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The free Insights report reads a sample of your recent tickets, classifies them, and shows you what your service desk could automate. It needs far less access than a full Neo Agent connection: one inquire-only permission, nothing else.

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What Neo reads — and what it never does

For the report, Neo makes only these read-only calls:
  • service/tickets — the list of recent tickets (subject, status, board, dates)
  • service/tickets/{id}/notes — the ticket description (in ConnectWise, the description is the first note)
Neo does not read contacts, companies, time entries, configurations, agreements, or finance data, and it does not write anything — no webhooks, no notes, no ticket changes. When your report is ready (or if the run fails), the credentials are automatically purged from our vault and the temporary workspace is disabled. If you later start a trial, you will set up a separate connection with its own credentials.

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Creating the read-only API member

1

Create a security role with one permission

Go to System → Security Roles and create a new role named “Neo Report (Read Only)”.Expand the Service Desk section and set Service Tickets → Inquire Level to All. Leave every other permission in every section at None.
2

Create an API member

Go to System → Members → API Members and create a new API member (API members do not consume a license). Assign it the Neo Report (Read Only) role.
3

Create an API key pair

Open the new member, go to the API Keys tab, and create a key pair.
The private key is shown only once — copy both keys before closing the screen.
4

Enter the details in the report form

Back in the report form, enter:
  • ConnectWise site — your API host, for example api-na.myconnectwise.net
  • Company ID — the company ID you type on the ConnectWise login screen
  • Public / private API key — the pair you just created
Neo checks the connection immediately and tells you on the spot if anything is missing.
Prefer to delete the member yourself afterwards? That works too — the report needs the credentials only for the few minutes the analysis runs.