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DocumentationGetting Started

Getting Started

Set up your account and connect your first channel

Getting Started

Welcome! This guide will walk you through setting up your JackAI Nexus account, configuring your organization, and taking your first steps toward AI-powered customer engagement.

Creating Your Account

Getting started with Nexus is quick and straightforward:

  1. Visit the signup page — Go to nexus.jack-ai.net and click Sign Up
  2. Enter your details — Provide your email address, a strong password, and your organization name
  3. Account created — You'll be logged in immediately, and a unique subdomain will be created for your organization (e.g., yourorg.nexus.jack-ai.net)
  4. Verify your email — Check your email for a verification link (optional but recommended for account security)

That's it! You now have a dedicated workspace on the Nexus platform.

First Login & Onboarding Wizard

When you log in for the first time, you'll be guided through an onboarding wizard that helps you set up Nexus in minutes:

The wizard covers:

  1. Organization basics — Confirm your organization name, set your timezone, and choose your default language (English or Arabic)
  2. Team setup — Add your first team member (optional at this stage; you can skip and do this later)
  3. Channel integration — Choose your first channel to connect (WhatsApp, Messenger, Instagram, or Web Chat)
  4. AI configuration — Review the default AI assistant settings and knowledge base options
  5. Completion — Access your main dashboard and start working

You can exit the wizard at any time and return to it later from Settings → Onboarding, or skip directly to your dashboard.

Configuring Your Organization

After onboarding, customize your organization settings to match your business:

In Settings → Organization:

  • Organization Name — Your business name (displayed to team members and in reports)
  • Timezone — Set your local timezone; this affects scheduled tasks, reporting times, and team availability
  • Default Language — Choose English or Arabic; team members can override this in their personal settings
  • Subdomain — Your unique Nexus URL (e.g., yourorg.nexus.jack-ai.net) — read-only after creation
  • Logo & Branding — Upload your company logo (displays in emails and portal pages)

Optional settings:

  • Conversation preferences — Customize how conversations are labeled and organized
  • AI settings — Configure the default AI model, temperature, and response behavior (see AI Assistants & Knowledge Base)
  • Knowledge base — Upload documents or FAQs to train your AI

Inviting Your First Team Member

Build your team by inviting colleagues to Nexus:

To invite a team member:

  1. Go to Settings → Team Management
  2. Click + Invite Team Member
  3. Enter their email address and select their role:
    • Admin — Full access to all features, settings, and team management
    • Agent — Can view and reply to conversations and leads assigned to them
    • Viewer — Read-only access; can view conversations and leads but cannot reply or make changes
  4. Click Send Invitation

What happens next:

  • An invitation email is sent to their address with a unique signup link
  • The link expires in 7 days; you can resend invitations anytime
  • Once they sign up, they'll automatically join your organization with the role you assigned
  • You can update their role or remove them anytime from Settings → Team Management

Quick Setup Checklist

Follow this checklist to get Nexus ready for your first conversations:

  • 1. Create your account — Sign up at nexus.jack-ai.net with your organization name
  • 2. Complete onboarding — Walk through the setup wizard (or skip to dashboard)
  • 3. Configure organization — Set timezone, language, and any custom branding in Settings
  • 4. Connect your first channel — Integrate WhatsApp, Messenger, Instagram, or Web Chat (see Connecting Channels)
  • 5. Configure AI assistant — Set up your AI knowledge base and response preferences (see AI Assistants & Knowledge Base)
  • 6. Invite team members — Add colleagues with appropriate roles
  • 7. Start receiving conversations — Activate your integration and begin engaging customers

Next Steps

Once you've completed the checklist above, explore these guides:

Troubleshooting

Didn't receive the invitation email?

  • Check your spam folder
  • Ask a team admin to resend the invitation from Settings → Team Management
  • Verify the email address is correct

Can't log in?

  • Use Forgot Password on the login page to reset your password
  • Check that you're using the correct email address for your account
  • Try clearing your browser cache and cookies

Questions?

Ready to connect your first channel? Head to Connecting Channels.

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