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Automation and AgenticAvailable

Neo Agent integration

Neo Agent connects to Lexful Docs to bring client policies and asset records into service desk workflows. It reads built-in and custom asset types to give tickets the right context, support client-specific onboarding, and guide resolutions. With write permission, Neo can update related Lexful assets after a change. Password assets and fields marked as secret or TOTP are excluded from its index.

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Lexful

Vendor

Neo Agent

Works with

Lexful Docs

Product

About Neo Agent

Neo Agent is an AI automation platform built for MSPs. It helps service teams triage tickets, resolve routine issues, and automate workflows across their PSA, RMM, documentation, and Microsoft tools.

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Integration

How Lexful Docs connects

Neo Agent connects to Lexful Docs to bring client policies and asset records into service desk workflows. It reads built-in and custom asset types to give tickets the right context, support client-specific onboarding, and guide resolutions. With write permission, Neo can update related Lexful assets after a change. Password assets and fields marked as secret or TOTP are excluded from its index.

Use Lexful asset records to add context to tickets
Include built-in and custom asset types
Apply client policies and onboarding instructions
Update related assets when write access is enabled
Exclude password assets and secret or TOTP fields from indexing
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Want to connect Neo Agent?

We will help you map what should flow into Lexful Docs and how it supports your documentation workflow.

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