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Neo Agent provides powerful customization capabilities that allow you to tailor its behavior to match your specific business processes, client requirements, and operational preferences. These features ensure that Neo Agent acts as a true extension of your team, delivering personalized and consistent service across all your managed clients.

Company Custom Instructions

Set up company-specific rules for communication tone, procedures, terminology, and escalation points that apply across all workflows.

External Users

Learn how to safely provide Neo Agent access to external users while maintaining security and access controls.

Multi-Language Support

Enable automatic translation of customer notifications into French, Dutch, German, Spanish, and more.

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Benefits of Customization

  • Enhanced Personalization: Deliver AI-driven services uniquely tailored to each client’s operational style and expectations
  • Improved Consistency: Ensure company-specific requirements are met across all workflows and actions
  • Increased Client Satisfaction: Communications and automated actions align with client expectations
  • Global Reach: Serve international clients in their native languages
  • Secure Collaboration: Safely extend access to external partners and contractors
  • Operational Efficiency: Reduce manual interventions by encoding business logic into the AI system
Start with essential customizations and refine them over time as you observe Neo’s performance and as your clients’ needs evolve. Test thoroughly after implementing any customization to ensure expected behavior.