> ## 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 SmileBack to Neo

> Copy your SmileBack API credentials and a SmileBack user's sign-in, and save them in Neo

You connect SmileBack once at the MSP level. Neo signs in to SmileBack's read-only API as one SmileBack user, with your account's API credentials.

## 1. Copy the API credentials

In SmileBack, open the **Account** menu → **API Credentials**. Copy the **Client ID** and the **Client Secret**. They are unique to your SmileBack account.

## 2. Choose the user Neo signs in as

Neo signs in with a SmileBack user's email and SmileBack password. Use a user who can see all your CSAT reviews, NPS responses and project surveys.

If the user signs in to SmileBack with ConnectWise single sign-on, they still have a SmileBack password: set one on SmileBack's **Reset password** page (`https://app.smileback.io/password/reset/`), which sends a link to the user's email. Single sign-on keeps working.

Keep the credentials and the password out of email and chat: anyone who has them can read your reviews and your customers' contacts.

## 3. Add the credentials in Neo

**1. Open Integrations**

In the Neo Dashboard, open **Integrations** and find the SmileBack card, under Customer Success.

**2. Save the credentials**

Enter the Client ID, the Client Secret, the user's email and the user's SmileBack password, and click **Save settings**. Neo signs in to SmileBack and reads one review before saving, so a wrong value is rejected straight away, with the reason.

Neo calls SmileBack at `https://app.smileback.io/api/v3`. It asks SmileBack for a token with your credentials and keeps the token until it expires.

## 4. Turn SmileBack on per agent

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

| Area | Access levels you can pick | Notes |
| - | - | - |
| **CSAT Reviews** | Disabled, Read Only | Ratings, comments, tickets and technicians. Holds each customer contact's name and email as SmileBack stores them. |
| **NPS** | Disabled, Read Only | NPS campaigns and responses, with the contact's name, email, company and title. |
| **Project Surveys** | Disabled, Read Only | Project survey answers. |

See [SmileBack API](https://docs.neoagent.io/agents/tools/sales/smileback-api.md) for the profiles and what the agent can read.


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