Documentation
Everything Nexa does, what it's for, and how to get the most out of it.
What's new
The latest changes to Nexa, newest first.
Getting started
What Nexa is and your first ten minutes.
- What Nexa doesNexa reads what your company already says — meetings, documents, emails, chats — and keeps track of every promise until it is done, with the evidence.
- Your first stepsSet up your company, invite your team and give Nexa its first knowledge.
- Arabic and EnglishUse Nexa in either language — or both in one sentence.
Ask Nexa
Questions, answers with sources, files and voice.
- Asking good questionsAsk about customers, meetings, deadlines and documents — and get an answer from what your company actually said.
- Sources and citationsEvery answer shows where it came from, so you can check it in one click.
- Attach files and ask by voiceDrop a file or image into the chat, choose where it is saved, then ask about it — or speak your question.
- Actions wait for your confirmationNexa can draft a reminder, a task, a CRM update or a Slack message — and does nothing until you press Confirm.
Meetings
Turn calls into decisions, risks and commitments.
- Upload a meeting recordingUpload audio or video and Nexa transcribes it, names the speakers and pulls out what was agreed.
- Send Nexa to an online meetingPaste a Google Meet, Microsoft Teams or Zoom link and Nexa Assistant joins, records and reads the call.
- Record a meeting yourself: in the room or onlineRecord a meeting from your browser, in the room or from a Meet, Zoom or Teams tab, with everyone's consent.
- Sales framework: what each customer told you, item by itemIf your team sells with BANT, MEDDIC, SPICED or NEAT, Nexa fills it from what your customers say in meetings, with their own words as proof.
Commitments & work
Every promise, with an owner, a date and evidence.
- How Nexa finds commitmentsNexa reads meetings, documents and your own emails and turns stated promises into work items.
- Owners and due datesNexa only sets an owner or a date the source states — the rest is yours to decide.
- Review, verify and finishWhen a later source says something was done or changed, Nexa proposes it — you decide.
- Jira, Trello or LinearConnect one task tracker and send work there, while Nexa keeps the evidence.
Customers
One record per customer, built from everything you have.
- Customer recordsSee every meeting, file, email thread and open commitment for one customer on one page.
- Linking sources to the right customerNexa suggests which customer a meeting, file or email belongs to — with the evidence — and you confirm.
- Client reportsA monthly status email to one customer, read from Nexa's records, checked by you and sent from your own mailbox.
Business
How the company is doing, and the competitors your customers bring up.
- Business overviewHow the company is doing from its own records, for a period and a department you choose, with the records behind every number.
- CompetitorsKnow which competitors your customers bring up, who runs them, what they did lately and what their own websites say, with the evidence for every line.
Dashboard, calendar & automations
What needs you today, and what runs on its own.
- The DashboardStart each day with the few things that need you first, and Nexa's recommended next steps.
- What keeps happeningThe patterns Nexa counts in your commitments' history: dates that keep moving, customers you are still waiting on, late handovers, work held by one person, and customers you kept every commitment to.
- Calendar and remindersSee due dates on Nexa's calendar and get reminders by email — and in your Google Calendar if you connect it.
- NotificationsThe bell, the Notifications page, and messages from the Nexa team.
- AutomationsSchedule summaries and follow-ups that Nexa sends for you.
Connectors
Bring in the tools your work already lives in.
- How connectors workConnect a tool once, choose what to bring in, and decide who can see it.
- Google DriveChoose the Drive files Nexa reads, in Google's own picker.
- Email (Gmail and Outlook)Connect your own mailbox so customer requests and your replies join Nexa's memory, private to you.
- Import a WhatsApp chatBring a WhatsApp conversation into your own space from the chat export on your phone.
- Slack, CRM, Notion and Microsoft 365Bring in channels, customer records, pages and SharePoint libraries.
AI Assistant
An AI assistant for your own website, answering from your public knowledge.
- Build your assistantCreate an assistant, shape it for your own use, and test it before anyone sees it.
- Teach your assistantAdd Q&As, help articles, web pages and files — everything here is public.
- Install it and set limitsAllow your website, paste one line of code, and cap how many answers it gives.
- Feed your assistant from your own systemYour system adds and updates what one assistant knows (files, pages, YouTube videos, Q&As), with examples to copy.
- Teach your assistant by talking to itTell it what's new, what's wrong or what to stop saying. Nothing changes for visitors until you approve.
Permissions & privacy
Who sees what, and what Nexa can access.
Plans & credits
How plans, AI credits and pay-as-you-go work.