CRM App - AI Features

NexaLink CRM uses AI to help you maintain relationships without the mental overhead of tracking who you need to contact and when. From follow-up suggestions to message drafting, the AI acts as your personal networking assistant.

AI Follow-Up Suggestions

The AI monitors your contacts and surfaces those who need attention in your opportunity feed.

How the AI Decides Who Needs Attention

The AI considers multiple signals:

• Time decay: How long since your last interaction with the contact
• Relationship pattern: Your typical communication frequency with that person
• Contact priority: Favorites and tagged high-priority contacts get earlier suggestions
• Contextual triggers: Upcoming events, birthdays, or milestones
• Interaction reciprocity: Whether the contact has been reaching out to you

What You See

Each suggestion appears as a card in your opportunity feed:

• Contact name and photo
• Reason for the suggestion (e.g., "Last contacted 3 weeks ago" or "Met at CES - no follow-up yet")
• Suggested action (e.g., "Send a check-in message" or "Share that article you discussed")
• One-tap actions: Draft Message, Remind Me Later, Dismiss

Acting on Suggestions

• Tap Draft Message to let the AI compose a follow-up (uses 2 AI credits)
• Tap Remind Me Later to snooze the suggestion for 1 day, 3 days, or 1 week
• Tap Dismiss to clear the suggestion; the contact will surface again later based on normal criteria

AI Message Drafting

Available on Pro and Premium plans.

The AI drafts personalized follow-up messages based on your relationship history.

How It Works

1. From a follow-up suggestion or any contact profile, tap Draft Message
2. The AI generates a message considering:
   • How you met (from the "How We Met" field)
   • Your last conversation topics (from notes and voice note transcriptions)
   • The reason for follow-up
   • Your communication style (learned from past messages if Gmail is connected)
3. Review the draft and edit as needed
4. Send via your preferred channel (email, LinkedIn, SMS) or copy to clipboard

Example Draft

Hi Sarah,

Great meeting you at the TechCrunch panel last week. I have been thinking about what you said regarding API-first architectures -- really resonated with our current roadmap.

Would you be up for a quick coffee chat next week to continue the conversation?

Best,
[Your Name]

Customizing Drafts

• Tone: Choose from Professional, Friendly, or Casual in Settings
• Length: Short (2-3 sentences), Medium (paragraph), or Long (detailed)
• Regenerate: Tap the refresh icon to get a different draft
• Edit freely: The draft is a starting point; modify it however you like

Voice Notes

Available on Premium plan.

Record voice memos and attach them to any contact profile.

Recording a Voice Note

1. Open a contact profile
2. Tap the Microphone icon
3. Speak your note (e.g., "Just had lunch with David. He mentioned they are expanding to Europe Q3. Wants an intro to our London team.")
4. Tap Stop when finished
5. The note is saved and transcription begins automatically

Transcription

• Voice notes are transcribed using AI speech-to-text
• Transcriptions appear below the audio player on the contact profile
• Transcribed text is searchable across all contacts
• Transcription uses 1 AI credit per note

Use Cases

• Capture conversation details after a meeting
• Record follow-up action items while walking
• Add context to a scanned business card at an event
• Dictate notes hands-free while driving

Quick Notes

Quick Notes let you tag contacts with structured context in seconds.

Available Quick Note Types

• How We Met: Where and when you first connected
• Interests: Topics they care about (e.g., "AI, sustainability, running")
• Next Steps: Action items (e.g., "Send proposal by Friday")
• Personal: Birthdays, family details, hobbies they mentioned
• Custom: Free-form notes for anything else

Adding Quick Notes

1. Open a contact and tap Add Note
2. Select the note type
3. Enter your text
4. Tap Save

Quick notes are timestamped and appear in chronological order on the contact profile.

AI Chat Assistant

Available on Premium plan.

The AI Chat Assistant is a conversational interface for managing your network.

Accessing AI Chat

Tap the AI Chat tab in the bottom navigation bar to open the assistant.

What You Can Ask

The assistant understands natural language questions about your contacts and network:

Finding contacts:

• "Who do I know at Google?"
• "Show me all investors I met this year"
• "Who lives in San Francisco?"

Follow-up management:

• "Who needs follow-up this week?"
• "Which contacts have I not talked to in over a month?"
• "What were my action items from last week?"

Drafting messages:

• "Draft a follow-up to Sarah about the partnership discussion"
• "Write a thank-you note to the speakers from last week's event"
• "Compose a check-in message for David"

Network insights:

• "How many new contacts did I add this month?"
• "What is my average relationship score?"
• "Which contacts are going cold?"

Quick Actions

Below the chat input, pre-built action buttons provide one-tap access to common queries:

• "Who needs follow-up?" - Shows contacts due for outreach
• "People from last event" - Lists contacts from your most recent event tag
• "Draft a message" - Starts a guided message drafting flow
• "Network summary" - Provides stats on your contact activity

Chat Tips

• Be specific: "Draft a message to Sarah Chen about the API partnership" works better than "Write something"
• Reference context: "Based on my notes from our last meeting, draft a follow-up to John"
• Chain requests: "Find everyone tagged 'investor' and draft a quarterly update message"

AI Credits

AI-powered features consume credits from your monthly allowance.

Credit Costs

Monthly Allowances

Checking Your Balance

Go to Settings > AI Credits to see:

• Credits remaining this month
• Credits used this month (with breakdown by type)
• Reset date

Running Low on Credits

• Credits reset on the 1st of each month
• Unused credits do not roll over
• Upgrade your plan for more credits
• One-time credit packs are available for purchase in Settings

FAQ

Q: Does the AI read my emails?
A: Only if you connect Gmail integration. The AI analyzes email metadata (subject lines, timestamps, recipients) and content to understand your communication patterns. All processing is done securely and data is never shared.

Q: Can I disable AI suggestions?
A: Yes. Go to Settings > AI Features and toggle off individual features. You can disable suggestions while keeping message drafting, for example.

Q: How does the AI learn my communication style?
A: Through Gmail integration, the AI studies your sent messages to match your tone, greeting style, and sign-off preferences. Without Gmail connected, it uses a neutral professional tone.

Q: Are my voice notes stored securely?
A: Yes. Voice notes are encrypted at rest and in transit. They are stored in your private account and never used to train AI models.

Q: What happens when I run out of AI credits?
A: AI features pause until credits reset. You can still access all contacts, notes, and manual features. Alternatively, purchase a credit pack or upgrade your plan.