> ## 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.

# Set up the Neo panel in Autotask

> Add the Neo panel to the Autotask ticket page as a ticket insight

The Neo panel sits on the Autotask ticket page as the **Neo Agent** ticket insight. A technician approves what Neo asks to do on the ticket, sees what Neo did on it, runs an agent on it, chats with Neo, and uses [Live chat](https://docs.neoagent.io/integrations/psa/neo-panel/live-chat.md), without leaving Autotask.

## Before you start

* Autotask is connected to Neo. See [Connecting to Neo Agent](https://docs.neoagent.io/integrations/psa/autotask/connecting-to-neo.md).
* You are a Neo dashboard admin, and an Autotask admin.

## 1. Turn on the panel in Neo

**1. Open the Autotask advanced settings**

In the Neo dashboard, go to **Integrations** → **Autotask** → **Advanced settings** → **Neo panel in Autotask tickets**.

**2. Turn it on**

Click **Turn on**. Neo adds the insight to your Autotask through its API user. **Status** changes to **On**.

You can also ask the Neo Support Agent: *"Turn on the Neo panel in Autotask."*

> [!WARNING]
>
> If Neo says its API user may not manage Integration Vendor Insights, edit the API user's security level in Autotask (**Admin** → **Organization Settings & Users** → **Resources/Users (HR)** → **Security Levels**), click **Full Permission** on the **Other** section, and save. Then check that the API user's **API Tracking Identifier** is **Integration Vendor** → **Neo Agent** ([Creating the API user](https://docs.neoagent.io/integrations/psa/autotask/creating-api-user.md)). Click **Turn on** again.

## 2. Switch on ticket insights in Autotask

**1. Open Neo Agent in the Integration Center**

In Autotask, go to **Admin** → **Extensions & Integrations** → **Other Extensions & Tools** → **Integration Center** → **Vendors** → **Neo Agent**.

**2. Turn on ticket insights**

Tick **Active** and **Enable Integration Vendor Ticket Insights**, then save.

## 3. Show the insight on your ticket categories

**1. Open the ticket categories**

Go to **Admin** → **Features & Settings** → **Service Desk (Tickets)** → **Ticket Categories**.

**2. Make the insight visible**

Edit a ticket category your technicians use. On the **Insights** tab, move **Neo Agent** to **Visible insights**, then save. Do this for each category.

**3. Open a ticket**

Open a ticket of that category. The panel signs in with the technician's Autotask login. It asks for no other sign-in.

## What each technician sees

The panel matches the Autotask resource to a Neo technician, then to a Neo dashboard user by the technician's Microsoft account or the resource's email. What each technician sees, and how to choose the agents in the panel: [Set up the Neo panel](https://docs.neoagent.io/integrations/psa/neo-panel/setup.md#what-each-technician-sees).

## Turn off or rotate the secret

Both are in **Integrations** → **Autotask** → **Advanced settings** → **Neo panel in Autotask tickets**:

* **Turn off** removes the insight from every ticket. **Turn on** brings it back.
* **Rotate secret** gives the insight a new signing secret. A technician with a ticket open reloads it.

## Troubleshooting

| The panel says | Do this |
| - | - |
| Neo could not verify this Autotask insight | Reload the ticket. If it stays, click **Turn on** in the Neo dashboard, or **Repair** when the status is **On**. |
| Neo could not find this ticket | Check that Neo is connected to this Autotask. |
| Open Neo from an Autotask ticket | Reload the ticket page. |


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