AI-Powered Intelligence
Every AI feature in neXmis runs natively — no plugins, no third-party bolt-ons. Powered by Claude, OpenAI GPT-4, Google Gemini, or your own self-hosted Ollama model, switchable at runtime from the Platform settings panel.
Multi-Engine AI
No vendor lock-in on AI. Swap between Claude, GPT-4, Gemini, or your own self-hosted Ollama model from the Platform settings panel — zero code changes required.
Native AI Capabilities
Every capability listed below runs inside neXmis without any external plugin or manual data export. AI understands the module context — the current lead, learner, or compliance item — at all times.
Context-aware email drafting. Select a CRM contact and AI generates a tailored outreach email using their history, industry, open pipeline stage, and recent interactions. Tone and length are fully configurable.
Every lead in Engage and IntraLock CRM gets an automated 0–100 quality score with GREEN/AMBER/RED colour badge. Updated on every interaction. Explains the reasoning behind each score.
Paste or upload a meeting transcript. AI extracts key decisions, action items with owners, and follow-up suggestions — then pushes them directly to the relevant CRM record or deal.
Upload any document — contract, policy, or report. AI extracts structure, identifies parties, dates, and risk clauses — then answers natural language Q&A on the content in real time.
AI scans GDPR, BCR, and PCI-DSS compliance checklists and assigns risk scores to each item. Flags as LOW/MED/HIGH/CRITICAL with prioritised remediation suggestions and audit evidence.
Generate blog posts, course module text, email copy, and landing page sections from a brief. Supports tone selection (formal, conversational, persuasive) and length control.
Real-time sentiment scoring on inbound emails, support tickets, and CRM notes. Flags negative sentiment for immediate follow-up. Trend charts show customer mood over time.
Statistical anomaly detection across revenue, learner activity, and compliance metrics. Alerts when data deviates beyond expected thresholds. Powered by rolling ML models updated weekly.
Time-series forecasting for revenue, pipeline, enrolments, and compliance deadlines. 30/60/90-day projections with confidence intervals and scenario modelling.
Fuzzy-match deduplication across contacts, organisations, and leads — even with spelling variations or partial data. Merge suggestions with confidence scores. Runs automatically on import.
Browser-based voice recording with AI transcription. Record meeting notes, call summaries, or instructions — automatically transcribed and attached to the active CRM or learner record.
Persistent AI chat widget available in all modules. Understands the current record and module context — ask about a lead, a learner, or a compliance item in plain English and get an instant, contextual answer.
Platform-Level Intelligence
These AI features run without any user prompt. They execute on a schedule or triggered by data events — surfacing insights and taking actions automatically.
Ask any business question in plain English. Claude interprets it, generates safe read-only SQL, executes the query, and explains the result in natural language with a chart preview.
PlatformRuns hourly via cron — no user prompt needed. Pushes insights like "3 leads show churn signals" directly to your dashboard. Configurable sensitivity and module scope.
PlatformCross-module churn prediction. Scores every account 0–100 using CRM interactions, LMS engagement, and billing signals simultaneously. Colour-coded and drillable.
PlatformDescribe a workflow in plain English. AI generates the complete JSON automation pipeline, ready to preview and deploy in Automate. No drag-and-drop required.
AutomateAttain LMS suggests the next best course per learner based on their progress, skills gaps, and role profile. Updated as the learner completes content.
AttainDefine cross-module rules. Agents execute without user prompts — escalate, notify, update records, and trigger workflows based on data conditions you define.
PlatformAdd-on Features
These features are available on Business and Enterprise plans, or can be added individually to Starter.
Legally binding e-signatures with audit trail and certificate of completion. Integrates with Intralock contracts and Contain file library.
SCORM 1.2 and 2004 compliant player with xAPI pass-through. Drop any SCORM package into Attain LMS with full completion and score tracking.
Host and stream video lessons with chapter markers, watch-time tracking, quiz overlays, and automatic AI transcript generation.
REST connector exposing neXmis data as Power BI datasets. Schedule automatic refreshes and build custom executive dashboards.
Live FCA regulatory update feed integrated into Conform. AI-parsed summaries highlight impact on your compliance posture in real time.
Cryptographically signed event log capturing all data access, modifications, and exports. Generates Article 30 ROPA records automatically.
Automated referral tracking with reward triggers, referral link generation, and conversion attribution inside the CRM. Free on all plans.
Cross-module BI reports combining CRM, LMS, and compliance data. Schedule PDF delivery, set threshold alerts, and export to CSV or Excel.
Replace all neXmis branding with your own logo, colours, and domain. Includes custom login page, email templates, and client portal theming.
Enterprise SSO via SAML 2.0 and OIDC. Compatible with Azure AD, Okta, Google Workspace, and any SAML-compliant identity provider.
Import and export contacts, leads, learners, and compliance records via CSV or Excel. Smart column mapping and validation. Free for all plans.
Multi-currency invoicing and payments with live ECB exchange rates. Stripe and PayPal both honour currency settings automatically.
Add any field type to contacts, leads, courses, or compliance records. Free on all plans — no coding required.
Auto-issue branded PDF certificates on course completion with unique QR verification. Integrates with Attain LMS and Manage.
Multi-step approval chains for contracts, HR actions, and compliance sign-offs. Email and in-app notifications at each stage.
The demo environment runs the full stack — all AI capabilities, all modules, all integrations. No sales call required.