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You connect Float once at the MSP level, with the API key of your Float account.

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1. Copy the API key

Only the Account Owner of your Float team can see the API key. In Float, open Company settings > Integrations > Float API and copy the key. The key acts as the Account Owner and stays valid until it is regenerated in the same place, so keep it out of email and chat. Neo calls Float at https://api.float.com/v3 with the key as a bearer token. If your Float account allows API calls only from listed IP addresses, add Neo’s addresses first: see IP whitelisting. Float refuses a call from any other address as it refuses a wrong key.

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2. Add the key in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations and find the Float card, under Project Management.
2

Save the key

Paste the API key and click Save settings. Neo checks it against Float before saving, so a wrong or regenerated key is rejected straight away.

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3. Turn Float on per agent

Open the agent, go to the Integrations section, and pick an access profile for the Float block, or set each area yourself: See Float API for the profiles and what the agent can read and change.