Documentation

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Step-by-step guides for every feature in Nexwin AI Receptionist — from setting up your AI agent to connecting Zoom for video appointments.

16 guides
Zoom Marketplace compliant
No login required
Getting Started
Create your Nexwin account — choose a plan, enter your details, verify your card, and pick a local Australian phone number.
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Dashboard
Monitor call minutes usage, account health, and complete your AI receptionist setup from the home screen.
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My Team
Invite team members, assign roles, set per-member timezones and lead times for appointment availability.
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My Assets
Set up bookable rooms, sites, vehicles and equipment — quantity pooling, booking types, check-in times, and how the AI books them.
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My Customers
Your contact list — how returning callers are recognised, CSV import and export, AI call memory, and blocking nuisance callers.
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Calendar & Appointments
Book, view, edit and cancel appointments. Integrates with Google Calendar, Outlook, and Zoom for video meetings.
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Call History
Review AI-handled call recordings, transcripts, caller details and call outcomes from your receptionist.
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Chat History
Browse all website chat widget conversations handled by your AI receptionist, with full message transcripts.
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AI Receptionist Setup
Configure your AI agent's business essentials and hours, the receptionist's handbook, personality and voice, call forwarding, notifications, OTP verification, and the chat widget.
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Meet Nexie
Your dashboard's AI assistant — chat with her for help, let her propose AI Setup changes, or ask her to take you to Calendar or My Team.
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Knowledge Base
Upload documents, URLs, and text so your AI can answer detailed questions about your business — pricing, services, FAQs, and more.
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My Account
Manage your profile, subscription, prepaid credit wallet for overage minutes, auto top-up settings, and API keys.
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Zoom Connect
Link your personal Zoom account so online appointments automatically generate a Zoom meeting link. Add, use, and remove the integration.
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Call Forwarding Setup
Step-by-step instructions to forward calls from your existing phone to your AI number — Telstra, Optus, Vodafone, iPhone, Android, and VoIP systems.
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Troubleshooting
Quick fixes for common issues — calls not connecting, widget not showing, calendar not syncing, and more.
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Best Practices
Tips to get the most out of your AI receptionist — knowledge base setup, call handling, appointment booking, and team management.
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Zoom Marketplace App The Nexwin Zoom integration is an OAuth app available on the Zoom Marketplace. See the Zoom Connect guide for full instructions on adding, using, and removing the app — including data handling and de-authorisation details.