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You connect Plaud once at the MSP level, for your Plaud Team workspace. Only a Plaud Team admin can set up Enterprise API access.

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1. Make a key pair

On a computer with OpenSSL, make an RSA key pair:
public_key.pem goes to Plaud. private_key.pem goes only into Neo: keep it out of email and chat, because anyone who has it can read your workspace’s recordings.

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2. Get Enterprise API access from Plaud

Ask Plaud for Enterprise API access for your workspace and send them public_key.pem. The Enterprise API is in private beta, so Plaud turns it on per workspace. Plaud sends back:
  • a Client ID
  • the API host: https://api.plaud.ai for a US workspace
  • for some workspaces, such as a Japan workspace, a token issuer, and sometimes a key ID
Once access is on, Plaud asks each team member in the Plaud app, the next time they open it, whether their own recordings can be read through the Enterprise API. Neo reads Team files straight away, and a member’s own recordings only after that member says yes. Tell your team to accept, so their meetings reach your PSA.

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4. Add the credentials in Neo

1

Open Integrations

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

Save the credentials

Paste the Client ID, the whole Private key file (from -----BEGIN PRIVATE KEY----- to -----END PRIVATE KEY-----) and the API host. Fill in Token issuer and Key ID only if Plaud sent them. Click Save settings. Neo signs in to Plaud and reads your workspace before saving, so a wrong key or a workspace without Enterprise API access is rejected straight away.
Neo signs a short-lived token request with your private key and calls only the API host Plaud gave you, which must be on plaud.ai.

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5. Turn Plaud on per agent

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

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Troubleshooting