Customer Approvals, or Customer in the Loop

Similar to technitian in the loop, ability to have customers approve items via teams or other channels if possible. This would be usefull for things like useronboard, offboard, password resets, or verifying that a customer is who they say they are if calling into a tech.

High-priority execution tier for time-sensitive agents

When an agent is triggered, it can take up to a couple of minutes to start while the platform gets everything ready. For most automations that's fine, but for time-sensitive work — dispatching, urgent customer-facing tasks — those minutes matter. The idea: let us mark certain agents as high priority (possibly at a higher credit cost) so their runs start faster and jump ahead of routine background work. Requested by a customer using Autotask.

Neo Support + Insights Problem Maps

We use Insights Problem Maps to find recurring ticket resolutions that could become SOPs. We’d like Neo Support to be able to read and summarise a completed Problem Map in chat, including the recurring issue, affected tickets, and representative examples. This would let us select a small, high-quality SOP review set without running an expensive backfill across every resolved ticket.

Workflow memory of previous runs

Useful in many situations (what values it found previously). Could reduce variability of outcomes. For example log of order of previous dispatch assignments could avoid multiple tickets in a row being dispatched to one technician.

Trigger Neo Agents from ConnectWise Opportunities

Create a way to trigger agents off of CW Opportunity statuses, audit trail and stage, etc.

Seamless M365 integration with end-client tenants via GDAP

Connect Neo Agent to your end-client Microsoft 365 tenants using Granular Delegated Admin Privileges (GDAP). This enables the agent to manage users, licenses, mailboxes, and Active Directory across all your clients — without requiring per-tenant credentials or separate app registrations. Key capabilities: Single consent flow for MSPs to grant Neo access via GDAP Manage M365 users, groups, licenses, and mailboxes across client tenants Active Directory operations (password resets, group membership, account management) Exchange administration (mailbox permissions, distribution lists, transport rules)

Company Sync with PSA

It would be nice if the company section could be auto-populated by syncing with HaloPSA (or any other PSA).

CIPP Integration

As an alternative to setting up 365 for “Identity and Workspace”, maybe look into integrating with CyberDrain CIPP to utilize its built in capabilities.

Dashboard Agent — create and debug workflows by chatting with Neo

Chat directly with Neo on the dashboard to create workflows and agents, troubleshoot why an execution behaved a certain way, or ask questions about your configuration — all in natural language. Example use cases: "Create a workflow that triages new tickets on the Support board and assigns them to the right technician" "Why did agent #3421 send that response on ticket T20260115.001?" "Show me which workflows ran on tickets from X customer this week"

Company Profiles

Similar to tech profiles, automated profiles for companies would generate a client’s entire portfolio over time, based on the data it processes.

Dark Mode

Dark mode for the dashboard.

Expand RMM API Access for Full Endpoint Interaction

Expand the RMM API to allow full interaction with all relevant endpoints, enabling deeper automation and integration with Neo. This would unlock the ability to programmatically manage devices, alerts, maintenance, and asset metadata without manual intervention. Use Cases: Updating Custom Fields Read and update device custom fields via API Bulk updates across multiple devices Enables dynamic data syncing between systems Maintenance Scheduling Programmatically schedule maintenance windows for devices or groups Modify or cancel existing maintenance events Supports automated patching workflows and change management processes Alert / Condition Management Reset or clear alerts/conditions via API Trigger remediation workflows externally Improve alert lifecycle automation and reduce technician intervention Asset Tagging Add, remove, and query asset/device tags Enable dynamic grouping and policy assignment Improve reporting, filtering, and automation targeting Device Approvals Approve or reject newly discovered / pending devices via API Query approval status for devices Support automated onboarding workflows based on predefined rules Reduce manual review steps for trusted device deployments Enable tighter integration between Neo-driven workflows and RMM enrollment processes

Ability Read PDF and Word attachments in Tickets

Ubiquiti Cloud Controller Integration

integration with Unifi cloud network controller

Datto AV Integration

Hi We have integration with Datto RMM, but it would be good to have full integration with Datto AV too, so Neo can view and handle AV alerts natively.