automation for your MSP.

Workflow Design​

  • Start with one AI Action per workflow for clarity and easier troubleshooting
  • For new workflows, pick the AI Action you want and combine with Add ticket note, review a few tickets, then enable Update Ticket Fields and/or Notify Ticket Contact
  • If you have workflows in PSA and you want Neo to run after, set a delay before processing on the Dashboard settings
  • If workflow order matters, use the Obey order setting for sequential logic
tip

Start simple, iterate, and reach out to support whenever you need help!

Install Neo Agent Teams App​

Neo can send notifications directly in Teams.

To enable that, please:

  1. Install the Neo Agent Teams App
  2. Send a few messages like Hi Neo! and What is your name? to the app to enable it

Troubleshooting & Support​

  • If you encounter an issue, provide Workflow ID and Ticket ID/number when contacting support
  • Use Event History to debug workflow triggers and executions

Allow external and guest access in Microsoft Teams​

We can create a Teams channel between your organization and Neo team for blazing fast support.

If your Teams config blocks external and guest access, please enable it for neoagent.io domain:

  1. Video instructions to enable External access
  2. After that, please enable Guest access here
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IMPORTANT: Our current domain is neoagent.io