- 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.
The right pane has two levels
The right pane changes with what you select:- Agent level: you select the agent in the left sidebar and no task is open. The selector at the top reads Select a task. The pane is titled Settings and shows what all its tasks share.
- Task level: you open a task from the Tasks section or from the task selector next to the agent’s name. The pane shows the task’s name with an arrow to go Back to tasks, and only what belongs to that task.
What belongs to the agent
Select an agent in the left sidebar. The right pane shows, in this order:
The pencil next to the agent’s name opens Edit identity: photo, name, description, role, company, and the language it speaks.
What belongs to each task
Open a task. The middle pane shows its pipeline and the right pane shows its settings:
Each task is switched on and off by itself, from its status above the pipeline. 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.
Changes you make to an agent with live tasks go into a draft first, so you can test them without affecting your leads, and they apply when you publish. See Drafts and versions.
Settings shared by all tasks
Contactability, instructions, and files are edited from the agent. The exception is the time zone, which belongs to each task: find it with ⌘K under Identity and instructions.- If every task uses the same value, editing it on the agent changes all of them at once.
- If the tasks have different values, the agent’s window shows each task’s version. Under Instructions you can edit each one or choose Use one instruction for all tasks. Under Contactability, only the fields you edit change.
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.
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.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.
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 aworkflow and an agent is a master_workflow. See the glossary.
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.