1
Describe your business to Nexor AI
Open Ask Nexor AI at the top of the left sidebar. Tell it what you sell, who your leads are, and what you want the agent to achieve. For example: “We sell apartments. People write to us from our ads, and I want to book a visit with the ones who have a budget.”Nexor AI creates the agent right away, gives it a name you can change later, and moves you into the agent’s own chat.
2
Agree on the tasks
The agent asks a few questions, one at a time, and proposes its tasks: what each one does and where a lead goes next. When you agree, it creates them. Every new task starts paused.If a task still needs information, such as your qualification criteria, the agent asks for it. Paste a link to a page that has it or type the details in the chat.
3
Review what it knows and how it talks
In the right pane, open Instructions to see what the agent should know, what it should never do, and how it handles objections. Add your documents, website, or price list in Knowledge base.To change something, ask in the chat: “Answer only in Spanish” or “Never offer discounts.” Nexor AI shows you the change before applying it.
4
Connect channels
In Channels, connect the places where the agent will talk: WhatsApp, iMessage, phone and SMS, email, Instagram, or your website’s chat. See Channels and leads.
5
Bring in leads
Connect your CRM or form in Lead source. You can also open a task and add leads from its board: sync your CRM, import a CSV or Excel file, send them from your website through the API, or add one by hand.
6
Test it
Click Test this agent and write as if you were a lead. See Test your agent.
7
Go live
Open each task and click Set live. If something is missing, Nexor tells you what before switching the task on. You can Pause a task at any time.
What context your agent needs
Before testing, review these points in Instructions, Knowledge base, and each task:
Test a normal conversation, an objection, and a request to speak to a person. Review the answers before setting a task live. See Writing instructions for more detail.
During your U.S. free trial
This trial setup applies to accounts in the United States.- Nexor sets up the channels for you: iMessage through a shared Nexor line, and a phone number for calls and SMS. While the number is being assigned, the channel shows Setting up…. If it shows Taking longer than usual, contact support.
- You can’t add or change channels until your subscription starts.
- A banner at the top shows how many days and leads your trial has left.
If you already have an agent
- To add a task, open the agent and ask in its chat. For example: “Add a task that reminds people about their visit the day before.”
- For a new goal, ask Nexor AI. It asks whether the goal belongs to one of your agents or to a new one.
Before you start
Nexor AI asks you about your business as you go, so you don’t need anything prepared. If you want to think it through first, use the worksheet in Plan your agent.Next
Agents and tasks
What the agent shares with its tasks and what each task controls.
Go-live checklist
What to check before your agent talks to real leads.