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Customer facing request forms in our own portal

Feature Request

Let us place our request forms in our own customer portal so end users can pick the form they need and submit it without writing a ticket first. Employee onboarding, employee offboarding, mailbox requests, calendar requests and any other form we set up.

Today these forms only appear inside a chat. We want a page we can brand and drop into our portal, showing one tile per request type, with no development work needed on our side.

Requested by a customer after setting up their agent.

Posted by Ryan ·
1 comment

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Comments1

  • Matthew Tobin

    •

    Oct 15

    We’d like to email a company’s users a direct link to a Neo Intent Form, such as a new-starter request. Currently, users need to start a chat with the bot to see the form; a shareable link would let managers open and complete the right form directly, making intake easier and reducing follow-up. We currently use MS Forms and Power Automate to do something similar which requires customers to have licenses with Forms enables but not all customers (particularly small companies) have a suitable license.