> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Nexus Orb

> AI-powered command center for agency operations — search customers, score leads, and automate tasks through a conversational interface.

## 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.

<img src="https://mintcdn.com/kno2getherlabsltd/osJBxnN8BYChYu27/images/screenshots/nexus-orb-2026-06-09.png?fit=max&auto=format&n=osJBxnN8BYChYu27&q=85&s=9c9ce38dc51cf564c2cbcf31415ebac4" alt="Nexus Orb welcome screen — animated orb, suggested-prompt rail, autonomy slider, agents panel, and live account stats" width="1536" height="674" data-path="images/screenshots/nexus-orb-2026-06-09.png" />

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.

## 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.

<Note>
  Nexus Orb is currently in preview. Actions shown are simulated and not yet executing against live systems.
</Note>

## Autonomy levels

The autonomy switcher in the header controls how Nexus Orb behaves when taking actions:

| Level | Label          | Behavior                                     |
| ----- | -------------- | -------------------------------------------- |
| 0     | **Manual**     | Nexus asks before every action               |
| 1     | **Assisted**   | Nexus acts on small things, asks on big ones |
| 2     | **Autonomous** | Nexus runs goals end-to-end on its own       |

Each selection surfaces a one-line explainer chip directly under the switcher:

<div className="grid grid-cols-1 md:grid-cols-3 gap-3 my-4">
  <img src="https://mintcdn.com/kno2getherlabsltd/osJBxnN8BYChYu27/images/screenshots/nexus-autonomy-manual.png?fit=max&auto=format&n=osJBxnN8BYChYu27&q=85&s=7bb40213d53bb2d29791e2c65289715c" alt="Autonomy switcher set to Manual — I ask before every action" width="1536" height="674" data-path="images/screenshots/nexus-autonomy-manual.png" />

  <img src="https://mintcdn.com/kno2getherlabsltd/osJBxnN8BYChYu27/images/screenshots/nexus-autonomy-assist.png?fit=max&auto=format&n=osJBxnN8BYChYu27&q=85&s=6eac5dc5503f9fbe5fe447a3e4f72b38" alt="Autonomy switcher set to Assist — I act on small things, ask on big ones" width="1536" height="674" data-path="images/screenshots/nexus-autonomy-assist.png" />

  <img src="https://mintcdn.com/kno2getherlabsltd/osJBxnN8BYChYu27/images/screenshots/nexus-autonomy-auto.png?fit=max&auto=format&n=osJBxnN8BYChYu27&q=85&s=11a006feb1ce72d20fa7a078951b65e7" alt="Autonomy switcher set to Auto — I run goals end-to-end on my own" width="1536" height="674" data-path="images/screenshots/nexus-autonomy-auto.png" />
</div>

You can change levels mid-conversation — the change applies to the next action Nexus takes, not retroactively.

## What you can do

### 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"*

### 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"*

### CRM sync

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

### 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.

### 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.

<img src="https://mintcdn.com/kno2getherlabsltd/osJBxnN8BYChYu27/images/screenshots/nexus-conversation.png?fit=max&auto=format&n=osJBxnN8BYChYu27&q=85&s=81922992087007520af14416be67eef0" alt="Nexus conversation in progress — onboarding a new customer with chained tool calls and a Top Agency Customers result card" width="1536" height="674" data-path="images/screenshots/nexus-conversation.png" />

## 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.

## Next steps

* Explore [AI Experiences](/partner-portal/experiences) to enable one-click AI products
* Learn about [Customer Management](/customer-management/onboard-customer)
* Review [Agent Analytics](/partner-portal/agent-analytics) for usage insights