Quickstart
Connect your channels, configure your agent, and bring in your leads.Connect your channels
WhatsApp, email, and calls
Configure your agent
Goals, instructions, and knowledge
Bring in your leads
CRM, files, and API
Two ideas to start
- An agent is the assistant your leads talk to. It has a name, the channels where it talks, the hours it works, and what it knows.
- A task is one job the agent does with a lead, from the first message to the result: qualify, book a meeting, follow up. Each task has its own board with the stages every lead goes through.
How it works
1
Describe your business
Tell Nexor AI what you sell, who your leads are, and what you want the agent to achieve. It creates your agent.
2
Agree on the tasks
The agent proposes the jobs it will do and how a lead moves from one to the next. New tasks start paused, so nobody is contacted yet.
3
Connect channels and leads
Connect where the agent talks and where your leads come from: your CRM, a file, a form, or the API.
4
Test it
Talk to your agent as if you were a lead. Nothing you write reaches a real customer.
5
Go live
Switch on each task when it’s ready. You can pause it at any time.
While your agent works
- Leads lists every person your agents talk to, with the full conversation and what the agent learned.
- Inbox is where your team takes over when the agent can’t answer or someone asks for a person.
- Ask your agent “How are my leads doing?” to see a summary of its results.
Where to go next
Agents and tasks
What the agent shares with its tasks and what each task controls.
Create your first agent
The step-by-step path from an empty account to a live agent.
Find your way around
The three panes of the workspace and what lives in each one.
Connect WhatsApp
Link your WhatsApp Business number and get templates approved.
For developers
Use the API, MCP, and developer tools.
Changelog
What changed in Nexor recently.