◈
SNEXUSAI HANDBOOK
STARTER PLAN
⬇ DOWNLOAD PDF SNEXUSAI 💬 SUPPORT
◈ Your dashboard, explained

Everything you can do
and how to do it

The assistant, visitor intelligence, your pipeline and your team's boards. Written for someone who has never opened it before — with a screenshot of every screen.

STARTER · $95 per month · 3 TEAM LOGINS · 2,000 CONVERSATIONS

🚀Getting started

Three things before anything else: sign in, teach it about your business, put it on your website.

Sign inOpen your dashboard address and enter the username and password you were given. Change that password straight away from Team Access.
Look aroundEverything lives in the left sidebar, grouped as Daily, Create and Setup. The section you are in is named at the top.
Press ? HELP any timeEvery section has its own written guide behind the ? HELP button in the top bar. It explains that section, not the whole system.
The dashboard — your starting point every morning
THE DASHBOARD — YOUR STARTING POINT EVERY MORNING

What you are looking at

📊Four numbersVisitors, conversations, leads and hot leads — each with a seven-day trend behind it.
💬Latest conversationsWhat people actually asked, newest first, with an intent score out of 100.
🌍Where they came fromTop countries and the pages they spent time on.
A red badge in the sidebar means something needs you — an overdue task, or an unread alert.
Your planIncluded
StarterThe assistant, visitor intelligence, your pipeline and your team's boards.
Price$95 per month
Team logins3
Conversations2,000 per month

📚Teach it about your business

This one file decides how good every answer is. Nothing else matters as much.

The assistant only knows what you write here. It will not invent a price, a delivery time or a product it has not been told about — which is exactly what you want, but it means thin knowledge gives thin answers.

The knowledge base, with content gaps listed underneath
THE KNOWLEDGE BASE, WITH CONTENT GAPS LISTED UNDERNEATH

How to write it

  • Plain headings, facts underneath — not marketing paragraphs
  • Short lines beat long ones; it repeats what it reads
  • Remove old prices the same day, or it will quote them as current
  • Write what you do not do, so it stops offering it
  • Never put passwords, codes or bank details in it

Content gaps

Underneath the file you will find every question the assistant could not answer. That list is your to-do — each one is a real person who asked something and did not get a proper reply.

In a hurry? Press ⚙ SETUP WIZARD in the sidebar, answer a few questions about your business, and it writes the whole file for you. Edit it afterwards.

💾Put it on your website

One line of code, pasted once. It then works on every page of your site.

Install — pick your platform and it tells you exactly where to paste
INSTALL — PICK YOUR PLATFORM AND IT TELLS YOU EXACTLY WHERE TO PASTE

Open Install. It guesses your platform from your website address and shows step-by-step instructions for that platform. If somebody else runs your website, press SEND FULL INSTRUCTIONS and the whole thing goes to them on WhatsApp — steps, the code, everything.

Where the code goes on each platform

PlatformWhereTime
WordPressInstall the free WPCode plugin → Header & Footer → Footer box2 min
ShopifyOnline Store → Themes → Edit code → theme.liquid, before </body>2 min
WixSettings → Custom Code → Body – end, all pages3 min
SquarespaceSettings → Advanced → Code Injection → Footer2 min
WebflowProject Settings → Custom Code → Footer Code, then Publish2 min
Plain HTMLEvery page, just above </body>1 min
PHP siteYour shared footer.php — one paste covers the site1 min
React / Next.jspublic/index.html, or next/script in your layout3 min
Google Tag ManagerNew Tag → Custom HTML → trigger All Pages3 min
Cannot find where to paste it? Send us access or a screenshot and we will install it for you at no charge.

Beyond your website

🌐Your websiteOne line of code. Works on every page, in eight languages.
📲WhatsAppThe assistant hands the conversation to a real WhatsApp chat with the whole enquiry attached.
🖥️Kiosk or SmartPODOpen it full screen on any touch display in your showroom or reception.
📘Facebook PageNeeds Meta business verification on your side. We handle the setup for you.
📷Instagram DMsRequires a linked Meta Business account. We connect it.
✈️TelegramA bot token from BotFather is all we need.
Facebook, Instagram and Telegram are set up by us, not by you. Message the team from the 💬 SUPPORT button in your sidebar and we will arrange it.

💬Live Feed

Every conversation as it happens, scored so you know who is worth a phone call.

Live Feed — each conversation with its intent score
LIVE FEED — EACH CONVERSATION WITH ITS INTENT SCORE

The number beside each conversation is an intent score out of 100. It reads what the person asked, not just how long they stayed.

ScoreWhat it meansWhat to do
60 and aboveSerious buyer — asked about price, investment, or wanted to talkCall today
30 to 59Genuine interest, still looking aroundFollow up this week
Under 30General curiosityLeave it
RedMedical, legal, financial, or a complaintA person should reply
A lead is worth most in the first hour. If you check one thing each morning, make it this.

👁️Visitors

Everyone on your website, whether or not they said a word.

Visitors — country, city, device and the pages they read
VISITORS — COUNTRY, CITY, DEVICE AND THE PAGES THEY READ
  • Country, city, device and network
  • Every page in the order they read it, with seconds spent on each
  • A green dot means they are browsing right now
  • IP addresses are hashed, never stored
Someone who read your pricing page three times and left without asking is worth a call. This is where you spot them.

📊SnexusCRM

Your sales pipeline. Drag a card, it saves.

The pipeline board — drag cards between stages
THE PIPELINE BOARD — DRAG CARDS BETWEEN STAGES
Board or listBOARD shows six stages side by side. LIST is better when you want to edit details.
Drag to movePick a card up and drop it in the next stage. It saves the moment you let go and logs the change.
Set a follow-up dateAnything overdue turns red. That is the point of it.
Import what the assistant caughtIMPORT FROM SNEXUSAI pulls in every captured lead, skipping duplicates.
Export when you need toEXPORT CSV opens cleanly in Excel or any other CRM.
Weighted pipeline multiplies each deal by how likely that stage is to close. It is a more honest number than the raw total.

📄Reports

What happened, what it means, and what to do next.

Reports — print-ready, with a written analysis
REPORTS — PRINT-READY, WITH A WRITTEN ANALYSIS
  • Daily, weekly or monthly
  • A written analysis, not just numbers
  • Save as PDF straight from your browser
  • Send it to anyone who needs it
The Monday report is the one to read. It tells you what to do, not only what happened.

📋Workspace

Your team's own boards. Not leads — the actual work.

Workspace — a board per department
WORKSPACE — A BOARD PER DEPARTMENT

Seven boards: General, Sales, Marketing, Finance, HR, Admin and Support. Five columns each, from Backlog through to Done.

  • Drag cards between columns, exactly like the CRM
  • Each card holds an owner, due date, priority, labels and a comment thread
  • Overdue cards turn red
  • Plan it for me — describe a goal and it writes the cards for you
Sales leads live in SnexusCRM. Sales work lives here. Keeping them apart is what stops both from becoming a mess.

🔔Smart Alerts

Rules that watch your account and act on their own.

Alerts — the inbox and the rules behind it
ALERTS — THE INBOX AND THE RULES BEHIND IT

Five sensible rules are already switched on. The one that matters most is hot lead — when somebody scores above 60, you hear about it straight away.

What it can watch for

  • A hot lead arrives
  • Any lead is captured
  • A question goes unanswered
  • A sensitive topic comes up
  • A quiet day
  • An unusually busy day
  • A follow-up falls due
  • A lead goes cold
  • Every morning, a written brief

Where it sends

🔔DashboardAlways. Builds the inbox you see here.
✉️EmailStraight to whoever should know.
📱SnexusPushA push notification on your phone.
📲WhatsAppFor the ones that cannot wait.
Hold until working hours stops a routine alert waking you at 3am. A hot lead still goes out immediately — that is the difference between the two settings.

⭐Getting more out of it

Five habits that separate the accounts that thrive from the ones that drift.

Add to Knowledge every weekContent gaps tell you exactly what to write. Ten minutes.
Call hot leads the same daySpeed beats polish. A 60+ score today is worth more than a perfect reply tomorrow.
Put a follow-up date on everything liveOverdue turns red for a reason.
Use Departments before writing by handIt already knows your business. You are re-typing what it would have written.
Read the Monday reportIt says what to do, not just what happened.

When something is not working

ProblemAlmost always
It gave a wrong answerThe knowledge file is thin or out of date. Fix it there.
Nobody is using itCheck the code is on every page — open Install.
Too many alertsOpen Alerts and raise the threshold or narrow the rules.
Someone left the companyRemove their login in Team Access straight away.
Still stuck? Press 💬 SUPPORT in your sidebar. It reaches our team on WhatsApp with your account details already attached.
We are here

Stuck on anything?

Press 💬 SUPPORT in your dashboard sidebar and it reaches us with your account details already attached. Or message us directly.