Overview

Neo integrates with the typical MSP stack to automate and streamline operations.

Connecting your PSA first is mandatory to allow Neo to start reading and automating from incoming tickets in your PSA

PSA

Automates ticket management, client data synchronization, and workflow orchestration.

Retrieves client documentation and provides knowledge base integration.

Monitors endpoints, executes remote commands, and manages device health.

Tracks software licenses, manages subscriptions, and automates provisioning.

Automates identity management, mailbox operations, and user provisioning.

Surfaces notifications, approvals, and bot interactions directly in Teams.

Posts workflow notifications inside Slack. Approval requests go to Microsoft Teams or inline in chat.

Automates appointment scheduling and calendar management for end-user bookings.

Reads client and asset data, manages Lifecycle Manager content, ControlMap compliance, and Quoter quotes.

Reads Huntress incidents, hosts, and detections, and resolves them with technician sign-off — including host isolation and travel exceptions.

Reads computers, applications, and policies, and resolves pending approval requests with technician sign-off.

Browse the nav for the full list of supported PSAs, RMMs, marketplaces, and documentation systems — each has its own setup guide.