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The myITprocess API tool gives Neo agents read access to myITprocess, Kaseya’s vCIO platform. The common use is a request like “prepare the QBR for Contoso”: the agent reads the client’s alignment score, its reviews and the answers to their questions, its roadmap of recommendations, and the next meeting’s agenda.
Automatically enabled when you configure myITprocess permissions in your agent workflow.

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What It Does

  • Read clients with their alignment score and last review date
  • Read reviews with their status, owners and due dates, and the categories up for review
  • Read findings: each review question with the vCIO’s answer, and the recommendation it led to
  • Read recommendations with budget, hours, type, status, priority and client feedback, and the initiatives they roll up to
  • Read QBR meetings with their date, purpose and agenda
  • Read the IT Glue configurations a recommendation names
Neo reads myITprocess only, so it cannot answer a review question, change a recommendation or book a meeting in myITprocess; it proposes answers for a person to enter. Neo relates a recommendation to a PSA opportunity by title and amount.

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Permission Groups

Every group is read only. Turn off Roadmap and Meetings on an agent that writes client-facing text, so it never sees your budget figures.

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Setup

See Connecting myITprocess to Neo.