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Neexa AI Inbox

· 5 min read
Taqia
Taqia
Full Stack Engineer @ Neexa AI

The Inbox feature in Neexa AI is designed to streamline the management of customer conversations, empowering you to maintain control over interactions while leveraging the platform's AI capabilities to convert leads and nurture sales. Whether you're handling inquiries directly or letting the AI assist, the Inbox feature offers a centralized space for managing and overseeing all your customer conversations.

What the Inbox Feature Does​

The Inbox feature provides a comprehensive list of all conversations that have taken place between your business and your customers. It allows you to:

  • View Conversations: Access the full history of your interactions with customers.
  • Manage Follow-ups: Track and manage follow-ups for each conversation.
  • Take Over Conversations: You can intervene and continue the conversation either manually (human takeover) or with AI responses.
  • Delete Conversations: If a conversation is no longer relevant, you can delete it from the system.
  • AI Assistance: You can set up AI agents to handle various customer interactions, ensuring that no conversation goes unaddressed.

What to Expect from the Inbox​

Once you access the Inbox, you will be greeted with a list of ongoing and past conversations. The interface is designed to be intuitive and easy to navigate, with key actions available for each conversation:

  • Human Takeover: You can step in and manually respond to any conversation at any time.
  • AI Response: The AI can continue conversations autonomously if you prefer to let it handle the interaction.
  • Follow-up Management: Easily keep track of which conversations need follow-ups and ensure no customer is left unattended.
  • Conversation Deletion: If necessary, you can clean up the inbox by removing conversations that no longer require attention.

Setting Up AI Agents​

Customizing Your AI Agent​

One of the key features in the Inbox is the ability to add and customize your AI agents. These agents can be tailored to suit your business needs, whether as a Sales Assistant or an Inquiry Assistant. Here's how you can personalize them:

  • Profile Picture: Choose an image to represent your AI agent.
  • Name: Assign a name to your AI agent that suits your business’s tone and voice.
  • Greeting Message: Set a personalized greeting message that will appear when the AI starts interacting with customers.
  • Role: Define the agent's role as either a Sales Assistant (focused on converting leads) or an Inquiry Assistant (handling customer inquiries).

AI Behavior Instructions​

Under the Instructions Tab, you can provide up to 1024 characters of instructions to guide the AI's behavior. This allows you to define how the agent should act in different situations, ensuring that responses align with your business’s objectives.

Pro Tip:​

Be as precise as possible with the instructions you provide. Clear, well-structured instructions ensure smoother conversations and better performance in the long run.

Automations and CRM Settings​

The Automations Tab houses key features for optimizing the AI’s performance:

Data Collection Settings​

In the Automations Tab, you can configure how and when the AI collects important user data such as phone numbers, emails, and other custom fields from your customers. Here's how it works:

  1. Set Response Thresholds:

    • Determine how many AI responses must take place before prompting the user for specific data. For example, after 3 AI or User responses, the AI can be set to ask for the user's phone number, email, or any data of your preference.

  2. Add data:

    • Add the data you would like to get from your customers. Set the fields as required or optional. If a field is marked as required, the AI will continue asking for that data until it is provided, ensuring no important information is missed.

  3. Data Source Identification:

    • The collected data will be tagged with the platform it came from, whether WhatsApp, Instagram, Facebook, or your website, making it easier to track which channel is yielding the most valuable data.

Collected data at this point can be viewed under the Database section. For more information, visit the Database Section.

CRM Integration​

The CRM settings allow you to manage customer information, track interactions, and fine-tune follow-up automations.

Notifications​

Under the Notifications Tab, you can set up alerts to keep you informed about important events related to customer interactions:

  • New Inquiry Notifications: Get notified when a new customer inquiry starts.
  • Resumed Inquiry Notifications: Receive notifications if an inquiry is resumed after being idle for 24 hours, ensuring you never miss a follow-up.

Deploying Neexa AI on Social Media and Websites​

The Deploy Tab makes it easy to embed Neexa AI on your platforms:

  • Social Media Integration: Link your Facebook and Instagram accounts to Neexa AI, enabling your AI assistant to handle conversations directly on these channels.
  • Website Embedding: Get the necessary code to embed Neexa AI on your HTML or WordPress website. With a simple copy-paste action, you can deploy the AI assistant on your site, providing instant interaction with your visitors.

Summary​

The Inbox Feature in Neexa AI offers an intuitive and powerful way to manage customer conversations and automate sales processes. Whether you're overseeing conversations manually or letting the AI take the reins, this feature helps ensure a seamless experience for both your business and customers. By customizing AI agents, configuring automations, and integrating with your social media and website, Neexa AI streamlines customer engagement and conversion, allowing you to focus on what matters most—growing your business.

For more details on how to use the Inbox feature and configure your AI agents, check out the related sections in this documentation.