Neo Agent unifies PSA, RMM, documentation, and IT workflows into a single operational layer. Instead of replacing your tools, Neo acts as a digital worker that automates ticket handling, executes tasks, and keeps systems synchronised — improving efficiency, visibility, and service delivery for MSPs.
Unified IT management software connects your PSA, RMM, documentation tools, and automation engine into a single workflow system. Instead of operating systems independently, Neo orchestrates actions across all tools to streamline IT operations.
Compared to ITSM (process) and UEM (device), unified IT management covers every layer of IT operations — from ticketing to endpoint remediation.
Navigate to Integrations and connect your PSA, RMM, and documentation platforms. Neo synchronises data to form a unified automation layer.
Use Neo’s L1 Engineer interface to define workflow rules, instructions, mappings, and how Neo should behave across your tools.
For high-impact tasks, configure human approval so senior technicians can approve Neo’s proposed actions before execution.
Review Neo’s suggested actions, accuracy, and workflow results — adjusting configuration as your environment evolves.
Neo’s unified automation is ideal for MSPs who:
Your PSA and RMM must be fully synchronised so Neo can perform accurate updates across systems.
Provide high-quality instructions so Neo understands how you want common tasks and workflows handled.
Start with approval policies enabled, especially for high-impact or customer-facing tasks.
Introduce automation gradually and ensure technicians are aligned on how Neo interacts with your tools.
Learn more about how Neo unifies IT operations in MSP Software — or explore automation workflows like Ticket Triage and Dispatch Analysis.
Looking for platform-specific integrations? Explore ConnectWise, Autotask, and Datto RMM.
