1. Make the API key
In Simplesat, open Settings → API keys and create a key named Neo. Give it the scopes your agents and dashboards need:
Copy the key. Keep it out of email and chat: anyone who has it can read your customers’ feedback.
Neo calls Simplesat at
https://api.simplesat.io with the key in the X-Simplesat-Token header.
2. Add the key in Neo
1
Open Integrations
In the Neo Dashboard, open Integrations and find the Simplesat card, under Customer Success.
2
Save the key
Paste the API key and click Save settings. Neo checks it against Simplesat before saving, so a wrong key, or one without the read surveys scope, is rejected straight away.
3. Turn Simplesat on per agent
Open the agent, go to the Integrations section, and pick an access profile for the Simplesat block, or set each area yourself:
A dashboard takes its own read access to the groups it needs; you set none on an agent for it.
See Simplesat API for the profiles and what the agent can read and send.