Skip to main content
The Send Email to Internal Team tool allows Neo Agent to send email notifications to your internal team. The recipients are a fixed list you set once in the tool’s settings — Neo cannot change who receives the email, and there is no CC. To email a person Neo identifies per ticket (for example the ticket contact or opportunity owner), use Send Email to End User instead.

What It Does

When enabled, the agent can:
  • Send emails to internal team members
  • Notify technicians about issues
  • Distribute ticket summaries
  • Alert managers about escalations

Body Formatting & Attachments

Email bodies are written in Markdown and rendered to HTML before sending — including Markdown tables, which arrive as real formatted tables. For reports that need an exact, fully-styled HTML body (for example a branded template) or file attachments, have the agent send from its code sandbox instead: the sandbox neo.client.send_email_to_internal_team(...) helper sends to the same preconfigured recipients, accepts attachments=[...] (sandbox file paths), and takes content_type="html" to send the body verbatim with no Markdown conversion. The dashboard tool itself doesn’t take attachments.

Email Subject

By default the subject is: Notification from a workflow: [<id>] <name> | Ticket <number> | Title: <title> | Company: <company> To use a different subject, tell the agent in its custom instructions (for example: “Set the email subject to Ticket {ticket_number} | Title: {ticket_title} | Company: {company}, with no workflow prefix”). The agent can write the subject literally or use these variables, which fill in per ticket: {workflow_id}, {workflow_name}, {ticket_number}, {ticket_title}, {company}.
Follow the Teams channel & chat notifications guide to also notify via Teams channels and chats.