Settings & Customization

Settings let you customize how Nexus works for your organization and manage your account preferences. Most settings are admin-only, but all users can update their personal profile and language preferences.

Accessing Settings

Click Settings in the sidebar to access organization settings (admin only) or your personal profile.

Organization Settings

Admin users can configure the following settings for the entire organization:

Basic Information

Organization Name

• The name of your company or team displayed in Nexus
• Update this anytime from Settings → Organization

Subdomain

• Your unique organization URL: yourorg.nexus.jack-ai.net
• Set during registration but can be changed anytime
• Must be unique across Nexus; if your preferred name is taken, choose an alternative
• Changing the subdomain updates your login URL immediately

Timezone

• The timezone used for timestamps, scheduled tasks, reporting, and notifications
• All times displayed in Nexus will use this timezone
• Important for scheduling automation and ensuring reports show the correct dates

Default Language

• Choose English or Arabic as the default interface language for new team members
• Existing users can override this with their personal language preference
• Affects all UI text, templates, and notifications

Profile Settings (All Users)

All team members can customize their personal profile:

1. Click Settings → Profile
2. Update:
   • First Name and Last Name
   • Email Address
   • Avatar/Profile Picture — upload a photo for your profile
   • Personal Timezone — overrides the organization default for your account
   • Language Preference — choose English or Arabic for your interface
   • Bio — optional short description of your role

These settings only affect your account and how the interface appears to you.

Account Security

Change Password

To change your password:

1. Go to Settings → Security
2. Click Change Password
3. Enter your current password
4. Enter your new password (must be at least 8 characters)
5. Confirm your new password
6. Click Update Password

We track password changes for security. If you suspect your account has been compromised, change your password immediately and notify your admin.

AI Settings

AI settings are admin-only and control how your AI assistant behaves across all conversations.

Default System Prompt

The system prompt contains the base instructions your AI follows. This is the "personality" and core behavior of your assistant.

For detailed guidance on writing effective system prompts, including a fill-in-the-blank template, see AI Assistants — System Prompt.

Individual assistants (for specific channels or teams) can override this default prompt with their own custom instructions.

Model & Parameters

Configure which AI model and parameters Nexus uses:

• Model Selection — Choose between available models (e.g., GPT-4, GPT-3.5-Turbo)
• Temperature — Controls creativity (0 = deterministic, 1 = creative). Lower values give more consistent responses; higher values are more varied.
• Max Tokens — Maximum length of AI responses. Adjust based on your needs.
• Message Speed Limits — Controls how many messages your AI sends per minute to prevent overwhelming customers. Adjust based on your preferences.

These settings apply across all conversations unless overridden at the channel level.

Lead Status Configuration

Lead statuses help you organize and track where each lead is in your sales or service process. Admins can create, edit, and customize statuses:

Viewing Statuses

1. Go to Settings → Lead Statuses
2. See all statuses with their names, colors, and descriptions

Creating a Custom Status

1. Click Create Status
2. Enter:
   • Name — e.g., "Hot Lead", "Following Up", "Lost Deal"
   • Slug — URL-friendly name (auto-generated, can be edited)
   • Description — Write clear rules for when the AI should apply this status. For example: "Apply when customer shows strong purchase intent, asks about pricing, or requests a demo."
   • Color — Choose a color to make the status visually distinct in your interface
   • Action — Select what happens when a lead gets this status:
     • None — Just change the status, no automation
     • Auto Assign — Automatically assign the lead to an available agent
     • Notify Agent — Send a notification to agents
     • Pause AI — Stop AI responses and wait for a human to take over
   • Terminal Status — Check this if leads at this status are done (e.g., "Won Deal", "Lost"). Terminal statuses appear at the end of your status list.
3. Click Create

Reordering Statuses

1. Go to Settings → Lead Statuses
2. Drag and drop statuses to reorder them
3. Reordering helps with workflow — usually move statuses from "not qualified" to "qualified" to "closed"

Editing & Deleting

• Edit: Click a status name to update its details
• Delete: Click the three-dot menu and select Delete. Leads with that status revert to "New"

Tip: Write status descriptions that guide the AI. Clear descriptions help the AI correctly identify when to apply each status.

Custom Lead Fields

Add custom fields to your leads to track information specific to your business:

1. Go to Settings → Custom Fields
2. Click Add Field
3. Define the field:
   • Field Name — e.g., "Budget", "Industry", "Company Size"
   • Field Type — Choose from Text, Number, Dropdown, Date, etc.
   • Required — Toggle whether this field must be filled
   • Options — For dropdown fields, list the available choices
4. Click Create

Custom fields appear on every lead detail page, making it easy to collect and track the information that matters to your business.

Summary Service

Nexus can automatically generate summaries of conversations to save you time reading long chats:

1. Go to Settings → Summary Service
2. Toggle Enable Automatic Summaries to turn it on
3. Configure:
   • Summary Interval — How often to generate summaries (e.g., every 30 minutes)
   • Minimum Messages — Wait until this many messages exist before generating a summary (avoids summaries of short conversations)
4. Click Save

Summaries appear at the top of each conversation, giving you a quick overview of the chat.

Lead Auto-Assignment

Automatically assign new leads to team members based on status or other criteria:

1. Go to Settings → Lead Auto-Assignment
2. Define rules:
   • When a lead reaches a specific status, automatically assign it to an agent
   • Assign to the agent with the fewest open leads (round-robin)
   • Assign to a specific team or role
3. Click Save

Auto-assignment works great for qualifying leads quickly and distributing work fairly across your team.

Notification Preferences

Control which events trigger notifications for your account:

1. Go to Settings → Profile → Notifications
2. Toggle on/off:
   • New messages from customers
   • Lead assignments
   • Status changes
   • Team mentions
   • Trial expiry warnings
3. Choose notification channels: In-app only, email, or both

These preferences apply to your account only. Admins cannot change other users' notification settings.

Next Steps

Ready to manage your team? Check out:

• Team Management & Portals — Set up your team and organize them into portals
• Plans & Billing — Learn about your subscription plan