> ## 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

> Add the Neo panel to the ConnectWise service ticket as a Hosted API pod or tab

The Neo panel sits on the ConnectWise service ticket. A technician approves what Neo asks to do on the ticket, sees what Neo did on it, and runs an agent on it, without leaving ConnectWise.

> [!NOTE]
>
> Already use the Neo pod at `pod.neoagent.io`? It keeps working. Its setup stays on [ConnectWise Pod](https://docs.neoagent.io/integrations/psa/connectwise/pod.md).

## Add the panel in ConnectWise

**1. Open Manage Hosted API**

In ConnectWise, go to **System** → **Setup Tables**, pick the category **General**, and open **Manage Hosted API**.

![Setup Tables in ConnectWise](https://mintcdn.com/neoagent/K0PraBkdH10Olmss/images/connectwise/pod-1.png?fit=max\&auto=format\&n=K0PraBkdH10Olmss\&q=85\&s=cc2bdf64c8abf28998b2d26ac38716b5)

**2. Add a row**

Click **+** and fill in the row:

| Field | Value |
| - | - |
| Description | `Neo Agent` |
| Screen | Service Ticket |
| Origin | `https://embed.neoagent.io` |
| URL | `https://embed.neoagent.io/connectwise` |
| Tab or Pod | **Pod** (a box on the ticket) or **Tab** (a full-width tab on the ticket) |
| Pod Height | 400 or more, for a pod |

![A new Manage Hosted API row](https://mintcdn.com/neoagent/K0PraBkdH10Olmss/images/connectwise/pod-2.png?fit=max\&auto=format\&n=K0PraBkdH10Olmss\&q=85\&s=2355e94ed346500b4f8416a272926d59)

**3. Save and open a ticket**

Save the row, then open a service ticket. The panel signs in with the technician's ConnectWise session. It asks for no other sign-in.

## What each technician sees

The panel matches the ConnectWise member to a Neo technician, then to a Neo dashboard user by the technician's Microsoft account or the member's email.

| Technician | This ticket | Approvals | Run an agent |
| - | - | - | - |
| Dashboard admin | Every pending request on the ticket | Every request on the ticket, and the ones sent to them | Every agent shown in the PSA |
| Other dashboard user | The requests on the ticket sent to them | The requests sent to them | Agents for everyone on the team, and restricted agents they have access to |
| No dashboard user | No requests | No requests | Agents for everyone on the team |

Approvals follow the same rule as the [Approvals page](https://docs.neoagent.io/core/technician-in-the-loop.md). To give a technician approvals, invite them under [Roles & Access](https://docs.neoagent.io/product/rbac.md) with the email they use in ConnectWise.

## Choose the agents in the panel

The panel lists the enabled, triggered agents with **Show in PSA Pod** on. To add one, open the agent in the dashboard, turn on **Show in PSA Pod** in its trigger settings, and save. An agent run from the panel runs on the open ticket, whatever its ticket filters say.


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