> ## 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.

# Overview

> Connect your Autotask PSA system to Neo Agent for automated ticket management and workflow automation

## Setup Overview

Setting up the Autotask integration involves three main steps:

<CardGroup cols={2}>
  <Card title="Creating an API Member" icon="user-plus" href="/integrations/psa/autotask/creating-api-member">
    Set up a dedicated API user with the proper permissions and security levels for Neo Agent to access your Autotask system.
  </Card>

  <Card title="Connecting to Neo Agent" icon="link" href="/integrations/psa/autotask/connecting-to-neo">
    Configure the connection between your Autotask system and Neo Agent using API credentials and integration settings.
  </Card>
</CardGroup>

<CardGroup cols={1}>
  <Card title="Configuring End-User Email Notifications" icon="envelope" href="/integrations/psa/autotask/ticket-contact-notifications">
    Configure how Neo Agent sends email notifications to your customers when updating tickets.
  </Card>
</CardGroup>

## How Permissions Work

Neo Agent uses **two layers of access control**: the Autotask security level sets the *maximum* API access (configured during setup), while the Neo Agent dashboard controls what Neo actually does — which areas it can read, write, or ignore, and whether actions require technician approval.

## Prerequisites

Before starting the integration setup, ensure you have:

* **Admin Access**: Full administrative access to your Autotask system
* **API Permissions**: Ability to create API users and manage security levels
* **Workflow Access**: Permissions to create and manage Autotask workflow rules