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Integrations/Simplesat
Neo AgentSimplesat
Customer Success integration

Put your customers' feedback to work.

Neo reads Simplesat's survey responses, sends surveys by email, and keeps customers and team members current.

01Capabilities

What Neo does with Simplesat.

01

Feedback

Neo reads each response's ratings, comments, ticket and technicians.

02

Survey emails

Neo sends a survey to a customer when a ticket closes.

03

Customers

Neo creates and updates customers and team members.

02Workflows

Concrete work Neo handles in Simplesat.

USE CASE

Feedback dashboard

A dashboard shows the CSAT score, its trend and the latest comments.

USE CASE

CSAT per technician

A dashboard ranks technicians and companies by their ratings.

USE CASE

Survey on ticket close

An agent emails the contact a survey when their ticket closes.

03Setup

Set it up with Neo.

01

Connect Simplesat

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

FAQ

Questions about the Simplesat integration.

What does Neo need to connect to Simplesat?+

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

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

Connect Simplesat, 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 Simplesat?

14-day free trial. No credit card.