FAQS

Questions, answered.

Everything MSPs ask us in the first call. If yours isn't here, book a demo and we'll walk you through it.

01Getting started

The basics.

What is Neo Agent?+

Neo Agent is an AI technician for MSPs. It reads tickets, checks your playbooks and docs, runs the fix, and closes the loop, right inside your PSA.

Unlike generic automation tools, Neo understands MSP workflows and integrates natively with your PSA, RMM, documentation, and Microsoft stack.

What's included in the 14-day free trial?+

Full access to Neo Agent, no credit card required. Your trial includes:

  • Complete automation features for triage, dispatch, and resolution
  • Integration with your existing PSA and RMM tools
  • Onboarding support from our team
  • Usage analytics showing your potential savings

Most MSPs see results within two hours of setup.

How long does setup take and what systems does Neo integrate with?+

Setup is hours, not weeks. Neo integrates natively with:

  • PSA: ConnectWise, Autotask, HaloPSA, Kaseya BMS, SuperOps
  • RMM: NinjaOne, Datto RMM, N-central, Kaseya VSA, Atera
  • Documentation: IT Glue, Hudu, SharePoint, Confluence, Notion
  • Microsoft 365: full Graph, Entra, Intune, Exchange (cloud + on-prem)
How quickly will I see results?+

Most MSPs see immediate time savings within the first week.

  • Day 1–2: connect your PSA, Neo ingests your tickets.
  • Day 3–7: Neo starts running triage and L1 resolution.
  • Week 2+: full automation saving 15–20+ hours per week.

Real example: Excellent Networks saved 10 hours in their first week.

02Product

What Neo does.

What exactly does Neo automate and how much control do I have?+

Neo handles repetitive L1 work while your techs stay in control.

  • Triage, categorization, priority, dispatch, duplicate merging
  • Password resets, MFA unlocks, mailbox permissions
  • Onboarding / offboarding across M365, Entra, Pax8, Intune
  • RMM script execution, end-user communication, time logging

Set Neo to propose, approve, or run autonomously, per action. Every action is logged and reversible.

Is my data secure and are you compliant?+

Enterprise-grade security in every layer.

  • SOC 2 Type I complete, Type II in progress
  • Encryption in transit and at rest on Microsoft Azure
  • Role-based access controls, per-tenant isolation
  • No training on MSP or client data.
03Pricing

Money questions.

How do I calculate my ROI and what savings can I expect?+

Most MSPs save 3–10× their monthly investment. Typical breakdown:

  • L1 engineer cost per month (incl. overhead): ~$6,667
  • Neo starter plan: $1,300
  • Immediate monthly savings: $5,000+

Use our ROI calculator on the pricing page with your actual ticket volume for a personalized estimate.

How do credits work and will I have enough?+

1 ticket automation = 1 credit. If you need more, you can purchase additional credits or upgrade plans. We notify you at 80% usage so there are never surprises.

04Support

After you're live.

What support is included and how do I get help?+

Every plan includes comprehensive support:

  • Dedicated onboarding specialist
  • 24/7 documentation and guides
  • Teams and email support with 1–4 hour response
  • Weekly optimization reviews

Still have questions? Talk to a human.

30 minutes with us, on your data, no pitch deck.