Neo Agent is intelligent MSP software that works alongside your existing tools. Rather than replacing your PSA, RMM, or documentation platforms, Neo connects to them and acts as a digital worker, performing Level 1 technician tasks automatically. From triaging tickets to resolving endpoint alerts, Neo helps MSPs increase efficiency and service quality without adding headcount.
MSP software refers to the suite of tools that Managed Service Providers use to deliver IT services to clients — including PSA systems, RMM platforms, documentation tools, and more.
Neo Agent enhances these tools by acting as an automation layer, handling the repetitive tasks that normally take up a technician’s day.
Navigate to the "Integrations" tab and ensure your core MSP platforms are properly connected and synchronized with Neo.
Use our L1 Engineer interface to enable and configure the core capabilities you want Neo to perform (triage, script execution, updates).
For higher-impact actions, configure human approval so designated technicians can review and authorize Neo's proposed actions.
Regularly review Neo's plans and outcomes to ensure optimal performance and make adjustments as needed.
Neo’s automation capabilities are ideal for MSPs who:
Ensure complete synchronization with your PSA, RMM, and documentation tools before enabling write actions.
Provide concise custom instructions defining parameters and guardrails for Neo's automated decisions.
Start with a small group of experienced approvers to verify Neo's proposed actions during rollout.
Communicate new workflows to technicians and collect feedback to refine automations.
Looking for platform-specific details? Explore ConnectWise, Autotask, and Datto RMM integrations.
