Added a Microsoft 365 "Hybrid (no AD Connect sync)" identity mode — for hybrid tenants whose on-prem AD and Entra ID aren't synced, agents now create, update, disable, and offboard users in both directories, instead of stalling after the on-prem step waiting for a sync that never happens. Set it per company in the dashboard.
Added the Applications permission group for Microsoft Graph — agents can review app registrations, service principals, and OAuth consent grants in customer tenants (read-only), and with write access create dedicated app registrations and client secrets. Every write needs technician approval, and Neo only manages apps it created itself.
Added Autotask contract custom fields (UDFs) to ticket context — agents now see contract UDFs alongside contract name and type, so triage, dispatch, and notes can reason about contract-specific details.
Fixed over-escaped smart punctuation in agent-written ticket fields — em-dashes and curly quotes no longer show up as escaped gibberish in summaries and notes.
Workflows & Triggers
Added a "Summarize description" toggle to description triage (Autotask), on by default. Turn it off to clean up descriptions — strip phishing banners, signatures, or links via custom instructions — while keeping the original wording intact.
Added a Date Entered (Created) filter for ConnectWise — filter workflows and backfills by ticket creation date, applied inside ConnectWise so counts stay fast and accurate.
Dispatch
SLA and urgent-priority deadlines are now enforced on scheduled time slots, not just suggested. Neo verifies the chosen slot lands before the ticket's SLA deadline, and urgent-priority tickets get scheduled within their deadline (or the next 24 hours) — no more high-priority tickets parked days out.
Redesigned the dispatch configuration with curated sections and guided instructions, making it clearer how each setting shapes Neo's assignment decisions.
Fixed dispatch agents re-checking live schedule state instead of trusting availability remembered from a previous run.
Integrations
Added contact deactivation for Autotask — user-offboarding workflows that disable a departing employee now work on Autotask, the same as ConnectWise.
Dashboard
Added a public "Share Agent" link — generate a read-only, no-login link to any agent or workflow. Viewers see the instructions, triggers, and tools, and you control whether filter values and recipient details are revealed.
Bug fixes
ConnectWise
Fixed several cases where ticket searches, note creation, scheduled-entry creation, and audit-trail lookups could fail or stop early on not-found, pagination, or 404 errors — these now degrade gracefully instead of aborting the run.
Autotask
Fixed an issue where updating a co-managed ticket could fail with a server error.
Search
Fixed document search returning nothing when no specific company was in scope — it now searches across all your documentation.
Dashboard
Fixed the Train Neo modal crashing when a suggestion response came back empty.
Fixed browser autofill dropping unrelated saved logins into service-account fields.
Fixed the chat "resume" cursor reappearing after a turn had already finished.