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An agent that works well in the playground still needs three things to operate: rules for when and how insistently it reaches out, channels to talk through, and leads to talk to. This page covers all three in the order the Nexor team presents them.

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When the agent reaches out

Think of the agent as a seller with a schedule and a follow-up routine. You decide both.
Contact hours and re-engagement attempts

Contact hours and re-engagement attempts define the agent's rhythm.

All of this is flexible: several windows in one day, a different range per weekday, and per-stage overrides of the follow-up rules. Details in Agent settings.
Start conservative. It is easier to add attempts after you see real replies than to repair a lead who felt spammed.

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Channels you can connect

The Channels block of the agent shows each channel with its status: Active or Connect. You do not need all of them. Connect the ones from your worksheet and add more later.
Channels block in agent settings

Channels: connect what you use, leave the rest for later.

Connecting a channel does not bypass provider checks. WhatsApp in particular still depends on Meta’s display-name review, business verification, and template approval before production sending. Start those early.

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Bring your leads in

Leads enter Nexor in whichever way matches where they live today.
Lead import options

Leads can be added manually, by CSV, from a CRM, or through the API.

Metadata that arrives with a lead can prefill variables, so the agent does not ask for what you already know.

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Activate and watch

When channels are connected and leads are in, activate the agent. Then keep two screens open during the first days:
  • The dashboard, to see contact rates, conversions, and where leads drop in the pipeline.
  • The Inbox, to read conversations, step in when a lead needs a person, and take over escalated cases.
For the first batch, upload a small set of leads rather than everything. Read the conversations, adjust the agent with NexorGPT, then scale.

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Next

If your process has more than one intention, continue to Connected agents. Otherwise, go to the Launch checklist.
Last modified on September 7, 2026