What it can do
| Capability | How |
|---|---|
| Answer Neo product and configuration questions | Reads your workflows, agents, settings, and execution history through Neo’s own API, plus the public docs |
| Search your knowledge base | Documentation search across your connected doc systems |
| Search your tickets | Finds similar past tickets and summarizes them |
| Look things up on the web | Web fetch for vendor docs and KB articles |
What it can access
The Neo Support Agent automatically gets read-only access to your connected PSA and documentation systems — no setup needed. It cannot write to your PSA, run scripts, or touch Microsoft 365. Sensitive permission groups are excluded.Managed by Neo
Its configuration — instructions, tools, model — is owned by Neo and updated centrally, so every tenant always runs the latest version. That’s why it shows a Managed by Neo badge and can’t be edited or deleted in the dashboard.Where to find it
- Dashboard — first card on the Chat page (admins only), and the Need help? button in the bottom-right corner of every page (all users).
- Microsoft Teams — install the Neo Agent app and message it directly (@mention it in group chats).