featuredAI / Intelligent AutomationAutotask Professional Services Automation (PSA)

Neo Agent

Neo Agent is an AI automation platform built exclusively for managed service providers. Neo Agent deploys AI agents that work inside the tools MSPs already run, including PSA, RMM, Microsoft 365, and IT documentation systems, to triage tickets, dispatch work, communicate with end users, and execute routine remediations autonomously. MSPs configure agents and guardrails in a central dashboard, keeping technicians in control while removing repetitive L1 and L2 work. Neo Agent operates as a multi-tenant SaaS platform with regional deployments in the US, UK, EU, and Australia. 

By integrating Neo Agent with Autotask PSA, MSPs can automate ticket triage, dispatching, communication, documentation lookups, and routine remediation workflows. The integration leverages Autotask REST APIs and webhooks to allow AI agents to react to ticket events in near real time, reducing manual workload while maintaining full visibility and control for service teams. 

Integration Features

. AI ticket triage with automatic classification, prioritization, and routing for every new Autotask ticket

. Smart dispatch recommendations based on technician expertise, workload, calendars, and skillsets

. Autonomous resolution capabilities for password resets, Microsoft 365 administration, Active Directory management, Exchange administration, RMM remediations, and documentation lookups

. End-user communication through Teams, email, and phone agents that can create and update Autotask tickets

. Automatic creation of time entries and charges

. Similar-ticket search across historical Autotask ticket data

. Technician-in-the-loop approvals and a complete audit trail for all agent actions

Contact Information for Sales and Support 

Sales: [email protected] 
Support: [email protected] 

Documentation 

https://docs.neoagent.io/integrations/psa/autotask/overview

Video / YouTube Links 

https://www.youtube.com/@neoagent-ai

Geographic Availability 

Worldwide 

Languages 

Worldwide – English (product UI); AI end-user communications support multiple languages 

Technical Contact Name and Email 

Luis Felipe de Deus — [email protected]