Getting Started Dashboard Overview Estimated reading: 4 minutes Your main command center to manage conversations, follow ups, data, campaigns, AI agents, work spaces and analytics. Last Updated 23/05/2025 Whether you’re running one business or managing multiple brands, the Neexa dashboard brings everything together in one place. Think of it as your control tower, from chats to campaigns, Autonomous CRM to analytics, and AI training to team access. Let’s break down what to expect from the different features and tools in your Neexa dashboard: Unibox Manage All Conversations in One Place Unibox is your central space to view and manage all customer conversations, across every business in your workspace. Whether it’s WhatsApp, Instagram, email, or website chat, it all lands here. Inside Unibox, you’ll find: Conversations Tab: See all live, completed, or follow-up chats across all channels. Takeover: Pause AI responses and manually step in to reply to customers. Potential Customer Opportunities: See which chats have been marked as following, pending, won, lost, request human takeover. Agent View: Easily switch between AI agents and businesses. 📘 Related Resources What is Unibox? Outreach Create and Send Email Campaigns Outreach is Neexa’s built-in campaign tool. Whether you’re doing sales follow-ups, sending announcements, or launching promotions, it’s all in one place. Inside Outreach, you can: Create Campaigns: Compose manually or use AI to write your message. Upload Contacts: Add or import contact lists easily. Track Campaign Performance: how many emails were sent, how many replied and how many failed. 📘 Related Resources Creating Campaigns in Outreach Autonomous CRM Autonomous Lead Management, Built In Neexa’s AI-powered CRM is a built-in system that automatically follows up with potential customers, and updates their status based on how conversations go. Inside the Autonomous CRM, you can: See follow up Progress: Know which stage each lead is in and the scheduled times for next follow ups. See justification of follow up: View the reasoning behind each follow-up. This gives you full visibility into how the AI is making decisions and moving potential customers forward. 📘 Related Resources What is Autonomous CRM? Businesses – Train and Manage Your Brands Everything related to your business information setup. Create New Business: Create and setup a new business Edit Business Profile: Add business, name, description, location, contact details, website url for the AI to get context about your business. Add Business Information: Scrape your website, upload documents or manually add text entries to train your AI about your services, products and business in general for factual and helpful responses. Information Snippets: Edit or refine short pieces of reusable knowledge for more precise replies. 📘 Related Resources Business Info & AI Training Database All Customer Info in One Place, Zero Manual Work The Database stores every contact your AI agents have collected automatically. Here’s what you’ll find: Contact Info: Names, emails, phone numbers, and sources. Data sources: From website, social media, WhatsApp, or email. Central Management: View, export data only or with chat. 📘 Related Resources Data Collection & Database Analytics Track your performance, conversations, and engagement.Get clear insights into how your AI is performing and how users are engaging. What you’ll find in Analytics: Chat Analytics: View total conversations, human takeovers, and AI performance. Engagement Reports: Track campaign open rates, replies, and conversions. Usage Metrics: Monitor credit usage and agent activity. 📘 Related Resources Statistics & Analytics My Workspace Manage your team, subscription, and workspaces.Your backend where you control user access and plan settings. What you can do here: Edit your profile Switch between workspaces and brands Add new team members Create new AI agents View your current subscription and usage 📘 Related Resources Workspaces Settings Fine-tune your AI agent’s personality, tone, and actions.Your AI should sound like your brand, this is where you make that happen. What you can do here: Customize your agent’s name, tone, and behavior (AI Profile) Train your AI using with custom instructions Configure how your CRM and database Set up notifications so your team stays in the loop 📘 Related Resources AI Agents & Settings Deploy Connect Neexa to your website, inbox, and social channels.Once your agent is ready, this is where you go live. What you can do here: Install the chat widget to your website Integrate email messaging Integrate social platforms like Facebook, Instagram, and WhatsApp 📘 Related Resources Deploy Neexa on Your Website Getting Started - Previous About Neexa
