What is Nexus?
Nexus is the AI operations assistant built into the CRM. Ask it questions in plain words, see a live feed of what is happening, and approve the actions it suggests.
Overview
Nexus works across the whole CRM. It can look things up, explain what is going on, and prepare actions for you. It only does what your role allows, and it asks before anything that writes, texts, or charges.
Things you can ask
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"Find the Jensen lead from yesterday" pulls up matching leads.
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"What's the history with this customer?" returns calls, messages, jobs, and payments in one view.
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"What's on the schedule this afternoon?" lists upcoming appointments.
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"Remind me to call them back Friday" prepares a follow-up task for you to approve.
Where Nexus shows up
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Home → Nexus is the full Nexus screen with the activity feed.
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The Nexus orb and voice can read updates out loud, such as "a new lead has been captured".
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Answers show their evidence (for example, VERIFIED with the time it was checked) so you know what is real.
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