AI agents that work alongside your team. Sales, support, and operations.
Put AI to work across sales, customer support, and operations, with your people involved where they’re needed. NexTalker brings agents, CRM, calls, texts, email, chat, and follow-up into one workspace that can replace tools like HubSpot and Zendesk.
An AI agent handles the inquiry and business lookup. Your people continue the work with the same customer history, from sales to access support and follow-up.
01
AI helps with a sales inquiry
Marcus asks about parking. The agent checks configured location availability.
02
His customer record grows
The call and its summary stay with his contact history.
03
The team sends the details
An email from Operations keeps the conversation going.
04
Follow-up has an owner
Operations takes the task to confirm his gate access.
05
The team checks the result
His confirmation text supports a suggestion to close the task.
Illustrative customer workflow · Sample data
Calls, texts, email & website chat
The channel changes. The customer story stays together.
Answer a call, send the details by email, or pick up a website conversation by text. Your team can work from the customer’s history at every step.
An email workspace built around the customer.
Send from your own work address or a shared team address. Keep replies in threads, attach the details, and schedule messages for later, with contacts, accounts, and deals linked to the conversation.
Email / Monthly parkingLinked to Marcus Reed
Marcus Reed
Could you send the parking details for our drivers?
From: Operations · Shared team address
Hi Marcus, here are the arrival instructions for your team. Reply here if you need a hand.
Arrival instructions.pdf
Follow-up scheduled for tomorrow, 9:00 AM
Illustrative email thread · Sample customer data
Rich-text messages and signatures, drafts, attachments, and delivery tracking.
Website conversations with somewhere to go.
Help visitors find answers and capture what they need. Recognize returning visitors, arrange a callback, request a human handoff, or continue by text when the visitor asks.
Send useful information, handle replies, and review the message history alongside the customer’s calls and follow-up work.
CRM, sales & Work
Know the customer. Finish what they need.
A customer record tells you what happened. Work helps your team decide what to do next and verify when it’s finished.
Start with the full customer history
Contacts, accounts, conversation timelines, notes, and AI relationship summaries give everyone a shared place to start.
Give each opportunity a next step
Manage deals across pipelines with an owner, stage, and value. Find open opportunities that still need a scheduled follow-up.
Turn requests into work your team can act on
Review AI-suggested tasks, assign the right person, and set a deadline. Related calls and messages stay attached as the request develops.
Check the outcome before closing the task
When later conversations suggest the work is done, nexTalker brings the evidence forward. Your team can confirm completion or keep working.
Work / Confirm gate access
May already be done
MR
Marcus Reed
Reed Freight · Assigned to Operations
What was requested
Confirm that the drivers can enter the Dallas parking location before their first overnight stay.
Why this may be done
Marcus’s latest text confirms the gate code worked. Review his reply before marking the task complete.
Supporting conversation
“The gate code worked. We’re all set.”
Marcus Reed · Text message · Today, 10:12 AM
Your team reviews the evidence and decides: mark done or keep the task open.
Illustrative Work review · Sample request and conversation
Journeys & campaigns
Keep the next step moving.
Build the follow-up once, then let customer activity trigger the right message or task.
Journeys
Follow up while interest is fresh.
Start a Journey from a call outcome, a stage change, or a customer who has gone quiet. Coordinate messages and human tasks around the next step.
Email, SMS, voice drops, and task steps
Wait for replies and stop on exit conditions
Consent rules and quiet hours
Campaigns
Reach the right customers again.
Build an audience from saved customer segments and send an email or SMS campaign. Keep outreach connected to the relationships your team already manages.
Saved segments, tags, and customer filters
Reusable message templates
Delivery and engagement reporting
Connect the tools you depend on.
Use supported connectors, including HubSpot and Stripe, plus APIs, webhooks, and imports to bring customer data and business activity together.
Stay close to customers away from your desk.
Mobile workflows let your team review customer activity, handle conversations, and receive alerts when website visitors need attention.
Quality & coaching
Make the next conversation better.
Turn real calls into specific coaching. Connect the moment that needs attention to a clear standard and a chance to practice.
Set the standard
Build and approve the playbook your team uses for sales and support conversations.
Review with context
Read the transcript, listen to the call, and review AI suggestions against the evidence. Managers make the final judgments.
Practice the next conversation
Assign focused text role-play from an approved playbook, with feedback and suggested wording to practice.
Quality / Call review
Manager reviewed
Sales playbook · Confirm the next step
Call excerpt
“I’ll send you the options now.”
Team member · 02:14
Explained the optionsDemonstrated
Agreed on a follow-upNeeds practice
Manager’s coaching note
Give the customer a specific next step. Agree on when you’ll follow up before ending the call.
Practice: close with a clear next step
Assigned text role-play · Approved playbook
Illustrative review · Sample call and coaching feedback
Insights & revenue
See what customers need. Understand what follows.
Ask questions about your calls, investigate recurring concerns, and see which follow-ups are connected to collected payments.
Ask AI. Check the source.
Explore call history and linked work in plain language. Answers include source references and coverage details so you can review the evidence behind them.
What questions came up about parking access?
In these sample calls, customers asked where to find the gate code and whether they could arrive after hours.
Call 1 · Gate codeCall 2 · After-hours access
Illustrative question and answer · Sample call evidence
Connect follow-up to collected revenue.
With Stripe connected, owners can review collected and refunded payments, then explore revenue matched to nexTalker activity by Journey or sender.
Revenue overview
Sample period · USD
Collected
$12,400
Matched to activity
$8,600
Direct and inferred matches are identified. Unmatched payments remain visible in the period total.
Illustrative report · Sample amounts, not customer results
Spot recurring customer concerns
Track supported themes in saved call analysis, compare periods, and open the calls behind a pattern.
Build a shared library of examples
Save calls and excerpts in conversation collections, add team notes, or use live filters to keep relevant calls together.
Build custom dashboards, compare activity across locations, and schedule PDF reports so your team can review performance without rebuilding the same report each week.
Built around real customer workflows
Built for teams with customers to take care of.
nexTalker is strongest where customer conversations create sales, service, or operational work that must keep moving after the first response.
Logistics, parking & location-based operations
Give AI a role in sales, customer support, and operations.
Help drivers find parking, support reservation and access questions with configured business tools, and keep human teammates involved in exceptions and follow-up. TRUX’s workflows show how these roles connect.
Respond while interest is high and keep every opportunity moving.
Qualify sellers, buyers, tenants, or contractors from phone and digital conversations, capture the property and timeline, assign the right owner, and continue follow-up across the sales pipeline.
Route urgent needs without losing routine follow-up.
Handle leasing, maintenance, support, and service requests with the right schedule and escalation path. Give people immediate help while your team gets an owned, prioritized work queue.
Give your agent a defined sales, support, or operational role. It can answer with your business information, capture customer needs, use supported business lookups, and connect the next action to your team. TRUX’s configured parking workflows include location availability, booking and payment-status lookups, and verified access support. Your agents’ tools and responsibilities depend on your systems, permissions, and setup.
Where should my team start?
Bring one customer workflow to the demo, such as answering after-hours calls, responding to website inquiries, or keeping sales follow-up on track. We’ll walk through the relevant channels, customer records, and team responsibilities, then discuss the setup and integrations you need.
How will nexTalker fit into our phone setup?
nexTalker supports AI call answering and transfers to your team. During setup, we’ll review your existing number, phone provider, business hours, and routing needs to determine how calls should reach nexTalker and when a person should take over.
Can we use our own email addresses?
The email workspace supports authorized employee and shared team senders. Domain verification and receiving setup are configured in Settings. Your team can manage threads, drafts, attachments, signatures, and scheduled messages, with conversations linked to contacts, accounts, and deals. We’ll review your domain and current email setup during onboarding.
What happens when a customer needs a person?
The AI can transfer live calls to your team. Website visitors can request a human handoff or arrange a callback, with alerts and callback tasks helping your team respond. Customer history and the source conversation stay available so a teammate can pick up with context.
Can NexTalker replace HubSpot, Zendesk, and our other tools?
Yes. NexTalker is an all-in-one platform with CRM, sales pipelines, customer support workflows, AI calls, SMS, email, website chat, tasks, and follow-up automation. It can replace workflows you currently run in tools such as HubSpot and Zendesk. Bring your required capabilities to the demo so we can map your migration. You can also keep supported systems connected during a transition, including HubSpot.
Does AI decide when customer work is finished?
AI can suggest tasks and flag work that may already be done based on later conversations. Your team can inspect the evidence, mark the task done, or keep it open. Some organizations also enable automatic completion for qualifying evidence; the behavior depends on your setup.
What can a customer Journey automate?
Journeys can react to call outcomes, pipeline stages, inactivity, tags, business events, and AI-detected call content. They can send SMS and email, deliver a voice drop, create a task, route a lead, update deal work, wait for replies, and stop when an exit condition is met.
Can managers review performance across the team?
Managers can review calls against approved playbooks, give feedback, and assign text role-play. Dashboards and reports help teams review activity, locations, and completed work. Ask AI provides answers with source references. With Stripe connected, owners can also review payments matched to activity, with direct and inferred matches identified.
How do we get pricing and a setup plan?
Request a demo and share your team size, communication channels, expected usage, and existing tools. We’ll discuss pricing and a setup plan around those needs, including the workflows you want to start with.
See nexTalker in action
Bring a customer workflow. We’ll show you what’s possible.
Start with a real request your team handles. See how conversations, customer records, and follow-up work fit together in nexTalker.