Documentation

Last Updated: March 21, 2026

1. Introduction

Welcome to the NexLink Documentation. Our AI agents are designed to seamlessly integrate into your business operations, handling customer support, sales, and internal ops. This guide will help you configure and deploy your first agent.

2. Getting Started

To get started, you will need an active NexLink account. Once logged in, navigate to the 'Agents' dashboard to create a new agent. You can assign specific roles, such as Support Representative or Sales Development Representative (SDR).

3. Connecting Channels

NexLink supports multi-channel deployment. You can connect your agent to WhatsApp, Instagram, Facebook Messenger, and your website via our web widget. Go to 'Integrations' to authenticate your accounts using Meta API and Twilio.

4. Knowledge Base

Your agent learns from the data you provide. Upload PDFs, URLs, or text documents to the Knowledge Base. The agent will use this information to answer customer queries accurately. Ensure your documents are up-to-date for the best performance.

5. Human Handoff

While AI handles most interactions, some complex issues require human intervention. Configure 'Handoff Rules' to automatically transfer chats to your human team when specific keywords are detected or when the user explicitly requests a human.