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This section walks you through the same path the Nexor team follows in onboarding calls, so you can go from a blank account to a working agent on your own. Follow the pages in order. By the end you will understand what an agent is, you will have tested one in the playground, and you will know how to connect your channels and go live.
Nexor dashboard with the agent list and the NexorGPT panel

The Nexor dashboard: agents on the left, NexorGPT on the right.

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What you will end up with

  • An agent you understand. You know what each block of its configuration does and which one to change when it misbehaves.
  • A tested agent. You have run your own use cases in the playground and adjusted the agent based on what you saw.
  • A clear path to production. You know which channels to connect, how leads get in, and what to check before activating.
The goal of this walkthrough is to finish operating, or with a base agent ready to iterate. Not with an open list of pending items.

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Before you start

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Two ways to configure everything

Everything you configure visually in the dashboard can also be done by chat. Pick the one you are comfortable with and switch whenever you want.

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The path

1

Define your use case

Answer the questions the Nexor team asks in every onboarding: what you want to achieve, where leads come from, which channels, what to collect, how you qualify, and what the final outcome is. Define your use case.
2

Learn the anatomy of an agent

Tour the blocks that make up an agent: goal, variables, identity, business rules, knowledge base, pipeline, contact settings, channels, and tools. Anatomy of an agent.
3

Build or adjust with NexorGPT

Turn your answers into a configured agent by chatting with NexorGPT, and learn to change any setting the same way. Build with NexorGPT.
4

Test in the playground

Talk to your agent as a lead would, run your real scenarios, propose a change, and see it applied. Test in the playground.
5

Set up operation and channels

Decide when the agent may reach out, how insistently it follows up, which channels it uses, and how leads get in. Operation and channels.
6

Connect several agents

When one process has several intentions, split it into agents that transfer leads between them. Connected agents.
7

Hand the technical part to developers

Connect the Nexor MCP server to your AI client, and learn when to use MCP tools, Cloud Functions, and Scheduled Functions. For developers.
8

Run the launch checklist

Validate the three things every onboarding closes with, then activate. Launch checklist.

Define your use case

The consulting questions and a worksheet to answer them.

Anatomy of an agent

Every block of an agent and what it controls.

Build with NexorGPT

Create and edit agents by chat.

Test in the playground

Live the experience before any lead does.
Last modified on September 7, 2026