Every ConnectWise ticket, on autopilot.
Automate triage, dispatch, and L1 resolution inside ConnectWise. Neo reads the ticket, picks the right board and priority, and closes the loop, alongside your techs.
What Neo does with ConnectWise Manage.
Type, Subtype, Item, Priority
Neo reads the request and populates the full classification and priority the way your senior techs would, using your historical ticket data.
Route to the right tech
Reads tech calendars, skillsets, and current workload, then assigns the ticket to the best person right now.
L1 fixes end-to-end
Password resets, mailbox permissions, MFA unlocks, printer queues, stale DHCP. Executes and closes the ticket in ConnectWise.
Concrete work Neo handles in ConnectWise Manage.
New hire onboarding
Reads the request, checks the client's onboarding policy, provisions M365 + Entra + Pax8 + Intune, writes back to the manager.
Duplicate tickets, merged
Detects related tickets, merges them into a single record, and keeps the activity history clean.
Logged automatically
Every action Neo runs logs a time entry in ConnectWise with the resolution code and notes your techs would have written.
Reads client policies
Pulls client-specific docs from IT Glue / Hudu to apply 2FA rules, device profiles, and per-customer conventions before acting.
Live in under an hour.
Connect, configure, go. No code, no long implementation.
Connect ConnectWise
Install the Neo integration and authenticate with your ConnectWise admin credentials. OAuth-based, scoped to exactly what you grant.
Map your boards
Neo maps your service boards, types, and priorities automatically. Adjust what you want Neo to touch: None, Read, or Write per field.
Go live
Start with test mode (notes only), then flip Neo to propose or autonomous for low-risk actions. Live in two hours.
Questions about the ConnectWise Manage integration.
How does Neo integrate with ConnectWise Manage?+
Neo uses ConnectWise's APIs with OAuth 2.0. It reads ticket data, updates fields, creates tickets, and accesses your knowledge base to drive intelligent automation.
Will Neo affect my existing ConnectWise workflows?+
Neo runs alongside your existing workflow rules, respecting boards, assignments, and SLA policies. It enhances, not replaces.
How long does setup take?+
30 to 60 minutes. That covers authentication, mapping, and initial AI training. Our team guides you through it.
Can I control which fields Neo modifies?+
Yes. Set None / Read / Write per tool and per field. The Generic API tool scopes down to the endpoint level.
Does Neo support ConnectWise custom fields?+
Yes. Custom fields are mapped at setup so Neo understands your unique data structure.
Ready to wire up ConnectWise Manage?
14-day free trial. No credit card. Live in under an hour, right inside your stack.