Integrations/Social Intents
Neo AgentSocial Intents
Customer Success integration

Ask about any user's live chats.

Neo reads Social Intents chat transcripts, missed chats, offline messages and leads.

01Capabilities

What Neo does with Social Intents.

01

Chat history

Neo reads each chat's transcript, visitor, agent, page and duration.

02

Missed and offline

Neo reads missed chats and offline messages to follow up.

03

Leads and widgets

Neo reads captured leads, your widgets, and manages webhooks.

02Workflows

Concrete work Neo handles in Social Intents.

USE CASE

A user's chat history

Technicians ask an internal chat agent what a user said in chat.

USE CASE

Missed chat follow-up

A scheduled agent lists missed chats and offline messages for a callback.

USE CASE

Lead follow-up

Neo lists the leads your chat captured, with name, email and page.

03Setup

Set it up with Neo.

01

Connect Social Intents

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

FAQ

Questions about the Social Intents integration.

What does Neo need to connect to Social Intents?+

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

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

Connect Social Intents, 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 Social Intents?

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