> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Intents

> Teach your end-user bot the common requests your clients raise — the exact details to collect, and where the ticket should land — so intake is consistent and every ticket is categorised correctly in your PSA

By default, your [branded end-user bot](/chat-agents/how-end-user-bots-work) handles any request as free-form conversation: the employee describes their problem, the bot gathers what it can, and files a ticket. That works well for the long tail of one-off issues.

**Intents** are for the requests you see over and over — a new starter, a hardware request, a mailbox permission change. For each intent you tell Neo two things: *what details to collect*, and *where the ticket should land and how it should be categorised*. The bot then runs a consistent intake every time, and the resulting ticket arrives in your PSA already typed and routed the way your team expects.

## How it works in a conversation

When an employee's request matches one of your intents, the bot:

1. **Recognises it** from the short menu of intents set up for that employee's company.
2. **Pulls up the intake questions** for that intent on demand — so the bot's instructions stay small no matter how many intents you add.
3. **Asks only what it doesn't already know** from the conversation, one dependent question at a time, exactly like a good technician taking the request.
4. **Files the ticket** to the destination you configured, tagged with the right category — so it routes and reports correctly without anyone re-triaging it.

If nothing matches, the bot simply handles the request as normal free-form conversation. Intents add structure to the common cases; they never get in the way of the rest.

## What an intent contains

| Part                 | What it's for                                                                                                                                                                                                                                  |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**             | The short label the bot matches an employee's request against — e.g. "New Starter", "New Hardware", "Mailbox Access".                                                                                                                          |
| **Description**      | A sentence that helps the bot tell this intent apart from the others.                                                                                                                                                                          |
| **Questions to ask** | The details to gather for this request, in plain language (e.g. *"Full name, start date, which existing user to copy access from, and the 2FA mobile number"*). The bot skips anything it already knows and asks dependent questions in order. |
| **PSA category**     | *Optional.* The ticket category stamped on the ticket so it routes and reports correctly (see [How it maps to your PSA](#how-it-maps-to-your-psa)).                                                                                            |
| **Destination**      | *Optional.* Send this intent to its own board/queue, opening status, or ticket source instead of the bot's default destination.                                                                                                                |
| **Applies to**       | Which of your client companies this intent is offered to (see [Scoped per company](#scoped-per-company)).                                                                                                                                      |

Only the **name** and **questions** are essential — an intent can be a pure intake script with no special category or destination, in which case its tickets land in the bot's [default Create Ticket destination](/agents/tools/end-user/overview#configure-where-end-user-tickets-land).

## Scoped per company

Intents are set **per client company**. You can offer a different set to different clients — one client's "New Starter" intent collects a 2FA number and an RDS-access answer, another's doesn't; a client on a phone system gets a "Ring Group Change" intent that others never see. An employee only ever sees the intents set up for their own company, and an intent can be shared across every company an agent serves when the intake is the same everywhere.

## How it maps to your PSA

When an intent carries a PSA category, Neo stamps it on the ticket at creation using each PSA's native categorisation:

| PSA                   | What gets stamped                                                                                                                        |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **Autotask**          | Issue Type and Sub-Issue Type                                                                                                            |
| **ConnectWise**       | Type and Subtype                                                                                                                         |
| **Halo / ServiceNow** | Category stamping isn't applied yet — the intent still runs its intake and can route to its own destination (board/queue/status/source). |

## Example: a new-starter intent

> **Employee:** Can you set up a new starter for me? <br /><br />
> **Bot:** Happy to help. Please share the new joiner's full name, their start date, an existing user to copy access from, and whether they need RDS access. <br /><br />
> **Employee:** Jamie Rivera, starting 14 July, copy access from Alex Morgan, and yes to RDS. <br /><br />
> **Bot:** Thanks — what's the 2FA mobile number for Jamie? <br /><br />
> **Employee:** 07700 900123 <br /><br />
> **Bot:** All set — I've raised ticket #4821 for Jamie Rivera's onboarding and your IT team will take it from here.

The ticket lands on the queue you chose for new starters, tagged with your new-starter category, with the collected details and the chat context in the body — ready for a technician (or one of your [Neo agents](/chat-agents/how-end-user-bots-work)) to action.

## Setting up intents

Intents live on your end-user agent — add as many as you need, and edit or disable them any time.

<Steps>
  <Step title="Open your end-user agent">
    In [**Chat**](https://dashboard.neoagent.io/chat), open your branded end-user agent and go to its **Intents** tab.
  </Step>

  <Step title="Add an intent">
    Select **New intent**, then give it a **name** and a short **description** — this is what the bot uses to recognise a matching request.
  </Step>

  <Step title="Write the questions to ask">
    List the details to collect, in plain language — the bot asks only for what it doesn't already know, and works through dependent questions in order.
  </Step>

  <Step title="Set the PSA category and destination">
    *Optional.* Pick the Issue Type / Type (and sub-category) to stamp on the ticket, and — if this intent should land somewhere specific — its board/queue, opening status, and source. Leave these blank to use the agent's default destination.
  </Step>

  <Step title="Choose which companies it applies to">
    Select the client companies this intent is offered to, or leave it applied to every company the agent serves.
  </Step>

  <Step title="Save">
    Save the agent. The intent is live immediately for the companies you chose.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="How end-user bots work" icon="sitemap" href="/chat-agents/how-end-user-bots-work">
    The trust boundary and the bot-ticket-agent split behind every end-user conversation.
  </Card>

  <Card title="End-user tools" icon="screwdriver-wrench" href="/agents/tools/end-user/overview">
    Every tool a branded bot uses — find docs, check tickets, file, resolve, attach files.
  </Card>
</CardGroup>
