If Integrations or Agent Settings is not available for your role, ask an administrator of your Nexor account to complete the setup.
Watch the walkthrough
Use the guide below for the current sender-readiness, DNS, assignment, and language rules.Connect a sender
1
Open Email integrations
Open Integrations → Email and choose Connect a mailbox.
2
Enter the sender
Enter the display Name and Email that recipients should see, then continue.
3
Confirm the address
When Nexor shows Check your inbox, open the verification message sent to that address and follow its link.
4
Check the status
Return to Nexor and use Verify. If the attempt failed or the link needs to be sent again, use Retry. Continue only when the sender shows Ready to send.
Authenticate a custom domain
Domain authentication helps inbox providers recognize authorized mail from a company domain. Once Nexor confirms the domain, other addresses on that domain can become eligible without repeating address verification. Each address must still show Ready to send before it is assigned.1
Open the domain setup
From the sender row, choose Authenticate domain or Generate DNS when that action is available.
2
Choose a setup path
If Nexor offers an assisted setup button named for the DNS provider, follow that flow. Otherwise, copy the records into the DNS panel for the domain. You can also use Download records when a zone file is more convenient.
3
Copy every record exactly
Keep each record type, name, value, and priority exactly as Nexor shows them. Add the records where the domain’s nameservers are managed, which may differ from the company where the domain was purchased.
4
Wait for confirmation
DNS changes need time to propagate. Return to the Email integration and use Verify or Retry when Nexor offers it. The domain is complete when its status is Authenticated and any required reply records are also ready.
Assign the sender to an Agent
1
Open the agent's channels
Select the agent in the left sidebar. In the right pane, go to Channels and choose Add. The Channels window opens.
2
Choose the sender
On the Email row, choose Connect (or Change if it already has one) and select a sender marked Ready to send. The change applies right away.
3
Test
Send a test before starting a real cadence.
Set the email style and signature
Email style is set in each task. Select the task and, in the right pane, go to Channels and click the Email row. Under Style, describe how the agent should write on this channel, for example tone, length, format, and sign-off. You can insert variables with@. Choose Save.
To add a signature with your logo, contact details, and website, ask Nexor AI. Attach your logo as a PNG or JPG and write the details you want, for example: “Set this as my email signature: logo on the left, and on the right Ana Pérez, Sales Manager, +1 555 0100, https://example.com.” Nexor AI hosts the logo at a public link, builds the signature, and saves it.
- In a task’s chat, the signature goes on that task.
- In an agent’s chat, it goes on every task of the agent.
- With no agent open, Nexor AI asks which agent to use first.
Choose who writes the first email
The Use initial email switch, in the same task window (Channels → Email row), controls the first outbound email for each new lead in that task.- When enabled, enter both Subject and Body. Nexor sends that configured content and replaces supported lead variables such as
{{first_name}}with the lead’s data. - When disabled, the Agent writes the first email from its instructions and context.
- If either subject or body is missing, Nexor keeps using the Agent-written first email.
Understand the two email languages
Email uses two separate language rules:- Conversational emails written by the Agent follow the Agent’s configured language.
- Transactional booking and subscription emails resolve English or Spanish at the workspace level from account information such as language, country, and timezone. They do not inherit the Agent’s language.
Troubleshooting
The sender is not available in Agent Settings
Return to Integrations → Email. The address must show Ready to send before it appears as an assignable sender. Complete its verification or retry the status check.The verification message did not arrive
Confirm the address, check the spam folder, then use Retry to request another verification attempt.DNS stays pending
Compare every record in Nexor with the active DNS zone. Check the record type, name, value, and priority. Do not add the company domain twice to a record name if the DNS provider already appends it.Sending works, but replies are not routed correctly
Open the domain in Integrations → Email and review the reply records shown there. Sending authentication and reply routing use separate DNS records, so one can be ready while the other still needs attention.Review Agent settings
See how channel settings interact with prompts, contact hours, and the rest of the Agent configuration.