NexaDesk

Create Account

Set up your NexaDesk workspace and invite your team

Setting up your NexaDesk account takes about 2 minutes. Each account creates an isolated workspace for your business with its own chatbots, contacts, and CRM pipeline.

Sign Up

  1. Go to chats.nexadesk.ai/signup
  2. Enter your business email, company name, and password
  3. Click Create Account
  4. Check your email for a verification link and click it to activate

Initial Setup

After verifying your email, you will be guided through initial configuration:

  1. Company Profile — Add your business name, website URL, and timezone
  2. Branding — Upload your logo and set your primary brand color
  3. Working Hours — Define when your team is available for live chat

Invite Team Members

Navigate to Settings > Team to invite colleagues:

  • Admin — Full access to all settings, billing, and API keys
  • Agent — Can handle conversations, manage contacts, and view the CRM
  • Viewer — Read-only access to conversations and analytics

Enter the email addresses of your team members and select their role. They will receive an invitation to join your workspace.

Workspace Settings

Under Settings > General, you can configure:

  • Default Language — Set the default language for your chatbot responses
  • Timezone — Used for working hours, analytics, and scheduled messages
  • Notification Preferences — Email and browser notifications for new conversations
  • Data Retention — How long to keep conversation history (default: 12 months)

Next Steps

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