# Neo Agent

## Docs

- [End User Communication](https://docs.neoagent.io/agents/skills/end-user-communication.md): Professional communication guardrails for end user messaging
- [Skills Overview](https://docs.neoagent.io/agents/skills/overview.md): Skills provide specialized guidance that Neo Agents load on-demand for specific types of tasks
- [Resolve Issue](https://docs.neoagent.io/agents/skills/resolve-issue.md): Structured diagnosis and resolution methodology built for MSP workflows
- [Request Technician Approval](https://docs.neoagent.io/agents/tools/approvals/request-technician-approval.md): Get human approval before the agent takes sensitive actions
- [Subagent Fan-Out](https://docs.neoagent.io/agents/tools/built-in/dispatch-subagents.md): Let an agent split a job into parallel pieces and work on them at the same time
- [Built-in & Internal Tools](https://docs.neoagent.io/agents/tools/built-in/overview.md): Tools the agent always has, or gets automatically — you don't enable or configure these
- [Sandbox](https://docs.neoagent.io/agents/tools/built-in/sandbox.md): Give the agent a scratch Linux sandbox — run shell commands, read and write files, process data too large for a single reply
- [Add Client-Facing Note](https://docs.neoagent.io/agents/tools/communication/add-client-facing-note.md): Add notes to tickets that are visible to end users
- [Send Email to End User](https://docs.neoagent.io/agents/tools/communication/send-email.md): Send an email to any address from Neo's mailbox
- [Send Email to Internal Team](https://docs.neoagent.io/agents/tools/communication/send-email-internal.md): Send email notifications to internal team members
- [Send SMS](https://docs.neoagent.io/agents/tools/communication/send-sms.md): Send text messages to end users
- [Send Teams Message](https://docs.neoagent.io/agents/tools/communication/send-teams-message.md): Send messages to internal team members via Microsoft Teams
- [Send to Additional Contact](https://docs.neoagent.io/agents/tools/communication/send-to-additional-contact.md): Send messages to additional contacts on tickets
- [Confluence API](https://docs.neoagent.io/agents/tools/documentation/confluence-api.md): Read pages, spaces, attachments, and search Atlassian Confluence (Cloud) during ticket resolution
- [Hudu API](https://docs.neoagent.io/agents/tools/documentation/hudu-api.md): Read and write Hudu resources — articles, assets, asset layouts, companies, passwords, infrastructure, and more
- [ITGlue API](https://docs.neoagent.io/agents/tools/documentation/itglue-api.md): Read and write IT Glue resources — documents, configurations, flexible assets, contacts, passwords, and more
- [Cancel License](https://docs.neoagent.io/agents/tools/m365/cancel-license.md): Reduce license seat count via your marketplace provider
- [Execute PowerShell (Active Directory)](https://docs.neoagent.io/agents/tools/m365/execute-powershell-ad.md): Run validated PowerShell against on-prem Active Directory through your RMM
- [Execute PowerShell (Exchange)](https://docs.neoagent.io/agents/tools/m365/execute-powershell-exchange.md): Run validated PowerShell against Exchange Online and Exchange Server
- [List License Subscriptions](https://docs.neoagent.io/agents/tools/m365/list-license-subscriptions.md): Discover subscriptions, commitment terms, and seat counts for a specific Microsoft license
- [Microsoft 365 Tools](https://docs.neoagent.io/agents/tools/m365/overview.md): How Neo Agents manage Entra ID, Active Directory, Exchange, and Intune
- [Purchase License](https://docs.neoagent.io/agents/tools/m365/purchase-license.md): Purchase additional license seats via your marketplace provider
- [Add Time Entry](https://docs.neoagent.io/agents/tools/management/add-time-entry.md): Add time entries to tickets for work performed
- [Create TimeZest Scheduling Link](https://docs.neoagent.io/agents/tools/management/create-timezest-link.md): Generate a TimeZest booking link so the end user can self-schedule with a technician
- [External API Request](https://docs.neoagent.io/agents/tools/management/external-api-request.md): Make HTTP requests to external APIs and webhooks from your workflows
- [Generate Password](https://docs.neoagent.io/agents/tools/management/generate-password.md): Generate secure passwords for user accounts
- [Generate Secure Link](https://docs.neoagent.io/agents/tools/management/generate-secure-link.md): Create secure, time-limited links for sharing sensitive content
- [Neo API](https://docs.neoagent.io/agents/tools/management/neo-api.md): Let the agent read and configure Neo itself through Neo's public API
- [Trigger or Schedule Workflow](https://docs.neoagent.io/agents/tools/management/trigger-or-schedule-workflow.md): Allow Neo to trigger workflows immediately or schedule them to run at a future time
- [Tools Overview](https://docs.neoagent.io/agents/tools/overview.md): Tools are the capabilities you enable for Neo Agents to accomplish tasks
- [Get Technician Context](https://docs.neoagent.io/agents/tools/psa/get-technician-context.md): Canonical source for technician working hours, today's calendar, workload, and expertise — the data a dispatch agent needs to assign tickets
- [PSA API](https://docs.neoagent.io/agents/tools/psa/psa-api.md): How Neo Agents read and write your PSA — tickets, notes, time entries, contacts, and more
- [RMM API](https://docs.neoagent.io/agents/tools/rmm/rmm-api.md): How Neo Agents read your RMM — devices, organizations, software, alerts, and patch state
- [Execute RMM Script](https://docs.neoagent.io/agents/tools/rmm/run-rmm-script.md): Find and run scripts from your RMM library on target devices to fix issues automatically
- [Find Configurations](https://docs.neoagent.io/agents/tools/search/find-configurations.md): Search for configuration items relevant to tickets
- [Find Documentation](https://docs.neoagent.io/agents/tools/search/find-documentation.md): Search your documentation for relevant solutions and information
- [Find PSA Contacts](https://docs.neoagent.io/agents/tools/search/find-psa-contacts.md): Search for contacts in your PSA system
- [Find Tickets by Content](https://docs.neoagent.io/agents/tools/search/find-tickets-by-content.md): Search tickets based on their content and descriptions
- [Web Fetch](https://docs.neoagent.io/agents/tools/search/web-fetch.md): Fetch and read pages from a curated set of public documentation sites
- [Web Search](https://docs.neoagent.io/agents/tools/search/web-search.md): Search the web for troubleshooting information
- [Acknowledge Issue](https://docs.neoagent.io/building-automations/actions/ai/acknowledge-issue.md): Generate empathetic, personalized acknowledgment messages for customer tickets
- [Analyze Customer Sentiment](https://docs.neoagent.io/building-automations/actions/ai/analyze-customer-sentiment.md): Detect customer emotions in ticket communications to prioritize unhappy customers
- [Analyze Technician Work](https://docs.neoagent.io/building-automations/actions/ai/analyze-technician-work.md): Ensure technicians provide complete documentation and follow your standards
- [Build Message](https://docs.neoagent.io/building-automations/actions/ai/build-message.md): Create custom messages that reference specific ticket details and sound natural
- [Build New Ticket](https://docs.neoagent.io/building-automations/actions/ai/build-new-ticket.md): Intelligently determine if a new ticket should be created and prepare all the necessary details
- [Chase Customer](https://docs.neoagent.io/building-automations/actions/ai/chase-customer.md): Automate follow-ups with customers and close unresponsive tickets
- [Check if it is a Recurring Issue](https://docs.neoagent.io/building-automations/actions/ai/check-recurring-issue.md): Identify when new tickets are part of ongoing problems affecting multiple users
- [Data Analysis](https://docs.neoagent.io/building-automations/actions/ai/data-analysis.md): Run custom analyses on your PSA data with AI-generated or pre-built Python scripts
- [Executive Summary](https://docs.neoagent.io/building-automations/actions/ai/executive-summary.md): Generate high-level executive summaries for stakeholders and leadership
- [Find Relevant Configuration](https://docs.neoagent.io/building-automations/actions/ai/find-relevant-configuration.md): Intelligently identify and suggest the most relevant configuration item for PSA tickets
- [Find RMM Script to Fix Issue](https://docs.neoagent.io/building-automations/actions/ai/find-rmm-script-to-fix-issue.md): Automatically find and execute RMM scripts to resolve ticket problems
- [Find Similar Tickets](https://docs.neoagent.io/building-automations/actions/ai/find-similar-tickets.md): Find tickets that are similar to the input ticket based on specified criteria
- [Find Ticket to Merge With](https://docs.neoagent.io/building-automations/actions/ai/find-ticket-to-merge-with.md): Automatically detect duplicate or related tickets that should be combined
- [Identify Repeated Issues](https://docs.neoagent.io/building-automations/actions/ai/identify-repeated-issues.md): Analyze tickets to identify patterns of repeated issues and recurring problems
- [Overview](https://docs.neoagent.io/building-automations/actions/ai/intro.md): AI-powered workflow actions — ticket triage, sentiment analysis, dispatch suggestion, ticket QA, customer messaging, duplicate detection, and L1 resolution. Index of the Smart Actions category.
- [L1 Engineer](https://docs.neoagent.io/building-automations/actions/ai/l1-engineer.md): Automate Level 1 support ticket resolution with script execution or user communication
- [Onboard/Offboard M365 User](https://docs.neoagent.io/building-automations/actions/ai/onboard-offboard-m365-user.md): Automate Microsoft 365 user lifecycle management with comprehensive onboarding and offboarding
- [Suggest Resolution](https://docs.neoagent.io/building-automations/actions/ai/suggest-resolution.md): AI-powered analysis to provide detailed diagnosis and step-by-step resolution plans
- [Ticket Dispatch (Suggest Technician)](https://docs.neoagent.io/building-automations/actions/ai/ticket-dispatch-suggest-technician.md): Intelligently recommend which technician should handle a ticket
- [Ticket Escalation](https://docs.neoagent.io/building-automations/actions/ai/ticket-escalation.md): Evaluate tickets against predefined criteria to determine if they need escalation
- [Ticket QA](https://docs.neoagent.io/building-automations/actions/ai/ticket-qa.md): Review completed tickets and give them a quality score based on your standards
- [Ticket Summary](https://docs.neoagent.io/building-automations/actions/ai/ticket-summary.md): Generate concise summaries of PSA tickets
- [Ticket Triage](https://docs.neoagent.io/building-automations/actions/ai/ticket-triage.md): Automatically analyze incoming tickets and fill in important details
- [Time Entry QA](https://docs.neoagent.io/building-automations/actions/ai/time-entry-qa.md): Analyze time entries against defined criteria and provide quality assurance scores
- [Time Entry Triage](https://docs.neoagent.io/building-automations/actions/ai/time-entry-triage.md): Review time entries for completeness and accuracy
- [Trigger Another Workflow](https://docs.neoagent.io/building-automations/actions/ai/trigger-another-workflow.md): Initiate a separate, pre-configured Neo Agent workflow from within your current workflow
- [Overview](https://docs.neoagent.io/building-automations/actions/notify/intro.md): Send notifications from a workflow via Email, Slack, Teams, or SMS — for end users (ticket contact) or internal teams.
- [Notify internal team](https://docs.neoagent.io/building-automations/actions/notify/notify-internal-team.md): Send updates to internal channels for coordination
- [Notify ticket contact](https://docs.neoagent.io/building-automations/actions/notify/notify-ticket-contact.md): Send updates to the end user on the ticket
- [Notify ticket owner](https://docs.neoagent.io/building-automations/actions/notify/notify-ticket-owner.md): Update the assigned owner with key changes
- [Notify ticket resource](https://docs.neoagent.io/building-automations/actions/notify/notify-ticket-resource.md): Send notifications to assigned resources on tickets
- [Overview](https://docs.neoagent.io/building-automations/actions/overview.md): How workflow actions fit together — Smart Actions (AI analysis & triage), Write-to-PSA (field updates, notes, assignments), and Notify (Email/Slack/Teams/SMS). Composing them safely from simple to complex.
- [Add Ticket Note](https://docs.neoagent.io/building-automations/actions/write-to-psa/add-ticket-note.md): Add notes to tickets in your PSA system to document workflow activity and track progress
- [Add Ticket Tag](https://docs.neoagent.io/building-automations/actions/write-to-psa/add-ticket-tag.md): Automatically tag tickets based on smart action results or apply tags to all workflow tickets
- [Assign Ticket to Technician](https://docs.neoagent.io/building-automations/actions/write-to-psa/assign-ticket-to-technician.md): Assign tickets to specific technicians with status updates, calendar integration, and notifications
- [Create New Ticket](https://docs.neoagent.io/building-automations/actions/write-to-psa/create-new-ticket.md): Create new tickets in your PSA system with structured fields and context
- [Delete Schedule Entries/Service Calls](https://docs.neoagent.io/building-automations/actions/write-to-psa/delete-schedule-entries.md): Remove appointments and scheduled work from tickets with full control over what gets deleted
- [Overview](https://docs.neoagent.io/building-automations/actions/write-to-psa/intro.md): Workflow actions that write back to your PSA — update ticket fields, add notes and labels, assign technicians, update time entries. Index of the Write-to-PSA category.
- [Merge Ticket](https://docs.neoagent.io/building-automations/actions/write-to-psa/merge-ticket.md): Combine related tickets into one, consolidating duplicate issues and communications
- [Remove Ticket Fields](https://docs.neoagent.io/building-automations/actions/write-to-psa/remove-ticket-fields.md): Clear specific field values from tickets in your PSA system
- [Update Ticket Fields](https://docs.neoagent.io/building-automations/actions/write-to-psa/update-ticket-fields.md): Update ticket information in your PSA system with smart action results or specific changes
- [Update Time Entry Fields](https://docs.neoagent.io/building-automations/actions/write-to-psa/update-time-entry-fields.md): Update specified fields on time entries with corrections and standardizations
- [Dependencies](https://docs.neoagent.io/building-automations/managing-workflows/dependencies.md): Control workflow ordering and safe sequential execution
- [Parallel Dispatch (Optimistic Locking)](https://docs.neoagent.io/building-automations/managing-workflows/parallel-dispatch.md): Run Ticket Dispatch in parallel without double-bookings — drop the sequential safety knob without losing the safety net
- [Templates](https://docs.neoagent.io/building-automations/managing-workflows/templates.md): Start quickly with curated workflow templates
- [Version history](https://docs.neoagent.io/building-automations/managing-workflows/version-history.md): Track workflow changes and roll back if needed
- [Changelog](https://docs.neoagent.io/changelog/intro.md): An overview of updates, we're shipping constantly!
- [Building a chat agent](https://docs.neoagent.io/chat-agents/building-a-chat-agent.md): Create and configure your own chat agent — instructions, tools, integration permissions, and testing before you expose it to users
- [Channels](https://docs.neoagent.io/chat-agents/channels.md): Connect a chat agent to an external transport — a branded Teams bot your end users message directly
- [Neo Support Agent](https://docs.neoagent.io/chat-agents/neo-support-agent.md): The Neo-managed chat agent every tenant gets — answers Neo configuration questions and searches your docs and tickets
- [Chat Agents](https://docs.neoagent.io/chat-agents/overview.md): Conversational agents your technicians and end users talk to directly — the third way to run an agent, alongside triggered and scheduled
- [Sessions & billing](https://docs.neoagent.io/chat-agents/sessions-and-billing.md): How chat sessions keep context, how user identity is tracked, and how chat turns consume credits
- [Chat in the dashboard](https://docs.neoagent.io/chat-agents/using-chat.md): The technician chat experience — sessions, history, sharing, feedback, and inline approvals on the Chat page
- [Actions](https://docs.neoagent.io/core/actions.md): How workflow actions work — Smart Actions (AI), Write-to-PSA, and Notify categories, plus safe sequencing tips for first deployments.
- [Agents](https://docs.neoagent.io/core/agents.md): Neo Agents are AI-powered workers that can analyze tickets, communicate with users, and take action on your behalf
- [Backfills](https://docs.neoagent.io/core/backfills.md): Apply a workflow to past tickets it didn't run on — paced overnight, resumable, with concurrency caps.
- [Configuration reference](https://docs.neoagent.io/core/configuration-reference.md): Every workflow, agent, and trigger setting in one place — what each field does, where it lives, default values, and common gotchas (custom-field filters, business hours, delays, test mode, TIL channel, sub-entity dedup, credits).
- [Filter tickets](https://docs.neoagent.io/core/filter-tickets.md): Combine deterministic and AI filters with AND/OR logic to target the right work
- [Overview](https://docs.neoagent.io/core/overview.md): Index of Neo's four core concepts — triggers & schedules, ticket filters, workflows, and agents — and when to use each.
- [Phone Agent](https://docs.neoagent.io/core/phone-agent.md): Handle inbound calls with an AI agent — caller-ID lookup, natural-language information gathering, PSA ticket creation, optional call transfer. After-hours and overflow patterns included.
- [Scheduled agents](https://docs.neoagent.io/core/scheduled-agents.md): Run agents on a recurring schedule to perform proactive tasks without a ticket
- [Technician-in-the-Loop](https://docs.neoagent.io/core/technician-in-the-loop.md): Pause Neo before risky actions (emails, scripts, PSA edits) and require technician approval via Teams card or Neo Inbox. Set up approvers, flag sensitive tools, and review the approve / reject / feedback flow.
- [Advanced: Time entry triggers and processing](https://docs.neoagent.io/core/triggers-and-schedules/advanced-time-entry-triggers.md): Configure workflows that respond to and process time entries
- [Triggers and schedules](https://docs.neoagent.io/core/triggers-and-schedules/intro.md): Understand event-based vs time-based automation and when to use each
- [Scheduled workflows](https://docs.neoagent.io/core/triggers-and-schedules/scheduled-workflows.md): Run workflows on a cadence (every N minutes, hourly, daily) to scan and act on items — SLA sweeps, stale-ticket cleanup, end-of-day reviews, weekly audits.
- [Triggered workflows](https://docs.neoagent.io/core/triggers-and-schedules/triggered-workflows.md): Trigger a workflow on PSA events (ticket created, status changed, time entry posted), and how custom fields / UDFs work in triggers and filters. Covers multiple triggers via OR, run-once-per-ticket, sequential processing, and business-hours / weekend execution windows.
- [Workflows](https://docs.neoagent.io/core/workflows.md): Automated sequences of actions that process tickets, update data, and notify users
- [Workflows vs Agents](https://docs.neoagent.io/core/workflows-vs-agents.md): When to build a workflow (smart actions) versus an agent — start with workflows for the jobs Neo has optimized smart actions for, use agents for everything else.
- [Company Memory](https://docs.neoagent.io/customizing/company-memory.md): Tailor Neo Agent's AI behavior for each client with company-specific rules and guidelines
- [Granting Access to External Users](https://docs.neoagent.io/customizing/external-users.md): Safely provide Neo Agent access to contractors and third-party support engineers through Microsoft Entra ID
- [Overview](https://docs.neoagent.io/customizing/intro.md): Tailor Neo Agent to your unique business needs with custom instructions, external access, and multi-language support
- [Multi-Language Support](https://docs.neoagent.io/customizing/multi-language.md): Serve global clients in their preferred language with AI-powered translation for customer communications
- [Opinionated Approach](https://docs.neoagent.io/getting-started/opinionated-approach.md): Why Neo is AI-native instead of RPA — Neo's thesis on the future of MSP automation and how agents replace deterministic scripts.
- [Starting a Trial](https://docs.neoagent.io/getting-started/starting-a-trial.md): Get started with Neo Agent in just a few simple steps
- [Welcome](https://docs.neoagent.io/getting-started/welcome.md): What Neo Agent is — AI platform for MSPs to speed up ticket resolution and automate PSA/RMM workflows. Start here if you're new.
- [Our Community](https://docs.neoagent.io/guides/getting-started/community.md): Join the Neo Agent community on discord!
- [Confluence](https://docs.neoagent.io/integrations/documentation/confluence.md): Connect Atlassian Confluence Cloud for documentation sync and direct API access from Neo agents
- [Hudu](https://docs.neoagent.io/integrations/documentation/hudu.md): Connect Hudu for documentation sync and direct API access from Neo agents
- [IT Glue](https://docs.neoagent.io/integrations/documentation/itglue-api.md): Connect IT Glue to Neo for automatic documentation sync and full API access
- [Overview](https://docs.neoagent.io/integrations/intro.md): Connect your tools to allow Neo to work across your PSA, RMM, M365, documentation, and more
- [IP Whitelisting](https://docs.neoagent.io/integrations/ip-whitelisting.md): Configure firewall rules to allow Neo Agent to connect to your systems
- [Cloud](https://docs.neoagent.io/integrations/m365/cloud.md): Connect Microsoft 365 cloud tenants for automation
- [GDAP](https://docs.neoagent.io/integrations/m365/gdap.md): Use GDAP to connect customer tenants to Neo without requiring each customer's admin
- [Microsoft 365](https://docs.neoagent.io/integrations/m365/intro.md): Connect Microsoft 365 for user management and automation
- [On-prem Active Directory & Exchange](https://docs.neoagent.io/integrations/m365/on-prem.md): Enable Neo to manage on-premises Active Directory and Exchange Server via RMM
- [Marketplaces](https://docs.neoagent.io/integrations/marketplaces/intro.md): Manage SaaS licensing and automate provisioning checks
- [Connecting to Neo Agent](https://docs.neoagent.io/integrations/psa/autotask/connecting-to-neo.md): Configure the connection between your Autotask system and Neo Agent using API credentials
- [Setting Up Autotask API Access](https://docs.neoagent.io/integrations/psa/autotask/creating-api-member.md): Complete guide to configuring security levels and API users for Neo Agent integration with Autotask
- [Creating the API User](https://docs.neoagent.io/integrations/psa/autotask/creating-api-user.md): Set up dedicated API and regular user accounts with proper impersonation settings for Neo Agent
- [Creating the Security Level](https://docs.neoagent.io/integrations/psa/autotask/creating-security-level.md): Configure a custom security level with comprehensive permissions for Neo Agent's Autotask integration
- [Overview](https://docs.neoagent.io/integrations/psa/autotask/overview.md): Connect your Autotask PSA system to Neo Agent for automated ticket management and workflow automation
- [Configuring End-User Email Notifications](https://docs.neoagent.io/integrations/psa/autotask/ticket-contact-notifications.md): Set up Neo Agent to send email notifications to ticket contacts when communicating with end users
- [Connecting to Neo Agent](https://docs.neoagent.io/integrations/psa/connectwise/connecting-to-neo.md): Configure the connection between your ConnectWise system and Neo Agent using API credentials
- [Creating an API Member](https://docs.neoagent.io/integrations/psa/connectwise/creating-api-member.md): Set up a dedicated security role and API member with proper permissions for Neo Agent to access your ConnectWise system
- [Overview](https://docs.neoagent.io/integrations/psa/connectwise/overview.md): Connect your ConnectWise PSA system to Neo Agent for automated ticket management and workflow automation
- [ConnectWise Pod](https://docs.neoagent.io/integrations/psa/connectwise/pod.md): Embed Neo in ConnectWise as a Manage Hosted API pod
- [End-User Communication](https://docs.neoagent.io/integrations/psa/end-user-communication.md): How Neo Agent replies to ticket contacts — and how email delivery is configured for each PSA (Autotask, ConnectWise, HaloPSA, ServiceNow)
- [Configuring Webhook Events](https://docs.neoagent.io/integrations/psa/halopsa/configuring-webhooks.md): Configure which ticket events trigger the Neo Agent webhook in HaloPSA
- [Connecting to Neo Agent](https://docs.neoagent.io/integrations/psa/halopsa/connecting-to-neo.md): Configure the connection between your HaloPSA system and Neo Agent using API credentials
- [Creating an Agent Resource](https://docs.neoagent.io/integrations/psa/halopsa/creating-agent.md): Set up a dedicated agent in HaloPSA for Neo Agent to use when performing actions, logging time, and updating tickets
- [Creating an API Application](https://docs.neoagent.io/integrations/psa/halopsa/creating-api-application.md): Set up API credentials and configure authentication for Neo Agent to access your HaloPSA system
- [Overview](https://docs.neoagent.io/integrations/psa/halopsa/overview.md): Connect your HaloPSA system to Neo Agent for automated ticket management and workflow automation
- [Overview](https://docs.neoagent.io/integrations/psa/intro.md): Connect your Professional Services Automation system — Neo reads tickets, writes updates, and orchestrates workflows through it
- [Connecting to Neo Agent](https://docs.neoagent.io/integrations/psa/servicenow/connecting-to-neo.md): Configure the connection between your ServiceNow instance and Neo Agent using OAuth
- [Creating the OAuth Application](https://docs.neoagent.io/integrations/psa/servicenow/creating-oauth-app.md): Set up a ServiceNow OAuth Application Registry entry so Neo Agent can connect to your instance
- [Overview](https://docs.neoagent.io/integrations/psa/servicenow/overview.md): Connect your ServiceNow instance to Neo Agent for automated ticket management
- [Webhook Architecture](https://docs.neoagent.io/integrations/psa/servicenow/webhook-architecture.md): How Neo Agent receives real-time ticket events from ServiceNow
- [Connecting to Neo Agent](https://docs.neoagent.io/integrations/rmm/connectwise-automate/connecting-to-neo.md): Configure the connection between your ConnectWise Automate system and Neo Agent using API credentials
- [Creating an API User](https://docs.neoagent.io/integrations/rmm/connectwise-automate/creating-api-user.md): Set up a dedicated user class and system integrator account with proper permissions for Neo Agent
- [Overview](https://docs.neoagent.io/integrations/rmm/connectwise-automate/overview.md): Connect your ConnectWise Automate RMM to Neo Agent for automated script execution and device management
- [Connecting to Neo Agent](https://docs.neoagent.io/integrations/rmm/connectwise-rmm/connecting-to-neo.md): Configure the connection between your ConnectWise Asio system and Neo Agent using API credentials
- [Generating API Credentials](https://docs.neoagent.io/integrations/rmm/connectwise-rmm/creating-api-key.md): Create API access credentials in ConnectWise Asio for Neo Agent integration
- [Overview](https://docs.neoagent.io/integrations/rmm/connectwise-rmm/overview.md): Connect your ConnectWise Asio RMM to Neo Agent for automated script execution and device management
- [Overview](https://docs.neoagent.io/integrations/rmm/datto/overview.md): Connect your Datto RMM to Neo Agent for automated script execution and device management
- [Overview](https://docs.neoagent.io/integrations/rmm/intro.md): Connect your Remote Monitoring and Management tools to allow Neo to find and run scripts
- [Overview](https://docs.neoagent.io/integrations/rmm/n-able-n-central/overview.md): Connect your N-Able N-Central to Neo Agent for automated script execution and device management
- [Overview](https://docs.neoagent.io/integrations/rmm/n-able-n-sight/overview.md): Connect your N-Able N-Sight RMM to Neo Agent for automated script execution and device management
- [Overview](https://docs.neoagent.io/integrations/rmm/ninjaone/overview.md): Connect your NinjaOne RMM to Neo Agent for automated script execution and device management
- [Connecting ScalePad to Neo](https://docs.neoagent.io/integrations/scalepad/connecting-to-neo.md): Generate a ScalePad API key, save it in Neo, and decide what each agent can do
- [Overview](https://docs.neoagent.io/integrations/scalepad/overview.md): What the ScalePad integration brings to your Neo Agent setup
- [Use cases](https://docs.neoagent.io/integrations/scalepad/use-cases.md): Concrete things MSPs run today with ScalePad and Neo
- [Slack](https://docs.neoagent.io/integrations/slack/intro.md): Connect Slack to receive workflow notifications in your channels
- [Deploy your end-user Teams bot](https://docs.neoagent.io/integrations/teams/end-user-bot.md): The full procedure: from a tested chat agent to your branded bot answering a client's employees in their Microsoft Teams
- [Microsoft Teams](https://docs.neoagent.io/integrations/teams/intro.md): Neo in Teams: the Neo Agent app for your technicians, and your own branded bot for your clients' end users
- [Teams Workforce Availability](https://docs.neoagent.io/integrations/teams/workforce-availability.md): Let Ticket Dispatch see who is on shift and at their desk using Microsoft Teams presence and Shifts
- [TimeZest](https://docs.neoagent.io/integrations/timezest/overview.md): Connect TimeZest to Neo Agent for automated appointment scheduling and calendar management
- [Analytics](https://docs.neoagent.io/product/analytics.md): Measure, monitor, and improve your MSP operations with powerful workflow performance and credit consumption insights
- [Announcements](https://docs.neoagent.io/product/announcements.md): Stay informed about important updates, outages, new features, and maintenance from the Neo Team
- [Billing & credits](https://docs.neoagent.io/product/billing-and-credits.md): How Neo Agent pricing works and what happens when you run out of credits
- [Event History](https://docs.neoagent.io/product/event-history.md): Track workflow executions, entity changes, and system behavior with detailed audit trails
- [Inbox](https://docs.neoagent.io/product/inbox.md): Triage and act on conversations quickly with focused views and shortcuts
- [Role-Based Access Control (RBAC)](https://docs.neoagent.io/product/rbac.md): Comprehensive user management and permission controls for your organization
- [Referral Program](https://docs.neoagent.io/product/referral-program.md): Earn rewards by referring other MSPs to Neo Agent
- [Scheduled Work](https://docs.neoagent.io/product/scheduled-work.md): Schedule workflows and agents to run at specific future dates and times
- [Train Neo](https://docs.neoagent.io/product/train-neo.md): Refine AI performance through feedback to improve workflow accuracy and outcomes
- [Alert P1 Tickets](https://docs.neoagent.io/recipes/alert-p1-tickets.md): Instantly notify your team when critical priority tickets are created
- [Assign Technician - Adding Schedule Entry](https://docs.neoagent.io/recipes/assign-technician-adding-schedule-entry.md): Assign a technician and automatically create a schedule entry for work
- [Assign Technician - Basic](https://docs.neoagent.io/recipes/assign-technician-basic.md): Automatically assign unassigned tickets to the best available technician
- [Assign Technician - Manage Calendar](https://docs.neoagent.io/recipes/assign-technician-manage-calendar.md): Automatically assign tickets while honoring technician calendar events and availability
- [Assign Technician - Oversee Board](https://docs.neoagent.io/recipes/assign-technician-oversee-board.md): Scheduled oversight to catch and assign unassigned tickets on specific boards
- [Automate Dark Web Alert Tickets](https://docs.neoagent.io/recipes/automate-darkweb-alerts.md): Automatically triage dark web alert tickets, notify end users, and close/update tickets with the correct status using two sequential workflows
- [Analyze Customer Sentiment](https://docs.neoagent.io/recipes/customer-sentiment-analysis.md): Detect negative sentiment and alert management with weekly summaries
- [Disable Inactive M365 Accounts](https://docs.neoagent.io/recipes/disable-inactive-m365-accounts.md): Automatically find and disable M365 accounts with no sign-in activity for 90+ days
- [Branded End-User Support Bot in Teams](https://docs.neoagent.io/recipes/end-user-support-bot.md): Give a client's employees a Teams bot under your brand that answers questions, checks ticket status, and files tickets
- [Hybrid AD User Onboarding](https://docs.neoagent.io/recipes/hybrid-ad-user-onboarding.md): Set up Neo to onboard users in on-prem Active Directory and sync them to Microsoft 365
- [Inactive Ticket Follow-up](https://docs.neoagent.io/recipes/inactive-ticket-followup.md): Automatically send customer updates and tech notifications for tickets without recent activity
- [Notify Contact After Ticket Dispatch](https://docs.neoagent.io/recipes/notify-contact-after-dispatch.md): Automatically notify customers when their ticket is assigned, confirming details and introducing the assigned technician
- [Reassign Incomplete Scheduled Work](https://docs.neoagent.io/recipes/reassign-incomplete-scheduled-work.md): Daily oversight to catch and reassign tickets with past scheduled entries not completed
- [Reassign when Technician is unavailable](https://docs.neoagent.io/recipes/reassign-technician-unavailable.md): Automatically reassign tickets when clients respond after the assigned technician's shift has ended
- [Rotate Admin & Service Account Passwords Monthly](https://docs.neoagent.io/recipes/rotate-service-account-passwords.md): Automate monthly password rotation for privileged M365 accounts with technician approval
- [Run Triggered Workflows on a Schedule](https://docs.neoagent.io/recipes/run-triggered-workflows-on-a-schedule.md): Use a Scheduled Workflow to execute an existing Triggered Workflow
- [Scan for New M365 Admin Accounts Daily](https://docs.neoagent.io/recipes/scan-new-m365-admins.md): Detect unauthorized admin role assignments across M365 tenants and alert your team automatically
- [Status/Time-Based Escalation](https://docs.neoagent.io/recipes/status-time-based-escalation.md): Escalate tickets automatically based on status, priority, and elapsed time
- [Tickets Without Scheduled Work](https://docs.neoagent.io/recipes/tickets-without-scheduled-work.md): Identify and follow up on service tickets that lack scheduled service calls or todos

## OpenAPI Specs

- [openapi](https://docs.neoagent.io/api-reference/openapi.json)

## Optional

- [Website](https://neoagent.io)