> ## 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.

# Starting a Trial

> Get started with Neo Agent in just a few simple steps 

<Card title="Ready to get started?" icon="rocket" horizontal href="https://dashboard.neoagent.io">
  Sign up for your free trial and start automating your MSP operations today.
</Card>

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.

<Info>
  **When does your 14-day trial start?** The countdown begins when you create your first **automation** — a workflow or agent that runs on your tickets or on a schedule — **not** when you sign up. Setting up a **chat agent** (an internal assistant your team messages) does *not* start it. Your Billing page shows the exact start date and which automation started it.
</Info>

<Steps>
  <Step title="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.

    <Tip>
      Make sure to use your work email address associated with your MSP for the best onboarding experience.
    </Tip>
  </Step>

  <Step title="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).

          <img src="https://mintcdn.com/neoagent/EjFlpgjENhE2oG2C/images/image.png?fit=max&auto=format&n=EjFlpgjENhE2oG2C&q=85&s=86c9d039bf63eb3b781f547f683fad41" alt="Image" title="Image" style={{ width:"47%" }} width="884" height="974" data-path="images/image.png" />

    <Info>
      This information helps us customize your trial experience and prepare relevant examples for your setup.
    </Info>
  </Step>

  <Step title="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

    <Check>
      After connecting your integrations, allow **up to 2 hours** for Neo to complete the initial sync.
    </Check>
  </Step>

  <Step title="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.
  </Step>
</Steps>