> ## 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.

# Company filters

> Control which of your PSA companies Neo tracks — keep active customers, leave out vendors, inactive companies, and other non-customer records

Your PSA usually holds far more companies than the customers you actively service — vendors, prospects, inactive accounts, one-off records, and companies mirrored in from connected tools. **Company filters** let you decide which of those Neo keeps in its own company directory (the [**Companies**](https://dashboard.neoagent.io/end-companies) tab), so agents work against a clean list of real customers instead of your entire address book.

By default Neo keeps **active customers** and leaves everything else out.

## Where to find it

Open [**Integrations**](https://dashboard.neoagent.io/integrations), pick your PSA, expand **Advanced settings**, and find the **Company filters** section (next to PSA filters).

## How filtering works

A company is kept when it clears every filter. Each filter targets one of two dimensions, both read from your PSA:

| Dimension        | What it matches                           | Example                                     |
| ---------------- | ----------------------------------------- | ------------------------------------------- |
| **Status**       | Whether the company is active in your PSA | `Active`, `Inactive`                        |
| **Account type** | Your PSA's own company type               | `Customer`, `Client`, `Vendor`, `Prospect`… |

Each filter is either **Include** (keep only companies whose value is in the list) or **Exclude** (keep only companies whose value is *not* in the list). The values you can choose come straight from your own PSA data, so ConnectWise sees your ConnectWise company types, Halo sees yours, and so on.

## The default

When you haven't configured anything, Neo applies a sensible default and shows it as editable rows:

* **Status: Active**
* **Account type: Customer** — where your PSA has a clear customer type. For ConnectWise, Neo pre-selects your client-style types (e.g. *Managed Services Client*, *Break Fix Client*) and leaves out vendors and prospects. Halo companies use numeric types with no standard "customer" label, so Halo starts with the **Status: Active** filter only — add an **Account type** filter to narrow it to your customer types.

Edit or remove these rows like any other filter.

## Adding and removing companies

Saving a change is **widening-first and safe**:

<Steps>
  <Step title="Add companies immediately">
    When your change brings *more* companies into scope, Neo adds them to the directory right away.
  </Step>

  <Step title="Confirm before removing">
    When your change would take companies *out* of scope, Neo shows you exactly which ones (a count plus the list) and asks you to confirm. Choose **Keep them** to leave them in place for now, or **Remove** to take them out.
  </Step>
</Steps>

Removing a company takes it off the Companies tab, stops agents from resolving or acting on it, and prevents future syncs from bringing it back. It's reversible — re-add the matching filter (or manually map the company) to restore it.

<Note>
  Company filters shape Neo's **company directory** — which companies agents see and can act on. They do not change which **tickets** Neo processes; that's controlled by the PSA filters (boards and queues) in the same Advanced settings section and each workflow's own conditions.
</Note>