Where to find it
The Share action lives anywhere an automation does:- Agents & Workflows list (dashboard.neoagent.io) — open a row’s ⋮ menu → Share.
- Chat agents list (Chat → Agents) — open a row’s ⋮ menu → Share public link.
- The builder — a Share button sits to the left of Save in the header, and to the left of Update Agent in the footer.
The Neo Support Agent and other Neo-managed agents can’t be shared — the option is hidden for them. A brand-new agent must be saved once before it can be shared.
Create a link
Create the public link
Click Create public link. Neo mints an unguessable URL of the form
https://dashboard.neoagent.io/anonymous/agents/<token>.Control what is shown
The dialog has three toggles. They take effect immediately — no need to regenerate the link.| Toggle | When on | When off |
|---|---|---|
| Show attribution | Credits your company by name on the shared page (prefilled with your company name; edit it freely). | No attribution shown. |
| Show filter values | Reveals the values inside triggers and filters. | Masks those values, which may name a specific client. |
| Show tool configuration | Reveals per-tool settings — recipients, approvers, PSA options. | Hides per-tool settings; viewers still see which tools are enabled. |
What the recipient sees
The public page renders the real builder, read-only:- Overview — the agent’s instructions, with a Copy prompt button. Chat agents also show their audience (Internal vs end-user).
- Triggers & Filters — how the automation fires (for triggered and scheduled agents and workflows). Chat agents have no triggers, so this tab doesn’t appear for them.
- Tools & Settings — the enabled tools and a coarse summary of integration permissions (read vs read/write). Workflows show their Actions pipeline here instead.
Manage a link
Reopen the Share dialog at any time to:- Regenerate link — rotates the token. The old URL stops working immediately; share the new one.
- Disable link — removes the public link entirely. The page goes dark for anyone who had it.
What is never shared
Regardless of the toggles, the public page never exposes:- Credentials or secrets of any kind (PSA, Microsoft, RMM, etc.).
- The model, reasoning settings, credit cost, or any billing detail.
- Internal tenant, routing, or share-token identifiers.
This is different from granting a teammate access to an agent or sharing a chat session with a colleague — those keep everything inside your Neo tenant. A public share link is a no-login, read-only page for an outside audience.
