Nexus AI: AI agents inside Salesforce, end to end
Four minutes inside Nexus AI: a website visitor books a site visit by voice, the lead lands in Salesforce, a rep works it with the copilot, and an admin watches the cost per lead.
The walkthrough follows one buyer from a website chat to a booked site visit, then shows the same lead being worked by a rep and measured by an admin. Everything in it runs inside Salesforce, on live data.
What is in this video
- 0:00: Three audiences
Nexus AI runs natively inside Salesforce for website visitors, sales teams and admins. - 0:11: A buyer asks out loud
A visitor taps the mic on the website chat. Nexus AI reads the live project catalogue from Salesforce and answers with cards, prices, possession dates and units left. - 0:46: It does not guess
Asked about home loans, the agent declines to invent an answer and offers a call back from the sales team instead. - 0:53: Booking the visit
It asks only for what is missing: name, phone and a time, then confirms with a reference number. - 1:04: Straight into Salesforce
A new lead, sourced from the website, with the site-visit task on its timeline and the whole chat saved against it. - 1:18: The copilot in the utility bar
A rep asks what to focus on today. Nexus AI checks tasks, leads and sources and answers with a plan and a live chart. - 1:43: Asking by voice
"How many site visits are scheduled this week?" answered instantly from the CRM. - 1:55: Record-aware help
Pop out the assistant, switch agent, and generate a call script built from that lead's real record. Log the call and draft a follow-up email, nothing sent until the rep chooses. - 2:23: A conversation per record
Each lead keeps its own thread, so going back to an earlier one picks up where it left off. - 2:44: On an opportunity
The booking agent turns a locked deal into a construction-linked payment plan with a chart the rep can explain to the buyer. - 2:56: Admin: bring your own models
Connect OpenAI, Anthropic, Gemini, Grok, NVIDIA and others with your own keys. Prioritised keys are tried first; fallbacks take over automatically. - 3:10: Agent Studio
Every agent in one list. Create one from a template, or describe in plain English what it should do. - 3:18: Conversations
Every website and internal chat replayed word for word, so you can see what customers actually asked. - 3:26: Usage and cost
Tokens, estimated spend, conversations, leads captured and cost per lead, with every model compared on conversion rate and cost.
