Download launch gate, CRM bridge, recovery drill, webhook verification, go-live, audit, finance, and RevOps CSVs from the sidebar.
Coordinate market recommendations, proof, approvals, and safe revenue handoffs without live API access.
NexaVision Replay mock/local-only
Explains recommendations, proof decisions, safety checks, workflow failures, revenue risks, and trust gates using local-only events.
NexaMarketAI boots normally when NexaVision is unavailable. No Replay service is called from this screen.
NexaCommand handoff mock/local-only
NexaCommand remains the CRM system of record. NexaMarketAI prepares governed handoff packets for customer, deal, task, subscription, and pipeline review.
Consent, source, timestamp, owner, and evidence reference are required before any future CRM mutation is allowed.
Production approval state
Production is not approved. DNS, deployment, live providers, outreach automation, and public claim publication remain blocked.
Use this branch for local/staging validation only until owner actions and external infrastructure reviews are complete.
Ask Nexa Bar
Search across CRM records, approvals, materials, invoices, onboarding, and audit receipts.
Migration + dedupe
Import inbound leads, surface duplicate matches, and keep canonical records clean.
Mission board
Tasks, progress, and TwinWorks™ sequence recommendations.
Current tasks
Add task
TwinWorks™ sequence
NexaVault™ permissions
Autopilot and budgets that control what agents can do.
Approvals
Human gates for pricing, contracts, sensitive sharing, and governed actions.
CRM pipeline
Canonical deals, close dates, next steps, and stage control.
Lead capture
Inbound leads route into accounts, contacts, leads, and deals automatically.
Deal context
Notes, objections, next steps, and expected close discipline.
Manager coaching
Best-case, commit, and at-risk visibility for active deals.
Timeline
Shared CRM memory across deal actions and handoff.
Deal desk
Governed product catalog, quote builder, discount bands, and approvals.
Governed catalog
Approved products and pricing guardrails for live quoting.
Contract control
Signature authority gates, template control, and executed packet tracking.
Onboarding + finance rail
Customer handoff, kickoff readiness, invoices, and reconciliation status.
CPQ + catalog governance
Validate bundles, price books, discount bands, margin floors, and catalog change approvals.
Signature authority + redlines
Route signature packets by amount, signer title, clause risk, and redline approval state.
Provider connector gateway
Configure simulated provider connections, test credentials, run sync jobs, and capture webhook events.
Commercial ops + procurement
Assess tax/payment terms, open procurement readiness cases, and create revenue schedules.
Customer health
Score customer risk, adoption stage, sponsor coverage, and next success actions.
Renewal planning
Create renewal and expansion playbooks tied back to canonical accounts and source deals.
Identity + role sync
Switch governed sessions, confirm MFA posture, and review shared access boundaries.
Directory
Shared SSO identities, app access, and seller attribution codes.
Session history
Role sync, MFA verification, and shared-session events.
Source of truth + sync center
Canonical object ownership, duplicate/conflict review, and shared event-bus visibility.
Enterprise security admin
Manage simulated SSO metadata, SCIM provisioning, MFA verification, and access reviews.
Event replay + retention control
Create event subscriptions, replay failed deliveries, hold records, run retention sweeps, and snapshot backups.
Release readiness ops
Create release plans, run promotion gates, review environments, and track simulated deployment evidence.
Quality + observability
Run data-quality scans, resolve quality issues, monitor SLA posture, review runbooks, and close incidents.
Launch control + cutover gates
Evaluate production readiness across security, credentials, event delivery, retention, backup recovery, and CRM conflict gates.
NexaCommand handoff bridge
Stage governed CRM handoff batches, validate source-of-truth readiness, and keep NexaCommand as the CRM/customer owner.
Provider go-live certification
Certify provider connections against credential, sync, mapping, webhook, runbook, and backup evidence before live-mode release.
E-sign provider lifecycle
Create provider envelopes, ingest callback events, and push completed signatures into contract execution and invoicing.
Tax, settlement, and payouts
Prepare local tax estimates, settlement batches, capture evidence, and seller payout batches for finance go-live readiness.
Event-bus and vault resilience
Check consumer lag, archive snapshots to an immutable-vault record, and verify checksum evidence before production cutover.
Synthetic go-live UAT
Run lead-to-cash, provider-callback, finance-reconciliation, and resilience/restore scenarios against the current workspace state.
Tenant provisioning
Create tenant boundaries, verify domains, bind data residency, run provisioning, and capture health evidence.
Trust center + security review
Publish trust artifacts, answer questionnaires, manage DPA requests, and assemble buyer evidence packets.
AI governance
Register models, evaluate prompt policies, route high-risk agent actions, and track risk acceptance.
Billing accounts + entitlements
Create customer billing records, assign subscription plans, and govern feature access by tenant.
Usage metering + support SLA
Capture customer usage, roll up plan-limit status, open support tickets, and trigger SLA credit review when needed.
Success plans + QBR evidence
Turn tenant health, usage, support history, and renewal context into customer-success plans and executive QBR packets.
Subscription billing gateway
Register billing providers, sync entitlement records into external subscription refs, and generate subscription invoices from base plans plus metered usage.
Telemetry ingestion + entitlement enforcement
Ingest raw usage batches, calculate overage charges, and evaluate feature/seat/usage enforcement before billing or access changes.
Collections, support bridge + SLA credits
Record failed payments, advance dunning cases, sync support-desk references, and apply SLA credits as governed credit memos.
Partner onboarding + certification
Create channel partners, certify them against agreement/training/compliance evidence, and gate marketplace eligibility.
Marketplace listings + co-sell
Stage governed partner listings, register partner-sourced deals, detect conflicts, and create co-sell motion plans.
MDF + partner payout reconciliation
Approve marketing-development-fund requests, track budget exposure, and prepare/approve partner payout statements.
Growth audience + campaigns
Build consent-safe target segments, create governed campaigns, validate approved materials, and launch simulated ABM motions.
Attribution + lead routing
Capture campaign touches, create MQL evidence, score buyer intent, and route sales-ready leads into CRM ownership.
Experimentation lab
Create guarded message experiments, capture variant results, and promote winning proof-led growth plays.
Revenue intelligence
Create executive metric snapshots and scorecards across pipeline, growth, subscription, support, partner, and operational risk signals.
Anomaly detection + board packets
Run cross-stack anomaly checks, resolve alerts, and assemble board-ready operating packets with decision requests and evidence links.
Revenue playbooks
Create and run remediation playbooks for pipeline coverage, operational risk, billing risk, and customer success anomalies.
Analytics warehouse
Register warehouse connections and run governed ELT sync jobs with record counts, warnings, and evidence for BI readiness.
Data contracts + semantic metrics
Validate source-field contracts, resolve violations, and define governed KPI formulas before dashboards are trusted.
BI refresh + forecast lab
Refresh executive dashboards from approved metrics and run governed forecast models with confidence bands and review flags.
ModelOps feature store
Create governed feature sets and training datasets tied to data contracts, warehouse syncs, and forecast models.
Drift + retraining controls
Evaluate forecast models, detect prediction and data-quality drift, then queue retraining and deployment review.
Lineage + deployment gates
Trace models from source records through contracts, features, datasets, forecasts, dashboards, and approval evidence.
AgentOps policy + prompts
Govern AI workflow autonomy with scoped policies, prompt versions, safety evaluations, and release approvals.
Tool sandbox + runtime traces
Authorize tools, run dry-run workflows, capture blocked actions, and preserve human-review evidence.
Automation schedules + guardrails
Schedule safe automations, resolve guardrail incidents, and approve prompt releases before production use.
Runtime observability
Capture trace sessions and tool telemetry so AgentOps workflows have replayable evidence and incident context.
Replay + service levels
Replay captured traces and run SLO checks before production release or after a runtime incident.
Incident routing + kill switches
Create on-call routes, open or resolve escalations, and toggle scoped kill switches when production actions must pause.
Runtime workers + queues
Register worker pools, create queues, and dispatch leaseable runtime jobs with capacity-aware evidence.
Tool proxies + sandbox policy
Control runtime tool access with scoped proxies, sandbox restrictions, approval evidence, and blocked-action traces.
Runtime deployments + capacity
Stage and promote runtime manifests, run capacity checks, and prepare worker/autoscale evidence for production.
Durable workflow templates
Create multi-step workflow templates with queues, required capabilities, retry limits, and compensation actions.
Step advancement + state locks
Advance workflow steps, acquire cross-agent object locks, and keep duplicate starts idempotent.
Agent handoffs + compensation
Route structured handoffs between agents and generate saga compensation plans when workflows fail.
Webhook verification
Validate callback signature posture, idempotency keys, duplicate-event suppression, and strict-mode readiness before live providers.
Launch export links
Use launch, go-live, audit, RevOps, and finance exports as evidence packs for production readiness reviews.
Approved materials
Versioned decks, disclaimers, expiry rules, and claim locks.
Compliance center
Consent controls, suppression discipline, privacy posture, and outbound history.
Consent log
Recent lawful-basis changes and outreach permissions.
Suppression list
Contacts currently excluded from outreach.
Privacy requests
Open and resolved compliance workflows.
Outbound history
Governed sends and compliance traces.
Integration health
Event sync, connector visibility, and retry-safe auditability.
Audit center
Proofs, approvals, events, and invoices in one place.
Recommended matches
Who the agents think should be contacted first.
Agent handshakes
Structured bot-to-bot diplomacy before work starts.
Deal rooms
Booked meetings, buyer workspaces, and governed sharing context.
Proof feed
Signed receipts that show what the system actually did.
Activity stream
Latest events across CRM, workflow, approvals, finance, and handoff.
Document control
Versioned proposals, SOWs, packets, and governed share rules.
Outbound + calendar
Approval-aware sends, demo scheduling, and meeting outcome capture.
Attribution + tail commission
Seller codes, payout traces, offboarding, and tail-review snapshots.