Integrations/CloudRadial
Neo AgentCloudRadial
Customer Success integration

Your CloudRadial portal, built and kept up from a chat.

Neo designs and edits CloudRadial request forms, and reads and updates each client's portal.

01Capabilities

What Neo does with CloudRadial.

01

Service catalog

Neo creates and edits request forms, questions, categories and approvers.

02

Portal records

Neo reads and updates users, endpoints, articles, menus and courses.

03

Messages

Neo sends Signal messages to one client's users and reads who saw them.

02Workflows

Concrete work Neo handles in CloudRadial.

USE CASE

Request form design

Neo builds a catalog form that asks what your agents need.

USE CASE

Form approvals

Neo turns on approval for a form and sets who approves it.

USE CASE

Portal upkeep

Neo edits forms, categories and portal content on request.

03Setup

Set it up with Neo.

01

Connect CloudRadial

Enter the credentials the CloudRadial 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 CloudRadial 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 CloudRadial access the job needs, and builds the agent with you.

FAQ

Questions about the CloudRadial integration.

What does Neo need to connect to CloudRadial?+

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

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

Connect CloudRadial, 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 CloudRadial?

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