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You connect CloudRadial once at the MSP level. One API key covers every client company in your portal.

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1. Create the API key

1

Check that the API is on

Sign in to CloudRadial as an admin. Under Configuration > Integrations, check that API is enabled.
2

Add a key

Open Partner > Settings > Integrations > API and click Add API Key. Name it Neo.
3

Copy both keys

Copy the public key and the private key. The private key shows only once.
4

Note your region

Your CloudRadial portal runs in the US or the EU region. When you are not sure, ask CloudRadial support which API address your portal uses: api.us.cloudradial.com or api.eu.cloudradial.com.
When you delete the key in CloudRadial, Neo loses access until you save a new key here.

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2. Add the key in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations and find the CloudRadial card, under Customer Success.
2

Save the key

Pick the region, paste the public and private keys and click Save settings. Neo checks the key against CloudRadial before saving, so a wrong key, or a key for the other region, is rejected straight away.
3

Check the mapping

Open the card’s Organization Mapping tab and confirm each client’s CloudRadial company, or set it by hand. On a ticket, Neo works only with the company mapped to the ticket’s company.

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3. Turn CloudRadial on per agent

Open the agent, go to its Tools & Settings tab, click Customer Success, and expand the CloudRadial block. Pick a preset, or set each area yourself:

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A form-design agent

To have Neo design forms in a chat, give a chat agent Service Catalog at Read / Write and Companies & Domains at Read Only, so it can find the client’s CloudRadial company, and Agents & Schemas at Read Only under Neo API, so it can read what your other agents need from a ticket. Then ask it, for example: “Create a user-friendly Leavers form for Acme that asks for everything our Leaver agent needs, and send it for approval to the client’s manager.” See CloudRadial API for what the agent can do.