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Integrations/MSP Process
Neo AgentMSP Process
Security integration

Verify callers by code or push, from the ticket or chat.

Neo verifies end users through MSP Process, shares secure links and reads who is on call.

01Capabilities

What Neo does with MSP Process.

01

Identity verification

Neo texts or emails a code, or sends a Duo or Microsoft push.

02

Secure links

Neo shares a one-time link to a password or other secret.

03

Alerts and on-call

Neo reads who is on call and opens, updates or resolves alerts.

02Workflows

Concrete work Neo handles in MSP Process.

USE CASE

Verified password resets

Neo texts the requester a code and checks it as part of a reset.

USE CASE

Push for an MFA change

Neo sends a Duo or Microsoft push and reads the result.

USE CASE

Verification on the ticket

Neo notes who was verified, how and when on the PSA ticket.

03Setup

Set it up with Neo.

01

Connect MSP Process

Enter the credentials the MSP Process card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the MSP Process card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the MSP Process access the job needs, and builds the agent with you.

FAQ

Questions about the MSP Process integration.

What does Neo need to connect to MSP Process?+

The credentials the MSP Process card on Neo's Integrations page asks for, from your MSP Process account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect MSP Process, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.

Ready to wire up MSP Process?

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