Pipeline Status
Your current pipeline value and how many deals are open, at a glance.
Platform walkthrough
Learn Nexxy, one step at a time.
Fifteen short guides that take you from first login to a business that runs itself — the dashboard, contacts, calling, messaging, scheduling, the AI receptionist, automations, analytics and everything in between. Plain English, no manual required.
15Step-by-step guides
80+AI actions covered
24/7Features working
1Login to learn
The guides
Fifteen guides. In order.
Work through them top to bottom, or jump straight to the thing you need today. Each one takes only a few minutes.
01
Your morning, already organized.
The dashboard opens with a personalized greeting and a high-level summary of everything happening in your business today. It's your central command center — you can instantly see what needs attention.
02Every lead you've ever met, in one database.
The Contacts section is your central database for every lead and client you've ever interacted with. In the demo account you'll see 973 contacts already loaded — a powerful foundation to work from.
03Call the list, not the keypad.
The Power Dialer is built for high-volume outbound calling. Instead of manually dialing each number, Nexxy queues up your selected contacts and moves through them automatically — so you can focus on talking, not typing.
04Find anyone, in seconds.
Once your contact list grows, you need fast ways to find the right people and take data with you. Nexxy gives you a full toolkit right above the contact table.
05Nothing slips by. One tap to call back.
Nexxy keeps you informed and connected without making you hunt through menus. Two key features live in the top-right corner of your workspace.
06Watch deals move forward.
The Pipeline gives you a visual, drag-and-drop board to track every lead as it moves through your sales process. Think of it as your digital whiteboard — but smarter.
07Every conversation, one thread.
Messages is your unified inbox for every client conversation. Instead of jumping between your phone, email app and CRM, everything lives in one threaded view.
08Bookings without the back-and-forth.
Nexxy includes a built-in scheduling system inspired by Calendly — book appointments yourself, or let clients self-schedule without the "What time works for you?" dance.
09A receptionist that never sleeps.
Voice AI is your 24/7 AI receptionist — it answers missed calls, collects information from callers and sends you the details, so you never lose a lead to voicemail again.
10Reach hundreds, in seconds.
The Marketing section is your hub for reaching leads at scale. While social media and email marketing features are actively being developed, the platform already supports powerful SMS campaigns.
11Describe it once. It runs forever.
Automations put your follow-up on autopilot. Instead of manually remembering to text every new lead, Nexxy can run entire sequences for you — 24/7.
12Know what's working.
Analytics turns raw activity into actionable intelligence. Where are my leads coming from? Which agent is closing the most? What's my pipeline health? This is where you answer the big questions.
13Your whole agency, one console.
The Agency Console is built for managers and owners running multiple team members or sub-accounts. This is where you control the structure of your entire organization.
14Your account, your rules.
The Settings area is your control panel for everything personal and account-related in Nexxy.
15Heard, and helped.
The feedback form is the fastest way to report issues, suggest features or share your experience directly with the development team.
01
The Dashboard
Your morning, already organized.
The dashboard opens with a personalized greeting and a high-level summary of everything happening in your business today. It's your central command center — you can instantly see what needs attention.
Key widgets you see right away
New Leads This Month
Fresh leads that have come in, with a quick visual trend indicator.
Commission Overview
Closed commission and pending earnings, side by side.
Win Rate
Your conversion performance — or "No data" if you're just getting started.
AI Business Summary
A smart snapshot of hot leads, active deals and upcoming appointments — it might tell you "Ariel Solis has the highest lead score and may be worth contacting first."
Quick Actions
From the top-right, instantly create a contact, lead, campaign, appointment, ad, workflow — or just ask Nexxy for help.
Scrolling down — deeper operational insight
Pipeline Overview
Open leads broken down by stage, each with a count and total value — so you can spot bottlenecks instantly. New Lead Qualified Showing Negotiation Closing
Upcoming Appointments & Recent Activity
- Your next scheduled activities in a clean list, pulled from your calendar.
- A live feed of everything that just happened — texts sent, stage changes like "Erika Diaz — Moved to Showing" , calls logged and notes added.
02
Contacts
Every lead you've ever met, in one database.
The Contacts section is your central database for every lead and client you've ever interacted with. In the demo account you'll see 973 contacts already loaded — a powerful foundation to work from.
Adding contacts — two ways
Single Import
Enter lead details one by one. Perfect when you're networking or get a referral and want someone in the system immediately.
CSV Import
Upload a spreadsheet and Nexxy auto-maps the columns — name, phone, email — and bulk-imports hundreds or thousands of contacts at once. Hours of manual data entry, gone.
What you see in the list
- Name, phone number and email
- Associated business
- Lead source and creation date
- Last activity timestamp
- Tags applied to the contact
- Status labels like "New Lead" or "Qualified" right under the name
03
Outbound Calling
Call the list, not the keypad.
The Power Dialer is built for high-volume outbound calling. Instead of manually dialing each number, Nexxy queues up your selected contacts and moves through them automatically — so you can focus on talking, not typing.
Who you can call
- A hand-picked selection of contacts
- Your entire contact list
- An uploaded list from a recent CSV import
Log a Disposition
After each call, mark what happened — No Answer, Callback Requested, Not Interested.
Add Notes or Tags
Jot down details or apply tags in real time, so nothing is forgotten.
Auto-Advance Mode
Automatically dials the next number after a set delay — say, 3 seconds — keeping your momentum without clicking.
Dialer controls
- Pause
- Resume
- Next Number
- Hang Up
The dialer also shows each contact's local time zone, so you know whether it's a good time to call.
04
Contacts
Find anyone, in seconds.
Once your contact list grows, you need fast ways to find the right people and take data with you. Nexxy gives you a full toolkit right above the contact table.
Filtering
Narrow leads by Temperature (Hot, Warm, Cold), Contact Type (Lead, Client, Partner), Stage and Source . Combine filters to build precise lists like "Hot leads in the Showing stage from Facebook Ads."
Search
Find contacts instantly by name, phone number or email — no scrolling through hundreds of rows.
Refresh
Pull in the latest updates after importing new contacts, or when teammates have made changes.
Export
Download to CSV (.csv) or Excel (.xlsx) with formatting preserved. The export respects your current filters, so you only download the segment you need.
05
Staying Informed
Nothing slips by. One tap to call back.
Nexxy keeps you informed and connected without making you hunt through menus. Two key features live in the top-right corner of your workspace.
Notifications Panel
Click the bell to see updates on leads and deals, follow-up reminders and team activity alerts. All and Unread tabs keep it tidy, and you can mark everything as read with one click. Notifications sync across desktop and mobile, so you never miss an update even when Nexxy is closed.
Quick Dialer
Need a one-off call without the full Power Dialer? Click the phone icon, enter any number on the keypad, and hit Dial . Recipients see your business line as caller ID, and recent calls sit right there for quick redials.
06
Pipeline
Watch deals move forward.
The Pipeline gives you a visual, drag-and-drop board to track every lead as it moves through your sales process. Think of it as your digital whiteboard — but smarter.
Standard pipeline stages
- New Lead
- Qualified
- Showing
- Negotiation
- Closing
Drag & Drop
Move leads between stages as conversations progress. Each card shows the contact name, business, value and temperature.
Temperature Filtering
Toggle between All, Hot, Warm and Cold to focus only on the leads that need attention right now.
AI Stage Detection
Nexxy Intelligence detects a lead's stage from your calls, texts and emails — and places them in the right column without you lifting a finger.
07
Messaging
Every conversation, one thread.
Messages is your unified inbox for every client conversation. Instead of jumping between your phone, email app and CRM, everything lives in one threaded view.
Send SMS or MMS
Text leads directly from the platform — real SMS messages that appear on their phones.
Call the Contact
Click the phone icon in the top-right of any conversation to dial them instantly.
Send Email
Switch to email for longer-form follow-ups or document sharing.
Edit Contact Information
Update phone numbers, emails, tags or notes without leaving the chat.
Conversation layout
Left Sidebar
All conversations sorted by most recent activity, with unread indicators.
Center Panel
The full message thread with timestamps and delivery status.
Right Panel
Contact details, Lead Health score (e.g. 77/100), transaction history and quick-action buttons.
The color-coded Lead Health score is based on engagement, last contact date and responsiveness — helping you prioritize who to reply to first.
08
Scheduling
Bookings without the back-and-forth.
Nexxy includes a built-in scheduling system inspired by Calendly — book appointments yourself, or let clients self-schedule without the "What time works for you?" dance.
Calendar View
A clean monthly, weekly or daily calendar shows all upcoming appointments at a glance. Click any date to view or add bookings.
Sharing Booking Links
Generate a personalized booking link and share it by text, email or social. Clients see your available slots and pick what works for them.
What appears when someone books
- Selected day and time , with time zone (e.g. Asia/Karachi)
- Who booked — name, phone and email
- Reason for booking — custom notes like "I wanna get a property in south dakota"
- Status — Confirmed, Finished, Didn't Show or Cancel
09
Voice AI
A receptionist that never sleeps.
Voice AI is your 24/7 AI receptionist — it answers missed calls, collects information from callers and sends you the details, so you never lose a lead to voicemail again.
What the receptionist does
- Answers calls when you're unavailable
- Collects caller details — name, reason, contact info
- Screens spam and robocalls automatically
- Sends you a summary after every call
Make it sound like your business
Choose a Voice
Select from available voice profiles.
Rename It
Give the receptionist a name that fits your brand — like "Lisa".
Custom Greeting
Write the exact welcome message callers hear.
Personality & Accent
Set the tone — friendly, professional — and the language accent.
Information to Collect
Define the questions it asks: "What's your budget?" "Are you pre-approved?"
Call Handling Rules
Ring you first for a set time, answer immediately when you're in meetings, and cap the maximum call length.
Run a live test call directly in your browser to hear exactly what your callers will experience before going live.
10
Marketing
Reach hundreds, in seconds.
The Marketing section is your hub for reaching leads at scale. While social media and email marketing features are actively being developed, the platform already supports powerful SMS campaigns.
Social Media — Coming Soon
Connect profiles from up to 7 platforms , schedule and publish posts, and track delivery and engagement rates.
Live Blast — Live Now
Send a single message to a large group instantly. Every message goes out as a real SMS — not an app notification — so it lands directly on their phones.
Built for every temperature
Hot Leads
Urgent updates on new listings or limited offers.
Warm Leads
Nurture sequences and market updates.
Cold Leads
Re-engagement campaigns to wake up old contacts.
11
Automations
Describe it once. It runs forever.
Automations put your follow-up on autopilot. Instead of manually remembering to text every new lead, Nexxy can run entire sequences for you — 24/7.
The workflow library
- Live — currently running
- Paused — temporarily stopped
- Draft — built, not activated
Triggers start it — actions do the work
Send SMS / Email
Text the contact via Twilio, or deliver an email through your provider.
Post to Social
Publish to connected social profiles.
Add / Remove Tag
Organize contacts automatically.
Update Field
Change status, stage, score or other properties.
Notify / Task & Webhook
Alert your team in-app, or call an external URL with the contact's data.
Wait / Delay & If / Else
Pause before the next step, or branch based on contact properties.
Or let Nexxy build it for you
Don't want to build manually? Ask Nexxy Intelligence in plain language. It assembles the workflow, and you'll find it in your library to review and activate.
When a new lead comes in, send a welcome text immediately, then an email 2 hours later
12
Analytics
Know what's working.
Analytics turns raw activity into actionable intelligence. Where are my leads coming from? Which agent is closing the most? What's my pipeline health? This is where you answer the big questions.
Key metrics at a glance
- Closed Commission
- Pending Commission
- Closed Deals
- Under Contract
- Total Leads
- Active Clients
Reports available
Commission Performance
Closed commission by month — spot seasonal trends.
Lead Sources
A donut chart of where contacts came from — Call, AI Receptionist and more.
Pipeline Performance
Visual breakdown of how leads flow through each stage.
Lead Flow
Volume of new leads over time.
Agent Performance
Net commission or closed deals, broken down by team member.
Conversion Funnel & Demographics
Where leads drop off, and the makeup of your database.
Click Export CSV in the top-right to pull raw data for custom reporting or presentations.
13
Agency Console
Your whole agency, one console.
The Agency Console is built for managers and owners running multiple team members or sub-accounts. This is where you control the structure of your entire organization.
Agency overview cards
- Total Sub-accounts
- Active
- MRR
- Wallet Balance
Teams
Organize your business — "General," "Billing Team," "Inside Sales." Every sub-account belongs to a team, making permissions and reporting simple by department.
Phone Numbers
Buy numbers inside Nexxy — choose country and area code — and assign them to sub-accounts, team members or workspaces. Set a default and add backup lines for campaigns or agents.
Super Admins
Invite people to help run the agency with Super Admin permissions. You control exactly what each admin can access — billing and agency-level data stay protected.
14
Settings
Your account, your rules.
The Settings area is your control panel for everything personal and account-related in Nexxy.
Profile
Update your display name, email and profile photo. Changes save instantly across the platform.
Guided Setup
Click "Set up with Nexxy again" to re-run onboarding — it keeps the AI receptionist and automations personalized as your business evolves.
Phone Number Settings
Buy new numbers, set your default, choose country and area code, and assign numbers to workspaces or team members.
Billing
Track your Current Plan , Wallet Balance , Payment Method and Usage Charges — texts sent, calls made, recordings and transcriptions.
Notifications & Security
Control what alerts you receive and how, and change your password anytime.
Theme Mode & AI Memory
Toggle between day and night mode, and let AI Memory store your conversations and business details to continuously train Nexxy on how you work.
15
Support
Heard, and helped.
The feedback form is the fastest way to report issues, suggest features or share your experience directly with the development team.
How to send feedback
1 · Rate Your Experience
Navigate to Settings → Send Feedback and click 1 to 5 stars — optional, but appreciated.
2 · Write Your Feedback
Describe the bug, idea or improvement. The more detail, the better.
3 · Attach Media
Include up to 4 files (images or videos, max 5MB each). Screenshots and screen recordings are incredibly helpful for reproducing bugs.
4 · Click Send
Your message goes straight to the Nexxy team for review.
What happens next
Submitted feedback is reviewed by the product and engineering teams. While you may not receive a personal reply to every submission, it directly influences the roadmap and priority of fixes. If you have an urgent issue or need hands-on support, reach out through the official Nexxy support channels for anything that needs an immediate answer.
Prefer a human?
Book a walkthrough with our team.
We will share a screen through your own account and help with setup, imports, automations, the AI receptionist and anything else you want to get right.