The Business Assistant

Your 24/7 digital team member. Ask. Know. Act.

A conversational AI interface for your entire business. Ask a question, get an answer from your real data, and take action across your connected systems. All through voice or chat. No new software to learn.

Get Started Start the Conversation
NEXOPTA BUSINESS ASSISTANT
What's the status on the Johnson project and who was the last person to talk to them?
The Johnson project is 72% complete, on track for the March 28 deadline. Sarah spoke with them yesterday about the revised scope. Want me to pull up her notes?
Yes, and send Johnson a status update email with the current timeline.
Done. I've pulled Sarah's notes into the project file and sent Johnson a status update with the revised timeline. Anything else?
Ask your assistant anything...
Voice and Chat
Ask questions and take action using natural conversation.
Learns Your Business
Your docs, data, and context in one intelligent system.
Connected to Your Apps
Email, CRM, accounting, PM, calendars, and more.
Secure and Under Your Control
Encrypted, auditable, nothing happens without approval.
Works with the tools your business already runs on
GmailGoogle CalendarOutlookTeamsSlackHubSpotJobberZapierXeroServiceTitanQuickBooksStripeMore
What it does

One interface for insight, action, and control

Stop digging through emails, chasing files, and waiting on answers. Your Business Assistant pulls from your real data and gets things done.

On-Demand Intelligence

Pull real-time insights from across your business without digging through emails or chasing files.

  • What's the status on the Johnson project?
  • How much did we spend on contractors last quarter?
  • Who was the last person to talk to this client?

Decision Support

Get context-rich answers from across your connected tools so you can make faster, better-informed decisions.

  • Should we take on this job given current workload?
  • Which vendor gave us the best price last time?
  • What's our margin on this type of project?

Cross-System Execution

Send follow-ups, update records, create estimates, and trigger actions across your entire software ecosystem from a single command.

  • Send a follow-up to everyone who hasn't responded
  • Schedule the site visit and notify the client
  • Create an estimate based on the scope we discussed
Always ready, always in sync

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

Get answers from any app in your tech stack.

Nexopta Sample Conversation
Nexopta Tech Stack Integration
Trusted by businesses like yours

Real companies. Real results.

★★★★★

"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
Jamie Staring
Owner, Raesgo Creative
★★★★★

"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
Andrew Kilpatrick
General Manager, Ventri Door Technologies
★★★★★

"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
JN Roofing
How it works

Fast setup. Executive-level insight.

We connect your systems, add your knowledge, and you start asking questions that matter.

1

We Connect Your Systems

Link the tools you already use, from email and CRM to accounting and project management. Your assistant gets instant access to operational context.

2

We Train Your Assistant

You tell us how you want it to act, respond, and prioritize. We add your company info, SOPs, client details, and tone of communication.

3

Ask, Act, and Evolve

Start asking real questions and taking real action. Refine and expand over time as your assistant learns from your updates.

Key features

Everything you need

Voice and Chat Enabled

Ask questions, request changes, and trigger actions using natural conversation. No forms, no menus, no learning curve.

Context-Aware Intelligence

Uses your knowledge base and connected tools to deliver accurate, consistent responses grounded in your real business information.

Always-On Sync

Continuously ingests data from your connected apps so it stays current with your latest bookings, schedules, and activity.

Enterprise Security

Full encryption, audit trails, and account-level controls. Your data is protected and never used to train AI models.

Scales With Your Business

Start with what you need today. Add more capabilities, users, and automations as you grow. No limits on where you can take it.

Done-for-You Setup

We handle the configuration, connect your tools, build your knowledge base, and get your first capabilities live. You launch fast.

Pricing built to scale with you

Start with the Foundation Plan. Grow from there.

Every business starts here. Choose your first 3 capabilities, and add more as your needs evolve. 40+ capabilities available across operations, finance, sales, HR, and compliance.

Every business starts here

Foundation Plan

$347/month + usage
Annual: $3,470/year (two months free). Less than a part-time admin. Available 24/7.
  • ✓
    Nexopta Platform ⓘ
    Your core workspace to run your AI, connected tools, and automation, plus admin controls, permissions, and logging.
  • ✓
    3 Included Capabilities ⓘ
    Pick a Starter Package or choose your own 3 capabilities from the library (Standard tier or below). Options include Business Assistant, email management, scheduling, lead response, invoice follow-up, and more. Add capabilities anytime.
  • ✓
    $25/month Usage Credits ⓘ
    Included monthly credits that cover AI processing, workflow runs, and telephony. Additional usage is billed based on your usage rates if you exceed the included amount.
  • ✓
    1GB Core Knowledge Base ⓘ
    Upload and organize your company docs, SOPs, FAQs, policies, and service info so the assistant answers consistently using your real business context.
  • ✓
    AgentOps Studio + 1 Slot ⓘ
    Build and manage your automation workflows visually. Includes 1 deployment slot, scalable up to 10 on Foundation.
  • ✓
    Done-for-You Setup (10 hrs) ⓘ
    We configure your workspace, connect your tools, build your knowledge base, and get your first capabilities live. You launch fast with minimal time investment.
  • ✓
    Month-to-Month ⓘ
    No commitment. Cancel with 30 days written notice. Annual option saves you two months.
Get Started

Add capabilities as you grow

Your Foundation Plan includes 3 capabilities. Need more? Add them anytime from the Capability Library.

$27
/mo
Simple
Reminders, alerts, basic monitoring
$47
/mo
Standard
Lead response, invoicing, scheduling
$97+
/mo
Complex and Above
Multi-system orchestration, advanced automation

No two businesses run the same way, so your AI shouldn't either. We use a proven platform with ready-to-deploy capabilities and configure them around your specific operation. You're up and running in days, with a solution that grows as your needs do.

Key features

Built for real business operations

Get Actual Work Done

Nexopta connects to your systems, understands your business context, and takes action, not just answers questions.

Connected to Your Existing Systems

Works with CRM, email, calendars, docs, accounting, and more through included tool kits. No rip and replace.

Context-Aware Intelligence

Uses your Knowledge Base and connected tools to deliver accurate, consistent responses grounded in your real business information.

Intelligent Knowledge Base

Centralizes your SOPs, docs, and internal knowledge so your assistant stays aligned and reliable as your business evolves.

Voice and Chat Enabled

Ask questions, request changes, and trigger actions using natural conversation. No forms, no menus, no learning curve.

Automation That Adapts

Background automation monitors, triggers, and completes tasks on its own. The Business Assistant lets you request actions in chat while automation runs behind the scenes.

Enterprise Security

Your data stays protected with encryption and account-level controls. Activity visibility supports accountability across your team.

Scales With Your Business

Start with the Foundation Plan. Add capabilities, users, and workflows whenever you need. Custom services available for advanced builds.

Frequently asked questions

Questions business owners ask

What can I ask it to do?
Anything you'd ask a trusted operations manager who knows your entire business. Check project status, pull financial data, draft emails, look up client history, send follow-ups, schedule meetings, track invoices, and more. If the information exists in your connected systems, your assistant can find it, summarize it, and act on it.
How quickly can I get started?
Most businesses start seeing value within the first two weeks. It begins with a discovery conversation about your operations and pain points. From there, our team configures your solution, connects your systems, and loads your business data. We handle the entire setup, so your time commitment is minimal.
How does it connect to our business systems?
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, your assistant can reason across those systems to answer operational questions and take action.
Is my data safe?
Yes. We use enterprise-grade encryption and account-level controls to protect your business and customer data. Your data is never shared with third parties and never used to train AI models. Every action is logged and auditable.
Can we expand beyond a Business Assistant?
Absolutely. You can add more capabilities over time, from autonomous background automation to customer-facing AI for your website or phone. Everything is managed in one portal and scales with your business as your needs grow.
Do I need to be technical to use this?
Not at all. You interact with your assistant by typing or talking, the same way you'd text or call a colleague. No dashboards to learn, no menus to navigate. If you can send a text message, you can use Nexopta.
Ready to see it in action?

Get your time back.

We configure a solution around your actual business, connected to your real tools. No commitment required.

Get Started Contact Us
Less than a part-time admin. Available 24/7. Starting at $347/mo.