Nexus Orb

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Overview

Nexus Orb is an AI-powered command center that lets you manage your agency operations through a conversational interface. It acts as an intelligent assistant that understands your intent and can execute operations across your customer base — from searching and filtering customers to scoring leads and drafting communications. The landing view is the welcome screen — Nexus greets you by name, shows a suggested-prompt rail (Onboard a new customer, Provision a phone number, Show me revenue, Draft a landing page, etc.), exposes the Manual / Assist / Auto autonomy switcher up top, and pins your active Agents and Account stats to the right rail.

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Where to find it

Nexus is opened from a Manual / Nexus (NEW) toggle in the header of every partner-portal page (bottom-left floating panel) — NOT a sidebar entry. Direct URL /partner/nexus also works. The header toggle is a 2-mode switcher (Manual / Nexus). Inside /partner/nexus, the 3-level autonomy switcher (Manual / Assist / Auto) controls how Nexus behaves.

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Autonomy levels

The autonomy switcher in the header controls how Nexus Orb behaves when taking actions: Each selection surfaces a one-line explainer chip directly under the switcher: You can change levels mid-conversation — the change applies to the next action Nexus takes, not retroactively.

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What you can do

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Customer search

Ask Nexus to find customers matching criteria — it searches your customer database and returns matches with counts. Example prompt: “Find all customers in the UK with more than 5 agents”

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Lead scoring

Ask Nexus to score and rank your leads or customers by various attributes. Example prompt: “Rank my top 50 customers by usage this month”

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CRM sync

Nexus can push customer data into your connected CRM, keeping records in sync as it works.

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Email drafting

When Nexus needs to send emails on your behalf, it pauses for approval — showing you the draft first so you can review, filter, or adjust before anything goes out.

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Example conversation

A single prompt like “Onboard a new customer with a voice + chat agent” triggers Nexus to chain several steps and show its progress inline — each step (searching customers, scoring, syncing your CRM) appears as a check chip with a one-line outcome (“matched 286”, “50 ranked”, “synced”), followed by any result card Nexus produced.

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Suggested prompts

On the welcome screen, suggested prompts include:

• “Onboard a new customer with a voice + chat agent”
• “Provision a phone number and assign it to an agent”
• “Show me this week’s revenue and who’s about to churn”
• “Draft a white-label landing page for the fitness vertical”

Each triggers a different branch of AI responses and actions.

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Next steps

• Explore AI Experiences to enable one-click AI products
• Learn about Customer Management
• Review Agent Analytics for usage insights