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Sign up for your free trial and start automating your MSP operations today.
This guide covers the only steps you need to complete before your trial setup call with a Neo Account Manager, who will reach out to you directly to help you get the most out of your trial. It takes about 5 minutes to complete the pre-trial steps. After that, allow up to 2 hours for Neo to sync your data so we can go straight into building your first workflows on the trial call and start showing value immediately.
When does your 14-day trial start? The countdown begins the first time you enable an automation — a workflow or agent that runs on your tickets or on a schedule — or the first time one runs, including a Run Now by hand. Signing up does not start it, and neither does building an automation and saving it with Save as Disabled, so you can prepare as much as you like before the clock starts. Setting up a chat agent (an internal assistant your team messages) never starts it. Your Billing page shows the exact start date and which automation started it.
1

Sign up with Microsoft

Use your Microsoft login email to create your Neo Agent account. This ensures secure authentication and easy integration with your existing Microsoft ecosystem.
Make sure to use your work email address associated with your MSP for the best onboarding experience.
2

Enter Your MSP Details

Enter some basic details about your MSP including:
  • Company name and size
  • Primary PSA tool you use
  • Teams support chat contact — the person we invite to your private Microsoft Teams chat with the Neo team. It’s pre-filled with your sign-in email; feel free to change it to whoever on your team should be in that chat (someone who uses Microsoft Teams day-to-day).
This information helps us customize your trial experience and prepare relevant examples for your setup.
3

Set Up Your Integrations

Neo needs your integrations connected to sync data and prepare your environment before the trial call.Please connect:
  • Your PSA (for example: ConnectWise, Autotask, or Halo)
  • Your RMM (for example: NinjaOne, Datto RMM, or N-central)
  • Your documentation tool, if you use one (for example: IT Glue or Hudu), plus any other relevant tools
After connecting your integrations, allow up to 2 hours for Neo to complete the initial sync.
4

You're Ready for the Trial Setup Call

Once your integrations are connected and syncing, there’s nothing else you need to do!On the call, we’ll:
  • Confirm your integrations are working
  • Set up your first workflows
  • Tailor Neo to how your MSP operates
👉 Completing these steps in advance ensures your trial call is focused on configuration and value for you.