Neo Support Agent vs. your own internal agent
Two different things can answer your technicians in Teams — and it’s easy to conflate them. Pick by what you need:
Reach for the Neo Support Agent for “how does my Neo setup work?” or “find me a similar past ticket.” Build your own internal agent when you want a purpose-built assistant with your prompt and your tools — see the five common internal patterns, from a research copilot and on-demand reporting to a self-serve ticket dispatcher. You don’t have to start from scratch: copy the Neo Support Agent into your own editable agent and build from there.
The two coexist: a technician can have both the Neo AI Agent app and your custom bot in their Teams, side by side. Workflow notifications and Technician-in-the-Loop approval cards always arrive through the Neo AI Agent app — never through a custom internal bot.
Deploy your internal bot
Before you start: an Internal chat agent you’ve tested, an admin sign-in to the dashboard, and the ability to install custom Teams apps in your own Microsoft 365 tenant.
1
Build an Internal chat agent
Create a chat agent and set its Audience to Internal. An Internal agent carries the MSP toolbox you give it — PSA, RMM, Microsoft 365, documentation, cross-company lookups — unlike an End-user agent, which is locked to one company. For a head start, copy the Neo Support Agent and customize the copy instead of starting blank. Test it from Chat → Agents → Chat.
2
Create an Internal channel
Open Chat → Channels → New Channel. Set Audience to Internal, pick the Teams transport, and assign your internal agent (the agent picker only shows agents whose audience matches). Under Branding, set the name, icon, and welcome message your technicians will see — blanks use a Neo default. Leave the status on Active.
3
Install it in your tenant
On the saved channel’s page (Chat → Channels → open the channel), under Install in your tenant, click Generate install link and open it yourself as a Teams or Global administrator of your tenant. One sign-in publishes the bot into your own Microsoft 365 and switches routing on.Prefer a manual upload? Teams app package gives you the
.zip to sideload in your Teams admin center; then use Already installed it manually? Register directly to bind routing.4
Make it reach your team
Publishing puts the app in your org catalog — to give it to everyone, open your Teams admin center → Manage apps, find your app, then Users and groups → Installs → Install app → Install to: Everyone → Apply. New technicians then get it automatically.
5
Verify
Open the bot in your own Teams and ask it something. It answers as your MSP with the toolbox you configured — it can work across all your companies, exactly as the same agent does in the dashboard. Typing “start a new chat” starts a fresh conversation.
