Have A Question?

< All Topics
Print

Neon Settings Quick Start

About This Quick Start Guide

This guide is intended for Neon Admins (new to Neon), to get them up and running as soon as possible.
More comprehensive documentation can be found in other sections of the Neon Documentation Server

Accessing The Settings Area

To access settings features, click Settings Menu:

It will then be possible to see individual Settings features.

  • Users
    • Mange Neon users
  • Metrics Config
    • Manage metrics groups for tailored dashboards and configure metrics update interval
    • It is shown only if tailored dashboards are selected
  • Call Outcomes
    • Manage call outcomes
  • Campaigns
    • Manage campaigns

Manage Neon Users

When you first login to Neon you will have one user that is your Admin.

Users List

Connect users are listed on the Users page.

If the badge is green, the user is both an Amazon Connect user and a Neon user. 

All other users will have a red badge. A red badge denotes a user is an Amazon Connect user but not a Neon user.

Please follow the section below to add your Connect users to Neon.

Inviting a Neon User

An administrator can invite a Connect user by clicking the + button in the top right hand corner.

The first name and last name are populated from the Amazon Connect user record. The role is assigned as Agent by default and it can be changed to Administrator.

Finally, one or more metrics groups can be assigned if tailored dashboards are selected.

 

Once saved, the page redirects back to the users list page, where the status will now be green for that user.

Edit/Delete a Neon User

A Neon user can be edited by clicking the pencil icon or deleted by clicking the bin icon. This will remove them as a Neon user, but they will still remain as an Amazon Connect user.

A user can be edited with a form that is similar to the addition form. For deletion, a dialog will be shown to confirm as shown below.

Metrics Config

Manage Metrics Update Interval

Connect metrics are updated by default, every 60 seconds. An Administrator can change this update interval value by using the dropdown.

Manage Metrics Groups

An Administrator can create a metrics group by selecting one or more queues or routing profiles. Metrics will be requested by specifying that queues that belong to a metrics group. Note: up to 100 queues can be included in a metrics group.

Adding a Metric Group

A metrics group can be added by clicking the + button at the top right hand corner.

First select group type (Queue or Routing Profile), then select items and update group name. Note: metrics are not requested if the group is not marked as active.

Edit/Delete A Metrics Group

A metrics group can be edited by clicking the pencil icon or deleted by clicking the bin icon.

A metrics group can be edited with a form that is similar to the addition form. For deletion, a dialog will be shown to confirm as shown below.

Table of Contents
Go to Top