FAQs – Autonomous CRM

Estimated reading: 2 minutes

Last Updated 23/05/2025

Neexa’s Autonomous CRM is designed to take the manual effort out of lead management. Below are answers to some of the most common questions users have.

1. What is Neexa’s Autonomous CRM?

Neexa’s CRM is a built-in system that automatically manages, follows up with, and updates the status of leads based on how conversations progress. It works seamlessly in the background, so you don’t have to.

2. How does the CRM track leads?

Leads are tracked through any connected conversation channel (chat widget, WhatsApp, Instagram, etc.). The AI captures details, assigns a lead stage, and keeps updating it over time.

These change automatically as the conversation evolves.

3. Can I manually change a lead’s status?

No. The AI determines lead status based on real-time conversation flow and engagement. However, you can shape the AI’s decisions with better training and context when setting up and enabling the autonomous CRM via its instructions .

4. How many follow-ups will Neexa send?

You can set this number in your Autonomous CRM settings. We recommend 1–2 follow-ups to avoid customer fatigue and reduce unnecessary credit usage.

5. Where can I find CRM-related activity in the dashboard?

Go to your Neexa Dashboard > Click on the CRM tab. There you’ll see all active leads, their current statuses, and any scheduled follow-ups.

6. Can I see how follow-up decisions are made?

Yes. Click on a lead message to expand view:

Why a follow-up was scheduled
What the AI will say
When the next message will be sent

This gives you full visibility into your follow-up workflow.

7. Does the CRM follow up across all messaging platforms?

Yes, as long as the contact was captured from a connected channel, follow-up messages will go through that platform (e.g., WhatsApp, Messenger, email).

8. What’s the main benefit of using the CRM?

It saves you time. You no longer need to manually track conversations, set reminders, or update statuses. Everything is automated, making lead management smoother, faster, and more scalable.

Did you know?