> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting RingCentral to Neo

> Create a REST API app with the JWT auth flow in the RingCentral Developer Console, then save its client ID, client secret and a JWT in Neo

Neo signs in to RingCentral as one user of your account, through an app you create for Neo. You need a RingCentral admin who can sign in to the [RingCentral Developer Console](https://developers.ringcentral.com).

## 1. Choose the user Neo acts as

Neo can do what this user's role allows. Use an admin with the **Super Admin** role, so Neo can read and change every user, queue and number. RingCentral recommends a dedicated service user, so the connection keeps working when a person leaves.

## 2. Create the app

**1. Create a REST API app**

In the Developer Console, open **Apps**, click **Register App**, and choose **REST API App**.

**2. Choose the JWT auth flow**

Under **Auth**, select **JWT auth flow**. Make the app private, for your own account only.

**3. Add the app permissions**

Add the permissions for the areas your agents use (see the table below). **Read Accounts** is required: Neo checks the connection with it.

**4. Copy the client ID and secret**

Open the app's **Credentials** and copy the **Client ID** and **Client Secret** of the production environment.

| Neo area | RingCentral app permissions |
| - | - |
| Account, Sites & Webhooks | Read Accounts, Edit Accounts, Read Audit Trail |
| Users & Extensions | Read Accounts, Edit Accounts, Edit Extensions |
| Roles & Permissions | Read Accounts, Role Management |
| Call Handling & Forwarding | Read Accounts, Edit Accounts, Edit Extensions |
| Call Queues & Groups | Read Accounts, Edit Accounts, Edit Extensions, Read Presence, Edit Presence |
| Presence & Do Not Disturb | Read Presence, Edit Presence |
| Call Logs & Analytics | Read Call Log, Analytics |
| Call Recordings | Read Accounts, Edit Accounts, Read Call Recording |
| Live Calls | Call Control, RingOut |
| Devices & Phone Numbers | Read Accounts, Edit Accounts |
| Emergency Addresses (E911) | Read Accounts, Edit Accounts |
| Messages & Voicemail | Read Messages, Edit Messages, SMS, A2P SMS |
| Send Texts & Pages | SMS, A2P SMS, Internal Messages |
| Address Book | Read Contacts, Contacts |
| Team Messaging | Team Messaging |
| Video & Webinars | Video, Read Webinars, Edit Webinars |
| AI Call Insights | RingSense |

## 3. Create the JWT

**1. Sign in as the user from step 1**

In the Developer Console, click the user's name at the top right and choose **Credentials**.

**2. Create a JWT**

Click **Create JWT**. Allow it for the app you made in step 2 only, and set no expiry date unless your policy needs one. Copy the JWT: it shows once.

## 4. Add the credentials in Neo

**1. Open Integrations**

In the Neo Dashboard, open **Integrations** and find the RingCentral card, under Phone & VoIP.

**2. Save the credentials**

Enter the client ID, the client secret and the JWT, and click **Save settings**. Neo signs in and reads the user's own extension before it saves, so a wrong secret, a JWT not allowed for this app, or an app without Read Accounts is refused straight away, with RingCentral's reason.

> [!WARNING]
>
> If the JWT is revoked or expires, or the user is disabled, Neo loses access until you save a new JWT here.

## 5. Turn RingCentral on per agent

Open the agent, go to its **Tools & Settings** tab, click **Phone & VoIP**, and expand the **RingCentral** block. Pick one of its **Presets**, or set each area yourself.

| Preset | What runs on its own | What asks a technician |
| - | - | - |
| **Read Only** | Every read | No write is allowed |
| **Helpdesk** | Every read | Every change, call and text. Roles stay read only |
| **IT Admin** | Every read, and changes to users, call handling, queues, presence, devices, numbers, messages and team messaging | Roles, call recordings and emergency addresses |
| **Full Automation** | Every read and write | Deleting a site, webhook subscriptions, and the updates that replace a whole record or list |

## Limits

RingCentral limits each app and user per minute: about 50 light reads, 40 medium calls and 10 heavy reads, such as call logs. Neo keeps to 40 calls a minute and waits when RingCentral asks it to. A RingCentral reseller brand that runs its own platform (not `platform.ringcentral.com`) cannot connect yet.


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