High-level roadmap. Timelines are estimates and may shift as we prioritize customer value and reliability.
2025
Completed
Autonomous L1 Engineer
Neo continuously monitors PSA/RMM, decides next steps, executes, and documents work for common Level 1 issues — without playbooks or explicit configuration.M365 Actions
Reset passwords, update mailbox permissions, move licenses, and more directly from Neo to reduce “quick-fix” tickets.Completed
M365 on‑prem actions via RMM
Execute on‑prem AD/Exchange/Windows actions through RMM connectors to handle hybrid and legacy environments.Completed
HaloPSA integration
Unlock HaloPSA customers: ticket sync, contacts, configs, and time entry parity with existing PSAs.Completed
Generic API Request tool for agents
Enable agents to call external APIs safely (OAuth/API key presets, templated requests, schema-validated responses) to expand automations without new code deploys.2026
Q1 2026
Native 2-factor authentication
Require and process two‑factor authentication for end‑user actions and approvals. Including Phone Agent calls.End user facing Teams bot
Enable end users to interact directly with Neo through Microsoft Teams for self-service support requests, status updates, and approvals.SOC II Readiness
Independent attestation of Neo’s security controls to simplify your compliance audits and strengthen client trust.License management: ShareWeb and Ingram Micro
Add ShareWeb and Ingram Micro integrations to expand license management options beyond Pax8, D&H, and Microsoft Partner Center.Q1 2026
MCP server support for agents
Add Model Context Protocol support to plug in third‑party tools and internal systems quickly.Q1 2026
Phone Agent: live call transcription and summaries
Real‑time transcription, intent detection, and follow‑up notes for support calls.Q2 2026
Scheduling work for Neo
Users and Neo can schedule Neo to perform tasks at specific times in the future, enabling delayed actions, recurring workflows, and time-based automation.Outbound calls to technicians and end users
Automated outbound voice for alerts, verifications, status updates, and approvals, with call recording and logging.ROI analytics in-app
Show hours saved and counts of actions/tools per client, per workflow, and per ticket to prove value and drive expansion.White‑label communications suite
Teams app, SMS, and WhatsApp messaging under your MSP brand; unified conversation history and opt‑in controls.Q3 2026