Simplesat API

Automatically enabled when you configure Simplesat permissions in your agent workflow, or on a dashboard.

What It Does

Search survey responses for any period, filtered by rating, sentiment, technician, company, customer, ticket or tag

Score CSAT and NPS for the whole team, per technician or per company

List negative feedback with the customer’s comment, the ticket and the technicians, for a follow-up

Send an event-based email survey to one customer, linked to the ticket and the technician

Read your active surveys and their questions

Create and update customers, one at a time or up to 1000 at once, and team members

Record a response taken elsewhere, or change a response’s answers and tags

Permission Groups

Group	Covers
Surveys & Questions	Your active surveys (name, metric, type, token) and their questions with their choices. Read only
Survey Emails	Send an event-based email survey to one customer, with the ticket and the technician it is about. Write only
Responses & Answers	Ratings, sentiment, comments, follow-up answers, tags, the ticket, the technicians on it, and the customer’s name, email, company and IP address. Write adds a response or changes its answers and tags
Customers	Your Simplesat customers: name, email, company, language, external id, tags, custom attributes and subscription. Write creates or updates them
Team Members	Your technicians in Simplesat: name, email, external id, custom attributes and groups. Write creates or updates one by email

Access Profiles

Profile	What runs on its own	What asks a technician
Read Only	Every read	No write is allowed, and no survey is sent
Helpdesk	Every read	Sending a survey and every change
IT Admin	Every read, sending surveys, and every change	Nothing
Full Automation	Every read and write	Nothing

A dashboard gets read access only, to the groups you grant it.

Safety Controls

Control	Behavior
One recipient per survey	A survey email must name one customer email address, so an approval shows who gets the survey
No repeated sends	Neo never retries a survey email that may have reached Simplesat, so a customer never gets the same survey twice
Customer updates keep what you leave out	An update to one customer reads the stored customer first and sends back every field the agent did not change
Bounded bulk upserts	A bulk upsert holds 1 to 1000 customers, each with an email
Only documented calls	Neo sends only the calls in Simplesat’s API reference and refuses any other path or verb

What It Does