Overview
Neo can find a device by hostname, serial number, or the last user to sign in. It can add device health to the ticket, check alerts and updates, and report the result of a Level automation.
How it works
See what is happening on the device.
Check free disk space, active alerts, and pending or failed updates without leaving the ticket.
Keep ticket work within the customer’s devices.
Neo uses the ticket’s PSA company to scope device lookups and actions to its mapped Level group and subgroups.
Run a fix and inspect the result.
Neo can trigger a Level automation on a specific device and read the status and output of each step.
Set up the integration
Choose what Neo can access.
In Level, create a dedicated API key under Settings → API keys. Use read-only access for investigation. Choose read and write if Neo needs to resolve alerts or run automations.
Connect Level and confirm the customer groups.
In Neo, open Integrations → Level, save the key, then use Organization Mapping to match each customer’s Level group to its PSA company.
Enable the tools each agent needs.
In the Neo agent’s Tools & Settings, choose its Level permissions. For each automation it may run, add a webhook trigger in Level, require an authorization header, and select the allowed devices.
