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Management
Create PSA Contact
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Create new contacts in your PSA system
Copy page
The Create PSA Contact tool allows Neo Agent to create new contact records in your PSA when needed.
What It Does
When enabled, the agent can:
Create new contacts in your PSA
Set contact properties like name, email, phone
Assign contacts to companies and locations
How to Use
Use this tool when tickets come from unknown contacts that should be added to your PSA. The agent will extract contact information from the ticket and create the record.
Bundle Tickets
Deactivate PSA Contact
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