# 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
- [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 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
- [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
- [Add Recipient Permission](https://docs.neoagent.io/agents/tools/m365/add-recipient-permission.md): Grant SendAs permissions to recipients
- [Add User to Groups](https://docs.neoagent.io/agents/tools/m365/add-to-groups.md): Add users to Microsoft 365 groups including Teams, Security, and Distribution groups
- [Add to Shared Mailbox](https://docs.neoagent.io/agents/tools/m365/add-to-shared-mailbox.md): Grant access to shared mailboxes
- [Assign Directory Roles](https://docs.neoagent.io/agents/tools/m365/assign-directory-roles.md): Assign Microsoft Entra admin roles to users
- [Assign Microsoft Licenses](https://docs.neoagent.io/agents/tools/m365/assign-licenses.md): Assign Microsoft 365 licenses to users
- [Assign Manager](https://docs.neoagent.io/agents/tools/m365/assign-manager.md): Set or update a user's manager in Entra ID
- [Block Sign In](https://docs.neoagent.io/agents/tools/m365/block-sign-in.md): Block a user's sign-in to Microsoft 365
- [Cancel License](https://docs.neoagent.io/agents/tools/m365/cancel-license.md): Reduce license seat count via your marketplace provider
- [Convert to Shared Mailbox](https://docs.neoagent.io/agents/tools/m365/convert-to-shared-mailbox.md): Convert a user mailbox to a shared mailbox
- [Create Conditional Access Policy](https://docs.neoagent.io/agents/tools/m365/create-conditional-access-policy.md): Create a new Conditional Access policy in Entra ID
- [Create User in Entra ID](https://docs.neoagent.io/agents/tools/m365/create-user.md): Create new users in Microsoft Entra ID
- [Delegate Mailbox](https://docs.neoagent.io/agents/tools/m365/delegate-mailbox.md): Set up mailbox delegation with Full Access permissions
- [Delete Conditional Access Policy](https://docs.neoagent.io/agents/tools/m365/delete-conditional-access-policy.md): Delete a Conditional Access policy from Entra ID
- [Delete Shared Mailbox](https://docs.neoagent.io/agents/tools/m365/delete-shared-mailbox.md): Delete shared mailboxes from Microsoft 365
- [Delete User](https://docs.neoagent.io/agents/tools/m365/delete-user.md): Delete users from Microsoft Entra ID
- [Execute PowerShell (Exchange Online)](https://docs.neoagent.io/agents/tools/m365/execute-powershell.md): Run validated PowerShell commands against Exchange Online
- [Forward Emails](https://docs.neoagent.io/agents/tools/m365/forward-emails.md): Set up email forwarding for users
- [Get Conditional Access Policy](https://docs.neoagent.io/agents/tools/m365/get-conditional-access-policy.md): Get details of a specific Conditional Access policy
- [Get Mailbox Permissions](https://docs.neoagent.io/agents/tools/m365/get-mailbox-permissions.md): List mailbox delegation assignments
- [Get User App Roles](https://docs.neoagent.io/agents/tools/m365/get-user-app-roles.md): List a user's enterprise app role assignments
- [Get User Devices](https://docs.neoagent.io/agents/tools/m365/get-user-devices.md): List a user's Intune-managed devices
- [Get User Directory Roles](https://docs.neoagent.io/agents/tools/m365/get-user-directory-roles.md): List a user's admin role assignments
- [Get User Groups](https://docs.neoagent.io/agents/tools/m365/get-user-groups.md): List all groups a user belongs to
- [Get User Licenses](https://docs.neoagent.io/agents/tools/m365/get-user-licenses.md): List a user's Microsoft 365 license assignments
- [List Conditional Access Policies](https://docs.neoagent.io/agents/tools/m365/list-conditional-access-policies.md): List all Conditional Access policies in a Microsoft Entra tenant
- [List Domains](https://docs.neoagent.io/agents/tools/m365/list-domains.md): List company domains in Microsoft 365
- [List Groups](https://docs.neoagent.io/agents/tools/m365/list-groups.md): List all Microsoft 365 groups in a tenant
- [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
- [List Microsoft Licenses](https://docs.neoagent.io/agents/tools/m365/list-licenses.md): List available Microsoft 365 license SKUs in a tenant
- [Purchase License](https://docs.neoagent.io/agents/tools/m365/purchase-license.md): Purchase additional license seats via your marketplace provider
- [Remove Directory Roles](https://docs.neoagent.io/agents/tools/m365/remove-directory-roles.md): Remove Microsoft Entra admin roles from users
- [Remove Email Forwarding](https://docs.neoagent.io/agents/tools/m365/remove-email-forwarding.md): Remove email forwarding rules
- [Remove User from Groups](https://docs.neoagent.io/agents/tools/m365/remove-from-groups.md): Remove users from Microsoft 365 groups
- [Remove from Shared Mailbox](https://docs.neoagent.io/agents/tools/m365/remove-from-shared-mailbox.md): Remove user access from shared mailboxes
- [Remove Mailbox Delegation](https://docs.neoagent.io/agents/tools/m365/remove-mailbox-delegation.md): Remove mailbox delegation permissions
- [Remove Recipient Permission](https://docs.neoagent.io/agents/tools/m365/remove-recipient-permission.md): Remove SendAs permissions from recipients
- [Reset Password](https://docs.neoagent.io/agents/tools/m365/reset-password.md): Reset user passwords in Microsoft Entra ID
- [Search Directory Roles](https://docs.neoagent.io/agents/tools/m365/search-directory-roles.md): Search available Entra ID admin roles
- [Search Entra Users](https://docs.neoagent.io/agents/tools/m365/search-entra-users.md): Find users in Microsoft Entra ID
- [Unassign Microsoft Licenses](https://docs.neoagent.io/agents/tools/m365/unassign-licenses.md): Remove Microsoft 365 licenses from users
- [Update Conditional Access Policy](https://docs.neoagent.io/agents/tools/m365/update-conditional-access-policy.md): Update an existing Conditional Access policy in Entra ID
- [Update User Details](https://docs.neoagent.io/agents/tools/m365/update-user-details.md): Update user properties in Microsoft Entra ID
- [Wipe Mobile Device](https://docs.neoagent.io/agents/tools/m365/wipe-mobile-device.md): Wipe Intune-managed mobile devices
- [Add Internal Ticket Note](https://docs.neoagent.io/agents/tools/management/add-internal-note.md): Add internal notes to tickets visible only to technicians
- [Add Time Entry](https://docs.neoagent.io/agents/tools/management/add-time-entry.md): Add time entries to tickets for work performed
- [Assign Ticket to Neo](https://docs.neoagent.io/agents/tools/management/assign-ticket-to-neo.md): Assign tickets to Neo Agent for processing
- [Bundle Tickets](https://docs.neoagent.io/agents/tools/management/bundle-tickets.md): Bundle related tickets by attaching child tickets to a parent
- [Create Opportunity](https://docs.neoagent.io/agents/tools/management/create-opportunity.md): Create sales opportunities in Autotask based on tickets
- [Create PSA Contact](https://docs.neoagent.io/agents/tools/management/create-psa-contact.md): Create new contacts in your PSA system
- [Deactivate PSA Contact](https://docs.neoagent.io/agents/tools/management/deactivate-psa-contact.md): Deactivate contacts in your PSA system
- [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
- [Merge Tickets](https://docs.neoagent.io/agents/tools/management/merge-tickets.md): Merge duplicate or related tickets in your PSA
- [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
- [Update Ticket Fields](https://docs.neoagent.io/agents/tools/management/update-ticket-fields.md): Update ticket properties based on agent actions and analysis
- [Update Time Entry Fields](https://docs.neoagent.io/agents/tools/management/update-time-entry-fields.md): Update time entry properties based on agent analysis
- [Tools Overview](https://docs.neoagent.io/agents/tools/overview.md): Tools are the capabilities you enable for Neo Agents to accomplish tasks
- [Execute RMM Script](https://docs.neoagent.io/agents/tools/resolution/execute-rmm-script.md): Find and execute RMM scripts to automatically fix ticket issues
- [Find Company Projects](https://docs.neoagent.io/agents/tools/search/find-company-projects.md): Search for projects related to a company
- [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 RMM Scripts](https://docs.neoagent.io/agents/tools/search/find-rmm-scripts.md): Search your RMM script library for relevant fixes
- [Find Tickets by Content](https://docs.neoagent.io/agents/tools/search/find-tickets-by-content.md): Search tickets based on their content and descriptions
- [Find Tickets by Metadata](https://docs.neoagent.io/agents/tools/search/find-tickets-by-metadata.md): Search tickets based on metadata like company, contact, or configuration
- [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): Use AI to analyze, automate, and enhance your ticket management processes
- [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 to end users and 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): Available actions and best practices for composing them in workflows
- [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): Update tickets and time entries with safeguards and idempotency
- [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
- [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!
- [Actions](https://docs.neoagent.io/core/actions.md): The building blocks of automation in Neo
- [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
- [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): Core building blocks of Neo Agent
- [Phone Agent](https://docs.neoagent.io/core/phone-agent.md): AI-powered L1 call handling integrated with your PSA
- [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): Human approval gates for high-impact agent actions
- [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 fixed cadence to evaluate and act on items
- [Triggered workflows](https://docs.neoagent.io/core/triggers-and-schedules/triggered-workflows.md): Run actions immediately in response to PSA events
- [Workflows](https://docs.neoagent.io/core/workflows.md): Automated sequences of actions that process tickets, update data, and notify users
- [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): The future of automation for MSPs
- [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): Overview and first steps to get value fast
- [Our Community](https://docs.neoagent.io/guides/getting-started/community.md): Join the Neo Agent community on discord!
- [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
- [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
- [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
- [Slack](https://docs.neoagent.io/integrations/slack/intro.md): Connect Slack to receive notifications and interact with workflows
- [Microsoft Teams](https://docs.neoagent.io/integrations/teams/intro.md): Use channel email and webhooks to route notifications
- [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
- [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
- [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
- [Overview](https://docs.neoagent.io/roadmap/intro.md): What's coming to Neo Agent in 2026

## OpenAPI Specs

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

## Optional

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