Integrations/CallSwitch One
Neo AgentCallSwitch One
Phone & VoIP integration

Run each customer's CallSwitch One phones from Neo.

Neo adds and changes users and call flows in CallSwitch One, and pulls invoices and call costs.

01Capabilities

What Neo does with CallSwitch One.

01

Users

Neo creates, changes and removes SIP users and sends their app invites.

02

Call flows

Neo builds and changes call flows, hunt groups, queues and opening hours.

03

Billing

Neo reads invoices, credit notes, balances, subscriptions and call costs.

02Workflows

Concrete work Neo handles in CallSwitch One.

USE CASE

New starter

Neo adds the user, gives them a number and invites them to the app.

USE CASE

Change call routing

Neo changes who a call flow rings, or its opening hours.

USE CASE

Billing check

Neo pulls a customer's invoices, balance and call costs for a review.

03Setup

Set it up with Neo.

01

Connect CallSwitch One

Enter the credentials the CallSwitch One card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the CallSwitch One card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the CallSwitch One access the job needs, and builds the agent with you.

FAQ

Questions about the CallSwitch One integration.

What does Neo need to connect to CallSwitch One?+

The credentials the CallSwitch One card on Neo's Integrations page asks for, from your CallSwitch One account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect CallSwitch One, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.

Ready to wire up CallSwitch One?

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