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About

Neo Agent is an AI technician for managed service providers, built to work alongside the team inside the PSA. It reads the ticket, checks similar tickets, playbooks, and documentation, makes the call, runs the fix, and closes the loop. Neo is designed as a new kind of automation for MSPs: not a bigger rulebook, not fragile scripts, and not legacy RPA that requires constant mapping maintenance. Instead, it acts like a human L1 technician that joins the service desk, helping speed up ticket resolution, automate PSA and RMM workflows, and keep communications on-brand and consistent. Neo can analyze tickets, communicate with users, take action on behalf of the team, and execute workflows that are triggered or scheduled for repetitive tasks such as ticket triage, dispatching, and routine manual work. It integrates with PSA systems, RMM tools, documentation systems, marketplaces, Microsoft 365, and Azure to automate ticket management, synchronize client data, and more.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

MSP service desk managers who need an AI L1 technician to triage tickets, automate workflows, handle calls, and close routine support loops

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1,300 per month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Neo Agent
Founded: 2023
United Kingdom
www.neoagent.io

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

Invarosoft
CloudRadial

CloudRadial

Azurative
Thread

Thread

Thread Magic

Categories

Categories

MSP

Integrations

Autotask PSA
ConnectWise Automate
Hudu
IT Glue
Microsoft 365
NinjaOne
ServiceNow
TimeZest
Atera
ConnectBooster
Datto RMM
Domotz
ITBoost
Kaseya BMS
N-able N‑central
OAuth
Slack
Zendesk Chat
Zendesk Guide
tawk.to

Integrations

Autotask PSA
ConnectWise Automate
Hudu
IT Glue
Microsoft 365
NinjaOne
ServiceNow
TimeZest
Atera
ConnectBooster
Datto RMM
Domotz
ITBoost
Kaseya BMS
N-able N‑central
OAuth
Slack
Zendesk Chat
Zendesk Guide
tawk.to
Claim Neo Agent and update features and information
Claim Neo Agent and update features and information
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Claim Strategy Overview and update features and information