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SmileBack (ConnectWise SmileBack) asks your customers to rate each closed ticket, and runs your NPS campaigns and project surveys. Connect SmileBack once, and Neo agents can read your reviews and count your scores.

What Neo can do with SmileBack

  • Put last week’s CSAT and NPS on your Strety Scorecard, every Monday
  • Answer “what was our CSAT last month?” with the share of positive reviews, the Net CSAT and the counts
  • Count reviews per technician or per customer, for any period
  • List negative reviews with the customer’s comment, the ticket and the technicians, for a follow-up
  • Count your NPS per campaign, and score your project surveys

Your CSAT on the Strety Scorecard

  1. Connect SmileBack and connect Strety.
  2. In Strety, make a Metric for each score you want on the Scorecard, such as “CSAT %” and “NPS”.
  3. Ask Neo Support to set up the agent, for example:
The agent needs SmileBack Read Only and the Strety Metrics group at Read / Write. Each Monday it writes one check-in per Metric for the week before, and updates that week’s check-in when it runs again. A week with no rated reviews gets no check-in. See SmileBack API for the permission groups and the scores Neo counts.

Next steps

Connect SmileBack

Copy your SmileBack API credentials and save them in Neo.