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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Neo Agent serves as an advanced AI technician tailored for managed service providers, designed to seamlessly collaborate with the internal team within the PSA. It efficiently reviews tickets, cross-references similar cases, utilizes playbooks and documentation, executes necessary actions, and completes the process. Unlike traditional automation solutions that rely on extensive rule sets or brittle scripts, Neo introduces a fresh approach to automation for MSPs that mimics the capabilities of a human Level 1 technician. This innovative tool accelerates ticket resolution, streamlines PSA and RMM workflows, and ensures that all communications are aligned with the company's branding. Neo is equipped to analyze incoming tickets, engage with users, perform actions on behalf of the team, and manage workflows initiated by recurring tasks such as ticket triage, dispatching, and routine manual operations. Additionally, it offers integration with various systems, including PSA platforms, RMM tools, documentation resources, marketplaces, Microsoft 365, and Azure, enabling it to automate ticket management processes, synchronize client information, and enhance overall operational efficiency. This comprehensive functionality positions Neo as a pivotal asset in optimizing the service desk's performance and improving client satisfaction.

Description

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
ConnectWise Automate Yes 
Hudu Yes 
IT Glue Yes 
Microsoft 365 Yes 
NinjaOne Yes 
ServiceNow Yes 
TimeZest Yes 
Asio by ConnectWise Yes 
Auvik No 
CrewHu No 
Domotz No 
Gravity Forms No 
MSPCFO No 
Microsoft Azure Yes 
Microsoft Exchange Yes 
QuoteWerks No 
Salesforce No 
Sherweb Yes 
Zendesk Guide No 

Integrations

Autotask PSA Yes 
ConnectWise Automate Yes 
Hudu Yes 
IT Glue Yes 
Microsoft 365 Yes 
NinjaOne Yes 
ServiceNow Yes 
TimeZest Yes 
Asio by ConnectWise No 
Auvik Yes 
CrewHu Yes 
Domotz Yes 
Gravity Forms Yes 
MSPCFO Yes 
Microsoft Azure No 
Microsoft Exchange No 
QuoteWerks Yes 
Salesforce Yes 
Sherweb No 
Zendesk Guide Yes 

Pricing Details

$1,300 per month
Free Trial Yes 
Free Version No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Neo Agent

Founded

2023

Country

United Kingdom

Website

www.neoagent.io

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

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