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Workflows execute a sequence of actions that can be triggered or scheduled to run on a regular basis. It’s a great way to automate repetitive tasks that always needs to happen regardless of an incoming ticket’s context (i.e ticket triage, dispatching tickets to technicians, etc.)

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Building Your First Workflow

Watch the following 1-min video to get started with setting up your first workflow with Neo Agent:

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Best Practices

Start simple

Setup a workflow with a single action (i.e Ticket Triage) so you can see how Neo works in your environment

Review the workflow's decisions

Monitor workflow decisions closely when first deployed to ensure quality using the Event History tab.

Iterate based on feedback

Refine the workflow’s filters and actions so it’s aligned with what you want it to do.