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The Create Opportunity tool allows Neo Agent to create sales opportunities in Autotask when tickets represent potential revenue.

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What It Does

When enabled, the agent can:
  • Create sales opportunities linked to tickets
  • Extract opportunity details from ticket context
  • Support revenue forecasting workflows
Use this when a ticket represents a potential sales opportunity that should be tracked for revenue forecasting.

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How to Use

Use custom instructions to define when tickets should become opportunities: 
Create an opportunity when the ticket mentions:
- Hardware refresh or upgrade requests
- New software licensing needs
- Project work beyond break-fix