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The Neo browser extension for Chrome and Edge opens the Neo panel in the browser’s side panel, beside the ConnectWise PSA or Autotask page you have open. It follows the ticket you open, and it shows Approvals and Neo chat when no ticket is open.

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Who can use it

  • A technician signs in with their Microsoft account. They need a Neo user in your workspace.
  • They get the same rights as on the Neo dashboard. A Chat only user runs no agents.
  • The panel shows the ticket only to an admin, or to a user whose AI chat data access includes your PSA. Anyone else gets Approvals and Neo chat, with no ticket.
  • Live chat in the extension needs a User or Admin role, the user’s Microsoft account linked to their technician on the Technicians page, and your PSA in their AI chat data access.

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Turn the extension on or off

The extension is on for every workspace by default.
1

Open the Neo panel tab

Open Integrations → ConnectWise → Neo in ConnectWise, or Integrations → Autotask → Neo in Autotask.
2

Use the Neo browser extension switch

Below the setup steps, turn Neo browser extension off or on. Only admins can change it.
When it is off, Neo refuses every sign-in to your workspace from the extension, and the extension shows that an admin turned it off. A panel that is already open keeps working for at most 30 minutes. You can also ask the Neo Support Agent to turn it off or on.