> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Operation and channels

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.

## When the agent reaches out

Think of the agent as a seller with a schedule and a follow-up routine. You decide both.

<Frame caption="Contact hours and re-engagement attempts define the agent's rhythm.">
  <img src="https://mintcdn.com/nexor/335V9P_gdO6wPMqv/images/getting-started/contact-hours-reengagement.png?fit=max&auto=format&n=335V9P_gdO6wPMqv&q=85&s=4f3bb9f87a1979afd92c7a4dd7eb2740" alt="Contact hours and re-engagement attempts" width="1600" height="900" data-path="images/getting-started/contact-hours-reengagement.png" />
</Frame>

| Setting                | What to decide                                                                                                                       | Typical starting point                                                                |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------- |
| Contact hours          | Days and time windows when the agent may start or resume contact, in the agent's time zone. Inbound replies are handled at any time. | Your team's business hours.                                                           |
| Outside these hours    | Whether to block only calls or every outbound channel until the next window.                                                         | Block calls; allow messages.                                                          |
| Re-engagement attempts | How many follow-ups a silent lead gets, how long to wait before the first, and the spacing between them.                             | A handful of attempts, a few hours before the first, at least a day between the rest. |
| First-contact channel  | Which channel opens the conversation.                                                                                                | WhatsApp for most teams.                                                              |

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](/docs/en/guides/agents/settings#contact-hours).

<Tip>
  Start conservative. It is easier to add attempts after you see real replies than to repair a lead who felt spammed.
</Tip>

## 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.

<Frame caption="Channels: connect what you use, leave the rest for later.">
  <img src="https://mintcdn.com/nexor/335V9P_gdO6wPMqv/images/getting-started/channels-section.png?fit=max&auto=format&n=335V9P_gdO6wPMqv&q=85&s=e3dc668207b525c95edbf2cabdeef452" alt="Channels block in agent settings" width="1600" height="900" data-path="images/getting-started/channels-section.png" />
</Frame>

| Channel                 | How to connect                                                                                                     | Notes                                                                                                                                                                                 |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| WhatsApp                | From the agent's **WhatsApp** channel, or **Integrations → WhatsApp**. Meta's embedded signup takes a few minutes. | Outbound first messages use Meta-approved templates. See [Connect WhatsApp](/docs/en/guides/connecting-whatsapp) and [Message templates](/docs/en/guides/whatsapp/message-templates). |
| Email                   | Connect a sender address and verify your domain's DNS records.                                                     | Replies go out from your own address, with an optional signature.                                                                                                                     |
| Web chat                | Follow the guided setup to embed the widget on your site, styled to your brand.                                    | Inbound only. It cannot be the first-contact channel.                                                                                                                                 |
| Phone and SMS           | Provision or bring a number from the channel's **Manage**.                                                         | Voice uses the agent's configured voice. SMS availability depends on the country.                                                                                                     |
| Instagram and Messenger | Connect the account through Meta.                                                                                  | One Instagram account per agent.                                                                                                                                                      |

<Note>
  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.
</Note>

## Bring your leads in

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

<Frame caption="Leads can be added manually, by CSV, from a CRM, or through the API.">
  <img src="https://mintcdn.com/nexor/335V9P_gdO6wPMqv/images/getting-started/leads-import.png?fit=max&auto=format&n=335V9P_gdO6wPMqv&q=85&s=ac619c956d75d9d7e1c041a4e63eda28" alt="Lead import options" width="1600" height="900" data-path="images/getting-started/leads-import.png" />
</Frame>

| Where your leads are                    | Use                                                                  | Guide                                                                                                            |
| --------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| In your head or a short list            | Manual upload                                                        | [Manual upload](/docs/en/guides/agents/leads/manual-upload)                                                      |
| In a spreadsheet                        | CSV upload                                                           | [CSV upload](/docs/en/guides/agents/leads/csv-upload)                                                            |
| In HubSpot or Kommo                     | The native integration                                               | [HubSpot](/docs/en/guides/agents/leads/hubspot), [Kommo](/docs/en/guides/agents/leads/kommo)                     |
| In a form, a website, or another system | The API, or a Pre-processor that routes each lead to the right agent | [API](/docs/en/guides/agents/leads/api), [Advanced automation](/docs/en/guides/advanced/overview#pre-processors) |

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

## 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.

<Tip>
  For the first batch, upload a small set of leads rather than everything. Read the conversations, adjust the agent with NexorGPT, then scale.
</Tip>

## Next

If your process has more than one intention, continue to [Connected agents](/docs/en/guides/getting-started/connected-agents). Otherwise, go to the [Launch checklist](/docs/en/guides/getting-started/launch-checklist).