ProductDevelopersAPI
Drafts, tests without writes, and versions for Cloud Functions and Scheduled Functions
Drafts for Cloud Functions and Scheduled Functions
In Integrations → Developers, saving code in a Cloud Function or a Scheduled Function puts the change in a draft. Production keeps the published version until someone chooses Publish changes, and publishing does not turn on a paused function. New functions are created paused.Tests that do not send writes
Test runs the draft on a test copy.GET requests are sent for real;
writes are not sent, get a synthetic {} answer, and show as Would send,
and lead changes are only previewed. A GET that changes something in the
other system still runs during the test.Version history and restore
Every publish creates a numbered version with its author and date. Restoring a version copies it into the draft to test and publish it, which rolls back without rewriting the code.Run for real with a lead count
In Scheduled Functions, Run for real… and Run now run only the published version and ask for confirmation with the number of leads the run touches. If that version cannot be deployed, nothing runs instead of older code.API and MCP for function drafts
For Developers, the public API adds endpoints to save and discard drafts, test, publish withexpected_draft_hash, list versions, and restore them.
PATCH with code still publishes immediately and now records a version. In
the MCP, the update tools save drafts, and publish_cloud_function and
publish_scheduled_function require confirm: true.Drafts for live agents
On agents with at least one live task, the first change opens a draft shared by the team. Leads keep the published version until someone chooses Publish changes and confirms a per-section summary of the changes. Publishing does not turn on a paused agent, and new tasks are published paused.Playground tests the draft on each channel
While a draft is open, the Playground uses it in chat, WhatsApp, iMessage, SMS, email, and calls, from the agent’s real number. Inbound calls can be tested too: the caller phone is registered and the agent’s number is called within 15 minutes.Version history and restore
Every publish creates a numbered version with its author, date, and a timeline with line-by-line changes. Restoring a version loads it into the draft to test and publish it, which rolls back without rebuilding the configuration by hand.Nexor AI edits in the draft
On live agents, changes made by Nexor AI land in the same draft as the team’s edits. Before publishing, it shows a summary and waits for an explicit confirmation. It can also list versions and restore an earlier one.ProductLeadsIntegrationsDevelopers
Improvements to Pipeline, agent testing, Google Sheets, and Developers
Tags and HubSpot links in Pipeline
Pipeline now supports managing tags without leaving the table and filtering leads by those labels. When a lead is linked to HubSpot, its detail also includes a direct link to the corresponding record.Google Sheets separates imports from writes
Google Sheets automations distinguish Import from Write. Configuration shows the destination tab and columns, and an agent can send structured data to a connected sheet.Default values in WhatsApp templates
When a WhatsApp template with variables is edited, its default values remain saved with the configuration. Tests and sends can reuse them without entering them again after each edit.Email statistics aligned with the selected range
The email senders view calculates metrics with the same date range shown by the selector. Changing the period updates both the figures and their context consistently.Channel tests and honest tools in Playground
Playground provides channel pills for selecting how to run a test. Customer-created HTTP tools execute for real, while platform tools are simulated and display that state so a test is not confused with a real effect.Meetings remain visible for paused agents
The Meetings page keeps paused booking agents in its filters and results. Teams can review historical meetings without reactivating the agent that created them.Inbox available during setup
Inbox is no longer hidden by an agent’s activation state. Teams can review conversations and prepare operations while completing the remaining setup.Custom connections control center
Custom connections have a read-only control view with status, resources, and recent activity. It supports integration diagnosis without presenting edit controls that the connection does not support.Consistent booking in Dashboard and NexorGPT
Dashboard and NexorGPT use the same availability and booking information. Meeting answers reflect the current booking state instead of relying on a stale copy.Automatic pools for WhatsApp cadence
After explicitly configured pools, WhatsApp cadence can complete its options with compatible templates from the agent. This reduces blocked stages when a valid alternative is needed.Knowledge Base search before declining documents
When a lead requests a document, the agent searches the connected Knowledge Base first. It reports that the document is unavailable only when the search finds no suitable source.Explicit pagination for API catalogs
API catalog settings can define how to advance between pages and show a warning when a source appears paginated without a continuation rule. This helps avoid syncing only the first page.ProductLeadsMeetingsIntegrations
Clearer imports, subscription control, and more predictable operations
CSV imports with actionable results
The CSV importer recognizes common columns more accurately, explains mappings, and returns a result for each row. Skipped or invalid records include a reason so the file can be corrected before another attempt.Subscription cancellation and reactivation
The account owner can cancel renewal from Billing while keeping service through the end of the paid period. While cancellation remains pending, the same panel can reactivate the subscription.GoHighLevel outcomes by stage
GoHighLevel connections can map an agent outcome to a stage in the external pipeline. A Do not import option serves as a fallback for outcomes that should not be sent.AI pause persists across events
When a person pauses AI for a lead, an inbound reply or stage change no longer reactivates it implicitly. Automation resumes only through the corresponding action.One meeting type per agent
Booking configuration now centers on one active meeting type per agent. Settings, availability, and bookings use the same selection to avoid combinations the interface could not manage reliably.Formatting in agent-written emails
Agent-generated emails can display bold and italic text from supported Markdown. Content is converted to safe HTML before sending while retaining a readable plain-text version.Structured reasons for discarding a lead
When a lead is discarded, Pipeline can record a reason defined by the team. That value is available for filtering and analysis without relying on free-form notes that are hard to compare.Test leads identified in Playground
Playground keeps the history of its test leads and identifies them with a dedicated label. Those records stay outside normal operational views so they are not mixed with real conversations.Dashboard includes paused agents
Dashboard includes paused agents in analysis and adds a status filter. Teams can compare historical activity without changing an agent’s operational state.Contact creation in HubSpot
A HubSpot connection withcontacts.write permission can create contacts from
agent tools. The operation respects the access granted through OAuth and
returns the identifier of the created record.Claude Desktop configuration over stdio
The MCP guide for Claude Desktop uses themcp-remote bridge over stdio. This
path avoids relying on direct remote HTTP support in clients that do not yet
provide it.United States national phone numbers
Lead forms accept valid United States national numbers and normalize them to E.164. This reduces rejected imports and contact creation when an international prefix was not included.Lead reassignment with history
Pipeline supports changing the responsible person from the lead row. Each reassignment records the previous owner, new owner, and person who made the change to preserve operational context.SMS reminders and independent cancellation
Reminders can use SMS when the channel is available and show an icon that identifies their type. They can also be canceled when the related meeting no longer exists or is unavailable.Native Relbase connection
Relbase can be connected through OAuth from Integrations. The connection can select resources and run a manual sync so the result can be reviewed before relying on automatic updates.Word files in NexorGPT
NexorGPT accepts.docx documents as working context. Their content is
extracted for analysis without requiring a manual conversion to PDF or text.More compact mobile navigation
The sidebar, Ask AI, and Leads action bar adapt to smaller screens. Primary actions remain accessible without occupying the full width of a conversation.Optional tab expansion in Google Sheets
When a Google Sheets tab is connected, compatible sibling tabs from the same file can be included automatically. The option is explicit so an import is not expanded unintentionally.Deal creation through HubSpot
Agents with a compatible HubSpot connection can use acreate_deal tool
configured per workflow. Fields are defined in the tool instead of depending
on a global integration setting.Email sender reverification
When a sender loses verified status, Integrations can start verification again. The panel shows the refreshed result to distinguish a pending configuration from a rejected one.Playground calls for paused agents
Playground can start a test call while an agent is paused. The exception is limited to the test and does not reactivate lead automation.Human detection in screened calls
Calls answered by screening services are no longer classified as voicemail when a person subsequently responds. This avoids ending a valid conversation before it begins.Explicit lead movement through the API
When a lead is created or updated through the API,move: true can remove it
from other workflows before starting the selected one. The option makes clear
when an operation replaces existing participation.ProductAgentsChannelsIntegrations
Agent search, catalog activation, and improvements to channels and meetings
Agent search by name
Views that list agents now include name search. This shortens navigation in accounts with many workflows without changing existing filters.Catalogs connected after creation
After a catalog or Knowledge Base is created, Nexor links it automatically when there is one eligible agent. With multiple agents it shows a selector, and with no agents it leaves the resource unlinked instead of inventing an association.CSV files with Windows characters
The importer recognizes Windows-1252 CSV files and preserves accents and regional characters. Databases exported from tools that do not use UTF-8 no longer require conversion first.Written templates without required buttons
WhatsApp templates written for greetings, follow-ups, and reminders can be saved without buttons. Buttons remain available when a conversation needs them, but are no longer a general requirement.Zoho variables and stages
The Zoho connection can map CRM fields to agent variables and associate outcomes with stages. This preserves Zoho context when leads are created or updated in Nexor.Dashboard metrics by channel
Dashboard reorganizes its views and adds talk time for calls and reply counts for WhatsApp. The metrics support activity comparison without mixing different units across channels.Conflicting identities in web chat
If a web chat session presents identifiers that belong to different contacts, Nexor creates a separate lead instead of combining incompatible histories. This protects the context of earlier conversations.First contact through the selected channel
The first action respects the channel configured for its block. When a block combines WhatsApp and a call, the WhatsApp attempt is scheduled first to retain the cadence order.Agent invitations to meetings
Meeting settings can invite additional agents alongside the host. People who participate receive the event without depending on a later manual invitation.Readable links in meeting emails
Notification emails display meeting links with descriptive text instead of exposing the full URL. The destination remains the same and the message is easier to review.ProductAgentsChannelsDevelopers
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.