Welcome to Nexvio

Start with Nexvio agents, knowledge sources, actions, deployment, and support operations.

Welcome to Nexvio

Nexvio is an AI support and automation platform for building team-based customer experiences. A team owns agents, connections, integrations, contacts, conversations, tickets, analytics, forms, helpdocs, actions, and workflows.

Use this documentation set to get oriented: how teams and agents relate, how to add knowledge, how to deploy, and how to connect the tools your support workflows depend on.

Product areas

Teams: Organize agents and team-scoped modules such as connections, integrations, contacts, conversations, tickets, analytics, actions, forms, helpdocs, and workflows.
Agents: Create team agents, configure instructions, choose models, test in the playground, and deploy with the Nexvio widget.
Knowledge: Add files, text, Q&A, websites, Notion, and Google Drive sources for team and agent use.
Actions: Connect team agents to HTTP endpoints, MCP tools, WhatsApp, Shopify, and scheduling actions. Lead collection and native ticket tools require deployment enablement; see Actions for availability.
Conversations: Review customer conversations, reply, assign ownership, and collect visitor feedback.
Contacts: Store contacts, accounts, custom attributes, contact events, and search records.
Help desk: Manage support tickets, team assignment, replies, and customer handoff.
Integrations: Connect Slack, Zendesk, Shopify, Stripe, Zapier, WhatsApp, Instagram, Messenger, Google services, Discord, Microsoft Teams, Freshdesk, and Help Scout.
Developer surfaces: Embed the widget, verify identity, control the widget from JavaScript, listen for widget events, use webhooks, and build against API/MCP surfaces.

Dashboard flow

Create or select the team that owns the customer experience.
Create an agent inside that team from Agents.
Add knowledge in the agent Sources tab or the shared team Data Source area.
Tune instructions, model settings, guardrails, and skills.
Test behavior in the Playground.
Attach team actions, connections, and integrations.
Deploy with the JavaScript embed or React SDK.
Monitor team conversations, contacts, tickets, and analytics.

Welcome to Nexvio

Start with Nexvio agents, knowledge sources, actions, deployment, and support operations.

Welcome to Nexvio

Use this documentation set to get oriented: how teams and agents relate, how to add knowledge, how to deploy, and how to connect the tools your support workflows depend on.

Product areas

Teams: Organize agents and team-scoped modules such as connections, integrations, contacts, conversations, tickets, analytics, actions, forms, helpdocs, and workflows.
Agents: Create team agents, configure instructions, choose models, test in the playground, and deploy with the Nexvio widget.
Knowledge: Add files, text, Q&A, websites, Notion, and Google Drive sources for team and agent use.
Actions: Connect team agents to HTTP endpoints, MCP tools, WhatsApp, Shopify, and scheduling actions. Lead collection and native ticket tools require deployment enablement; see Actions for availability.
Conversations: Review customer conversations, reply, assign ownership, and collect visitor feedback.
Contacts: Store contacts, accounts, custom attributes, contact events, and search records.
Help desk: Manage support tickets, team assignment, replies, and customer handoff.
Integrations: Connect Slack, Zendesk, Shopify, Stripe, Zapier, WhatsApp, Instagram, Messenger, Google services, Discord, Microsoft Teams, Freshdesk, and Help Scout.
Developer surfaces: Embed the widget, verify identity, control the widget from JavaScript, listen for widget events, use webhooks, and build against API/MCP surfaces.

Dashboard flow

Create or select the team that owns the customer experience.
Create an agent inside that team from Agents.
Add knowledge in the agent Sources tab or the shared team Data Source area.
Tune instructions, model settings, guardrails, and skills.
Test behavior in the Playground.
Attach team actions, connections, and integrations.
Deploy with the JavaScript embed or React SDK.
Monitor team conversations, contacts, tickets, and analytics.