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.
Overview
This recipe shows how to automatically triage dark web alert tickets and then notify the end user and close/update the ticket with the correct status. It uses two simple workflows working in sequence.-
Workflow 1: Triage (Triggered)
- Sets the correct Company and Contact
- Optionally confirms the ticket is indeed a dark web alert (if needed)
- Applies updates to the PSA via
Update Ticket Fields
-
Workflow 2: Build Message and Close (Triggered, runs after Triage)
- Generates a customer-facing message using
Build Message - Sends the message to the ticket contact (
Notify Ticket's Contact) - Updates ticket status and any additional fields via
Update Ticket Fields
- Generates a customer-facing message using
If your dark web alerts always enter a dedicated queue/board, you can rely on the workflow trigger or filtering by that queue and skip explicit “is this dark web?” checks. If not, add a brief detection step in the triage instructions to confirm it’s a dark web alert before proceeding.
Workflow 1: Triage Company and Contact
Basic Configuration
Create the workflow
- Name: “Dark Web Alert - Triage”
- Type: Triggered
- Trigger Conditions:
- Ticket created
Add Ticket Triage action
Action: Ticket TriageFocus fields: Company, Contact (and optionally Type/Subtype if you want)This action will identify the correct Company and Contact from the alert details.
Workflow 2: Build Message and Close/Update Status
Basic Configuration
Create the workflow
- Name: “Dark Web Alert - Notify and Close”
- Type: Triggered
- Trigger Type: Add “Workflow Finished” trigger and select the previous Triage workflow
Add Build Message action
Action: Build MessageThis generates a customer-facing communication that will be sent to the ticket contact.
- Message Type: Customer Facing
- Instructions (plain English; describe the style and content, not a fixed template):
Add Update Ticket Fields action
Action: Update Ticket Fields
- Add Update Ticket Fields in Write to PSA section
- Mark the checkbox “Update Additional Fields”
- A dropdown for the New Status will appear
- Select the new
Status(e.g., “Customer Notified” or “Closed - Notified”) to move the ticket to
Best practices
- Start with note-only runs to validate messaging and status changes
- Keep triage instructions short and focused on Company/Contact identification
- Use company memory if specific clients need tailored messaging or routing
