# Nex

> Nex is an AI-native system of context for AI agents. It connects your CRM, meetings, emails, and tools into a single context layer that powers intelligent agents across your organization.

Nex solves the fundamental problem of AI agents lacking organizational context. Today's AI agents are powerful but blind — they can reason, write, and act, but they don't know who your customers are, what was said in last week's board meeting, or what your company's internal processes look like. Nex fixes this by building a permissioned, structured context layer that sits between your organizational data and your AI agents.

## Product

- [Nex Platform](https://nex.ai): Core context engineering platform for AI agents
- [Support](https://nex.ai/support): Documentation and help resources
- [Terms of Service](https://nex.ai/terms): Legal terms
- [DPA](https://nex.ai/dpa): Data Processing Agreement
- [Zoom Integration](https://nex.ai/zoom-bot-integration): Connect Zoom meetings to Nex context

## Core Platform Capabilities

### Context Engineering
Nex structures raw organizational data — from CRM records, meeting transcripts, email threads, and documents — into a clean, queryable context layer. This layer is the foundation that makes AI agents actually useful within an organization. Rather than hallucinating or working from stale training data, agents query Nex for live, accurate organizational context.

### CRM Integration
Connects to your CRM (Salesforce, HubSpot, and others) to give agents a complete view of every customer, deal, and relationship. An AI agent handling a sales call can pull up full account history, open opportunities, past interactions, and stakeholder notes in real time.

### Meeting Intelligence
Nex captures, transcribes, and indexes meetings (via Zoom, Google Meet, and other integrations). Meeting insights become part of the organizational context layer, so agents can answer "What did we agree to with Acme Corp in the Q3 review?" without requiring anyone to manually document or tag the meeting.

### Email Context
Ingest email threads to give agents full communication history with every contact and company. Agents can draft follow-up emails that reference exactly what was discussed, promised, or asked — because Nex has read the whole thread.

### Organizational Memory
Nex maintains persistent memory across your organization. This isn't just RAG over documents — it's a structured knowledge graph of your people, accounts, projects, and decisions, with role-based permissions ensuring each agent (and each user) sees only what they're authorized to see.

### AI Agent Integration
Nex is built to be a drop-in context layer for any LLM or agent framework. Whether you're using OpenAI, Anthropic, Gemini, or an open-source model, Nex provides a consistent API for context retrieval. It works with LangChain, CrewAI, AutoGPT, and custom agent pipelines.

### Enterprise Security
- **SOC 2 Type 1** certified
- Role-based access controls (RBAC) — agents only see what their user role permits
- Data residency options for enterprise customers
- Full audit logging of context queries

## Use Cases

**AI-Powered Sales Teams**
Sales reps and their AI assistants can prep for every call with full CRM context, meeting history, email threads, and deal status — all surfaced automatically. AI agents can draft outreach that feels personal because it's grounded in real relationship history.

**Customer Support Agents**
Support AI agents powered by Nex know the full lifecycle of every customer — what they bought, what problems they've had, what was promised, and what's currently open. This eliminates the frustrating "can you give me your account number and describe your issue again" experience.

**Internal Knowledge Assistants**
Company-wide AI assistants can answer "Who owns the Salesforce integration?" or "What's our policy on refunds?" with live, accurate answers drawn from your actual organizational data, not a six-month-old wiki page.

**Agent Orchestration**
For teams building multi-agent systems, Nex provides a shared context layer so agents can hand off tasks with full context preserved. No context loss between agent steps.

## Integrations

- **CRM**: Salesforce, HubSpot, and more
- **Meetings**: Zoom, Google Meet
- **Email**: Gmail, Outlook
- **Productivity**: Notion, Confluence, Google Drive
- **Agent Frameworks**: LangChain, CrewAI, custom LLM pipelines
- **APIs**: REST API and webhook support

## Pricing

### Starter (Free)
- For individuals and small teams
- Core context layer access
- Limited integrations
- Community support

### Enterprise (Custom Pricing)
- Full organizational context at scale
- Unlimited integrations
- Dedicated support and SLA
- Custom data residency
- Advanced RBAC
- SSO / SAML
- Contact: contact@nex.ai

## Technical Architecture

Nex operates as a context middleware layer:

1. **Ingestion**: Data from CRM, meetings, email, and documents is continuously ingested and structured
2. **Context Graph**: Entities (people, accounts, deals, projects) are linked in a knowledge graph
3. **Permissioning**: Each context node is tagged with access controls reflecting your organizational roles
4. **Retrieval API**: Agents query the context API with natural language or structured queries
5. **Response**: Nex returns structured, permissioned context that the agent uses to reason and act

## Company

- **Legal Name**: Nex AI, Inc.
- **Founded**: 2024
- **Headquarters**: San Francisco, CA, United States
- **Team Size**: 10–50 employees
- **Security**: SOC 2 Type 1 certified
- **Contact**: contact@nex.ai
- **Website**: https://nex.ai

## Trusted By

Nex is trusted by teams at Room, Flatfile, Remo, Enrich, Pageloop, sarj.ai, ATLAS, Agentic, AssureKit, and more.

## Links

- [Twitter / X](https://x.com/nexdotai)
- [GitHub](https://github.com/nex-crm)
- [LinkedIn](https://linkedin.com/company/nexdotai)
- [Blog](https://nex.ai/blog)