Added an Activity section with one Executions list for every agent and workflow run, filterable by agent, ticket, status, and date, plus a bookmarkable Execution Log page for each run.
Added an Audit Log under Activity showing 30 days of every action your agents took, searchable by ticket or user and filterable by tool, agent, or failures. It is also available on the public API and to the Neo Support Agent.
Redesigned the sidebar into collapsible sections with a Cmd/Ctrl+K command palette and a collapsible icon rail.
Added a Help menu to the sidebar with Documentation, Roadmap, Discord, and Feedback links.
Pages now use the full window width with one-line explainers that link to the docs, and the Inbox and Phone Agents pages were rebuilt on the new design system.
Added per-person AI chat data access in Roles & Access: choose which sources each user's chat can read (PSA tickets, each documentation source, RMM device inventory), with a default for Teams users who have no dashboard account.
Roles & Access now has one page per person where role, name, shared agents, and permissions are edited together, and the Add agent picker shows agent IDs and can grant several agents at once.
Added self-service PSA disconnect: workspace owners can disconnect their PSA, choose whether to keep synced ticket history, and connect a different PSA. Contacts, catalog, and companies from the old PSA are cleaned up in the background.
Workflows can now be saved as disabled, and the 14-day trial starts when you enable or run your first automation rather than when you create one.
When creating an end-user agent, you now choose when the bot should open a ticket: ticket first, troubleshoot first, or record at the end.
SharePoint now shows how much you selected and how much Neo actually indexed, per library and per folder.
Released the Service Health permission group for Microsoft 365, no longer Coming Soon. Companies consented before this week may need Grant access re-run.
Templates now show a complexity badge, sort easiest-first, and list optional integrations and setup notes in the picker.
Removed the redundant Intents card from the agent builder, long workflow names now truncate with a hover tooltip, and the sidebar credit meter now reads as the link to billing it is.
Agents & Tools
Added reading of .eml and .pdf ticket attachments into ticket context on every PSA, so phishing-report tickets whose only content is an attached email are no longer read as empty.
Ticket Triage now sees screenshots and attachments instead of a [cid:…] placeholder, with image descriptions cached for 30 days so repeat runs cost nothing.
Neo Support can now set up an agent from a template through a short guided conversation, leaving it disabled for your review.
Every end-user chat turn is now journaled onto its linked ticket exactly once with native PSA visibility, instead of depending on the model calling a tool.
Deprecated the "Find RMM Script to fix the issue" smart action in favour of Agents with RMM script tools. Existing workflows keep working; it just leaves the picker for new ones.
Custom vendor integrations gain per-vendor rate-limit retry rules and proactive rate limiting, so vendors like Mimecast and Meraki stop tripping limits.
Workflows & Triggers
Due-date triage now follows your own written rules ("P1 = 1 day", "next business day 8am", "avoid weekends") instead of four fixed tiers. The weekend-avoidance checkbox is retired in favour of the written instruction.
Dispatch
Dispatch decisions now stream for every tenant, cutting timed-out dispatches by roughly two-thirds.
On Halo, dispatch now writes the appointment body, so appointments synced to Outlook or Teams carry real content, and co-assignees land on the appointment as Other Attendees.
Dispatch Ticket gains an opt-in "skip if merged" toggle, so a ticket merged away while the decision was running is not assigned to a technician.
Halo PSA
Added filtering tickets by the end user's email address, a filter Halo's own API does not offer.
Neo now subscribes its Halo webhook to the required ticket events automatically, so you no longer add them by hand.
Bug fixes
Dashboard
Fixed run messages in the Executions list rendering as raw markdown source.
Fixed a tab left open across a deploy showing "Woops, something went wrong"; it now reloads itself.
Fixed deleting a workflow failing with a server error from a stray confirm click.
Fixed copying a chat agent leaving its Chat button disabled until a page reload.
Fixed switching off a phone agent dismissing the confirmation while the cancellation was still running.
Fixed dark-mode contrast issues on the Workflows list.
Fixed the monthly credits-reset notice prompting you to top up credits you were about to receive anyway.
Fixed the Skills page layout, added a real folder tree, and fixed a server error for agents with no integrations set.
Fixed the SharePoint grant check showing a raw error on the Integrations page for a consent that was fine.
Fixed a Coming Soon permission group being switchable on through the API or by an agent.
Fixed Microsoft throttling on GDAP reads causing a server error on the Companies page; the page also reads the partner list once instead of three times.
Fixed a Conditional Access or MFA rejection on GDAP showing a server error instead of the reconnect prompt.
Fixed a dashboard error on the trial countdown for tenants in an active trial.
Agents & Tools
Fixed agents rewriting credentials a technician deliberately left in a PSA record. Agents still detect and never emit secrets, but no longer edit your records unasked.
Fixed agents withholding an MSP's own staff names and record values as "PII".
Fixed the internal-notes read-only permission not being honoured on a time entry's internal note.
Fixed pressing Stop on a workflow or agent run still letting the next action or tool land.
Fixed "Find Ticket to merge with" writing "I will merge this ticket" when no merge followed.
Fixed workflow action fields not enforcing their declared ranges; merge and recurring-issue agents now render fewer candidates instead of failing the run.
Fixed a chat turn burning its whole budget inside one tool call or sandbox command, ending with "your request may be too large" after the work was already done.
Fixed the Delay tool rejecting a 60-second wait.
Fixed sandbox model calls coming back truncated.
Fixed a run's rebuilt final message listing tool names instead of findings after a streaming fault, and the execution reviewer reporting successful calls as returning nothing.
Fixed chat session titles falling back to "Untitled".
Fixed chat image and transcript loads failing on an intermittent storage error.
Fixed sandbox timeouts being reported as rate limits, and fetches to hosts outside the Web Fetch allowlist surfacing as opaque DNS errors.
Fixed a callback that hit a handled error staying "Running" forever.
Fixed a malformed ticket ID on add internal note producing an uninterpretable PSA 404.
Fixed generated PowerShell using a backslash line continuation failing on the domain controller; it is now rejected up front with a corrective message.
Fixed Exchange Send As and identity grants failing on parameter-binding and routing mistakes.
Fixed HTML files saved with a legacy Office extension being dropped as corrupt.
Fixed two PSA records with identical names collapsing to one in the similar-name search, so the duplicate guard can fire.
Fixed over-length ticket titles being rejected by ConnectWise and Autotask; titles are now truncated at the boundary.
Fixed technicians from a disconnected PSA staying active as dispatch candidates.
Fixed Microsoft Graph page-size and user-lookup errors lacking the detail agents need to recover.
End-user chat and phone agent
Fixed a chat message about a new problem landing on the previous ticket as a customer reply.
Added an idle sweep so a session's final turn still reaches the PSA if the write failed.
Fixed the Teams bot improvising about its own session reset behaviour and referencing tools it does not have.
Fixed the phone agent reading other customers' company names aloud when it could not match a spoken name.
Fixed phone triage matching contacts against the wrong company.
Fixed a quoted PSA ticket reference being mistaken for a phone number.
Dispatch
Fixed off-shift assignments: availability and exclusions now build the candidate pool before your prioritisation order ranks it, and custom instructions cannot override a technician's shift.
Fixed a slot race leaving a ticket assigned to nobody; dispatch now moves the slot rather than swapping technician.
Fixed a dispatch parked for approval losing its slot reservation.
Fixed a slot conflict found after arbitration ending the run on the first collision; it now gets corrective retries, with all failing checks reported at once.
Fixed out-of-hours calendar widening triggering off the word "evening" instead of actual working hours.
Fixed dispatch reporting itself as a competing in-flight run.
Halo PSA
Fixed priorities scoped to a single SLA, so pickers and filters showed only a fraction of levels; every SLA's priorities are now offered.
Fixed same-day dispatch reading an empty technician agenda and booking over existing work.
Fixed empty custom-field guidance, so agents complete triage instead of leaving it partly applied.
Fixed a "Field is mandatory" rejection not naming the field.
Fixed outcomes deleted in Halo lingering in Neo's picker.
ConnectWise
Fixed a board move wiping Type, SubType, and Item; the safety net now runs on the triage path and applies a valid Type on the destination board.
Fixed a malformed reference field crashing ticket context.
Added the missing configuration items sub-skill that agents were requesting and getting nothing back.
Autotask
Fixed inline screenshots kept only inside the originating email not resolving for triage.
Fixed contract-mismatch recovery resending the same rejected contract.
Fixed agents being unable to write a contract service unit cost.
Fixed a webhook missing the LastActivityDate event only being reported; Neo now repairs it.
RMM & Integrations
Fixed a permanently unrunnable Datto RMM component being retried forever, and agents promising to create Datto components the vendor API cannot.
Fixed "no output" placeholders from Datto, CW Asio, NinjaOne, and N-sight being read as real script output.
Fixed a Hudu instance timing out mid-fetch being filed internally instead of shown in your inbox.
Fixed an invalid or expired N-Central API token failing silently; it now reaches your inbox with an email.
Fixed a ScreenConnect instance missing the RESTful API Manager extension dumping a raw HTML error; you now get an actionable inbox message.
Fixed CloudBlue subscription and order errors surfacing as an opaque server error.