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What's new in Neo No. 06, Nov 2, 2026

New integrations

  • CrowdStrike. Checks that computers are in Falcon on the latest sensor, works alerts and contains hosts.
  • Veeam Backup & Replication. Reads each job's sessions, retries failed jobs, checks repository space and starts restores.
  • Veeam Backup for Microsoft 365. Reads each Microsoft 365 backup job and its sessions, reruns what failed and restores lost items.
  • Xero. Finds and reports on invoices, bills, payments and balances, and updates records as you allow.
  • FortiGate. Reports on every customer's FortiGates and contracts, reads their logs and status, and changes them.
  • LogicMonitor. Reads LogicMonitor alerts and resource data, acknowledges alerts and schedules downtime.
  • ImmyBot. Finds the computer in ImmyBot and runs the software change the ticket needs.
  • RingCentral. Reads and changes RingCentral users, call handling, queues, call logs, devices and numbers.
  • Commvault. Reads job failures and alerts, controls jobs and clients, checks storage and starts restores.
  • CloudRadial. Designs and edits CloudRadial request forms, and reads and updates each client's portal.
  • SolarWinds Orion. Reads nodes, alerts and statistics in Orion, acknowledges alerts and mutes or unmanages nodes.
  • Fathom. Reads Fathom's meeting summaries, action items and transcripts, and acts on them in your PSA.
  • Ninety. Reads and updates Ninety's To-Dos, Issues, Rocks and Scorecard, and joins them to your PSA.
  • Strety. Reads and updates Strety's Goals, Milestones, To-Dos and Issues, and tracks them against your PSA.
  • Inforcer. Reads each client's secure score, baseline alignment, policies and reports in Inforcer.
  • FortiManager. Reads each customer's FortiGates, policies and web filter through FortiManager, and changes them.
  • NinjaOne SaaS Backup. Reads each customer's Microsoft 365 and Google Workspace backups, seats and storage.
  • Exclaimer. Reads and changes each client's Exclaimer subscription: tier, SKU, mailbox count and users.
  • Simplesat. Reads Simplesat's survey responses, sends surveys by email, and keeps customers and team members current.
  • TeamGPS. Reads TeamGPS CSAT, CES and NPS results, scorecards, recognition, goals and meetings.
  • Paycor. Reads Paycor employees, time cards and time off, and compares hours worked with your PSA time.
  • Zomentum. Drafts quotes and proposals from your templates and catalog, and follows your opportunities.
  • Smart Pricing Table. Reads and builds Smart Pricing Table proposals: pages, pricing, add-ons and packages.
  • Ingram Micro Hardware. Finds Ingram Micro products, reads live price and stock, and builds quotes and orders.
  • Airlock Digital. Reads agents, policy groups and blocked files, issues OTP codes and allows or blocks hashes.
  • DefensX. Answers DefensX user requests, keeps each client's allow and block lists, and reads browsing logs.
  • Todyl. Reads each client's Todyl devices, who uses them and how they break down. It changes nothing.
  • RocketCyber. Reads the RocketCyber incident behind a ticket and advises the technician. It changes nothing there.
  • Parallels RAS. Reads farm and host health, drains hosts, logs off sessions and publishes applications.
  • Omnissa Horizon. Builds and manages Horizon desktop pools and machines and gives users their desktops.
  • Kemp LoadMaster. Reads virtual service, real server and appliance health, and enables or disables servers.
  • SASBOSS. Adds and removes users, Teams calling and phone numbers in SASBOSS for each customer.
  • SkySwitch. Adds and removes users, extensions and numbers in SkySwitch, and counts seats.
  • Trend Micro LMP. Reads and changes each client's TrendAI subscriptions in LMP: plans, seats, dates and usage.
  • RoutIT / KPN. Adds and removes Microsoft 365 seats on RoutIT and KPN orders, and reads each customer's orders.
  • ELMO. Reads and updates staff in your customers' ELMO: managers, departments, start dates and onboarding.
  • GlassHive. Builds GlassHive lists from your PSA or CRM, updates contacts and companies, and drafts campaign copy.
  • Pushover. Sends Pushover alerts for urgent tickets and checks that each one was acknowledged.

Agents

New

  • Pin a memory from its edit dialog, and Neo suggests when a memory should be pinned.
  • Attach one memory to several companies, from the Memories page or through Neo Support.
  • Ticket Triage now reads the bookings on a ticket, so a rule can add the booked date.

Fixed

  • Agent runs no longer fail when Neo deploys an update while they run.
  • Neo now refuses to save a scheduled workflow with a ticket-only action, so it no longer fails on each run.
  • When Neo is busy, your PSA now sends ticket updates again, so agents still run on them.
  • The agent builder now opens for tenants with no PSA connected, in place of an error.
  • A trigger you add to an existing agent no longer fires on ticket changes made before it.
  • Ticket history checks now read your PSA when ticket search is slow, so they finish.
  • Agents no longer offer inactive Autotask or ConnectWise technicians as assignees.
  • An agent chained after a time-entry workflow now starts when that workflow finishes.
  • After an agent attaches a file to a ticket, its next read of the ticket lists the file.
  • Scripts agents run now use the current time, so ages and "as of" times are correct.
  • Memory descriptions no longer start with their own scope, like "MSP-wide" or the client name.
  • A memory Neo learned no longer makes an agent skip a step its instructions require.
  • Triage now follows your ticket title rules on every ticket.
  • Scheduled ticket reviews no longer fail when the sentiment of one ticket is missing.
  • Agents send a new password the way your instructions say; a secure link stays the default.

Supervised mode & approvals

Fixed

  • Approved notes now send when an agent that waited on a workflow gets the approval.

Chat & Neo Support

New

  • Neo Support checks an agent's full instructions and pinned memories for conflicts before editing them.
  • Neo now comes back in the chat when a dashboard refresh it started finishes.
  • Neo Support can now quote the exact memory text an earlier run read, after edits.
  • See how full your memory budgets are, and ask Neo to tidy them with one click.
  • Neo Support checks for an existing memory before it saves one, and offers to remove expired ones.
  • Ask Neo Support about a client, and it reads that client's saved memories too.

Fixed

  • Neo Support no longer tells admins to tick a permission that cannot open live RMM data.
  • In a technician chat, Neo now logs more than one time entry on the same ticket.
  • A very long chat message now gets a clear message to attach it as a file, in place of an error.
  • Listing all agent runs through the API no longer times out for tenants with many runs.
  • Neo Support now saves each new rule in one place, with no copies to keep in step.
  • Neo Support now runs a check it announces in the same reply, with no need to ask again.
  • When an agent followed your own rule, Neo Support now writes the reworded rule for you to use.
  • Neo Support pins a rule for only some tickets only when a classic workflow needs it.
  • Neo Support spots when a run followed your own rule, and offers to re-run affected tickets.
  • Neo Support no longer blames Neo when a Free Text tag card has no option list.
  • When Neo Support escalates to our team, it gives you the ticket number, with no link you cannot open.
  • Neo Support now offers a way to save a full instruction rewrite, and stops escalating the refusal.

Teams

New

  • Agents read a Team's private channels at once, and post there after you add the app.

Fixed

  • In Teams and Slack, the idle timer now starts after Neo replies, so Start fresh stops appearing early.
  • Long answers in Teams and Slack now arrive, with no repeated fallback messages.
  • End-user requests in Teams get a request type only when one truly fits.
  • Named Teams group chats now show their real name in the channel picker.
  • Installing an internal technician channel no longer starts your end-user bot trial.

Slack

Fixed

  • Notifications sent through your own Slack app keep every word, link and mention, with clean formatting.

Phone Agent

New

  • The Phone Agents page is simpler, with a Try a free call button up front.
  • Give each phone number its own after-hours greeting, used outside business hours and on holidays.
  • Call History marks calls where the caller said nothing as "No request", with a filter.

Fixed

  • The Phone Agent no longer says it will create a ticket or transfer without doing it.

Dispatch

New

  • Dispatch now rechecks workloads when tickets assign at the same time, and runs faster on Autotask.

Fixed

  • When every pick is at its workload cap, dispatch now assigns its first choice, not its last.
  • Dispatch books the right time for a slot after a daylight-saving clock change.
  • A re-dispatch no longer creates duplicate schedule entries for a booking the ticket already has.
  • With "Also show work already done" on, dispatch sees leave booked on closed tickets and skips that technician.
  • Dispatch started by a queue change now sees that change and reassigns the ticket correctly.
  • "When unsure" dispatch asks for approval when your leave-unassigned rule also says to ask.
  • Technician profiles now rate a skill Expert only with real ticket evidence, not almost every technician.
  • After a clock change, dispatch books ConnectWise and Autotask technicians at the correct hour.

Insights & reporting

New

  • Each problem on What to automate opens Neo Support with a drafted request to close its gaps.
  • Make widget titles bigger on a dashboard theme so an office wall screen reads across the room.
  • View code on a dashboard widget now shows neat, colour-highlighted code, also in dark mode.
  • Dashboards can collect large data sets for up to 2 hours and show how far collection has got.
  • What to automate now shows how much of each problem Neo already covers, for every user.
  • Sort your dashboards into folders, and ask Neo Support to move them for you.
  • Give a dashboard your brand colours, with contrast checks in light and dark mode.
  • Ticket numbers in dashboards Neo builds now open the ticket in your PSA.
  • Insights checks problem coverage nightly for every desk with a map, and refreshes maps monthly.

Fixed

  • Problem coverage now counts the work a run did before it paused for an approval.
  • The Next page button in a dashboard table now works when you can resize the widget.
  • Improve coverage now hands Neo Support only the changes for the stage you pick.
  • Dashboards Neo builds now use your own words and are checked once before Neo finishes.
  • A dashboard widget no longer fails on a short Neo-side fault and blames your widget code.
  • Assignment reports now show each technician once, by name, when a PSA request tool assigned them.

Integrations

New

  • MSPs on CIPP need no GDAP; confirm all exact CIPP tenant matches for your clients in one go.
  • Fix a wrong marketplace match in one step: move the customer, or add it to another company.
  • The Custom API page now points you to request a full vendor integration in place of one endpoint each.
  • The Integrations page opens on your connected tools and suggests ones your tickets need.
  • Agent scripts can now read and upload SharePoint files.
  • Map one Pax8 or other marketplace customer to several PSA companies on Organization Mapping.
  • For Zorus site or report requests, agents write the exact portal steps for your technician.
  • Integrations search now finds tools by the other names MSPs use, like VSPC or VB365.
  • Add a client's own key for a tool beside your partner key; Neo uses it for that client.
  • Connect a self-hosted TP-Link Omada controller directly at its own public address.

Fixed

  • Company sync from very large systems, like 33,000 HubSpot companies, no longer fails.
  • When Pax8 refuses a seat decrease for the term, agents report it clearly and suggest only steps they can take.
  • Termination agents now reset the password of a Microsoft 365 account that is already blocked.
  • D&H and Ingram Micro tiles now say Cloud Marketplace, so it is clear what they connect to.
  • Call Harbor company mapping and agents now work with an Office Manager API key.
  • A Mimecast partner connection is now recognised as one, so Neo maps and reaches every customer account.
  • When D&H refuses Neo's sign-in, you now get a message naming the MFA exception to add in D&H.
  • Agents now swap a product on a ConnectWise CPQ quote correctly and save the price you gave.
  • Agents now read Exchange mailbox sizes as real numbers, in place of empty values.
  • Agents now say plainly when a Microsoft licence code is unknown, and stop treating it as an error.
  • Agents now name the missing Microsoft 365 permission for every Graph refusal, so you know what to grant.
  • RocketCyber company mapping now works when an account in RocketCyber has no name.
  • Agents can now create SaaS Alerts suppression rules, including rules with no date limit.
  • Items you remove in a connected tool now leave the Organization Mapping list on the next sync.
  • CIPP offboarding now applies every wizard option you ask for; Neo refuses one CIPP would skip.
  • Veeam Service Provider Console usage reads for many clients now complete, where most timed out.
  • FortiGate calls through FortiGate Cloud now work for firewalls in Organization member accounts.
  • Scheduled Cove agents with no ticket company can now list your Cove customers.
  • Agents now look up a named Zabbix host directly, so they report its real state.
  • Agents now recognise 60 more Microsoft 365 licence types by name.
  • A Defender advanced hunting request now tells you why it cannot run, with the reads that work.
  • IT Glue lookups by PSA id now work for ConnectWise and Autotask tenants.
  • OpenText Secure Cloud connections that failed on every call now work.
  • Cove connects again with the API user and secret that Cove now issues.
  • Mimecast company matching now continues, and names the missing permission, when your key cannot read account details.
  • ThreatLocker now saves when the API URL ends in /portalApi with capital letters.

ConnectWise

New

  • Chat with your Neo agents from inside a ConnectWise ticket; Neo already knows the ticket.
  • Take over the end user's Teams or Slack chat from the ConnectWise ticket, then give it back to Neo.
  • Choose which ConnectWise schedule types count as time off, so dispatch and triage skip people on leave.

Fixed

  • Merge Tickets now reports a failure when ConnectWise accepts a merge but does not do it.
  • Two agents updating the same ConnectWise ticket at once no longer undo each other's board or status.
  • "Customer replied" no longer fires on a ticket's first email when a template note comes before it.
  • Adding a CC address to a ConnectWise ticket keeps the other addresses and skips duplicates.
  • Agents that ask ConnectWise for several ticket fields at once now get all of them.
  • Triage no longer picks a ConnectWise agreement restricted to another department or location.
  • Agents can now add an untimed ConnectWise schedule entry for today.
  • ConnectWise ticket searches with long filters, like many company exclusions, no longer fail.
  • A note on a ConnectWise ticket at its detail-line limit now puts a clear warning in your inbox.
  • Ticket triage no longer adds CC addresses when your rule says never to add any.
  • Dispatch now reads each technician's ConnectWise time zone correctly when zone names look alike.
  • Agents now read picked and shipped quantities on ConnectWise products, and list the products of a ticket.
  • Agents now see every ConnectWise ticket custom field, not only the first 25.

Autotask

New

  • Ticket Triage can now attach Autotask checklists from your Checklist Library to new tickets.

Fixed

  • Ticket assignment now works when a technician's default Service Desk role is inactive.
  • Autotask multi-select fields Neo cannot write no longer appear as options; a write says why it fails.
  • Queue changes now save on Autotask tickets whose owner is also a secondary resource.
  • Agents read Autotask contracts in one query and work without the Admin security level.
  • When Autotask silently keeps a field Neo tried to clear, the agent now sees a clear failure.

Halo

New

  • Agents now notice when Halo changes a ticket's routing on its own after an update.
  • Dispatch now skips HaloPSA technicians on their Workday holidays.

Fixed

  • Messaging an extra contact on a Halo ticket now stops at once, with no needless approval.
  • Ticket Triage and dispatch now see a ticket's scheduled bookings in Halo and Syncro.
  • Update Ticket Fields now reports a failure when Halo silently keeps the old value.
  • Non-billable time entries that agents log in Halo now stay non-billable.
  • Email notices to a Halo ticket's assigned technician now send in place of failing.
  • When triage moves a Halo ticket to another client, Halo now shows it under that client.

ServiceNow

Fixed

  • Saving a ServiceNow triggered agent no longer shows a false callback warning when webhooks arrive.
  • ServiceNow agents can now read customer account team members, in place of a permission error.
  • When a ServiceNow Business Rule blocks a change, the run log names the rule and the agent carries on.

RMM

Fixed

  • An RMM script still running after Neo stops waiting no longer shows a finish time.
  • An RMM script that finishes after Neo stops waiting now returns its real result.
  • NinjaOne script labels with spaces now arrive as one argument; agents explain that Script Variables stay blank.
  • A ConnectWise RMM device sync that lacks API access now tells you in your Inbox.

Dashboard

New

  • Filter dashboards, open the rows behind any number, refresh on a schedule, keep trends and copy widgets.
  • The Integrations page is one directory, with a Connected only switch to show your connected tools.
  • Dashboards can now show data from your read-only Custom API connections.
  • Share a dashboard with named team members only, or keep it private to yourself.
  • Neo now writes each memory's description from its content; press Edit to write your own.
  • Open View code on a dashboard widget to see the code behind its numbers.
  • Add one Chat only member from Invite User, with no invitation email.
  • Neo Support now looks at a screenshot of each dashboard it builds and fixes what looks wrong.
  • A dashboard reads your records once per refresh, so all its charts show the same data.
  • Switch between My and All dashboards, filter by creator and search by name.
  • Share a dashboard by public link, for example on an office screen, and revoke it anytime.
  • Adjust with Neo reopens the chat that built the dashboard, so you continue where you left off.
  • Every list, picker and filter of agents and workflows now shows each one's id, as "Name #123".
  • The Agents & Workflows page header is tighter, with search beside New and Docs.
  • Dashboards are now a standard part of every workspace.
  • Dashboard charts now show up to 20 series each.

Fixed

  • A filter rule narrowed to a team role now shows its value and keeps the role when you edit it.
  • You can now close the new-version notice, so it no longer covers a run page's buttons.
  • Long hints under a dashboard stat now wrap in full, without a cut-off.
  • Adding a Chat only user without Microsoft directory consent now says which consent to grant.
  • Dashboards with wide tool access refresh again, where every widget failed before.
  • A dashboard widget that fails to draw now offers a Try again button.
  • Ticket numbers and ids in dashboard widgets no longer show a thousands separator.
  • The memory editor no longer cuts a new memory to 500 characters while limits load.
  • Dashboard tables now size each column to its content and scroll inside the widget.
  • Version History now shows a trigger filter edit as a change, with its values.
  • The Memories list no longer shows one memory twice or skips another across pages.
  • When Neo Support edits a dashboard, it no longer removes widgets you did not ask to remove.

Billing

New

  • Bill several workspaces through one organization, with one invoice, a cap and per-workspace limits.