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:

• Dashboard Overview — Understand your main workspace and key metrics
• Connecting Channels — Detailed setup instructions for each channel
• AI Assistants & Knowledge Base — Configure AI responses and upload business knowledge
• Team Management & Portals — Advanced team features like team portals for sales or support

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?

• See FAQ & Troubleshooting for common issues
• Contact our support team for additional help

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