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A conversion type defines the business result you want to measure. A conversion event records that one lead reached that result, with a date and amount. In the current workspace, each agent has a Conversion section in its right pane with the endpoint your system calls and where a converted lead moves. The full conversion-type list described below is a screen of the classic interface: search for Conversions with ⌘ K / Ctrl K, or open app.getnexor.ai/v1/conversions. In that screen, “Agent” means a task and “Group” means an agent.

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Review the conversion list

The list shows each type’s name, category, scope, event count, and total amount. Filter it by:
  • Category: Intermediary or Final
  • Scope: Global, Group, or Agent
Open a row to see its events and totals. The detail page supports the same date-range choices used by other analytics views.

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Create a conversion type

1

Name the result

Enter a required name and an optional description. Choose Intermediary for a step on the way to the final result, or Final for the completed business outcome.
2

Choose the currency

The selected currency determines how amounts for this type are displayed and totaled.
3

Choose the scope

Use No scope (global) for the whole workspace, Agent for one Agent, or Group for one Agent group.
4

Add event fields

Add optional text or number fields when every recorded event needs extra structured information.
5

Configure On Conversion

Optionally choose a destination Agent and one of its stages. Recording the conversion saves the event first, then starts the transfer to that destination in the background.
6

Save

Review the scope and destination before saving. They decide where the type appears and whether recording it starts a lead transfer.
On Conversion is an operational action, not just reporting. The conversion event is saved before the asynchronous transfer starts. If that later transfer fails, Nexor keeps the conversion event.

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Record an event

Open a conversion type and choose Add conversion. Select a lead, enter an amount greater than zero, and choose the conversion date. Complete any custom fields and add optional notes. The detail page then shows the event, amount, date, lead, and any configured fields. It also summarizes the event count and total amount for the selected date range.

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Edit or delete data

You can edit the conversion type from its form. Deleting an individual event permanently removes that recorded result. Deleting a conversion type permanently deletes the type and all of its events. Confirm that you no longer need the history before continuing.

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Use the API

List conversion types

Read the definitions available to the authenticated workspace.

Create a conversion event

Record a lead conversion from an external system.
Last modified on September 25, 2026