Pick your local phone number with your favorite area code (US & Canada numbers only).

Show your business phone number on your website, social media platforms, and all marketing material. If you have a physical space as well, display it on premises such as the front desk.

Customize Neo with your own vibe to reflect your personal brand. Neo the bot is the first responder to customers who are texting you for the first time. By default, Neo asks for the texter’s name, how to help, and thank them. Asking for the texter’s name is important since Neo will automatically save this information into your CRM to save you time! Step 1: Greeting + Ask for texter’s name Step 2: Call to action  Step 3: Thank you / Keep texting if needed / Add a picture Coming soon: SMS shortcodes and full-on scripts to personalize offers even more!

You can add your customers and clients one by one, or upload a full list of them. Only individuals with a valid phone number will be uploaded by Neo. Make sure to send a CSV or Excel file. You can include a column for Tags if you want the segmentation to appear automatically into the Customer Directory.

Tags are a powerful tool to segment your audience and keep organized. It is also a great tool to help you broadcast to certain groups of people only. You can tag contacts one by one in the Feed and Directory, or do it by group in the Directory by selecting multiple contacts first. You can create as many tags as you want, and make sure to pick a color by clicking on the little circle!

Whether you upload a list of existing clients or wait for people to text you organically, all of your audience appear in your Customer Directory.  In the Feed, click on Broadcast. By default, the message will be sent to your entire Directory, unless you select one or several Tags.

When you see the blue dot, it means there is a new message. Click on the conversation, and hit “reply”! If you have some staff and would like to collaborate on clients’ conversations, you can invite as many staff members as you want on your Neo platform. Once they accept your invitation, Neo turns automatically into a shared inbox!