User Guide
Getting Started with Neksio
Everything you need to go from sign-up to running AI-powered customer conversations — step by step.
What is Neksio?
Neksio is an AI-powered customer engagement platform designed for dealerships, retailers, and service businesses. It connects your business to customers on WhatsApp, Instagram, TikTok, and Facebook through intelligent AI agents that handle inquiries 24/7, qualify leads, showcase inventory, and hand off to human agents when needed.
AI Conversations
Automated responses powered by your own knowledge base
Inventory Showcase
Publish and share listings directly in chat
Contact Management
Unified customer profiles across all channels
Campaigns
Broadcast messages to segmented contact lists
Create an Account
Follow these steps to create your Neksio account at platform.neksio.com.
Visit the platform
Click 'Sign Up' or 'Register'
Enter your details
Verify your email
Log in
Tip: Use a business email address (e.g. you@yourcompany.com) — it will appear in notifications sent to your customers.
Set Up Your Profile
After signing in for the first time, you'll be walked through a 4-step onboarding wizard. Complete all steps to unlock the full platform.
Choose the category that best describes your business (e.g. Car Dealership, Real Estate, E-commerce). This helps Neksio tailor the AI agent's default behaviour to your industry.
- Use the search bar to find your business type quickly
- If nothing fits exactly, choose the closest match
- You can update this later in Settings
Fill in your company information used on your public profile and in outgoing communications.
Company Name *
Your official business name
Country / Location *
Where your business is based
Primary Contact Number *
Main business phone number
Connect a WhatsApp Business account. You'll need a WhatsApp Business API number — separate from a regular WhatsApp account.
- Have your WhatsApp Business phone number ready
- You'll receive a verification code via SMS or voice call
- Enter the code in the field provided to confirm ownership
- Once verified, your number is linked to the platform
Info: You can skip WhatsApp setup and come back later from the Channels section. However, most features require an active WhatsApp connection.
Neksio verifies your business details. This is usually instant but may take a few minutes. Once complete, your account status changes to Verified and you can proceed to choose a plan.
Note: If verification takes longer than expected, contact support with your account email.
Choose a Plan
After your profile is verified, you'll be directed to the Subscription Plans page.
Review available plans
Click 'Select Plan'
Complete payment via PayPal
Redirected to your Dashboard
Tip: Not sure which plan to pick? Compare all plans or book a demo and our team will help you choose.
Dashboard Overview
The Dashboard is your control centre. It gives you a real-time snapshot of your business performance.
Conversation Stats
Total conversations, active threads, AI vs. human handled ratio
Top Intents
Most common customer questions and requests
Recommended Listings
Inventory items your AI agent is surfacing most
Agent Status
Which team members are online and handling conversations
Tip: Use the date range picker at the top of the Dashboard to filter stats by today, last 7 days, last 30 days, or a custom range.
Inbox & Conversations
The Inbox is where all customer conversations live — WhatsApp, Instagram, TikTok, and Facebook in one unified view.
Filtering Conversations
- Use the channel tabs (All / WhatsApp / Instagram / etc.) to filter by platform
- Filter by status: Active, AI-only, Handed off, or Unassigned
- Search by customer name or phone number
Conversation Statuses
AI agent is handling the conversation automatically
AI transferred the chat to a human agent
A human agent is actively in the conversation
No agent assigned — needs attention
Assigning Conversations
When a conversation needs a human touch, you can assign it to yourself or a team member.
Open the conversation
Click 'Assign to me'
Or assign to a team member
Return to AI
Replying to Customers
- Type your message in the reply box at the bottom of the chat window
- Press Enter or click Send to deliver the message
- Messages are sent via the same channel the customer used
- AI-generated messages are tagged with an AI badge for context
- Customer sentiment and intent are shown alongside each message
Contacts
View & Search Contacts
All customers who have interacted with your business are stored as Contacts.
- Search by name, phone number, or email
- Filter contacts by channel (WhatsApp, Instagram, etc.)
- Sort by name, last interaction, or activity level
- Click any contact to view their full conversation history
Import Contacts
Bulk import existing customers from a CSV or Excel file.
Go to Contacts → Import
Download the template
Upload your file
Confirm import
Manage Contacts
Edit Contact
Update name, phone, email, and custom fields from the contact detail page
Merge Duplicates
Select two contacts and use Merge to combine their history into one profile
Export Contacts
Download your full contact list as an Excel (.xlsx) file for offline use or CRM sync
Delete Contact
Permanently remove a contact and all associated conversation history
Inventory
Add a Listing
Publish products or vehicles to your inventory so the AI agent can surface them in customer conversations.
Go to Inventory → Add New
Upload images
Enter specifications
Save as Draft or Publish
Publish & Manage Listings
Each listing has a status that controls its visibility.
Saved but not visible to customers
Live — customers and AI agent can see it
Marked as sold — removed from active listings
Hidden from all views but data is retained
Tip: Each published listing gets a unique shareable link with a WhatsApp "Enquire" button — share it in campaigns or on social media.
AI Agents
Configure Your AI Agent
Navigate to AI Agents in the sidebar to customise how your AI agent behaves.
Tone & Personality
Set the agent's communication style — friendly, professional, concise, etc.
AI Model
Choose the underlying language model (configured by your account settings)
Temperature
Control creativity — lower for factual answers, higher for conversational responses
Handoff Rules
Define when the AI should escalate to a human agent
Knowledge Base
Upload documents so your AI agent can answer questions using your own business information (RAG — Retrieval-Augmented Generation).
Go to Memory Hub in the sidebar
Upload documents
Wait for indexing
Test retrieval
Tools & Skills
Extend your AI agent's capabilities by enabling tools it can use during conversations.
- Web search — let the agent look up real-time information
- Inventory lookup — automatically search your published listings
- Custom API tools — connect your own APIs for live data
- Calculator — useful for pricing and finance queries
- Each tool can be toggled on/off per AI agent
Channels
Connect WhatsApp via Meta
Neksio connects to WhatsApp through the Meta (Facebook) Business API. The entire process flows through Facebook — you log in, select your Facebook Page, approve permissions, and link your phone number. Follow each phase in order.
Before you start — you will need
- A Facebook personal account — this is your login credential for Meta
- A Facebook Page for your business (you must be the Page Admin)
- A phone number to use as your WhatsApp Business number
- The WhatsApp Business app installed on your mobile phone (for QR verification)
Note: If your phone number is currently active on a personal WhatsApp or WhatsApp Business app, you must delete that account first before connecting it here: open WhatsApp → Settings → Account → Delete Account.
Open Channels → Connect WhatsApp
Log in to your Facebook account
Tip: Use the Facebook account that owns or admins your business Page. Logging in with the wrong account means your Page won't appear in the next step.
Choose your business Facebook Page
Select a Facebook Page
Einvotca
Facebook Page · Admin
Don't see your Page? You may not be an Admin. Ask the Page owner to add you: Facebook → Your Page → Settings → Page Roles.
Review and approve the permissions screen
Review what you'll share with Neksio Technologies
Here's what Neksio Technologies will be able to access and do with your current and previous connections.
Neksio Technologies is requesting access to
Business
einvotca.ai
Facebook Page
Einvotca
Neksio Technologies will be able to:
Manage your business
Create, update and read business info and assets on your behalf
Manage and access Page conversations in Messenger
Read and send messages through your Page's Messenger inbox
Manage comments on your Page
Read, hide, delete, and reply to comments on your Page posts
Read content posted on the Page
View posts, photos, videos and other published content
Manage accounts, settings, and webhooks, and access content enforcement data for a Page
Configure webhooks so Neksio receives real-time message events
All five permissions are required. Do not uncheck any of them — Neksio needs every one to send, receive, and route your WhatsApp messages correctly. Click Next to continue.
Info: These permissions are limited to business messaging. Neksio cannot post to your personal timeline, access your personal profile, or modify your Ad account.
Select or create a WhatsApp Business Account
Enter your WhatsApp Business phone number
+971 50 123 4567). Select SMS or Voice Call to receive your verification code, then click Send Code. Enter the 6-digit code when it arrives and click Next.Scan the QR code shown on screen
- Open WhatsApp Business on your mobile
- Tap the three-dot menu ⋮ → Linked Devices
- Tap Link a Device
- Point your camera at the QR code on your computer screen
Note: The QR code expires after a few minutes. If it times out, click Refresh QR Code to generate a new one.
Enter WhatsApp Business account name and timezone
- WhatsApp Business account name
The display name customers see when you message them (e.g. Einvotca Support). Choose carefully — Meta reviews this name and it may take a few hours to be approved.
- Timezone
Select the timezone matching your business location. This affects message scheduling and analytics.
Click Next when done.
Confirm your setup
Click Finish — you're connected!
After connecting — next steps
- Set your WhatsApp Business profile photo and description in Channels → Settings
- Upload documents to the Memory Hub so your AI agent knows about your business
- Send a test message to your WhatsApp number to verify end-to-end delivery
- Configure AI Agent handoff rules so human agents are alerted when needed
Info: If your number shows as Pending after finishing, Meta is reviewing your WhatsApp Business display name. This usually resolves within a few hours. You will receive an email from Meta once it is approved.
Facebook Page Integration
After clicking Continue with Meta inside the WhatsApp connect flow, Facebook opens in a pop-up. Follow each step below to complete the integration.
Log in to your Facebook account
Tip: Make sure you are logged in to the account that owns or admins your business Page. Using the wrong account means your Page won't appear in the next step.
Choose your business Facebook Page
Select a Facebook Page
Einvotca
Facebook Page · Admin
Don't see your Page? You may not be an Admin. Ask the Page owner: Facebook → Page Settings → Page Roles → add your account as Admin.
Review the permissions screen
Review what you'll share with Neksio Technologies
Here's what Neksio Technologies will be able to access and do with your current and previous connections.
Neksio Technologies is requesting access to
Business
einvotca.ai
Facebook Page
Einvotca
Neksio Technologies will be able to:
Manage your business
Manage and access Page conversations in Messenger
Manage comments on your Page
Read content posted on the Page
Manage accounts, settings, and webhooks, and access content enforcement data for a Page
All five permissions are required — do not uncheck any of them. Click Next to continue.
Info: These permissions are limited to business messaging. Neksio cannot post to your personal timeline, access personal messages, or modify your Ads account.
Click Next then Finish
Campaigns
Campaigns let you broadcast WhatsApp messages to a selected group of contacts — useful for promotions, follow-ups, or announcements.
Go to Campaigns → New Campaign
Select a message template
Choose your audience
Schedule or send now
Track results
Info: Only contacts who have previously messaged your WhatsApp number can receive broadcasts — this is a WhatsApp Business API policy.
Team & Agents
Invite Team Members
Go to Agents in the sidebar
Click 'Invite Agent'
They receive an invitation email
Roles & Permissions
Each team member is assigned a role that controls what they can see and do.
Full access — billing, settings, all features. Only one per account.
Can handle conversations and contacts. Cannot access billing or settings.
Read-only access to dashboard, conversations, and contacts.
Settings & Billing
Account Settings
Access Settings from the sidebar to manage your account.
- Update your company name, logo, and contact details
- Change your timezone and language preferences
- Generate API keys for custom integrations
- Manage connected businesses (if you run multiple locations)
- View and export audit logs of platform activity
Billing & Plans
Go to Billing in the sidebar to manage your subscription.
- View your current plan and usage
- Upgrade to a higher plan at any time — changes are pro-rated
- Payment is processed securely via PayPal
- Download invoices from the billing history table
- If your plan expires, conversations are paused until renewed
Note: To cancel your subscription, contact support at least 24 hours before your next billing date.
Notifications
Configure how and when you receive alerts from the platform.
Go to Notifications in the sidebar to set up alerts for new conversations, agent assignments, campaign results, and billing events. Notifications can be delivered in-app, via email, or via WhatsApp.
Need more help?
Our support team is here to help you get the most out of Neksio.