Before you start
- Atlassian site admin access to install the Neo app on your site.
- A Neo team admin account to connect from Neo’s Applications settings.
Connect a product
Open Settings → Applications in Neo and select Jira or Confluence. Repeat for the other one if you want both.1
Authorize with Atlassian
Click Authorize. You’re sent to Atlassian to sign in and approve, then returned to Neo. This links your Atlassian account to your Neo team.
2
Choose a site (if asked)
If your Atlassian account has more than one site, Neo asks which one to connect. Pick it. If you only have one site, this step is skipped.
3
Install Neo
Click Install. Atlassian opens in a new tab where you approve the app. This adds Neo to the product you’re connecting.
4
Wait for Connected
Neo shows Connected on its own once the install lands. It can take a minute or two, and the page updates automatically.
Jira and Confluence connect independently, so you’ll authorize and install each one separately.
The Neo bot
Neo installs as a bot. It doesn’t use a Jira seat or license, and you don’t assign issues to it. You bring it in by mentioning@neo.
Reconnect
If you disconnected from Neo but the app is still installed on your Atlassian site, reconnecting only needs the Authorize step again. Just click Reconnect. If the app was fully uninstalled from Atlassian, you’ll authorize and install again.Disconnect
Use the Disconnect option in Neo’s Applications settings. This drops the link between Neo and that product.- The Neo app stays installed in Atlassian after a disconnect.
- To fully remove it, uninstall the app from your Atlassian site (Atlassian admin → Manage apps).
- You won’t be able to use
@neofor that product until you reconnect.
Switching sites
Each product connects to one site at a time. To move to a different site, just install Neo on the new site. It becomes the connected site and the old one is dropped automatically. There’s no need to disconnect first.Next
- Learn how people use Neo in Jira: Use Neo In Jira
- Review permissions and admin controls: Admin & Permissions
- Fix setup issues: Troubleshooting

