Integrations/GoTo Connect
Neo AgentGoTo Connect
Phone & VoIP integration

Neo knows who is on the phone, and logs every call.

Neo reads GoTo Connect presence, live calls, call history and transcripts, and changes extensions and queues.

01Capabilities

What Neo does with GoTo Connect.

01

Live calls

Neo sees which technicians are on a call right now, and for how long.

02

Call history

Neo reads each finished call, its caller, times, transcript and AI summary.

03

Phone admin

Neo changes extensions, forwarding, call queues, devices and numbers.

02Workflows

Concrete work Neo handles in GoTo Connect.

USE CASE

Busy-aware dispatch

Neo skips a technician who is on a call when it assigns a ticket.

USE CASE

Call tickets

Neo opens a ticket for each customer call and logs it as a time entry.

USE CASE

Call lookup

Neo finds a caller's recent calls and what was said, from a ticket or chat.

03Setup

Set it up with Neo.

01

Connect GoTo Connect

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

FAQ

Questions about the GoTo Connect integration.

What does Neo need to connect to GoTo Connect?+

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

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

Connect GoTo Connect, 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 GoTo Connect?

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