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Neo AgentZOEY
Accounting integration

Every billing and line question answered from ZOEY.

Neo finds the caller's ZOEY account, its services, suppliers and bills, and makes the change they confirm.

01Capabilities

What Neo does with ZOEY.

01

Accounts

Neo finds the account by name, email or phone, with its balance and contacts.

02

Services

Neo reads each line's network, supplier, tariff, bolt-ons and contract.

03

Billing

Neo reads invoices, their lines and each service's charges.

02Workflows

Concrete work Neo handles in ZOEY.

USE CASE

Line fault tickets

Neo names the supplier that carries the line, such as Gamma or Giacom.

USE CASE

Bill queries

Neo compares this invoice's lines with the last one and explains the change.

USE CASE

Service changes

Neo adds a bolt-on, ceases a line or updates a contact once confirmed.

03Setup

Set it up with Neo.

01

Connect ZOEY

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

FAQ

Questions about the ZOEY integration.

What does Neo need to connect to ZOEY?+

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

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

Connect ZOEY, 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 ZOEY?

14-day free trial. No credit card.