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The Two Latest Nexudus AI Features That Give Operators Immediate Value

Over the past few weeks, we have shared guides and use cases showing how the coworking industry can extract real value from AI. Some carried a technical component that could slow down implementation, but the goal was worth it: showing the new value scenarios AI opens up for operators.

This time, we want to remove that friction. In this edition, we dive deep into the two latest AI features in Nexudus, where the implementation and configuration layer is minimal, so operators get immediate value from AI. The platform extracts the knowledge already living in an operator's account (FAQs, plans, resources, bookings, contracts, and more) and turns it into a context layer, a kind of space brain. From that layer, two features deliver the value:

  1. AI Assistant, which improves the experience of members and prospects through the member portal or commercial website.

  2. Proactive AI Agents, skills for operators, available through the Nexudus admin panel.

Let's dive in and explore how they work.

1. What's the AI Assistant in Nexudus

The AI Assistant is a conversational front-desk agent. It answers questions, helps members manage their bookings, and guides prospects toward buying a day pass, signing up for a membership, booking a meeting room, or scheduling a private office tour.

Four channels

The assistant works across four channels: Chat, Email, WhatsApp, and Voice. All four share the same capabilities, the same data, and the same visibility rules. The differences lie in session handling and response formatting.

  • Chat is the default channel and the only one that works immediately, with no setup required. A floating "Ask me" button appears on every page of the member portal. Opening it starts a fresh session with suggested prompts; responses include visual tool cards for bookings, locations, and rooms, with action buttons such as "Request booking" or "Pay to confirm."

  • Email lets members and prospects write to the space's AI address and receive a reply. Sessions last 48 hours, and all replies within the same email thread belong to the same session. If the sender starts a new email with a different subject line, a new session begins; after 48 hours of inactivity, a new session also starts automatically.

  • WhatsApp works the same way through the space's WhatsApp number, with 24-hour sessions and concise responses under 300 words. It requires a Twilio account and Meta business verification.

  • Voice turns the space's phone number into an AI receptionist. Callers speak naturally and the AI replies with text-to-speech, creating a natural voice conversation. When the assistant provides links or URLs during a call (booking confirmations, membership plan pages) they are sent by SMS so the caller can access them easily. Voice requires ElevenLabs and Twilio accounts.

Identification depends on the channel. In the portal, the AI recognizes members automatically through their login. On email, it matches the sender's address to a customer record. On WhatsApp and voice, it matches the sender's phone number. When the AI performs an action that changes data (creating or canceling a booking) it asks for confirmation within a channel-specific window: 10 minutes on chat, 1 hour on WhatsApp, 4 hours on email.

The standalone AI Chat widget embeds the same assistant on any external website (a company homepage, a landing page) with a single script tag. Conversations started there appear in the AI Conversations list alongside portal conversations, giving the operator a unified view of every AI interaction, wherever it started.

How it works

When a customer or prospect sends a message, through the chat widget, voice, email, or WhatsApp, the AI identifies the right tool for the request (searching FAQ articles, looking up available meeting rooms, checking membership plans), calls that tool to fetch live data from the operator's Nexudus account, and writes a reply based solely on what the tool returned. It maintains context across turns, so a follow-up like "book the second one for tomorrow" works correctly.

Every answer is grounded exclusively in the information available in Nexudus, which lowers the risk of invented or inaccurate answers.

The operator stays in control: visibility settings

The AI only shows what the operator allows. The visibility settings add four AI-specific fields to day pass products, membership plans, and private offices:

  • Available to AI. The master switch. If off, the AI never mentions the item, even if it exactly matches what the user asked for.

  • Show price to AI. If off, the AI describes the item without mentioning price. Useful when pricing is negotiated individually.

  • Price for AI. An alternative price shown only in AI conversations, useful for promotional rates.

  • Notes for AI. Private context the AI weaves naturally into its descriptions, such as "this office has just been refurbished."

In the Nexudus admin panel, a dedicated Settings > AI > Items page shows every product, plan, and floor plan item in one table with inline toggles, and an "AI Ready" badge marks enabled items throughout the admin panel. Beyond these fields, the AI follows exactly the same access rules the operator already manages in Nexudus (the FAQ access setting, the visibility flags on each resource). There is no separate AI permission layer to maintain.

Capabilities

All capabilities work on all four channels:

  • Answering questions. When a member or visitor asks a general question (opening hours, parking, pet policy, Wi-Fi access) the AI searches the space's published FAQ articles and summarizes the most relevant answer. The search is semantic, not keyword-based: the AI understands the meaning of the question, so "can I bring my dog?" correctly finds an article titled "Pet Policy" even though the words don't match. If no article is close enough in meaning to the question, it says clearly that it could not find an answer rather than guessing.

  • Locations and rooms. The AI can tell members and visitors where the space is and which resources are available to book. It presents locations and bookable resources (up to five results, ordered by distance when the user shares their location) with capacity, features, and a booking link. Resources that don't meet visibility conditions are silently excluded: the operator defines each resource's AI visibility as visible to contacts, to members, or to nobody.

  • Room bookings. For identified members, the AI handles the full booking lifecycle: creating, viewing, modifying, and canceling. Creation follows a draft → confirm → create flow, with payment links when payment is required upfront. Cancellations collect a structured reason ("no longer needed," "too expensive") that gets recorded in Nexudus.

  • Day passes. The AI lists and sells day passes to members and anonymous visitors alike, filtering by budget when one is mentioned, with a direct purchase link.

  • Membership plans. The primary sales tool for recurring revenue. The AI maps natural language questions to tariff categories ("flexible desk" finds hot desk tariffs, "postal address" finds virtual office plans), asks for a start date, and generates a checkout link with the plan and date pre-selected.

  • Private offices and tours. The AI can show available private offices and generate tour request links for prospects interested in a dedicated office for their team. Private offices typically involve a conversation with a person before a contract is signed, so the AI's role is limited to surfacing options and routing the prospect toward a tour. It collects move-in date, team size, and budget before presenting anything, and checks live contract data, so offices with no availability are never shown and operators don't waste time on tour requests.

  • Escalation to human support. When the AI can't resolve a request or the user asks for a person, it creates a Help Desk ticket with a summary of the issue and a link to the full conversation. The ticket and the conversation link to each other, so the team picks up with complete context.

  • Portal navigation. The AI can share direct links to any page in the members portal. When a member or visitor asks to "book a room," "view my invoices," "edit my billing details," or "sign up for a membership," the AI responds with a clickable link that takes them directly to the relevant page.

Conversion tracking

Conversion tracking is what turns the AI Assistant into a measurable sales channel, not just a support tool. Every conversation carries a unique session ID, and that ID is embedded in every call-to-action link the AI generates. When someone completes the action, Nexudus records the link between the outcome and the conversation that produced it.

Five types of conversions are available: Tour arranged, New customer created, Membership started, Booking made, and Day pass purchased. A single conversation can produce multiple badges — a new prospect who signs up generates both a new customer and a new contract. Conversations with no badges are still useful: they may represent members asking questions, or prospects who browsed but haven't yet converted. Reviewing unconverted conversations can surface friction points in the sales process.

Monitoring everything from the admin panel

In the Nexudus Admin Panel, under Operations > AI Conversations, the operator sees every conversation from every channel in one list (the opening message, the channel, the conversion badges, the identified user). Clicking a row opens the full transcript. When a prospect books a tour through the AI, the complete conversation is also embedded on their Visitor record, so the team knows exactly what the prospect asked about before the visit.

The system works from the operator's own data, respects the access settings already configured in Nexudus (members-only content, hidden pricing, archived items), and logs outcomes so the operator can see which conversations actually drove revenue.

Now let's turn to Proactive AI Agents.

2. What are Proactive AI Agents in Nexudus

The AI Assistant is reactive: it waits for visitors or members to ask. Proactive AI Agents work the other way around. They are an operator-facing intelligence layer in the Dashboard that monitors patterns in the space (an overdue invoice, a contract approaching expiry, a member who hasn't checked in for two weeks) and automatically proposes the right action for review.

In previous Coworkings AI editions, we explored what a skill is. A skill is a structured document that teaches an agent how to handle a specific type of task. It captures a repeatable way of working: the steps someone follows, the judgment they apply, the decisions that have been made over time. It can include step-by-step instructions, success and failure examples, edge cases, hard constraints, escalation criteria, and reference outputs from the team's best work.

Proactive Agents embed that same skill logic: each agent is a step-by-step process designed to deliver a specific outcome.

How it works

Each agent monitors for the patterns defined in its criteria, evaluates any match against a confidence score, and proposes an action in the AI Inbox for the operator's review, before executing it once approved. The message goes out by email, WhatsApp, voice call, or stays as an internal note. If auto-execute is enabled, high-confidence actions are sent without manual review.

Proactive AI Agent categories

Agents are organized into seven categories, each reflecting an area of the business they monitor:

  • Billing (invoices, contracts, payments)

  • Sales (leads, tours, inquiries)

  • Engagement (member activity and onboarding)

  • Retention (declining usage and churn signals)

  • Support (help desk patterns)

  • Revenue (upsell opportunities)

  • Knowledge (FAQ gaps)

How it all connects

The Proactive Agents system sits alongside the conversational AI Assistant, and the two are connected bidirectionally. The assistant handles real-time customer questions in the Members Portal; the agents use that same conversation data, along with booking, invoice, and contract data, to detect patterns. When an agent identifies an opportunity, it proposes an action through the AI Inbox for the operator's review. Once an approved email, WhatsApp, or voice action goes out and the customer replies, that reply starts a two-way conversation handled by the same conversational AI, visible in AI Conversations and linked to the original proposed action so the full context stays in one place.

Agent lifecycle and configuration

Once an operator has identified which proactive agents are right for the space, the next step is configuring each one to match its operational needs. The configuration panel controls when an agent acts, how often, through which channel, and what tone its messages use.

In the Nexudus admin panel, configuration lives under Operations > AI Agents, where each agent appears as a card with its status, category, channel, cooldown, and rate limit. Configuring an agent comes down to a handful of controls:

  • Auto-execute and confidence threshold. Whether high-confidence actions send automatically, and above what score. The recommended path is manual review for one to two weeks, then auto-execute at 85%, adjusted based on how many actions the operator approves versus rejects.

  • Cooldown. The minimum hours before the same agent can act on the same customer again (1 hour to 30 days), preventing duplicate outreach.

  • Max actions per day. The upper limit on how many actions the agent can propose across all customers in a single day. Together with the cooldown, this rate limiting prevents agents from over-communicating with customers.

  • Channel and prompts. A preferred channel override, plus custom prompt instructions appended to the agent's default prompt to match the space's tone. Voice agents additionally support a custom opening message and a test call feature, so the operator can hear exactly what customers will hear before going live.

Proactive AI Agent types

The Agent Types Reference documents every agent (what it monitors, when it triggers, and its recommended configuration settings). Four are live today:

  • Due Invoice Reminders. 

  • Contract Renewal. 

  • Support Pattern Detection. 

  • Support Category Spike. 

The remaining ten: FAQ Gap Detection, Lead Follow-up, Onboarding Nudges, Tour Reminders, At-Risk Member Detection, and Upsell Opportunities, will be released soon.

One AI agent in detail: Support Category Spike

This agent answers a question every operator has asked: is this week's flood of tickets normal, or is something broken?

The agent detects statistically significant spikes in support issues within specific categories compared to a rolling average baseline. When a spike is detected, it creates an internal alert for operators, not an outbound message to customers, to flag a potential systemic issue requiring attention.

The agent automatically classifies support tickets into nine categories using AI analysis (Printing, WiFi, Access, Billing, Noise, HVAC, Cleaning, Booking, or Other). It then compares each category's current weekly ticket volume against a rolling average baseline (four weeks by default). When a category exceeds the baseline by the configured multiplier (2x by default) it creates an internal alert: "Printing issues increased 300% this week (12 tickets vs. average 3). Possible printer problem."

It has the same anatomy as any skill: a problem it addresses (systemic issues hiding in scattered tickets), a workflow it encodes (classify, baseline, compare), a threshold for success (a spike beyond the multiplier with sufficient baseline volume), and a data source it draws from (the space's Help Desk). It requires a minimum baseline of tickets before alerting, so low-volume categories don't generate noise. It sends one alert per category per week, and it never contacts customers directly, the output is an internal note for the team. That makes it one of the few agents an operator can safely run on auto-execute from day one.

The AI Inbox

The AI Inbox is the central workspace where proposed actions land. It works like a drafts folder: the AI prepares each message, and nothing reaches a customer until the operator reviews it. It is worth distinguishing it from AI Conversations:

  • The Inbox holds recommendations and messages proposed by agents.

  • AI Conversations holds inbound conversations customers have with the AI assistant.

The Inbox gives the operator full control over every message: approve as-is, edit for personalization, reject with feedback, or snooze for later. Over time, auto-execute can be enabled for trusted agents so high-confidence actions send automatically without manual review.

Reviewing actions

Once a proactive agent detects a pattern worth acting on, a proposed action appears in the AI Inbox. The left panel gives the operator everything needed to decide whether the action makes sense (customer information, why it was proposed, the criteria, and the confidence score). For example: "Invoice #INV-2024-0847 is 5 days overdue. Customer has a strong payment history but missed this payment, which is unusual." That context, together with the customer's recent activity, payment history, and open support tickets, prevents mistakes like sending a payment reminder to someone who just filed a dispute.

The right panel is the message draft itself, fully editable. The operator has four options: approve and send, edit and approve, reject, or snooze for later.

Operator takeover

Operator Takeover lets the operator change how a proposed AI action is delivered to the customer. When reviewing an action in the AI Inbox, the operator is not limited to the AI's suggested channel and can choose:

  • Email (AI assisted). The AI-composed email sent through the AI email system.

  • Voice. An AI-powered phone call using text-to-speech.

  • Email. Sent through the connected email account or business default SMTP.

  • Help Desk. Creates a trackable support ticket and sends the customer a help desk notification.

All messages, regardless of channel, are logged in the conversation timeline in AI Conversations, so the full case history lives in one place. From there the operator can step in at any point: the conversation history, the trigger that started it, and any resulting Help Desk ticket are all connected, so nothing gets picked up cold.

Final Thoughts

Both features depend on the same foundation: AI only works reliably once the context layer behind it is in place — here, Nexudus's own data (knowledge base articles, membership plans, bookings, and signed contracts). From there, the two features pull in different directions:

The AI Assistant helps members have a better experience in the space, while Proactive AI Agents help operators streamline and optimize daily operations.

Both are already available, free of charge while in beta. If you are interested in trying them, you can write to us here.

That's it for today. See you in two weeks.

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