> ## 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.

# Creating an Agent Resource

> Set up a dedicated agent in HaloPSA for Neo Agent to use when performing actions, logging time, and updating tickets

To enable Neo Agent to add notes, log time, and perform actions within your HaloPSA system, you need to create a dedicated agent (resource) that Neo Agent will impersonate.

## Creating the Agent

<Steps>
  <Step title="Navigate to the Agents section">
    Go to **Configuration → Teams & Agents → Agents** to access the agent accounts list.

    <Frame caption="The Agents list shows all agent accounts with their IDs, usernames, and team assignments">
      <img src="https://mintcdn.com/neoagent/omtC8-of17wDsOdK/images/halo/halo-agents-list.png?fit=max&auto=format&n=omtC8-of17wDsOdK&q=85&s=b8b3d798a1f295b5909b731428cce0a8" alt="HaloPSA Agents list under Configuration → Teams & Agents → Agents" width="3420" height="1696" data-path="images/halo/halo-agents-list.png" />
    </Frame>

    Click **New** to create a new agent resource.
  </Step>

  <Step title="Configure account details">
    Fill in the essential account information:

    * **Username**: Enter a descriptive name like `Neo Agent`
    * **Email Address**: Set to `team@neoagent.io` or your designated email
    * **Password**: Set any password — Neo Agent uses API authentication, not the UI
    * **Roles**: Select an appropriate role (e.g., `1st Line Support` or `Administrator`)
    * **Account Active**: Ensure this is checked
    * **Is an API-only Agent**: Leave **unchecked** — Neo Agent needs to assign tickets to itself and create time entries, which require a full agent account

    <Frame caption="Configure the agent's account details — username, email, role, and active status">
      <img src="https://mintcdn.com/neoagent/omtC8-of17wDsOdK/images/halo/halo-agent-detail.png?fit=max&auto=format&n=omtC8-of17wDsOdK&q=85&s=5b655d95e8269c1d52e3f662183568ca" alt="Neo Agent account details in HaloPSA" width="3420" height="1696" data-path="images/halo/halo-agent-detail.png" />
    </Frame>

    <Info>
      The name you choose will be visible in ticket histories, time entries, and notes. Use "Neo Agent" for clear attribution, or a real person's name if you want end-user communications to feel more personal.
    </Info>
  </Step>

  <Step title="Assign to a team">
    Navigate to the **Departments & Teams** tab and assign the agent to the appropriate team(s) that handle tickets Neo Agent will work on.

    <Warning>
      The agent must be assigned to at least one team to appear in team-scoped ticket views and to be assignable to tickets.
    </Warning>
  </Step>

  <Step title="Configure working hours and timezone">
    In the **Preferences** tab, set the agent's **Working Hours** and **Timezone** to match your primary support hours.

    <Frame caption="Set the agent's working hours and timezone in the Preferences tab">
      <img src="https://mintcdn.com/neoagent/sf_KPg6VsD9669Rc/images/halo/halo-agent-working-hours-timezone.png?fit=max&auto=format&n=sf_KPg6VsD9669Rc&q=85&s=2ac374753310683d0b5953eaf76bf3be" alt="Working hours and timezone configuration for the Neo Agent resource" width="2836" height="1374" data-path="images/halo/halo-agent-working-hours-timezone.png" />
    </Frame>

    <Tip>
      The timezone setting affects how time entries are recorded. Set it to your primary service region's timezone.
    </Tip>
  </Step>

  <Step title="Save and note the Agent ID">
    Click **Save** to create the agent. After saving, note the **Agent ID** — you'll find it in the **ID** column on the Agents list page.

    <Frame caption="Find the Agent ID in the ID column on the Agents list page">
      <img src="https://mintcdn.com/neoagent/14vJLE_-B7V4s-HA/images/halo/halo-find-agent-id.png?fit=max&auto=format&n=14vJLE_-B7V4s-HA&q=85&s=8941209e2c284f101e11ca903345d395" alt="HaloPSA Agents list showing the ID column for each agent" width="2876" height="1394" data-path="images/halo/halo-find-agent-id.png" />
    </Frame>

    <Check>
      Record the Agent ID — you'll need it when creating the API application and connecting to Neo Agent.
    </Check>
  </Step>
</Steps>

## What's Next?

Once you've created the agent resource, proceed to [create an API application](/integrations/psa/halopsa/creating-api-application) for programmatic access to your HaloPSA system.