Customer Resources


Guiding you on your journey to success


We will be there to help guide you on your journey to success. When you sign up to the Neota platform, you will have a dedicated Customer Success Manager who will arrange a monthly call included in your subscription.

For some of our customers, they require additional assistance. We have developed the following consultancy services as well as bespoke offerings:

  • Project scoping
  • Project management
  • Design
  • Bespoke consultancy


In addition to the e-learning courses provided by Neota, we can provide standard instructor-led training courses in person or online, or work with customers and prospects to develop bespoke training, ideation or design workshops and more:

  • Prospect POC workshops
  • Training
  • Solution-building
  • Design
  • Partner / stakeholder engagement
  • Ideation / use case discovery
  • Design thinking


Solution building services

Neota provides you with all the tools you need to build your own bespoke solutions – all without writing a single line of code. However, sometimes you don’t have the time or resources within your organization to build these solutions.

Don’t worry, we have a team of experts who are on standby ready to help with hourly solution-building packages.

Building your skills


As well as providing you with all the tools you need to rapidly deploy solutions, we also provide free access to Neota University to accelerate your learning through videos and interactive activities. Once complete, you’ll receive a digital badge and certificate of completion for your social media accounts.

Neota Fundamentals

Fundamentals is designed for new authors looking to develop their solution-building skills with our advanced solution authoring tool, Neota Studio. By the end of the course, you’ll have the opportunity to submit your very own knowledge automation solution and receive personalized feedback and guidance from the Neota team.


Neota Advanced Concepts

Once you have completed Fundamentals, move on to Advanced Concepts to gain a wider understanding of Neota’s most exciting functionalities, including: Workflow, document automation, and data management. Advanced Concepts will give authors the skills and confidence to implement sophisticated business solutions leveraging the full power of the Neota platform.

Speak to our customer success team