Automation rules in neetoChat assist in defining pre-defined conditions and actions that are executed automatically when certain system events occur. These rules can help to streamline and automate a variety of tasks, reducing your workload and enhancing customer response times.

Automation Rules

Canned responses are pre-written responses that can be used to quickly address frequent customer inquiries or concerns. They can save time and offer consistent responses to frequently asked queries.

Canned Responses

With neetoChat, you can customize the chat widget on your website to match your brand's design. This includes customization of the widget color, logo, welcome message, and icon, among other things.

Customize Chat Widget

End-to-End Encryption in neetoChat ensures that the communication and data exchanged within the platform remain secure and private. It provides an additional layer of protection and peace of mind, ensuring that sensitive information stays confidential and protected from unauthorized access.

End-To-End Encryption

neetoChat will keep a complete record of all the communications you and the customer exchange.  You can refer to previous conversations to retrieve vital information for quality assurance, training, and addressing customer complaints or concerns.

Full History of Chat

With neetoChat, users can easily and securely log in to their accounts using Google Login, eliminating the need to wait for an OTP to access them. This feature is not only convenient but also ensures the safety and security of the user's account.

Google Sign In

Integrating neetoChat with third-party applications allows you to collaborate and share information seamlessly. You can connect with these platforms such as Slack and Zapier and manage your data efficiently.

Integration

Knowledge Base is a collection of articles, documentation, and frequently asked questions (FAQs) that provides customers with self-service support options. These articles can help to improve customer support by providing customers with quick and easy access to information on common issues, reducing the need for them to contact support agents. This can help to save time and increase customer satisfaction. To use this you can use neetoKB from the suite of neeto products we have.

Knowledge Base Article

neetoChat provides keyboard shortcuts, which enable quick and convenient navigation and interaction using the keyboard rather than the mouse or touchpad. These shortcuts improve an agent's productivity, particularly when communicating with a large number of consumers. They reduce errors and save time when working on various support inquiries. To display the shortcut keys, select Shift + ?.

Keyboard Shortcuts

neetoChat offers real-time customer engagement and immediate support to enhance your customer service experience. Real-time communication feature allows customers to receive instant assistance and support, building trust and loyalty.

Live Chat

The iOS and Android apps enable your agents to access and manage chat from anywhere, facilitating quick and efficient customer support regardless of location.

Mobile App

neetoChat offers the convenient feature of changing your availability status, allowing you to inform your customers about your chat availability. Manage customer expectations and provide top-notch service by easily communicating your availability through our status feature. Coordinate your team's efforts and provide consistent and efficient customer support with this useful feature.

Online Offline Status

Post-chat questions in neetoChat enable the user to provide feedback or rate the quality of the support they received after a chat session has concluded. These queries can be used to collect information regarding the user's experience and level of satisfaction, as well as to identify areas where the support process can be enhanced.

Post Chat Questions

The Pre-chat questions feature of neetoChat enables you to acquire pertinent information from the user before the chat session begins. The objective of pre-chat questions is to collect information about the user's requirements, preferences, and issues, which can then be used to provide more effective and personalized support.

Pre Chat Questions

Using private notes, you can attach comments to a chat that customers cannot see. These notes serve as a tool for documenting internal communication, outlining steps for troubleshooting, and providing additional context for other support staff working on the issue. You can additionally attach notes to a customer.

Private Notes

Rich messages, also known as interactive messages or multimedia messages, are chat messages that go beyond ordinary text by incorporating various forms of media and interactive elements. These messages enrich the communication experience by enabling users to interact in a more dynamic and engaging manner.

Rich Messages

neetoChat allows you to create tickets in neetoDesk directly from chat conversations. This feature lets you convert chat interactions into formal tickets for tracking, prioritization, and resolution, or to involve other teams if the issue requires more time and resources.

Ticket Creation

neetoChat includes an OTP feature that adds an extra layer of security to the system by requiring users to enter a unique code every time they log in. This feature can help to prevent unauthorized access and protect sensitive information, making neetoChat a more secure option for organizations that handle sensitive data.

Verify Via OTP

Chat with your customers live and help them find what they're looking for.

Customize the style of your chat widget to match your brand.

Ask relevant questions to your customers so that the agents have the necessary information.

Ask for feedback about the service and other questions at the end of the chat.

Full history of chat is kept so that you can run analytics as far back as you want.

Save time and send predefined replies for common questions with just one click.

Send emojis, videos and audio files to your customers to have an engaging conversation.

Tags ticket to apply automation rule, to filter and to better manage tickets.

Automation

Quickly create tickets from the chat itself.

Quickly execute commands by using keyboard shortcuts.

Make your support process effective and improve efficiency integration with other products.

Write relevant help articles in Knowledge Base to cut down incoming chats.

Knowledge Base Articles

With iOS and Android apps you can chat with your customers anytime anywhere.

Force all your agents to login using google login and make your organization more secure.

Security is furthered strengthened by asking agents to enter OTP every time they login.

neetoChat's End-to-End Encryption ensures secure and private communication, protecting sensitive information from unauthorized acces.

Reply to messages, get notifications and do more with neetoChat mobile apps for iOS and Android.

neetoChat

Automation rules in neetoDesk help you perform pre-defined actions automatically when certain events occur. These rules can streamline and automate various tasks, reducing the workload on support staff and improving customer response times.

Canned responses are pre-written responses that allow you to answer common questions quickly and consistently. neetoDesk takes a step further and helps you store pre-written responses and actions like adding a tag, notes, changing priority, etc.

Creating and saving customized views of tickets is possible through custom ticket views. This tool can be utilized to improve productivity and efficiency by tailoring views to specific needs or workflows. The team can create and share multiple views to further enhance collaboration and productivity.

Custom Views

End-to-End Encryption in neetoDesk ensures that all communications and data exchanged within the platform are encrypted from the sender to the recipient.It provides an additional layer of protection and peace of mind, ensuring that sensitive information stays confidential and protected from unauthorized access.

End-To-End-Encryption

With neetoDesk, users can easily and securely log in to their accounts using Google Login, eliminating the need to wait for an OTP to access them. This feature is not only convenient but also ensures the safety and security of the user's account.

Creating relevant help articles in the knowledge base can reduce incoming tickets and improve customer support. The articles give customers easy access to information on common issues and procedures, reducing the need to contact support agents. This, in turn, saves time and increases customer satisfaction. neetoKB, available in the suite of neetoProducts, can be used to create these articles.

neetoDesk offers keyboard shortcuts, which provide rapid and convenient methods of navigating and interacting with neeto products using the keyboard instead of the mouse or touchpad. These shortcuts enhance an agent's efficiency, mainly when working on many tickets. They save time and minimize errors when working on various support tickets. To display the keyboard shortcuts, press Shift + ?.

In a support ticket system, utilizing mailboxes can optimize the support process and guarantee prompt handling of customer inquiries. By automatically generating support tickets from incoming emails, you can ensure that all requests receive prompt attention.

Mailboxes

neetoDesk's approvals feature enables the handling of approvals for specific types of support requests or actions. This feature can benefit organizations where specific support requests require approval before they can be acted upon, such as refund or software purchase requests or requests for access to sensitive systems or data. The manage approvals feature helps to ensure consistent and compliant processing of requests while providing a clear audit trail of the approval process. This can reduce the risk of errors or unauthorized actions and provide accountability for approvals.

Approval

neetoDesk allows you to organize and manage all customers' tickets in one place. Working with tickets has been easier with customizable tags, categories, and options to set ticket status and priority. Additionally, neetoDesk's automated actions ensure you don't waste your time on monotonous tasks.

Simplified Way for Managing Tickets

The iOS and Android apps enable your agents to access and manage tickets from anywhere, facilitating quick and efficient customer support regardless of location.

neetoDesk allows you to receive and create support tickets from various sources, such as email, chat(neetoChat), web forms, and within neetoDesk UI. This multi-channel support enables customers to reach out using their preferred method of communication, and the support team can respond and track all requests in neetoDesk itself. By offering multiple channels for ticket creation, you can improve customer satisfaction, increase the volume of support requests, and ensure that all customer inquiries are addressed promptly.

Support Across Different Channels

Agents or support staff can use private notes to attach comments to a ticket that remain hidden from customers. These notes serve as a tool to document internal communication, outline troubleshooting steps, or offer further context to other support staff working on the ticket.

The Roles and Permissions feature in neetoDesk allows you to assign specific roles and permissions to different users within the ticketing software. This feature provides a way to control and manage the level of access and actions that each user can perform within the system.

Roles And Permissions

Receiving customer feedback after providing support is crucial for organizations seeking to improve. Satisfaction ratings allow organizations to gauge how satisfied their customers are with the support they receive. After resolving a support ticket, a survey is sent to the customer, asking them to rate the quality of the support they received.

Satisfaction Ratings

SLA, or Service Level Agreement, enables you to establish a ticket response and resolution deadline based on the ticket's priority and business hours. This feature helps establish clear customer expectations and ensures that support providers provide the level of service that customers require. Additionally, it provides a framework for measuring and enhancing the quality of support services. In neetoDesk, you can configure the first, next, and resolution time, send notifications, and escalate tickets based on priority.

Service Level Agreement

The Ticket Activity Log presents a comprehensive history of all the actions performed on a support ticket. This log assists support teams in tracking the ticket's progress, identifying potential issues or delays, and ensuring all necessary steps are taken to resolve it. Additionally, the log helps track customer interactions and documents all communication with the customer.

Ticket Activity Log

You can leverage custom ticket fields to collect more information about the incident or the customer. These additional fields can be added to a support ticket or request form to capture more specific details from customers.

Custom Ticket Fields

Ticket routing is a function that automatically assigns tickets to the appropriate agent or team according to specific criteria. This feature ensures that the most qualified agent or team addresses customer inquiries promptly and efficiently.

Ticket Routing

neetoDesk includes an OTP feature that adds an extra layer of security to the system by requiring users to enter a unique code every time they log in. This feature can help to prevent unauthorized access and protect sensitive information, making neetoDesk a more secure option for organizations that handle sensitive data.

Manage Tickets

Allow customers to create ticket from different channels.

Manage your workflow better with multiple mailboxes

Create custom ticket fields to match your workflow.

Custom dashboard views for quicker access to tickets.

Answer common questions quickly and in a consistent manner using canned responses.

Record notes about the customer for future references and to serve the customer better.

Tag tickets with keywords and then filter them and execute automation rules using them.

Track every detail of what happened to a ticket.

Route ticket to the right team or person based on the attributes of the ticket.

Let customers rate their support experience when a ticket is resolved.

Run automation rules based on time or event.

Set deadlines for ticket response and resolution based on different business hours or categories.

Increase accountability and ensure customers receives the right resolution using the approval process.

Manage Approval

Make your support process effective and improve efficiency integrating with other products.

Integrations

Write relevant help articles in Knowledge Base to cut down incoming tickets.

Build custom roles and permissions to match your workflow.

Roles and Permissions

With iOS and Android apps you can reply to the questions from anywhere at anytime.

End-to-End Encryption ensures secure and private communication, protecting sensitive information from unauthorized access.

Reply to messages, get notifications and do more with neetoDesk mobile apps for iOS and Android.

neetoDesk

neetoKB allows users to store and share information in a centralized location. One of the key features of neetoKB is the ability to organize articles using categories and tags.

Categories & Tags

End-to-End Encryption in neetoKB ensures that the data within the platform remain secure and private. It provides an additional layer of protection and peace of mind, ensuring that sensitive information stays confidential and protected from unauthorized access.

neetoKB's Google sign-in feature enables users to securely access their neetoKB account using their Google credentials. It simplifies the login process and ensures a seamless onboarding experience.

Customizing the links in the header of a website can improve navigation, highlight essential pages, showcase branding, and optimize for SEO. By tailoring the header links to the needs of your audience and business goals, you can improve the user experience and achieve tremendous success online.

Header Links

Custom keywords for your articles can improve their relevance, ranking, and visibility in search engines. By identifying the most relevant and popular keywords for your topics and incorporating them into your content, you can increase the chances of your articles being found by users interested in what you offer.

Keywords for Articles

neetoKB allows you to customize the look and feel of the knowledge base by choosing from a range of available themes or creating a custom theme.

Multiple Themes

Password-protecting a knowledge base can help control access, enhance security, and meet data protection and privacy compliance requirements. By implementing password protection, you can ensure that your sensitive information is only available to authorized individuals and protect it from unauthorized access and malicious actors.

Password Protection

neetoKB lets you redirect old URLs to new URLs, which is beneficial for website maintenance and search engine optimization (SEO).

Redirections

neetoKB allows you to generate reports, including popular and failed searches within your knowledge base. This feature allows you to gain insights into how the audience is searching for information, enabling them to optimize their knowledge base for better user experience and higher engagement rates.

Reports

neetoKB supports rich text, allowing users to choose the formatting style that suits their needs. This makes it easy to create and share content efficiently and visually appealing way.

Rich Text

neetoKB allows you to create custom slugs, page titles, and meta descriptions, an essential aspect of search engine optimization (SEO).  It can help improve the visibility and ranking of your website in search engine results.

SEO Friendly

Verify via OTP is a feature in neetoKB that enhances the security of your account. Once activated, a unique One-Time Password (OTP) is sent to your email whenever you log in. By entering the OTP, you can securely access your account and enjoy enhanced protection against unauthorized access.

neetoKB supports Rich text, allowing you to format the content as you want.

Organize articles better with Categories and Tags.

Customize your theme or choose from available themes.

Get reports on popular searchs or failed searches.

Create custom slug, custom page title and meta descriptions for better SEO.

Have custom keywords for aritcles so that they are easily found.

Password protect the whole knowledge base.

Customize what links to show in the header.

Simplify neetoKB login with Google Sign-in. Hassle-free access using your Google credentials.

neetoKB's OTP verification adds an extra layer of security. A unique OTP is sent to your email for secure login.

End-to-End Encryption ensures secure and private data management, protecting sensitive information from unauthorized access.

neetoKB

You can add payment fields to the form and set up payment options through the payment feature. The payment option can be configured to accept payment through Stripe. The Payment feature is handy for businesses or individuals who want to collect payments for services, products, or donations.

Accept Payment Through Stripe

With Advance Input, you can add powerful elements to your forms, such as date pickers, opinion scales, matrices, ratings, and more. These elements enable you to create custom fields and gather specific user information, making your forms more intuitive and user-friendly.

Advance Input

Conditional Logic in neetoForm helps create dynamic and intuitive forms that adjust to the user's responses. The form becomes more streamlined and user-friendly by showing or hiding fields based on user input. For instance, if a user answers 'yes' to a question, you can show an additional field related to that question or hide irrelevant fields to avoid overwhelming the user. This feature allows you to create a personalized experience for each user, making the form-filling process more efficient and enjoyable for everyone involved.

Conditional Logic

Continue Forms Later is a feature in neetoForm that allows users to save their progress and return to complete the form later. This feature is handy for longer or more complex forms that may require significant time to complete.

Continue Form Later

Creating unlimited forms allows you to create unique forms for different purposes. You can create forms for lead generation, customer feedback, event registrations, surveys, and more, all with your branding, color schemes, and design elements. Creating multiple forms for different purposes allows you to streamline your data collection process and automate workflows. This saves you time and resources while collecting the data you need to make informed business decisions.

Unlimited Forms

A well-designed form not only looks great but it also conveys a sense of professionalism and credibility to your users. By customizing your form with neetoForm, you can create a professional-looking form that reflects positively on your business.

Customize Your Form

The email notification feature in neetoForm is designed to keep you informed and up-to-date about form submissions. When the email notification is enabled, neetoForm emails you whenever a new form submission is received. Typically, the email notification will include information about the submission, such as the submitter's name, the submission's date and time, and the form's contents. Overall, the email notification is a valuable feature that enhances the functionality and usability of neetoForm, making it easier for form creators to manage and respond to form submissions promptly and efficiently.

Email Notification

The Enable/Disable Form feature allows form creators to control the availability of their forms by enabling or disabling them. This feature is incredibly useful for businesses that need to limit access to their forms at specific times, such as during maintenance periods or when the form has reached a specific number of responses. By enabling the Enable/Disable Form feature, form creators can choose when their form is available for use, ensuring that users do not attempt to complete the form during times when it is unavailable. When the form is disabled, users will see a message indicating that the form is currently unavailable, which can help to reduce frustration and confusion among users.

Enable-Disable Form

End-to-End Encryption in neetoForm ensures that your data is securely protected throughout the entire process. It uses SSL technology to encrypt your data from entry to its destination. neetoForm follows industry-standard security measures and strong encryption protocols to keep your data confidential. This includes safeguarding personal details, responses, and collected data. With end-to-end encryption, neetoForm prioritizes data safety and gives you peace of mind. Whether you collect feedback, conduct surveys, or gather data, you can trust that your information remains secure throughout the process.

This feature allows you to sign in to your neetoForm account using your Google credentials. Google sign in feature offers several benefits to the users of neetoForm. First, it eliminates the need to create a separate account and password for neetoForm, making the login process faster and more convenient. Second, it provides an additional layer of security by allowing users to sign in using their Google credentials, which are often more secure than standard passwords.

neetoForm mobile app provides a convenient and easy-to-use interface to create and manage forms while on the go. You can easily add and edit form fields, customize your form design, and manage responses from your mobile device. It's a convenient and user-friendly way to access and manage forms, and it provides several features that enhance productivity and security.

Through Redirect On Completion feature, you can choose where to send users after they submit the form. This can be a landing page, a product page, or even a thank you page that reinforces your message and provides additional resources. But it's not just about sending users to a new page. It's a chance to personalize the user experience, reinforce your message, and drive conversions that can lead to long-term loyalty and engagement.

Redirect On Completion

This feature allows you to easily share your form with others, whether it's a survey, registration form, or any other form. To share your form with others, click the Share button in the form builder. You'll be given several options for sharing your form, including Sharing a link through which you can share a link to your form via email, social media, or any other platform you choose. Anyone with the link can access and fill out your form. Embedding your form, If you have a website or blog, you can embed your form directly into a page or post. This allows visitors to fill out your form without ever leaving your site. You can also generate a QR code for your form. Anyone with a smartphone can scan the QR code and be taken directly to your form.

Share Your neetoForm

Thank You Page provides an excellent opportunity to engage with your users further. You can include social media links, a newsletter sign-up form, or a survey to get their feedback on the form-filling experience. In short, the Thank You Page feature is a simple yet powerful way to build relationships with your users and make them feel valued. It's a chance to show your appreciation, gather feedback, and create a positive impression that can lead to long-term loyalty and engagement.

Thank You Page

neetoForm adds an extra layer of security to your account by requiring a One-Time Password (OTP) for verification. When enabled, each time you log in to your neetoForm account, you will receive a unique OTP on your email address. You need to enter this OTP to successfully log in. This feature helps protect your account from unauthorized access and ensures that only authorized users can access and manage your neetoForm account. It adds an additional level of authentication to safeguard your sensitive financial and business information.

neetoForm offers a range of advanced widgets that can further enhance your forms' functionality and user experience. These include Submission Counter, Time-Tracker, Unique ID, Captcha, IP address, and payments. Overall, the widget feature in neetoForm is a powerful tool that can help businesses create engaging and interactive forms tailored to their specific needs. Whether you're looking to collect payments, gather feedback, or make it easier for users to fill out your forms, the widget feature can help you quickly achieve your goals.

Widget Collection

Create unlimited forms with neetoForm without limitations or additional charges

Enhance your form's appearance and credibility with neetoForm's customization options.

Advance Input empowers efficient and enjoyable information collection.

neetoForm simplifies online payments by integrating with Stripe.

Conditional Logic in neetoForm dynamically show and hide form fields based on user input.

 Thank You Page displays a message and provides additional information or instructions after form submission.

Redirect On Completion feature in neetoForm directs users to the next step, ensuring a seamless and engaging experience.

Get form submission email notifications with neetoForm. Customize recipients and details.

Allow your customers to save their partial data if they decide to fill out your form later.

Integrate neetoForm with third-party apps to automate workflows and streamline processes.

Enable/Disable Form feature allows you to control form availability based on date or response limit.

Enhance form functionality by adding interactive widgets in your form.

Easily share and track your form for collecting responses.

neetoForm's mobile app for Android and iOS lets you manage submissions, fill out forms at your convenience.

Google Sign-in on neetoForm offers a convenient and secure way to access and manage your forms.

Secure your neetoForm account with OTP verification. Enter the unique password sent to your email for enhanced security.

neetoForm's End-to-End Encryption ensures data security and privacy, limiting access to intended users only.

neetoForm

Build forms and collect data effortlessly

neetoInvoice works with Stripe, a reliable payment gateway, for easy online payments. Clients can view and pay invoices using their cards right in the neetoInvoice platform. This integration ensures secure transactions with Stripe's strong security measures. neetoInvoice automatically updates payment statuses and notifies clients when payments are made. It also updates invoice statuses, reducing manual tracking.

The Account Aging report in neetoInvoice categorizes overdue invoices into different time intervals, such as 0-30 days, 31-60 days, 61-90 days, and 90+ days. It provides the total amount due for each client based on their outstanding invoices, helping you effectively track and manage accounts receivable. By analyzing the report, you can identify clients with overdue payments and prioritize collection efforts. 

Account Aging Report

neetoInvoice's Add Checklist feature enables you to create task checklists. You can add items to the checklist, mark them as required or optional, and complete them before logging your work. This feature ensures that important steps or actions are completed before progressing with the task, helping you stay organized and ensuring that nothing is overlooked. 

Add Checklist

Enter time, track time and do more with neetoInvoice mobile apps for iOS and Android.

See the confusion for yourself by watching what is confusing them

Assign Tasks

Watch the Confusion

Improve UX and Design

Share Recordings

End to End Encryption

Google Sign In

Verify OTP Every Time

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