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The MSPortal API tool gives Neo agents access to MSPortal, the client success and vCIO portal. The common use is a monthly churn scan: the agent reads every client’s Client Health score and risk level, how the score moved, CSAT, NPS detractors, the Traffic Light review and ticket trends, and ranks the clients at risk with the evidence. The At-Risk Client Scan with MSPortal template sets that agent up.
Automatically enabled when you configure MSPortal permissions in your agent workflow.

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What It Does

  • Read each client’s Client Health score, risk level, previous score, dimension scores and the drivers that cost the most points, and its daily score history
  • Read CSAT per client, NPS answers with their comments, and NPS per period
  • Read the Traffic Light review list and a client’s status, and log a review or set a status
  • Read ticket trends, the portfolio summary, account readiness and benchmarks
  • Read and update companies, meetings, budgets, goals, Planner items, reports, standards, compliance, projects, tasks and onboarding portals
  • Read the devices, security findings, backups, Microsoft 365 data and invoices MSPortal syncs from your other tools
On a ticket, the agent reads and writes only the MSPortal company mapped to the ticket’s company. A scheduled agent with no ticket, such as the churn scan, reads every client.

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Permission Groups

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Setup

See Connecting MSPortal to Neo.