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myITprocess is Kaseya’s vCIO platform: client reviews, alignment scores, the roadmap of recommendations and the QBR meetings you hold with each client. Connect it, and Neo agents can read it while they prepare a QBR or answer a question about a client. Neo reads myITprocess only, so it cannot answer a review question, change a recommendation or book a meeting in myITprocess. When you ask Neo to answer review questions, it proposes each answer with its evidence, and you enter it in myITprocess.

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What Neo can do with myITprocess

  • Prepare a QBR brief: the client’s alignment score, its open reviews, the answers to the review questions, its roadmap by status with budgets, and the next meeting’s agenda
  • List the clients with categories up for review, and who owns each review
  • Propose answers to a review’s questions from what Neo knows from your PSA, RMM and documentation
  • Compare a client’s accepted recommendations with the opportunities in your PSA. Neo matches them by title and amount
See myITprocess API for the permission groups.

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Your clients are mapped to companies

Neo matches your myITprocess clients to the companies in your PSA and keeps the mapping on the myITprocess card’s Organization Mapping tab, refreshed on each PSA metadata sync. Matching uses the client name: exact, then after stripping a legal-form suffix (Ltd, Inc, LLC). Last comes an AI match for the long tail. A name match, or one you confirm, is handed straight to your agents. An AI match is not handed to your agents automatically. It shows on the Organization Mapping tab, where you can confirm or correct it. Anything Neo could not match stays unmapped and visible on the same tab, where you can set the right company by hand. A mapping you set by hand survives every later sync.

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Next steps

Connect myITprocess

Create an API key and save it in Neo.