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Agent creation with NexorGPT, real channel testing, and more operational control
Create agents with NexorGPT
From the standard Create agent buttons, teams can choose between NexorGPT and the manual flow. NexorGPT collects the brief in chat, creates the agent, and keeps the same conversation open for further adjustments; Instagram and Messenger automations keep the manual flow.Custom goals in Settings
UnderSettings → Goal, an agent can use a custom objective written by the
team. The objective becomes part of its instructions for processes that do not
fit the predefined goals.Test an agent in WhatsApp
Before connecting a dedicated number, eligible accounts can open Test my agent, scan a QR code, and talk to the agent from WhatsApp. The test session stays isolated and does not contact real leads.French for agents
fr-FR is now available as an agent language. Text channels and conversation
rules use French, the Paris time zone, and the corresponding regional format;
calls require a compatible French voice and the Nexor interface keeps its
selected language.Clone voices from a recording
For agents with the phone channel, the voice selector can create a private voice from uploaded audio samples. Processing continues in the background, the resulting voice is available only within the same account, and each account can keep up to 10 cloned voices.More control over calls
In the phone channel, teams can choose who speaks first and how the agent behaves when it detects voicemail. If a Playground call does not connect, the chat shows the outcome and offers a retry.Human escalations with automatic routing
Escalations are available across WhatsApp, SMS, Instagram, Messenger, email, web chat, and calls; for voice, the handoff continues through a compatible text channel. Configure the responsible team in Pipeline and Nexor distributes cases across its members with round-robin assignment.More operational context in Inbox
For Coexistence conversations and escalated cases, Inbox includes Resolved and Discarded tabs with the person who closed each case. The Details and NexorGPT rail can now collapse and adapts to smaller screens.Send SMS manually from a conversation
For compatible United States or Canada SMS configurations with the required consent recorded, a person can send messages from the lead conversation. Delivery errors appear next to the message so the team can see what happened.Custom email signatures
Agents with email can use a signature with text, links, and images. The signature is added to agent-generated emails, replies, manual sends, and Playground tests.An exact template for the first email
Agents with email can define the exact subject and body of the first message, including lead variables. Replies and later emails continue to be written by the agent.Multiple Google Sheets tabs per agent
A Google Sheets connection can use multiple tabs with the same agent. Each tab keeps its own connection, and editing one no longer changes another connected tab by mistake.Catalogs ready to use and kept current
After creating a manual, Shopify, or API catalog, teams can choose the agents that will use it. For API catalogs, sync runs in the background, reads paginated sources, and shows the last successful sync. Removed products become inactive only when the source response is complete; Nexor preserves current items after an incomplete response.Team notes the agent can use
A note marked Visible to AI becomes part of the lead context across text, email, WhatsApp, social channels, web chat, SMS, and calls. Notes can be edited, deleted, or made private again from the lead detail.Attribution in the lead detail
When a lead includes campaign data, the lead detail shows UTMs, click IDs, platform, and source in a dedicated section. Opening it from Pipeline uses the correct agent activity, even when the lead is active in more than one agent.More flexible Pipeline stages
The Escalated to executive stage is now optional, and an agent’s goal stage can be marked or unmarked as final. When NexorGPT deletes a stage that contains leads, it first asks where those leads should move.Clearer contact settings
Contact hours, recontact attempts, and meeting settings now separate presets, general configuration, and per-stage exceptions. If a cadence includes WhatsApp but the agent has no assigned number, Settings warns that those attempts will be skipped.Filter meetings by agent
The Meetings page now includes an agent filter in addition to the host filter. Results and counters update together with date, status, and search filters.Faster file organization
File Library supports uploading multiple files at once and renaming them after upload. Knowledge Base documents can also be renamed without uploading them again.Billing from the sidebar
Billing now has its own entry in the sidebar. Period usage, payment method, invoice history, and the next charge when applicable are together under/billing.Real progress while training an agent
Agent training shows how many files have been analyzed and how many proposals have been generated. The flow also accepts Markdown files and shows a clear error if processing stops responding.Play audio at 1x, 1.5x, or 2x
WhatsApp voice notes and call recordings can be played at1x, 1.5x, or
2x from the lead detail.Connect HubSpot with OAuth
New HubSpot connections use the official OAuth flow from Nexor. Existing private app token connections continue to work.Rebuilt self-serve onboarding
For new accounts, onboarding saves progress, validates required steps, and prepares the agent configuration while the flow is completed. At the end, it opens the created agent and provides a direct path to test it in Playground.NexorGPT corrections stay recorded
For admins reviewing agent messages, corrections applied from? stay linked
to the lead. Previous findings can be marked resolved or dismissed so they do
not return in later analyses.Undo prompt changes in NexorGPT
For prompt changes applied from NexorGPT, the confirmation card can undo the modification. If later edits exist, teams can revert only the original change or restore the complete earlier version.More lead control through the API
For Developers, the public API can setassigned_to while creating leads,
patch metadata in bulk, create and list notes, and configure goal_statement
for agents with a custom goal. The bulk update remains account-scoped and
reports unmatched values and any records it could not process.Secrets and effects for automations
For Developers, HTTP tool configurations can reference sensitive values as{{env.KEY}} and resolve them on each run. Event Cloud Functions can assign
leads, change stages, add tags, enroll leads into agents, and replace existing
environment variables through ctx.effects.ProductInboxWhatsAppChannels
A major Inbox and Pipeline rework, safer WhatsApp, and more channel controls
Inbox for Coexistence and escalated cases
Inbox brings together conversations from WhatsApp Coexistence numbers and cases where the agent escalated to an executive. The team can take ownership, reply, and close the case from one place.Automatic lead assignment
Choose the members responsible for each Pipeline stage. When a lead enters that stage, Nexor assigns it automatically across the selected team instead of leaving the lead unassigned.NexorGPT now has its own page
NexorGPT moved into the main navigation instead of taking space across the rest of the product. The full-page chat keeps its context and actions while leaving more room for day-to-day work.WhatsApp is managed from Nexor
Change a number’s display name and profile photo, check its health, and reconnect it from Nexor without depending on the provider’s dashboard.Safer WhatsApp warm-up
Nexor spreads contacts throughout the day, follows each number’s Meta limit, and stops when it detects blocking signals. The dashboard shows the current limit, usage, and remaining capacity.WhatsApp templates ready from day one
For clients with one agent, connecting WhatsApp creates a starter set of greeting, follow-up, and appointment templates. When delivery is blocked, Nexor links the alert to the affected number and makes the next step clear.Email DNS is easier to understand
Existing domains can be recovered from Nexor, with DKIM and Reply-To records, per-record progress, and clearer explanations when verification fails.SMS only where it is supported
SMS setup now appears only for clients in the United States and Canada. Calls remain available in other countries, and existing intentional SMS setups keep working.Zoho CRM is live
Connect Zoho, map the CRM flow, and keep lead and attribution data moving between Zoho and Nexor.Instagram story replies can trigger a DM
Create an automation with a keyword and an assigned agent. When someone replies to a story with that keyword, Nexor starts the DM automatically.Make web chat match your brand
Configure the widget’s colors and appearance from Nexor, preview the result, and copy the installation snippet from the same setup flow.Sell from your Shopify catalog
Sync Shopify products into Nexor so agents can search the catalog, build carts, share checkout links, and use current product information in conversations.Run custom logic with Cloud Functions
Create and test isolated server-side functions for integrations and agent tools without hosting a separate service.One catalog for reusable tools
Create, update, and delete tools in a client-level catalog, then assign the same definition to multiple agents. Assigned copies stay synchronized when the catalog tool changes.Use the new/client-tools REST endpoints or the equivalent MCP tools.Reporting from your API or AI client
New reporting endpoints and MCP tools cover funnels, field distributions, call statistics, and individual lead reports.Clearer and safer failures
Rate limits now return an actionableRATE_LIMITED error. Backend failures
return a consistent sanitized message and never expose the raw upstream body.Connect Instagram and Messenger
Complete Meta authentication from Nexor and manage direct-message channels alongside WhatsApp, email, SMS, calls, and web chat.Reuse media across agents
Upload approved images and documents once in the File Library, then select them from agent settings instead of re-uploading the same files.Launch web chat with a guided setup
Choose the agent, configure the channel, and copy the embed snippet from a single tabbed flow.Connect Calendly event types
Connect or re-sync Calendly, select the event type each agent should use, and keep custom scheduling links available as a fallback.Configure workflows with less friction
Meeting types, reminders, variables, channels, and scheduling options now live in a more consistent settings experience.Move leads between pipeline stages
Drag a lead card to another status column to update the workflow stage while preserving status history and activity tracking.See WhatsApp media in the conversation
Images and files received through WhatsApp appear in the lead conversation, so operators no longer need to leave Nexor to understand the message.Map Google Sheets data clearly
Map name, phone, email, and client-specific fields when connecting a sheet, using the same labels your team sees in Nexor.Give teams clear workflow ownership
Add owners and teams to workflows, and lock sensitive workflows so only the listed owners can edit them.Connect Outlook Calendar
Use Outlook as the active scheduling calendar, with clear connect, reconnect, and provider-switching states.Revisit and debug agent tests
Open previous Playground sessions and inspect the underlying trace to understand how an agent reached a response.Step into a conversation
Pause the AI when a lead needs human attention, let an operator take over, and return control to the agent when the conversation is ready.Edit knowledge without rebuilding documents
Preview Markdown sources and make inline corrections from the document view instead of deleting and uploading the source again.Organize leads and workflows
Assign leads more deliberately, group related workflows, and expose pause and resume actions directly from the lead detail.Follow a guided setup
The onboarding checklist keeps the next important configuration step visible and links directly to the place where it can be completed.Understand performance at a glance
The redesigned dashboard surfaces conversions, highlights, insights, and workflow-level performance in a clearer layout.Configure Kommo and SMS yourself
Connect Kommo, choose pipeline mappings, and enable SMS from workflow channel settings without waiting for a manual setup.Separate the lead list from the pipeline
Use a focused table for all leads and a workflow-specific kanban for pipeline execution, with stable client and workflow switching.Import leads and knowledge in bulk
Upload a CSV with guided field mapping and duplicate handling, and add documents to the Knowledge Base from the refreshed workspace.Send through one Messages API
POST /messages supports WhatsApp text and templates, email, and AI calls.
Background jobs can also run recurring or deferred agent work.