Your next employee might not be human.
AI agents built around your business, trained on your processes, connected to your systems, and ready to work 24/7. No inbox backlog. No missed leads. No "we'll get back to you Monday." Your Nexa AI Agent can answer, qualify, schedule, follow up, process information, update systems, complete approved workflows, and escalate to your people when human judgment is needed.
Lease the capability. Connect it to your business. Put it to work.
What if you could add another employee tomorrow?
Not another chatbot. Not another software login. Not another tool your employees have to remember to use. An AI worker, designed around a specific job. Then we give it a job: intake, customer service, sales, bookkeeping, marketing, finance operations, administration.
Your business. Your workflows. Your AI workforce.
Your AI agent can be trained around:
- Your company, products, services, and FAQs
- Your processes, policies, and scripts
- Your knowledge base and workflows
- Your CRM, scheduling process, and customer history
- Your approved business systems
- Your escalation rules and the way your company actually operates
What job do you need done?
AI Intake Specialist
Never miss another opportunity. A new customer visits your website at 11:47 PM. Someone calls on Sunday morning. Your AI Intake Specialist is there, 24/7. It answers inbound inquiries, engages website visitors, asks qualification questions, collects lead details, answers approved FAQs, schedules consultations, creates CRM records, routes leads, sends confirmations, follows up on incomplete intake, and escalates complex situations with full context.
Built for law firms, medical practices, home services, accounting firms, insurance, real estate, financial services, construction, staffing, healthcare, and consulting. Your office may close. Your intake doesn't have to.
AI Customer Service Agent
Support that doesn't sleep. Immediate support across configured digital and voice channels using your approved knowledge and workflows. Not just "here's an article." The goal is resolving appropriate requests from beginning to end: answering common questions, guiding customers through processes, creating and updating tickets, classifying and prioritizing requests, performing approved system actions, supporting multiple languages where configured, and transferring conversations with context.
Available across chat, email, voice, web, SMS, internal messaging, APIs, and help desk workflows. Instant when AI can handle it. Human when human matters.
AI Sales Agent
Prospect while your sales team sells. Around-the-clock support for prospecting and outbound: prospect and account research, ICP targeting, lead enrichment, personalized outreach, email sequencing, follow-up, lead qualification, inbound lead response, meeting scheduling, CRM updates, dormant lead reactivation, campaign analysis, and lead routing. Works alongside Nexa Lead Generation or your existing prospect data.
Your AI agent works the process. Your salespeople build the relationship.
AI Bookkeeping Agent
Let AI handle the repetitive work behind the books. Transaction categorization, invoice processing, receipt organization, data entry, AP and AR workflows, invoice matching, document collection, customer payment follow-up, reconciliation preparation, exception identification, month-end checklist support, and management report preparation. Connects to approved workflows around accounting systems, banking data, expense platforms, invoice systems, email, document storage, ERP, and reporting tools.
Configured with appropriate review and approval controls. Material accounting judgments, final reconciliations, filings, and payments remain subject to your organization's controls.
AI Marketing Agent
A marketing assistant that keeps moving. Content research, blog drafts, social content, email campaigns, newsletters, content calendars, SEO and keyword research, competitor monitoring, lead nurturing content, landing page copy, campaign personalization, CRM segmentation, marketing reporting, content repurposing, A/B test variations, and sales enablement content.
One idea can become a blog, a LinkedIn post, an email, a newsletter, a sales message, a landing page, and a nurture sequence. Create once. Multiply the output.
AI Finance Operations Agent
Give your finance team back its time. Financial data aggregation, recurring report preparation, variance identification, budget-versus-actual reporting, cash-flow data preparation, forecast inputs, AR follow-up, collections workflows, expense analysis, revenue and management reporting, KPI tracking, dashboard updates, data validation, and exception identification.
Human control where it matters. Your authorized finance professionals retain control over material financial judgments, approvals, payments, filings, and other sensitive actions. Automate the preparation. Keep people in control of the decisions.
Don't see the job you need? Build your own AI agent.
Every business has repetitive work. Some of it happens hundreds of times every week. Tell Nexa: What does the employee do? What information do they need? What systems do they use? What decisions can they make? What requires human approval? What should happen when something goes wrong? Then we design the workflow around the role.
If the work is digital, repeatable, and rule-driven, there may be an AI agent for it.
Potential custom agents include:
A chatbot answers a question. An AI agent can be designed to understand what needs to happen next. A customer says: "I need to reschedule my appointment." A basic bot may send scheduling instructions. A Nexa AI Agent can be configured to understand the request, identify the customer, check authorized scheduling information, find available times, confirm the new appointment, update the appropriate system, send confirmation, and document the interaction.
Autonomy where it makes sense. Control where it matters.
Define the job
We start with the role. What does this person normally do? What tasks repeat? What consumes the most time? What needs to happen 24/7? What work doesn't require human judgment every time?
Build the knowledge
The agent is configured around approved business information: policies, FAQs, product and service information, scripts, knowledge bases, process documentation, historical examples, approved messaging, workflows, and business rules.
Connect the systems
Depending on the solution, the agent can be integrated into approved systems: CRM, help desk, email, calendar, accounting software, ERP, HRIS, document storage, knowledge bases, marketing platforms, scheduling systems, communication platforms, and APIs.
Define the guardrails
AI shouldn't have unlimited authority. We define what the agent can do, what it cannot do, what data it can access, what requires approval, when it should escalate, who receives escalations, how actions are logged, and what happens when confidence is low.
Test
Before deployment, workflows are tested against expected scenarios: common questions, unusual questions, missing information, escalations, exceptions, sensitive requests, and system actions. The goal is to understand how the agent behaves before customers or employees rely on it.
Deploy
Once approved, your Nexa AI Agent goes to work: answering customers, processing intake, running outbound, updating records, preparing financial information, following up on invoices, supporting employees, or creating marketing content.
Improve
AI agents shouldn't be deployed and forgotten. Performance is reviewed. Knowledge changes. Processes change. Customers ask new questions. Your business evolves. The agent evolves with it.
One AI worker. Multiple ways to work.
Depending on the role and configuration, your AI agent can work across voice (answering and placing calls), chat (engaging website visitors instantly), email (reading, classifying, responding, and routing), SMS, CRM (creating and updating records), help desk (resolving and routing requests), calendar (scheduling and managing appointments), and internal systems through integrations and APIs.
Good AI isn't the AI that tries to answer everything. Good AI knows its limits. Nexa agents can be configured with escalation rules based on customer request, confidence level, sentiment, urgency, financial amount, specific keywords, account type, policy and security requirements, workflow exceptions, and customer preference. When escalation happens, the relevant context is passed along with it. No starting over. No "can you explain that again?" The human knows what happened before they enter the conversation.
Human or AI? The answer may be both.
Nexa isn't an AI company pretending humans are obsolete. We're a workforce company. That means we help determine what kind of workforce actually makes sense for the job.
- Human: complex judgment, relationship building, leadership, negotiation, physical work, sensitive decisions, high-stakes expertise
- AI: repetitive, digital, high-volume, process-driven, time-sensitive, data-heavy, always-on, rules-based work
- Hybrid: often the strongest model. AI handles the repetitive work. People handle exceptions, relationships, judgment, and decisions.
Don't ask "can AI replace this employee?" Ask "which parts of this job actually need a human?"
Build a workforce around the work
Your customer service function might include an AI support agent handling routine Tier 1 requests 24/7, a nearshore customer service team handling escalations and relationship-based support, and a U.S. customer success manager handling strategic accounts. That's not outsourcing. That's workforce design. The goal isn't necessarily 20 humans to 0 humans. It may be 20 humans to AI plus 8 highly effective humans. Or 5 humans to AI plus 5 humans while volume doubles.
Built around how your industry actually works.
⚖ Legal
24/7 client intake · Appointment scheduling · Lead qualification · Case information collection · FAQ support · Document collection · Follow-up · Human escalation
🏥 Healthcare
Patient intake · Scheduling · Approved FAQ responses · Administrative support · Reminder workflows · Routing
🛠 Home Services
24/7 phone answering · Service qualification · Appointment booking · Customer support · Estimate follow-up · Lead routing
🧮 Accounting
Client intake · Document collection · Bookkeeping workflows · AP/AR support · Recurring reporting · Administrative follow-up
💻 SaaS & Technology
Customer support · Lead qualification · Product FAQs · Ticket triage · Sales development · Onboarding support
🏠 Real Estate
Lead response · Property inquiries · Appointment scheduling · Lead qualification · Follow-up · Administrative workflows
🛒 E-commerce
Order questions · Returns workflows · Product support · Shipping inquiries · Customer service · Escalation
💼 Professional Services
Lead intake · Scheduling · Customer support · Marketing · Sales development · Administrative workflows
The wrong comparison is AI vs. software. The better comparison is: what does this work cost today?
Consider salary, employer taxes, benefits, recruiting, training, turnover, management time, overtime, after-hours coverage, technology, workspace, and idle capacity. Then compare that against the cost of automating the appropriate portion of the workload. Automate where the economics make sense. Keep people where people create more value.
Lease an AI worker. Your monthly service can include:
- AI agent access and role configuration
- Knowledge setup and workflow design
- Integration setup and testing
- Deployment and monitoring
- Usage allowance
- Performance reviews and workflow optimization
- Knowledge updates and support
You don't need to build the technology. You need the work done.
Start with one job
Don't transform the entire company on Monday. Find one workflow, one bottleneck, one repetitive job. Deploy one agent. Measure hours saved, response times, resolution rates, appointments booked, cost per interaction, and human escalations. Then decide what comes next. Start small. Prove the ROI. Scale what works.
AI or human isn't the strategy. Building the right workforce is.
Need AI? We can help. Need people? We can help with that too. Need both? That's where the model becomes powerful. AI agents for repetitive, always-on workflows. Dedicated global professionals for roles requiring people. Complete international teams through Nexa BPO. EOR, global payroll, and entity solutions behind all of it.
AI Workforce FAQs
What is a Nexa AI Agent?
A Nexa AI Agent is an AI-powered digital worker configured to perform a defined set of business tasks using approved company information, workflows, systems, and guardrails.
Is this just a chatbot?
No. Chat may be one interface, but an AI agent can be configured to take approved actions, interact with systems, follow workflows, process information, and escalate situations rather than only generating answers.
Does the AI work 24/7?
AI agents can provide always-on availability for supported workflows, subject to the availability of connected systems and the service configuration.
Can the agent answer phone calls?
Voice can be incorporated into appropriate AI agent solutions depending on the role and configuration.
Can it send emails and update our CRM?
Yes. Approved email workflows and CRM actions can be incorporated where appropriate integrations and permissions are available.
Can it schedule appointments?
Yes. Scheduling is a strong use case for intake, sales, customer service, and administrative agents.
Can it replace an employee?
Sometimes AI can automate a substantial portion of a role. In other situations, the better design is AI working alongside human employees. Nexa evaluates the work rather than assuming every role should be fully automated.
What happens when the AI doesn't know the answer?
The agent can be configured to ask for additional information, use approved knowledge sources, or escalate to a human based on defined rules.
Can we control what the agent is allowed to do?
Yes. Permissions, integrations, workflows, escalation rules, and human approvals are defined as part of deployment.
Can an AI bookkeeping agent make financial decisions for us?
The bookkeeping and finance agents are intended to automate defined operational workflows and assist your finance organization. Material accounting judgments, payments, filings, financial approvals, and other sensitive actions should remain under appropriate authorized human control.
Can we build a custom AI agent?
Yes. If you have a repeatable digital workflow that isn't represented by one of the standard Nexa AI roles, we can evaluate a custom agent.
What would you automate if you could add an employee tomorrow?
You don't need another dashboard or another AI subscription nobody uses. You need the phone answered, the lead qualified, the appointment booked, the customer helped, the invoice processed, the books organized, the campaign executed, the CRM updated. The work completed. That's the Nexa AI Workforce. Don't hire software. Hire capability.