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 |
| Build and manage your skills | Compiles a custom skill from a past run (or a description), tests it, and saves it to your Skills tab |
| Manage agent memories | Views, adds, corrects, pins, and removes the memories Neo recalls into agent runs — e.g. “why does Neo keep saying our VPN is Cisco?” → find the wrong fact and replace it. Every change asks for your approval first |
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. It can also curate your Neo configuration on your behalf — agents, settings, skills, and agent memories. Agent edits (like updating an agent’s custom instructions) apply directly once you confirm the exact change in the conversation — you’re the approver, so there’s no second approval card. Higher-blast-radius writes — deleting an agent, tenant-wide settings, disconnecting an integration, memory changes — still show an inline approval card first, so nothing destructive happens without an explicit approve click.Managed by Neo
Its configuration — instructions, tools, model — is owned by Neo and updated centrally, so every MSP 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.Copy it for a head start
You can’t edit the Neo Support Agent itself, but you can copy it. Open it from the Chat page and click Copy Agent — Neo creates your own editable Internal chat agent, pre-loaded with the Neo Support Agent’s instructions and read-only toolbox. The copy is fully yours: rename it, rewrite the instructions, and add write tools (PSA updates, Microsoft 365, RMM) to turn a read-only assistant into one of the internal patterns above.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 AI Agent app and message it directly (@mention it in group chats).
The Neo Support Agent is Neo’s own managed assistant. To put one of your own agents — your prompt, your tools, your branding — in front of your technicians in Teams, build a custom internal bot instead (or copy this one to skip the blank start). That page compares the two side by side.