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.
Setup Overview
Setting up the ConnectWise Asio integration involves two main steps:Generating API Credentials
Create API access credentials in your ConnectWise Asio portal with the required scopes for Neo Agent.
Connecting to Neo Agent
Configure the connection between your ConnectWise Asio system and Neo Agent using your API credentials.
Prerequisites
Before starting the integration setup, ensure you have:- Admin Access: Administrator credentials for the ConnectWise Asio portal
- API Access Permissions: Ability to generate API access keys in your organization
- Region Information: Know which ConnectWise Asio region your organization uses (US, EU, or AU)
ConnectWise Asio was formerly known as ITSupportPortal/Continuum. If your organization used either of these products, you’re already on ConnectWise Asio.
What Neo Can Do with ConnectWise Asio
Neo Agent supports the full ConnectWise Asio v2.5.7 surface: 96 operations across 68 API paths covering tickets, companies, endpoints, custom fields, policies, patching, incidents, backup dashboard, network devices, and more. Both read and write operations are supported and gated by per-area permission groups you configure in Agent Settings.Ticketing
Ticketing
Full read/write access to the service-ticketing surface:
- Create and update tickets — summary, description, priority, status, assignee, tags
- Notes and replies — add technician-facing or customer-facing notes
- Lookups — statuses, priorities, categories, types, sources, service boards, tags
Device Management
Device Management
Access device information and perform management tasks:
- Device lookup — find endpoints by company, site, or endpoint ID (v2 nested paths)
- Hardware inventory — device specifications, operating system, network adapters
- Device groups and hypervisors — read membership and state
Companies, Sites, Contacts
Companies, Sites, Contacts
Read and write on the CRM-style surface:
- Companies — create, update, list
- Sites — create, update, list under a company
- Contacts — create and update contact records
Custom Fields, Policies, Patching
Custom Fields, Policies, Patching
- Custom fields — read definitions, read and write values across companies/sites/endpoints
- Policies — read groups, categories, effective policy, and overrides
- Patching — list OS patches, classifications, approval status
Incidents, Alerting, Backup Dashboard
Incidents, Alerting, Backup Dashboard
- Incidents — read Security360 incidents
- Alerts and suspensions — read active alerts and suspension rules
- Backup Dashboard — backup alarms, DR readiness, backup instances
Automation
Automation
- Script discovery — browse the script and shell-script catalog
- Task discovery — list task definitions
Direct script execution from Neo Agent is not yet exposed by ConnectWise Asio — Neo suggests scripts that technicians execute in the CW Asio portal.
Available Actions
Neo Agent can perform the following actions through the ConnectWise Asio integration:| Category | Actions | Status |
|---|---|---|
| Tickets | Create, update, close tickets; add notes; read lookups (status, priority, type, category, source, board, tag) | Available (read/write) |
| Device Endpoints | List devices by company/site/endpoint, get device details and inventory | Available |
| Device Groups & Hypervisors | Read membership and virtualisation state | Available |
| Companies | Create, update, list companies and clients | Available (read/write) |
| Sites | Create, update, list sites under a company | Available (read/write) |
| Contacts | Create, update, list contacts | Available (read/write) |
| Custom Fields | Read definitions, read and write values | Available (read/write) |
| Policies | Read groups, categories, effective policy, and overrides | Available |
| Patching | List OS patches, classifications, approval status | Available |
| Alerting | Read alerts and suspension rules | Available |
| Incidents | Read Security360 incidents | Available |
| Backup Dashboard | Read alarms, DR readiness, backup instances | Available |
| Network Devices | Read network-device inventory | Available |
| Mappings | Read endpoint / site / integrator mappings | Available |
| Billing | Read unified product usage | Available |
| Automation | Search and suggest scripts, shell scripts, and tasks | Available (read) |
| Automation | Execute scripts on devices, monitor job status | Not supported by vendor |
Neo Agent uses the ConnectWise Asio v2.5.7 API to perform these actions. Ensure your API credentials have the necessary scopes for the areas you want Neo to act in — see the API credentials guide for the scope list.