AI Teammate in Microsoft Teams
An AI teammate for your technicians, right inside Microsoft Teams. They ask, and Neo does the work: pull the next ticket, run a script, onboard a starter, or build a report. Your full MSP toolbox in chat, with every sensitive action held for their approval. Part of your plan, not an add-on.
About this feature.
Your technicians spend their day in Microsoft Teams, so Neo meets them there. They ask in plain language, and Neo gets real work done across your stack. It pulls the next ticket from the queue, summarizes a noisy thread, finds the right SOP, runs an RMM script, onboards a new starter, logs time, and replies to the customer. It can read across your PSA, RMM, and documentation to answer a question or build a report on the spot. Anything sensitive is held for a technician to approve first, so a person stays in control of the actions that matter. This is the same Neo that already works your tickets in the background. In Teams, it is on demand, for the moments a technician wants to drive.
What is AI Teammate in Microsoft Teams?
It is a way to run your MSP by asking. A technician types a request in Teams, and Neo turns it into real actions across the same tools your workflows already use. A quick question gets a quick answer. Real work gets done in the chat. And because a technician is right there, Neo checks in before anything sensitive, so you get the speed of automation with a person's hand on the wheel. The more your team leans on it, the fewer tabs they open to get through the day.
How to set up through Neo.
Turn it on for your team
Enable the technician agent in the Neo dashboard. It uses your existing PSA, RMM, and documentation connections, so there is nothing new to wire up.
Add Neo to your Teams
Your Microsoft 365 admin installs the Neo app in your team's Microsoft Teams. One approval covers everyone.
Choose what needs approval
Decide which actions Neo can take on its own and which it should hold for a technician. Sensitive changes are gated by default.
Your techs start asking
Technicians message Neo in Teams and get work done without leaving the chat. Alerts and one-tap approvals show up there too.
Considerations when setting up.
Works your queue with you
Ask for your next ticket, a summary of a long thread, or the right SOP, and Neo pulls it from your PSA and documentation. No searching, no tab-switching.
Takes real actions, not just lookups
Neo can triage and dispatch a ticket, run an RMM script, onboard or offboard a user, log time, and reply to the customer, all from the same chat.
Reads across your whole stack
It answers questions and builds reports across your PSA, RMM, and documentation, so a technician does not stitch three tools together by hand.
Technician-in-the-Loop by default
Every sensitive action waits for a technician to approve it first. Neo shows exactly what it plans to do, then holds until you say yes.
Alerts and one-tap approvals
Ticket notifications and approval requests land in Teams. A technician approves or declines in one tap, without opening the dashboard.
Included in every plan
The technician agent is part of your plan, with no per-user add-on, so your whole service desk can use it from day one.
Frequently asked questions.
What can technicians ask it to do?+
Does it act on its own, or do we stay in control?+
How is this different from the end-user support bot?+
Does it cost extra?+
Which of our technicians can use it?+
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