Integrations/Rise People
Neo AgentRise People
HR & Business Apps integration

Booked time off in Rise, respected by dispatch.

Neo reads who is away in Rise and leaves technicians on booked leave out of ticket dispatch.

01Capabilities

What Neo does with Rise People.

01

Who is away

Neo reads confirmed time off for any date range, with half days and hours.

02

Time-off requests

Neo reads requests, balances and policies, and approves or rejects reviews.

03

Employees

Neo reads employees, managers, teams, departments and onboarding.

02Workflows

Concrete work Neo handles in Rise People.

USE CASE

Dispatch around leave

Neo leaves a technician on booked leave out of ticket routing.

USE CASE

Who is off this week

Neo answers who is away on a day or a week, from Rise.

USE CASE

Time-off approvals

Neo lists the requests waiting on a manager and records the decision.

03Setup

Set it up with Neo.

01

Connect Rise People

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

FAQ

Questions about the Rise People integration.

What does Neo need to connect to Rise People?+

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

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

Connect Rise People, 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.

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