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The Create TimeZest Scheduling Link tool lets a Neo Agent generate a TimeZest booking URL for a ticket. Instead of the agent (or a technician) playing email tag to find a time, it sends the end user a link to pick a slot themselves; TimeZest handles the calendaring and writes the appointment back to your PSA.
Requires the TimeZest integration. When you enable this tool, Neo automatically pulls in a helper that lists your available TimeZest appointment types so the agent picks the right one.

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What It Does

When enabled, the agent can:
  • Pick the appropriate TimeZest appointment type for the ticket
  • Generate a scheduling link for the ticket’s contact
  • Share the link via a ticket note or email so the end user can book a time
Use it whenever a ticket needs a scheduled call or on-site visit and you’d rather the customer choose the time.

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Safety

ControlBehavior
Technician-in-the-LoopRequire approval before a link is generated and sent
Test modeWhen test mode is on, the agent decides it would send a link but doesn’t actually create one
Appointment types are yoursThe agent can only use TimeZest appointment types you’ve already configured

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How to Use

1

Connect TimeZest

Set up the TimeZest integration and configure your appointment types in TimeZest.
2

Enable the tool

Add Create TimeZest Scheduling Link to the workflow’s tool list.
3

Tell the agent when to use it

In custom instructions: “When a ticket requires an on-site visit, send the contact a TimeZest link for the ‘On-site visit’ appointment type and add a note explaining what was booked.”
Combine with Add Client-Facing Note or Send Email so the link reaches the customer the way you prefer.