Use Cases
Neo’s RMM integration enables two powerful categories of automation:Issue Remediation — Zero Human Touch
Neo can automatically execute scripts to resolve common issues without technician intervention:- Software management — Installing, updating, or repairing applications
- Device maintenance — Rebooting devices, clearing caches, removing temp files
- Service management — Starting, stopping, or restarting services and processes
- Any typical RMM task — If you have a script for it, Neo can run it
You control the level of automation. Neo can either execute scripts automatically or request approval from a technician before taking action.
- Success — Close the ticket and notify the end user
- Failure — Escalate to a technician or try an alternative remediation
- Partial success — Document findings and recommend next steps
Revenue & Opportunity Creation
Neo can identify upsell and service opportunities by combining RMM data with intelligent automation.Example: Disk space alert triggers upgrade opportunity
Example: Disk space alert triggers upgrade opportunity
When a device triggers an alert for 95% disk usage:
- Neo receives the ticket and runs a cleanup script
- Neo waits for the result (disk usage drops to 90%)
- Neo checks the device age from your RMM
- If the device is over 5 years old, Neo automatically messages the customer:
“Your device is over 5 years old and running low on storage. Would you like a quote for an upgrade?”This transforms a routine maintenance ticket into a potential hardware sale.
Example: Recurring issues trigger service review
Example: Recurring issues trigger service review
When Neo detects a pattern of repeated issues on a device:
- Neo resolves the immediate issue
- Neo analyzes ticket history for the device
- Neo identifies the recurring pattern
- Neo reaches out to the customer suggesting a proactive maintenance plan or device refresh
Supported RMM Platforms
Select your RMM platform to view the complete setup guide:ConnectWise Automate
Connect using API credentials with dedicated user class permissions.
ConnectWise Asio
Connect using API access credentials. Script suggestions and execution supported.
Datto RMM
Integrate using API key and secret with administrator security levels.
N-Able N-Sight
Connect using API key authentication with monitoring permissions.
N-Able N-Central
Integrate using role-based permissions and dedicated API user.
NinjaOne
Connect using secure OAuth authentication flow—no API keys required.
Kaseya VSA X
Connect using a Third-Party Token (Token ID + Token Secret) from your VSA X tenant.
Syncro RMM
Connects automatically with the Syncro PSA. Note Neo cannot run or report on scripts through Syncro’s API.
Addigy
Connect with one API key. Manages Apple devices only. Agents find and run Addigy scripts through the shared RMM script tools, and run ad-hoc commands through the RMM API tool.
Quick Setup Summary
When an agent reports the RMM is not fully configured
An agent that tries to read from your RMM may answer with a message like:NinjaOne is connected for this client but not fully configured: its region is missing. Retrying will not help — every NinjaOne call fails the same way until an administrator reconnects NinjaOne on the Integrations page of the Neo dashboard.This means the RMM card shows as connected, but Neo cannot build a single call to that platform. Either a credential it needs is not stored — the NinjaOne region, or an API URL, key, or secret for a credential-based RMM — or, for NinjaOne, the stored authorization has expired or been revoked. The message tells the agent to stop calling that RMM for the rest of the run, carry on with the checks it can still do, and record the ones it could not. To fix it, open the Integrations page, disconnect the RMM named in the message, and reconnect it — the connect flow writes the full credential set in one step. Scheduled agents pick the RMM up on their next run. Reconnecting does not replay a run that already finished, so for a ticket an agent handled without its RMM checks, open the agent in Executions and use Run now on that ticket (see Agents).
Neo names the platform and what is wrong with it in the message rather than reporting a server error, so the message can tell the agent to stop calling that RMM instead of retrying a call that cannot succeed.
