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The Find Configurations tool allows Neo Agent to search for configuration items (CIs) in your PSA that may be related to a ticket.

What It Does

When enabled, the agent can:
  • Search configuration items by name
  • Match CIs to ticket issues
  • Identify target devices for RMM operations

How to Use

This tool helps the agent:
  • Find devices mentioned in tickets
  • Identify targets for script execution
  • Link tickets to the correct configuration items

Results

By default the tool returns a concise, ranked summary rather than every full record, so the agent can quickly tell whether a single device matches:
  • Summary — the total number of matches, a breakdown by device type and by source (PSA vs. RMM), and a match classification (a unique match, an ambiguous set that should go to a technician, or no match — with suggested next steps).
  • Top candidates — the best matches, each with a 0–100 match score and the reasons it matched (for example: serial number, device name, contact, last-logged-in user). This is enough to pick or rule out a device without pulling every detail into view.
When the agent has narrowed down to a specific device, it can request the full configuration and device records for that match.