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The link opens without a Neo login, so you can post it in the Neo Discord, a forum or an email. Anyone who has it sees the Agent’s instructions, its trigger or schedule, its filters and the tools it uses. Your Neo account, who built it, its credit usage and its AI model never appear on the page. Three places open the same Share dialog:
  • Agents & Workflows: the ⋯ menu on the row, then Share. This works for Workflows too.
  • The Agent editor: Share, beside the save button on the last step. It is not there for a new Agent before its first save, or for an Agent Neo manages.
  • Chat: the menu on a Chat Agent in the Agents tab, then Share public link. A shared Chat Agent carries a Shared badge there.
Select Create public link, then copy the link or open the preview to see what others will see.
Your instructions, triggers, filters and tool settings become public. Read them for client names, staff emails or anything else sensitive before you share, or switch off the toggles below.

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Choose what the page shows

The Agent’s instructions always show, and so do its integration permissions: for each integration the Agent uses, every permission group it turns on, whether it reads or writes, and whether it waits for a technician’s approval. No toggle hides them.

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Change or stop sharing

  • Regenerate link makes a new link. The old one stops working at once.
  • Disable link stops sharing. Anyone who opens the old link sees that it no longer works.

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Using an Agent someone shared

The page is read-only, and Apply with Neo at its top builds one like it in your own account. It opens your Neo Support Agent in a new tab with a message that names the Agent and carries its link, ready for you to send. Sign in first if you are not signed in. Neo Support reads the shared Agent from the link and rebuilds it for your setup. The original was built for another MSP’s PSA, boards, people and clients, so Neo Support keeps what the Agent does and takes every value from your account or from your answers:
  • It asks for your boards, statuses and companies, and for who approves and who gets notified. A value the owner hid on the page is always a question.
  • It checks that you have the integrations the Agent needs, and offers your own PSA or RMM where the original used another.
  • It creates the Agent disabled and sends you the link to review it. Enable it when you are happy with it.
You can also build one yourself from what the page shows. For a starting point the Neo team built, use a template.