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Privacy Policy

Last updated: November 12, 2025

Introduction

Neo Agent ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered workflow automation platform for managed service providers (MSPs) and related services (collectively, the "Service").

By using our Service, you agree to the collection and use of information in accordance with this policy.

Information We Collect

Account Information

When you create an account, we collect information such as your name, email address, company name, and billing information.

Service Data

To provide our Service, we collect and process data from your integrated systems, including:

  • Ticket data from your PSA systems (ConnectWise, Autotask, etc.)
  • System information from your RMM platforms
  • Documentation and knowledge base content
  • Workflow and automation configuration data

Usage Information

We collect information about how you use our Service, including access logs, feature usage, and performance metrics.

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our Service
  • Process transactions and manage your account
  • Automate ticket triage, categorization, and resolution workflows
  • Send you technical notices, updates, and support messages
  • Respond to your comments, questions, and requests
  • Monitor and analyze usage patterns and trends

Important: We do not use your MSP data or client data to train our AI models. Your data remains isolated and is used solely to provide the Service to you.

Data Security

We implement industry-standard security measures to protect your information:

  • Data encryption in transit and at rest
  • Secure hosting on Microsoft Azure Cloud infrastructure
  • Role-based access controls
  • Complete data isolation between MSP accounts
  • Regular security audits and monitoring

While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure.

Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • With service providers who assist us in operating our Service (under strict confidentiality agreements)
  • When required by law or to protect our rights and safety
  • In connection with a business transfer (merger, acquisition, etc.)
  • With your explicit consent

Data Retention

We retain your information for as long as your account is active or as needed to provide the Service. You may request deletion of your account and associated data at any time by contacting us at support@neoagent.io.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • Access to your personal information
  • Correction of inaccurate information
  • Deletion of your information
  • Objection to processing of your information
  • Data portability

To exercise these rights, please contact us at support@neoagent.io.

Cookies and Tracking

We use cookies and similar tracking technologies to track activity on our Service and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

Third-Party Services

Our Service integrates with third-party services (PSA tools, RMM platforms, etc.). Your use of these integrations is subject to the privacy policies of those third-party services.

Children's Privacy

Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: support@neoagent.io

Website: https://www.neoagent.io