What is Nexl AI?
AI Chat: A conversational assistant in the top banner that can reference your firm’s Nexl CRM data (read‑only), external sources (filings, market/news, open web where available), and your uploaded files.
AI Research Reports: A structured, reusable company brief generated from a Company’s Research tab, combining your Nexl CRM data with external sources and optional uploaded files.
Where to find it in Nexl
AI Chat: Top banner, available from any page.
Type questions or use voice input (approx. 2‑minute capture per session). You can attach files to enrich context.
AI Research Reports: Open a Company record → Research tab → Create new report.
Three‑step quick start
Open AI Chat and start a new thread named after your client or matter (for example, “Acme Corp – Pitch prep”).
State a focused goal and guide sources. Example: “Using our CRM and recent filings, summarise BD‑relevant changes for Acme Corp in the last 6 months; include links to all sources used.”
Attach a key document (pitch deck, memo, or brief) and ask the AI Chat follow‑up questions to refine the output. Then head across to the Company record and generate a Research Report from the Company’s Research tab to create a reusable brief.
Best‑practice tips
Create one chat thread per client or matter to keep context focused and conversation memory relevant.
Use prompt cues to steer tools: “using the CRM…”, “search the web…”, “include filings where available…”.
Upload files early so the assistant can reference them in subsequent questions.
Use voice input in AI Chat for quick capture; each session records roughly 2 minutes and pauses after short silence.
What you can ask (examples)
“Find companies named Acme in London in the Technology sector.”
“Who at our firm knows Jane Doe at Acme Corp? Include last interaction dates.”
“Using CRM and recent news, summarise developments for Acme Corp in the last quarter; add links to sources.”
Key limitations and scope
Read‑only for CRM data: Nexl AI cannot create, edit, or delete CRM records.
Permissions: Answers reflect your user access. Colleagues may see different results based on permissions.
Files: Common formats supported (PDF, DOCX, XLSX, PPTX, TXT, CSV, JSON, PNG, JPG) up to 4 MB per file.
Citations: External answers aim to include links to filings, market data, or articles. For critical use, review the linked sources.
Nexl AI Chat vs. Support chat
Nexl AI Chat: For client, matter, and market insights using CRM, external sources, and uploaded files.
Support chat: For product help, account questions, or reporting issues. It does not access your firm’s CRM data for analysis.