Phone users set up and removed with onboarding.
Neo adds Elevate users with a licence, a number from the pool and an extension, and removes leavers.
What Neo does with Elevate.
Users
Neo finds, creates, updates and deletes users in a customer's account.
Voice Service
Neo turns on the voice licence with a pooled number and a free extension.
Numbers and licences
Neo reads the number pool, free extensions, licences and products.
Concrete work Neo handles in Elevate.
New hire phone setup
Neo creates the user and gives them a licence, a number and an extension.
Offboarding
Neo turns off the leaver's voice service and deletes the user.
Number pool check
Neo reports the free numbers and extensions in a customer's account.
Set it up with Neo.
Connect Elevate
Enter the credentials the Elevate card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Elevate card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Elevate access the job needs, and builds the agent with you.
Questions about the Elevate integration.
What does Neo need to connect to Elevate?+
The credentials the Elevate card on Neo's Integrations page asks for, from your Elevate account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Elevate, 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.