Nexis Business OS
A team inbox starts with a properly connected channel.
A social profile link and a messaging integration do different jobs. The first helps a customer reach you; the second allows supported messages to reach a connected workspace. Nexis Business OS provides an inbox workflow, but each external channel needs its own permissions and setup.
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Is this the right workflow for you?
For teams willing to configure and test the supported messaging channels they use. Do not assume that every social network, historical thread, attachment type or messaging action is available merely because the account has an inbox screen.
How the workflow works
- 01Choose the channel you actually need
Identify where customers contact you and distinguish a public contact button from a connected inbox. Test one channel first so you can understand its permissions, message behaviour and operational requirements.
- 02Link WhatsApp by QR code
Open Chats in your workspace and scan the QR code with the phone that holds your business number, the same way WhatsApp Web works. Instagram is not a messaging channel in Nexis: add your Instagram profile as a link on your BioSite.
- 03Send a new test conversation
From a separate test customer account, send a new message and check whether it reaches the workspace. Test the supported manual reply flow. Do not judge historical import from a new-message test: they are different capabilities.
- 04Connect the conversation to a next step
Agree who responds and how the team records follow-up. If the customer needs an appointment, share the booking route. A message alone does not mean a confirmed appointment or a completed payment.
Test the complete journey
See what your team receives after the customer acts.
Use a sample enquiry or appointment in your workspace. Check the customer record, internal schedule and next task. Verify external messages and CRM transfers in the connected service itself.
A proposed workflow change
An operational example to evaluate in your trial, not a customer case study or a promise of results.
Without a connected process
Public social links are mistaken for inbox connections, and the team assumes messages will appear without authorisation or a delivery test.
With the Nexis Business OS workflow
The team verifies an authorised channel with a new test message and supported reply, then uses bookings and customer records for the next step. Unsupported channels remain in their original tools.
Check before you launch
- Instagram direct messages do not come into Nexis. Instagram works as a profile link on your BioSite, and the AI assistant can give customers that link.
- Instagram comments and old Instagram conversations stay in Instagram.
- Threads inbox is not available. Do not treat a public Threads link as a messaging integration.
- WhatsApp connects to the team inbox by QR code: new customer messages arrive in Chats and you reply from your own number. Booking confirmations and reminders go out automatically on every plan; mailings and follow-up chains are on Pro.
Questions about this workflow
Will adding a WhatsApp link connect the inbox?
No. A public contact link opens a contact route for visitors. The platform messaging connection requires separate authorisation and configuration.
Can I answer Instagram messages or comments in Nexis?
No. Instagram messages and comments do not come into Nexis. Your BioSite links to your Instagram profile, and customers who want to write can use WhatsApp.
Does AI automatically answer every customer?
No. Do not assume autonomous replies from the presence of an AI feature. Review the configured workflow and keep human responsibility for customer responses.
Connect the next part of your customer journey.
Continue reading
Try it with one real workflow.
Start with a sample service and appointment. Check the result with your team before switching your day-to-day process.
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Published by NexisDigital · Product information reviewed .