Getting started with Nexaflow

Nexaflow lets you build AI agents that answer from your knowledge, use connected modules, and run across web and WhatsApp channels. This guide walks through the fastest reliable setup path.

#What you will set up

By the end, you should have:

• One agent with clear instructions.
• One knowledge base attached to that agent.
• One module connected if the agent needs to update records, bookings, orders, or tickets.
• A tested web widget or public preview.

#1. Create your workspace

1. Open Nexaflow and sign up.
2. Create or join a workspace.
3. Use the left sidebar to access Agents, Knowledge, Modules, Analytics, and Help Center.

Your workspace is the container for agents, knowledge bases, modules, billing, and team settings.

#2. Create an agent

1. Go to Agents.
2. Click New Agent.
3. Describe your business and the job you want the agent to do.
4. Let the wizard suggest an industry, goal, welcome message, and modules.
5. Review the generated settings before continuing.

The wizard creates the agent first, then helps you add training data and modules.

#3. Add knowledge

In the wizard or the global Knowledge section, add source material:

• Upload documents for policies, manuals, FAQs, and SOPs.
• Add website URLs when your docs or public pages are already online.
• Add manual Q&A when you need exact answers for frequent questions.

After ingestion, attach the knowledge base to the agent from Agent Settings → Knowledge Base.

#4. Choose a search strategy

Inside an agent, open Knowledge Base and choose how the agent should search:

• Always Search: the agent searches knowledge for every response. Use this for support, policy, FAQ, and compliance-heavy agents.
• Adaptive Search: the agent decides when to search. Use this when the agent needs more conversation flow and fewer retrieval calls.

For a first agent, start with Always Search.

#5. Connect modules if the agent must act

Knowledge lets the agent answer. Modules let the agent update business systems.

Use modules when the agent should:

• Capture leads in CRM.
• Create or update support tickets.
• Book or reschedule appointments.
• Check catalog or order data.
• Read and update spreadsheet-style records.

Install modules from Modules, then enable them inside Agent Settings → Modules.

#6. Test in Playground

Open the agent and use Playground before publishing.

Test:

• Questions that should be answered from knowledge.
• Questions the agent should refuse or escalate.
• Module actions such as ticket creation, CRM capture, appointment booking, or order lookup.
• Multilingual questions if you enabled multilingual knowledge search.

If an answer is wrong, fix the source knowledge or system instructions before deploying.

#7. Deploy

Open Embed to copy the web widget script:

<script src="https://your-domain.com/embed.js" data-bot-id="YOUR_AGENT_ID"></script>
html

For WhatsApp, open Channels → WhatsApp and connect the official Meta Cloud API.

#Recommended next guides

• Create your first agent
• Upload and manage knowledge
• Modules overview
• Web widget setup
• WhatsApp setup