Connecting SkySwitch to Neo

You connect SkySwitch once at the MSP level. One connection covers every client domain under your SkySwitch reseller account, through both of SkySwitch’s APIs.

1. Get the credentials from SkySwitch

SkySwitch has two APIs, and each has its own sign-in:

API	What Neo uses it for	What you need
Telco API	Phone numbers, number purchases, voice routes, E911, messaging, porting and entitlements	A client id and secret from SkySwitch’s Control Tower, and the username and password of a Telco portal user
PBX API	Users and extensions, devices and phones, answer rules, call queues, voicemail and call records	A client id and secret from SkySwitch support, and the login and password of a PBX subscriber with Reseller scope

Make a Telco portal user and a PBX subscriber for Neo, so you can change or remove Neo’s access without touching a person’s login:

Give the Telco portal user the roles for the work Neo does, such as Phone Number Manager, Routing Manager and E911 Manager for onboarding.
Give the PBX subscriber Reseller scope, so it reaches every client domain. Leave multi-factor sign-in off for it: an API sign-in cannot answer the code, and Neo refuses to save a subscriber that has it.

You also need your reseller id: the number in your Manager portal address, such as 12345 in https://12345-hpbx.dashmanager.com.

2. Add the credentials in Neo

Open Integrations

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

Save the credentials

Enter the reseller id and the eight values from step 1, then click Save settings. Neo signs in to both APIs before saving, so a wrong value, a PBX subscriber without Reseller scope, or one with multi-factor sign-in is rejected straight away with what to fix.

3. Turn SkySwitch on per agent

Open the agent, go to the Integrations section, and pick an access profile for the SkySwitch block, or set each area yourself:

Area	Access levels you can pick	Notes
Users and Extensions	Disabled, Read Only, Read / Write	PBX users (extensions). Turn on for onboarding and offboarding.
Devices and Phones	Disabled, Read Only, Read / Write	Devices, desk phones, phone models, fax ATAs.
Phone Numbers	Disabled, Read Only, Read / Write	The number inventory and catalog, buying and disconnecting numbers, the DID table.
Call Routing	Disabled, Read Only, Read / Write	Where each number rings, answer rules, time frames, conferences, SIP trunks.
Call Queues and Agents	Disabled, Read Only, Read / Write	Queues and their agents.
Live Calls	Disabled, Read Only, Read / Write	Active calls and call control.
Call History	Disabled, Read Only	Call records.
Voicemail and Recordings	Disabled, Read Only, Read / Write	Voicemail, greetings, recordings and the recording setting.
Emergency Addresses (E911)	Disabled, Read Only, Read / Write	Each number’s E911 address. Turn on for onboarding.
SMS and Messaging	Disabled, Read Only, Read / Write	SMS and MMS on numbers, messaging and its registrations.
Number Porting	Disabled, Read Only, Read / Write	Port-in orders.
Customer Domains and Accounts	Disabled, Read Only, Read / Write	Client domains and their seat limits, accounts and companies. Turn on for seat reports.
Entitlements, Settings and Reports	Disabled, Read Only, Read / Write	Plans of companies and users, UC settings, reports.
Portal Users	Disabled, Read Only, Read / Write	Users of your SkySwitch portal.
Portal Roles	Disabled, Read Only, Read / Write	Portal user roles, and giving a PBX user an administrator scope.
Reseller Administration	Disabled, Read Only, Read / Write	Carriers, branding, event subscriptions, audit logs.

The roles of the Telco portal user limit what Neo can do, whatever the profile says. See SkySwitch API for the profiles and the safety controls.

Getting started

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Customizing Neo

Connecting SkySwitch to Neo

1. Get the credentials from SkySwitch

2. Add the credentials in Neo

3. Turn SkySwitch on per agent

​1. Get the credentials from SkySwitch

​2. Add the credentials in Neo

​3. Turn SkySwitch on per agent

1. Get the credentials from SkySwitch

2. Add the credentials in Neo

3. Turn SkySwitch on per agent