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NEXIONAL / BUSINESSES & TEAMS

Your business.
Better connected.

A WhatsApp enquiry, a quote to prepare and invoices waiting for review. Start with the process taking most of your time and connect the pieces your business needs.

Explore the scenarios
THE STARTING POINT

When the day
keeps moving.

  1. 01

    Information is spread across chats and spreadsheets.

  2. 02

    Each quote starts from scratch again.

  3. 03

    Documents need another round of copy and paste.

FROM PROBLEM TO NEXT STEP

Here is how
your day can move forward.

Explore example situations and the pieces that help solve them. Demonstrations use fictional data.

With independent modules

From enquiry to a clear proposal.

Quoting means asking the same questions and calculating each request again.

“We need a proposal for two consulting sessions.”
  1. 01

    Configure questions and calculation rules in Quotes.

  2. 02

    The customer completes the request on the web or with an enabled compatible assistant.

  3. 03

    Prepare the result as text or PDF and configure its email delivery.

QuotesWeb modules

A proposal prepared with your business data and rules.

With a configured assistant

An intent detected. A journey prepared.

A sales enquiry can end without the details needed for follow-up.

“I’d like to request a demo for my team.”
  1. 01

    Define the intent or condition that should start the assistant workflow.

  2. 02

    Prepare questions and collect the details needed for follow-up.

  3. 03

    Add an email notice or webhook through its configured connection.

AI assistant

Your team or system receives the context you prepared in the workflow.

With independent modules

Reviewed invoices, organised data.

Supplier documents need data extraction before period administration can be prepared.

“Let’s organise this quarter’s supplier invoices.”
  1. 01

    Upload invoices and let AI extract the information.

  2. 02

    Your team checks suppliers, items and amounts before exporting.

  3. 03

    Prepare Sheets output and Drive archiving through the required connections.

Invoice register

A reviewed register and documents ready for administration.

With a configured assistant

Incidents arrive with context.

Customers repeat their problem and the team gathers the details again.

“My order arrived incomplete. I need help.”
  1. 01

    Prepare business help guides and enable Incidents in the assistant.

  2. 02

    The journey offers help or records a case according to configuration.

  3. 03

    Your team continues the case with conversation information.

AI assistantHelp & incidents

A recorded case for follow-up without starting over.

CHOOSE WHAT YOU NEED

The pieces of
this journey.

Start with one module and add others when they make sense for your business.

WHERE THE CONVERSATION STARTS
TOOLS YOU CAN CONNECT
BEFORE YOU START

Good things
to know.

Do I need to change all my tools?

You can start with a module and connect compatible tools. Specific CRM, ERP or other system connections are defined after a scope assessment.

Which process can I start with?

Start with the process your team repeats most: a quote request, document review or enquiry follow-up. We define the module and connections for that journey.

Do I need the assistant to start?

You can start with independent modules. Add the assistant when you want conversations to use your knowledge and enabled compatible modules.

LET’S TALK ABOUT YOUR WORKFLOW

Your business. Your way of working.

Tell us what repeats in your day, and we will prepare a journey with the pieces you need.