NexaDesk

Use Cases

Common ways businesses use NexaDesk to grow revenue and improve support

NexaDesk adapts to different business needs. Here are the most common ways teams use the platform.

Lead Generation

Capture and qualify leads automatically from your website traffic. The AI chatbot engages visitors, asks qualifying questions, and feeds hot leads directly into your CRM pipeline.

How to set it up:

  1. Train your chatbot on your product/service pages
  2. Configure lead capture fields (name, email, company, needs)
  3. Set up pipeline stages in the CRM (New, Qualified, Contacted, Converted)
  4. Use workflow rules to assign leads to sales reps automatically

Customer Support

Provide instant answers to common questions without overloading your support team. NexaDesk resolves routine queries with AI and escalates complex issues to human agents.

How to set it up:

  1. Build a knowledge base with your FAQs, help articles, and troubleshooting guides
  2. Train the chatbot on this content
  3. Configure escalation rules to hand off to live agents when needed
  4. Set up working hours so visitors know when agents are available

E-commerce Assistance

Help shoppers find products, check availability, and get answers about shipping, returns, and sizing. Reduce cart abandonment by engaging visitors at the right moment.

How to set it up:

  1. Train the chatbot on your product catalog pages
  2. Add content about shipping policies, return policies, and sizing guides
  3. Use the widget customization to match your store's branding
  4. Configure proactive messages that trigger based on page or time on site

Multi-Channel Inbox

Consolidate messages from WhatsApp, Messenger, Telegram, and your website into a single inbox. Your team manages all conversations from one place, with full context and history.

How to set it up:

  1. Connect your messaging channels in Settings > Integrations
  2. Set up routing rules to assign conversations to the right team members
  3. Use tags and filters to organize conversations by topic or priority

Appointment Booking

Qualify leads through conversation and guide them to book meetings or demos. Combine AI qualification with calendar scheduling to fill your pipeline.

How to set it up:

  1. Train the chatbot on your services and pricing
  2. Configure the conversation flow to collect qualifying information
  3. Share booking links or integrate with your calendar tool
  4. Use workflows to send follow-up messages after bookings

Internal Knowledge Assistant

Deploy NexaDesk internally to help employees find information across your company documentation, SOPs, and policy documents.

How to set it up:

  1. Create a dedicated chatbot for internal use
  2. Train it on your internal documentation and procedures
  3. Restrict access using the widget embed on your intranet
PreviousQuick StartNextCreate Account