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This article covers the questions we’re asked most often about how Neexa handles data, privacy, AI processing, and compliance, so you can find the essentials quickly and with clarity. For a comprehensive view, consider using the Resources Section 1. What…
What are Products & Services? Products & Services is a feature inside the Business Information section of your Neexa dashboard. It allows you to extract products and services directly from your website or documents, or add them manually. The system…
Last Updated 23/05/2025 Enable Instagram MessagingConnect your Instagram account to Neexa and let your AI assistant handle customer DMs directly from your dashboard. Whether it’s product inquiries, event RSVPs, or support questions, Neexa can respond instantly, 24/7. With this integration,…
Last Updated 23/05/2025 When using Neexa’s AI to interact with your customers, you can choose how it collects conversational data. Neexa offers two data collection styles, Data First and Smart Assist, that control when and how your AI gathers important…
If you’re managing multiple businesses, clients, or teams, creating a new workspace lets you keep everything organized and separate. Each workspace in Neexa acts like its own dedicated environment. Think of it like having separate folders for different projects, each…
How to Create a New AI Agent Here’s a step-by-step overview of how to set up your AI Agent: 1. Start from Your Unibox From your Neexa dashboard, go to This opens the setup view where you can customize the…
What they are, how they work, and how to set them up effectively. Last Updated 23/05/2025 In Neexa, an AI Agent is your virtual team member. It handles customer interactions on your behalf, from answering questions to driving sales, depending…
Last Updated 23/05/2025 1. Where can I find the Analytics Dashboard in Neexa? From your Neexa Dashboard > click on “Analytics” in the sidebar. That’s your control center for all performance insights from conversations and AI replies to sales and…
Last Updated 23/05/2025 Before launching any outreach campaign, you need a contact list. This guide walks you through how to create a contact list, either by bulk upload or manual entry. Creating a Contact List to start a new email…
Last Updated 23/05/2025 1. What is the Unibox in Neexa? The Unibox is a centralized inbox where all your customer conversations, across platforms, are stored. You can view real-time chats, AI responses, lead activity, and follow-ups in one place. 2.…
