How to Enable the Autonomous CRM

Last Updated 23/05/2025

Before Neexa can start tracking, organizing, and following up with leads automatically, you need to enable the Autonomous CRM from your dashboard.
This guide will walk you through each step to get it up and running.

Steps to Enable the Autonomous CRM

Go to your Unibox > Click the settings icon.

Click Automations CRM on the left panel Click Enable Follow Up .

This will enable your AI Assistant to automatically analyze conversations, determine which ones need to be followed up, and go ahead to automatically create follow up items.

Set the maximum number of follow-up attempts your AI should make.

This controls how persistent the AI is with leads. A setting of 1–2 attempts is recommended to avoid overwhelming customers and to conserve your credit usage. You can adjust this anytime based on your strategy.

Choose the goal for follow-ups: You can pick one of two options:

Customer Support – if your focus is on resolving queries, providing help, and improving response times

Sales Conversion – if you want the AI to focus on closing leads and moving them through the pipeline.

Add additional context to optimize results and guide your AI (Optional) > Click Save to confirm.

Example; Do not follow up with people who are looking for Jobs. Never follow up with existing students who want support, unless they are asking about joining another program, Fees or other inquiries that look like good sales opportunities.

What Happens After It’s Enabled

Once enabled, the Autonomous CRM will begin working in the background:

• It tracks all conversations and detects customer intent (converting, unsure, not interested).
• Based on that, Neexa will automatically follow up, send reminders, or request human takeover when needed.
• You’ll see all status updates, tags, goals, and follow-up messages inside the CRM Dashboard

⚠️ Note

You can turn the CRM off at any time by going back to the same CRM tab and toggle Enable Follow Up.
This won’t delete past data, it just pauses new tracking and follow-ups.