Can Nexl AI update CRM data or create new records?
Can Nexl AI update CRM data or create new records?
No. Nexl AI is currently read‑only. It can query, analyse, and summarise existing CRM data but cannot create, edit, or delete records.
Where does Nexl AI pull data from?
Where does Nexl AI pull data from?
It can combine your firm’s Nexl CRM (scoped by your permissions), external sources such as company filings, market/financial data, and recent news/open web where available, plus any files you upload.
Why might my answer differ from a colleague’s?
Why might my answer differ from a colleague’s?
Results reflect each user’s data permissions and the information available at query time. If your colleague has access to more records, their answer may be more complete.
What files are supported and what are the size limits?
What files are supported and what are the size limits?
Common formats such as PDF, DOCX, XLSX, PPTX, TXT, CSV, JSON, PNG, and JPG are supported. The maximum file size is 4 MB per file.
Does Nexl AI support voice input?
Does Nexl AI support voice input?
Yes, in AI Chat. Voice capture typically runs for about 2 minutes and pauses after a short period of silence before processing your request.
How do I make it use the CRM vs. the web?
How do I make it use the CRM vs. the web?
Steer the assistant with cues within the prompt. Examples: “using the CRM only…”, “search the web for recent news…”, or “include filings where available…”.
What if I don’t see Nexl AI features in my account?
What if I don’t see Nexl AI features in my account?
The features might not be enabled for your firm. Contact your Nexl administrator or Nexl Support to request access.
Do answers include citations or links?
Do answers include citations or links?
When external data is used, responses aim to include links to filings, market data, and articles. For critical decisions, click through and verify the sources.
What’s the difference between Nexl AI Chat and Support chat?
What’s the difference between Nexl AI Chat and Support chat?
Nexl AI Chat provides analysis and insights using your CRM (read‑only), external sources, and uploaded files. Support chat connects you with the Nexl team for product help and does not analyse your firm’s CRM.