Card Agent Guide

Your AI-powered assistant that lives on your card page -- answering visitor questions, capturing leads, and representing you 24/7.

What Is the Card Agent?

The card agent is an AI-powered assistant that lives on your card page. When visitors open your digital business card, they see a floating chat bubble in the bottom-right corner. Tapping it opens a conversation panel where visitors can ask questions about you, request your contact information, or express interest in working together.

The agent acts as your 24/7 representative. It knows your name, title, company, bio, and social links, and it uses that information to answer questions on your behalf.

How It Appears to Visitors

The agent appears in two stages:

1. Floating bubble -- A colored circle with a chat icon appears in the bottom-right corner of your card page after 3 seconds. The bubble uses your card's primary color.
2. Nudge pill -- After 8 seconds, a text pill appears next to the bubble saying "Ask about {YourFirstName}" to encourage engagement.

When a visitor taps either the bubble or the nudge pill, a chat panel opens:

• Mobile -- The panel slides up from the bottom as a sheet covering 70% of the screen.
• Desktop -- The panel appears as a floating 380×520px card in the bottom-right corner.

The panel header shows your avatar (or initials), your name, and "{YourFirstName}'s AI assistant" as the subtitle.

What Visitors Can Ask

Visitors can type free-form questions or use the quick action buttons. The agent responds based on your card data. Common questions include:

• "What does {YourName} do?"
• "How can I contact them?"
• "What company do they work for?"
• "Can I book a meeting?"
• "What are their social media profiles?"

The agent draws answers from your card fields: name, title, company, department, bio, email, phone, website, and all social links.

Quick Actions Explained

When the chat panel opens, four quick action buttons appear with the greeting message:

Each quick action triggers a server-side response from /api/agent/chat that is tailored to the action type.

Lead Capture: How It Works

The agent captures leads when a visitor provides their email address. This happens in two scenarios:

1. Get contact flow -- When a visitor taps "Get contact," the agent asks for their email. Once submitted, the visitor receives your vCard by email, and you are notified of the new lead.
2. Work together / Book a call flow -- When a visitor expresses interest in collaborating or booking a call, the agent asks for their email to facilitate the connection.

When an email is submitted:

• The agent sends a follow-up message confirming receipt.
• An email input field appears at the bottom of the chat panel with an appropriate placeholder.
• The visitor's email is sent to /api/agent/chat with the email parameter.
• You receive a notification (push + in-app) that a new lead came from your card page.

Tip: The lead capture data includes the visitor's email, the card they visited, and the conversation context, so you know exactly what they were interested in.

Notifications for Leads

When a visitor enters their email in your card agent:

• Push notification -- You receive an immediate push notification on your phone (if notifications are enabled in the NexaLink Card app).
• In-app notification -- A notification appears in your NexaLink Card app's notification center.
• Lead record -- The lead is saved in your account with the visitor's email, timestamp, and conversation context.

This allows you to follow up quickly while the conversation is fresh.

How the Agent Uses Your Information

The agent's responses are built from the data on your card:

The more complete your card data, the better the agent can represent you.

Conversion Hooks

After a visitor has 2 or more interactions with the agent, a "Try NexaLink" prompt may appear. This is a gentle nudge encouraging visitors to create their own digital card. The prompt appears as a post-save modal when a visitor taps "Save Contact" on your card page:

• Title: "Want your own digital card?"
• Description: Invites them to create a free AI-powered business card.
• Buttons: "Maybe later" (dismiss) and "Get NexaLink free" (links to nexalink.co with referral tracking).

This viral loop helps grow the NexaLink community while providing value to visitors.

Agent Color Branding

The agent automatically matches your card's visual identity:

• Bubble color -- Uses your card's primary_color (defaults to blue #3B82F6 if not set).
• User message bubbles -- Sent messages appear in your primary color.
• Send button -- The send arrow button uses your primary color.
• Email submit button -- The email capture button uses your primary color.
• Nudge pill border -- The "Ask about..." pill border matches your primary color.

This ensures the agent feels like a natural extension of your card rather than a separate widget.

Plan Availability

If you are on the free plan and want the AI agent on your card page, upgrade to Pro in the NexaLink Card app under Settings.

Tips for Maximizing Agent Effectiveness

1. Complete your bio -- The agent relies heavily on your bio field to answer "What do they do?" questions. A 2-3 sentence bio dramatically improves response quality.
2. Add your email and phone -- These are the most requested pieces of contact information.
3. Set your primary color -- This makes the agent bubble and chat panel match your brand.
4. Add a booking link -- If you use Calendly or a similar tool, include it in your website field so the agent can share it for "Book a call" requests.
5. Check your leads regularly -- Visitors who engage with your agent and leave their email are warm leads. Follow up within 24 hours for best results.