When you connect your RMM with Neo, Neo gains visibility into all of your scripts and registered devices. Neo can then suggest relevant scripts to technicians working on tickets, or execute scripts directly against devices—monitoring jobs and taking automated actions based on the results.Documentation Index
Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
Use this file to discover all available pages before exploring further.
Use Cases
Neo’s RMM integration enables two powerful categories of automation:Issue Remediation — Zero Human Touch
Neo can automatically execute scripts to resolve common issues without technician intervention:- Software management — Installing, updating, or repairing applications
- Device maintenance — Rebooting devices, clearing caches, removing temp files
- Service management — Starting, stopping, or restarting services and processes
- Any typical RMM task — If you have a script for it, Neo can run it
You control the level of automation. Neo can either execute scripts automatically or request approval from a technician before taking action.
- Success — Close the ticket and notify the end user
- Failure — Escalate to a technician or try an alternative remediation
- Partial success — Document findings and recommend next steps
Revenue & Opportunity Creation
Neo can identify upsell and service opportunities by combining RMM data with intelligent automation.Example: Disk space alert triggers upgrade opportunity
Example: Disk space alert triggers upgrade opportunity
When a device triggers an alert for 95% disk usage:
- Neo receives the ticket and runs a cleanup script
- Neo waits for the result (disk usage drops to 90%)
- Neo checks the device age from your RMM
- If the device is over 5 years old, Neo automatically messages the customer:
“Your device is over 5 years old and running low on storage. Would you like a quote for an upgrade?”This transforms a routine maintenance ticket into a potential hardware sale.
Example: Recurring issues trigger service review
Example: Recurring issues trigger service review
When Neo detects a pattern of repeated issues on a device:
- Neo resolves the immediate issue
- Neo analyzes ticket history for the device
- Neo identifies the recurring pattern
- Neo reaches out to the customer suggesting a proactive maintenance plan or device refresh
Supported RMM Platforms
Select your RMM platform to view the complete setup guide:ConnectWise Automate
Connect using API credentials with dedicated user class permissions.
ConnectWise Asio
Connect using API access credentials. Script suggestions available; execution coming soon.
Datto RMM
Integrate using API key and secret with administrator security levels.
N-Able N-Sight
Connect using API key authentication with monitoring permissions.
N-Able N-Central
Integrate using role-based permissions and dedicated API user.
NinjaOne
Connect using secure OAuth authentication flow—no API keys required.
Quick Setup Summary
| RMM Platform | Authentication Method | Typical Setup Time |
|---|---|---|
| ConnectWise Automate | User Class + API Credentials | 10-15 minutes |
| ConnectWise Asio | Client ID + Client Secret | 5-10 minutes |
| Datto RMM | API Key + Secret | 5-10 minutes |
| N-Able N-Sight | API Key | 5-10 minutes |
| N-Able N-Central | Role-Based API User | 10-15 minutes |
| NinjaOne | OAuth (No API Keys) | 2-5 minutes |
