Find the clients at risk before they leave.
Neo reads MSPortal Client Health, CSAT, NPS and Traffic Light to flag clients at risk of churn.
What Neo does with MSPortal.
Client Health
Neo reads each client's health score, risk level, trend and history.
Satisfaction
Neo reads CSAT by client, NPS responses and detractors.
vCIO records
Neo reads and updates meetings, budgets, goals, Planner and reviews.
Concrete work Neo handles in MSPortal.
Monthly churn scan
An agent ranks clients at risk by health, its fall, CSAT and NPS.
Why is this client at risk?
Neo explains a client's score from its weakest dimensions.
Health in the QBR
Neo adds the client's health, CSAT and NPS to the business review.
Set it up with Neo.
Connect MSPortal
Enter the credentials the MSPortal card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the MSPortal 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 MSPortal access the job needs, and builds the agent with you.
Questions about the MSPortal integration.
What does Neo need to connect to MSPortal?+
The credentials the MSPortal card on Neo's Integrations page asks for, from your MSPortal account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect MSPortal, 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.