Ask. Know. Act.

AI Business Assistant

One AI layer for insight, action, and control across your whole business.

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Connects with:

Always Ready, Always In Sync

With a single voice command,
get instant updates & take instant action

Get answers from any app in your tech stack.

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Trusted by businesses like yours!

"Sean, Steve, and the team have been a big help to my business. Every call gets answered, callers feel heard, and I get a text right after so I can follow up right away."

Raesgo Creative Jamie Staring - Owner

"Derek and the team spent the time to make sure our new AI tool was performing the way we wanted it to and we are already seeing the benefits of this new technology."

Ventri Door Technologies Andrew Kilpatrick - General Manager

"Having Nexopta handle our after-hours calls has made a big difference. Customers feel heard right away, and we’re capturing business that used to be lost to the answering machine."

JN Roofing Amy

"Our AI workforce has made a real difference for us. Calls get answered right away, bookings are confirmed, and even payment follow-ups are handled, it’s taken a lot off my plate."

BarnBurner Hockey Academy Rob Gherson - Director of Operations

"Our Nexopta agent reviews applications in real time and flags issues right away. It’s helped cut down on ineligible submissions and lets us focus on the people who truly qualify. It’s been a huge time saver for me."

Youth Reach Jeanette Heywood - Executive Director

"The chat bot on our website makes it easy for visitors to reach us anytime, and having an AI agent handle our weekly blog posts keeps our site active and showing up on Google."

Cleaning Central Mike McIntyre - Managing Partner
How it works

Fast Setup, Executive-Level Insight

Our AI Business Assistant is built to deliver clarity quickly — just connect your systems, add your knowledge, and start asking questions that matter.

Connect Your Systems

Link the tools you already use — Slack, Gmail, project trackers, finance apps, and more. This gives your AI Business Assistant instant access to operational context across your business.

STEP 1

Teach & Train Your Assistant

Define how you want it to act, respond, and prioritize. Add any knowledge it needs — company info, SOPs, FAQs, client details, or tone of communication — so it works just like a trusted team member.

STEP 2

Ask, Act & Evolve

Start asking questions like “What’s our top priority today?” or “Who’s ready for invoicing?” Get instant, contextual answers — then refine and expand as your assistant learns from your updates.

STEP 3
Try it for FREE
Quick Setup time

Maximize performance by connecting all your tools

Whether it's CRMs, email platforms, or project management tools, our app seamlessly integrates, ensuring your workflow remains uninterrupted.

Connects with:

Frequently Asked Questions

Here is some helpful info. If you have more questions, just ask our AI Assistant Felix.

You can ask questions such as:

  • “What’s happening with our active clients?”

  • “Who’s ready for invoicing?”

  • “What projects haven’t been updated this week?”

  • “What’s blocking delivery for [client name]?”
    It can also provide daily summaries, identify risks, and surface billing readiness insights.

Sign up for the free trial and book a free 30-minute onboarding.

  • Self-setup: If you’re comfortable, we’ll walk you through the portal on that call and you can be live the same day (often within an hour after the session).

  • Done-for-you setup: Prefer we handle everything? We’ll quote professional services and typically complete a standard setup in 1–2 business days. Deeper integrations (e.g., Jobber, ServiceTitan, HubSpot/QuickBooks) may add time depending on access/approvals.

Either way, once call forwarding is in place, you can start capturing calls immediately during your trial.

Through secure integrations in the Nexopta Portal. You can connect your CRM, project tools, finance apps, or communication platforms like Slack and Gmail. Once connected, the Assistant can reason across those systems to answer operational questions.

Executives save hours per week chasing updates and reports. The Assistant delivers real-time clarity, faster decision-making, and earlier detection of blockers — improving efficiency and revenue flow.

Absolutely. We use enterprise-grade security and compliance standards to protect your business and customer data.

Absolutely. You can build your full AI Workforce inside the NexOpta Portal — adding AI Workers for Sales, Support, HR, or Billing, all trained and managed in one place.

What’s included

Pricing for the Business Assistant

Start your 14-day free trial now. For leaders ready to put AI to work across their daily operations. Risk-free, cancel anytime.

$ 347 /month + usage
  • 4 AI Agents

    Your digital team — one conversational Assistant plus three background agents that keep your business data accurate and up to date.

  • Actions

    Includes actions for sending emails, managing appointments, updating messages and communication channels, and creating or updating contacts in your CRM and tasks in your project management system.

  • 7 Connections

    Integrate your key tools — Accounting, Communications, Project Management, CRM, and more.

  • Advanced Knowledge

    Private Vector Store with initial data ingestion and intelligent scheduled syncing to keep your company knowledge current and accurate.

  • Setup + Support

    Includes up to 8 hours of professional setup and support — our team helps you integrate your tools, connect data sources, and ensure your Business Assistant is fully configured and ready to go.

Get started for free
Scale Without Limits

Add agents, automations, or integrations whenever you need. Expand your AI workforce at any time. Custom services available for advanced builds.

Free Trial

Key Features

Voice & Chat Enabled – Ask questions and take action instantly across your systems using natural conversation.

Always-On Sync – Continuously ingests data from your connected tools to keep your Knowledge Base current and responsive.

Intelligent Knowledge Base – Unifies and organizes your company’s dispersed data to provide real-time context for accurate, consistent decisions.

Done-For-You Setup – We handle integration, onboarding, and support so your Assistant is ready from day one.

Enterprise Security – Your data stays private and protected with encryption and full audit trails.

14-day free trial

Launch Your Business Assistant Today

Experience the speed, clarity, and control of an AI workforce built for business — risk-free, cancel anytime.

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