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The Find Documentation tool allows Neo Agent to search your synced documentation sources for information relevant to tickets.

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What It Does

When enabled, the agent can:
  • Search every documentation source you’ve connected, in one query
  • Find relevant articles, SOPs, and knowledge base entries
  • Use documentation context for better resolution suggestions

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How to Use

  1. Ensure your documentation is synced with Neo Agent
  2. Enable this tool in your workflow
  3. The agent will automatically search documentation when analyzing tickets

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Supported Documentation Sources

Content from every connected source is searched together and scoped to the same company, so an agent asks one question rather than one per platform.

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Tickets With No Company

Internal and MSP-own tickets often have no company on them. There is no company to scope to, so the agent searches everything you have synced and lets relevance ranking decide — the same scope the Neo Support Agent uses in chat. The search still stays inside your own tenant, and still honours your IT Glue restricted-document setting and the agent’s documentation-source permissions.