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In Nexor you work with two things: agents and tasks.
  • An agent is the assistant your leads talk to. It has a name, the channels where it talks, the hours it works, what it knows, and the instructions it follows.
  • A task is one job the agent does with a lead, from the first message to the result you want: qualify a lead, book a meeting, send a payment link, follow up. Each task has its own pipeline, a board with the stages every lead goes through.
An agent usually has several tasks:

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What belongs to the agent

Select an agent in the left sidebar. Its settings open in the right pane: The pencil next to the agent’s name opens Edit identity: photo, name, description, role, company, and the language it speaks.

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What belongs to each task

Open a task from the Tasks section or from the task selector next to the agent’s name. The middle pane shows the task’s pipeline and the right pane shows its settings: Each task is switched on and off by itself: open it and use Set live or Pause. The agent has no switch of its own. The dot next to its name shows how its tasks are doing: green when all of them are live, yellow when only some are, and gray when all are paused.

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Settings shared by all tasks

Channels, schedule, instructions, and knowledge can be edited from the agent or from a task:
  • Edit it on the agent to change it for every task at once.
  • Edit it on a task to give that task its own version. The task then shows the setting as Custom, and the agent shows how many tasks use a different value.
When the tasks have different instructions, the agent can’t edit them as one text. Open each task to change its own version. Some settings always apply to the whole agent, such as its name and photo. Others belong only to each task: the goal, stages, variables, and the on/off switch. See Settings scope for the complete list.

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How a lead gets into a task

  • From a lead source. Your CRM, a form, or the API sends the lead to one of the agent’s tasks.
  • Through a channel. The lead writes or calls one of the agent’s numbers or inboxes.
  • By hand. You add a lead or import a CSV or Excel file from the task’s board or from Leads.
  • From another task. The previous task hands the lead over when it reaches a final stage.
A live task starts working a new lead right away, within its schedule. A paused task keeps its leads waiting until you set it live.

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How a lead moves to the next task

Tasks pass leads to each other through their final stages. On a final stage you choose which task continues, and the lead moves there when it reaches that stage. The conversation history and the information already collected go with the lead, so the next task can use them. See Tasks that work together.

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One agent or several

  • Use one agent with several tasks when the same assistant, with the same name, channels, and hours, handles several jobs with the same leads.
  • Create another agent when you need a different identity, different channels, or a different team. For example, one agent for sales and another for customer support, each with its own WhatsApp number. A number or inbox is used by one agent at a time.

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Older names

Earlier versions of Nexor called a task an Agent and called an agent a Group. Some older guides and the API still use those names: in the API, a task is a workflow and an agent is a master_workflow. See the glossary.

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Next

Create your first agent

From an empty account to an agent that talks to real leads.

Tasks that work together

Split a process into tasks and pass leads between them.
Last modified on September 25, 2026