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Add one lead when you do not need a file import or an automated connection.

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Before you start

The form requires:
  • First name
  • At least one contact method: Email or Phone
Last name and Agent assignment are optional. Under Advanced, you can also add a company and metadata in valid JSON format.
Use a complete international phone number, such as +56912345678, when possible. Nexor validates and normalizes the number before saving it.

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Create the lead

1

Open the form

Go to Leads → New → Add manually.
2

Enter the contact details

Add the first name and either an email address or phone number. Add the last name if available.
3

Choose an Agent

Select an Agent to start this lead in that Agent, or leave No agent selected to create the lead without one.
4

Add optional data

Open Advanced to enter the company or a JSON metadata object. Metadata is useful for source details or values that do not have their own lead field.
5

Create

Select Create. Nexor saves the lead first and then attempts to start the selected Agent.

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What happens next

  • With no Agent selected, the lead is created without automated outreach. Open the lead later and assign an Agent from Info when it is ready.
  • With an active Agent selected, Nexor attempts to start that Agent for the lead and begin its configured contact flow.
  • A paused Agent can still be selected. The form warns that the lead will not receive automated outreach until the Agent is active again.
  • If the lead is created but the Agent cannot start, Nexor keeps the lead and shows an error. Open that lead and assign the Agent from Info instead of creating the same lead again.
Continue to Manage leads to find the new record and review its current assignment.
Last modified on September 7, 2026