Changelog — Week of June 29, 2026
New features and improvements
New integration: ConnectWise ScreenConnect
Added ConnectWise ScreenConnect (also sold as Control) as a supported RMM. Connect it from Integrations → RMM with your instance URL and RESTful API Manager secret, and Neo can pull device context, map devices to the right company, run commands and pre-staged Toolbox items on endpoints, and message the logged-in user — all through ScreenConnect's API and gated by the permissions you grant each agent.
Integrations & RMM
Connect multiple RMM vendors per tenant at once — RMMs are no longer mutually exclusive, each with its own connect/disconnect, sync, and status.
Disconnect a connected RMM directly from its page in Integrations → RMM.
New Documents tab in Integrations lists your synced documentation sources with last-updated timestamps.
Chat Agents
Your branded end-user Teams bot can now attach screenshots and files to tickets — an employee's error screenshot or a log/PDF/spreadsheet lands straight on their own ticket (ConnectWise, Autotask, Halo, ServiceNow).
Share your chat agents with a read-only public link — show a client exactly what their assistant does before rolling it out, no Neo login. A green "Shared" badge marks any agent with a live link.
Even more behind-the-scenes tools are now free — loading a skill, looking up a field's options, formatting output, and the agent's own scratch space never draw from your credits, so only tools that do real work bill.
Intents
Intents now run on your ticket-triggered agents, not just your chat bot — an emailed "new starter Monday" gets the same "collect what's missing, then proceed" treatment, and one intent can drive both intake paths.
Teach your end-user bot the common requests your clients raise (new starter, hardware, mailbox change) and the exact details to collect — author once on the new Intents page and assign to the agents and companies it applies to.
Insights
Scope Insights to a single end-client company or specific months instead of only your whole desk over a rolling window — handy for a QBR or per-client ROI story. Every report is saved and switchable from the page header.
Analytics & Billing
New Chat Agents cost view breaks down conversational-agent usage like workflows and dispatch — internal credits with per-agent, per-technician, and per-tool detail, plus your end-user bot's active users, tickets raised per company/person, and month-by-month trends. Tickets the bot raised link straight into your PSA.
The same chat-agent cost analytics are now available through the public API.
In-app credit warnings — a heads-up in the last few days before your monthly reset, and a clear banner with a top-up link if automations pause because you're out.
Smarter auto top-up for Starter plans — Neo adds your chosen top-up pack instead of jumping straight to Growth, and only upgrades once topping up would cost the same or more. New 1K top-up pack ($250/mo) alongside the 5K pack.
Memory
Memory is now generally available for all tenants — Neo remembers per-desk and per-company context across runs, with pinned/unpinned examples and a custom-instructions note in the Memory tab.
Workflows
Workflows you build on are protected from deletion — you can't delete an upstream workflow another is triggered by; Neo blocks it and names the dependents.
Public API & Platform
Full developer docs and self-serve API keys — manage agents, read execution history and analytics, and pull billing/usage from your own scripts. Create, rotate (24h overlap), or revoke keys under Roles & Access → API Keys.
Australian data residency — Neo now offers an in-region AU tenant, joining US, UK, and EU.
Dashboard
Clearer trial dates and setup cues — distinct Sign-up vs Trial Start/End dates, a standout Configure CTA on approval settings, and an "Add More Properties" button on triage.
The Approvals inbox now shows the requesting source user for extra context.
Bug fixes and improvements
Chat & Teams Bot
Fixed wide chat messages clipping on the right of the chat panel.
Fixed popovers and searchable dropdowns not working inside dialogs.
Fixed Teams approvals not being authorised for white-label end-user chat agents.
Fixed the end-user ticket transcript being rebuilt from an AI excerpt instead of the actual saved conversation.
Workflows & Agents
Fixed "Add Ticket Tag" not working on time-entry workflows.
Fixed NOTIFY not resolving the right Teams recipients.
Fixed agents dead-ending on one-way internal messages, and re-narrating instead of executing already-approved actions on resume.
Fixed unsubstituted
{PLACEHOLDER}tokens being sent in outbound messages.
Dispatch
Fixed overnight technician shifts that wrap past midnight not being recognised.
ConnectWise
Fixed checkbox custom fields not saving as true/false, and now notifies all co-assignees on a ticket rather than just the owner.
Autotask
Config items (assets) now sync incrementally, and maintenance/outage responses are handled gracefully instead of failing a run.
Halo
Hidden ticket types now appear in the builder, and deleted/merged companies reconcile correctly during sync.
IT Glue
Restricted IT Glue docs no longer appear in end-user search (flagged for MSP eyes only).
Reliability
Broad hardening across PSA and Teams integrations — transient provider outages and timeouts retry cleanly instead of failing a run, and more edge cases surface as actionable inbox items rather than errors.