✦ Complete Platform Guide

How to use NexReach AI
from start to first send

Everything you need to import contacts, write AI-powered emails, send SMS blasts, build drip sequences, and track your results — all in one dashboard.

Get Started → Explore Features
Quick Start
Up and running in 3 steps
No technical skills needed. Follow these three steps and you'll be sending your first campaign within 10 minutes.
1
Connect your email provider
Go to Settings → Email Provider. Email and SMS credits are not included in your CRM package. Connect your own account and pay the provider directly; sending allowances and charges depend on your provider's free or paid plan. Choose one of three options:

• Brevo (recommended) — paste your API key
• SendGrid — paste your API key
• SMTP — enter host, port, username & password (works with Gmail, Outlook, or any custom domain)

Click Save and you're connected.
2
Import your contacts
Go to Contacts → Import CSV. Your CSV file must have at minimum an email column.

Optional columns for better results:
• first_name, last_name
• company
• phone — required for SMS
• tags — comma separated (e.g. restaurant,mumbai)

You can also add contacts one by one using + Add Contact.
3
Launch your first campaign
Click New Email in the sidebar. In the AI Assistant panel at the top, type your topic (e.g. "Digital marketing services for restaurants") and click ✨ Write Email Body.

Fill in a campaign name, subject line, and choose your contacts. Leave the schedule blank to send immediately, or pick a date and time.

Click 🚀 Schedule & Send and watch the live progress panel.
How it works
Your end-to-end sending workflow
👥
Import
Add contacts via CSV or manually
✏️
Compose
Write with AI assistance
🛡️
Check
Run spam score checker
🚀
Send
Batch sending with live progress
📈
Analyse
Opens, clicks, delivery rates
Features
Everything in one dashboard
NexReach AI brings together email, SMS, automation, and conversations so you never need to switch between tools.
📧
Email Campaigns
Create HTML emails with full personalisation using {{first_name}} tokens. Schedule them for the perfect time, send in smart batches to protect your domain reputation, and monitor live progress as emails go out.
📱
SMS Campaigns
Send bulk SMS messages via Twilio with the same personalisation tokens as email. Filter by tag to send targeted messages. Track sent vs failed per campaign in real time.
🔁
Drip Sequences
Build multi-step automated sequences mixing email and SMS. Set custom delays between each step (days + hours). Add branching logic — if a contact opens step 2, send them a different step 3 than contacts who didn't open it.
💬
Unified Conversations Inbox
All email replies and inbound SMS messages appear in one inbox. Filter by channel (email or SMS), read full thread history, and reply directly without leaving the dashboard.
🤖
AI Email Writing
Enter your topic and select a tone (Professional, Friendly, Urgent, Conversational). The AI writes a complete email body, generates 5 clickable subject line options, and can improve any email you've already written.
🛡️
Spam Score Checker
Before every send, click Check Spam Score. NexReach AI analyses your subject line and body, gives a score out of 100, and lists exactly what to fix — so your emails land in the inbox, not spam.
📊
Analytics
Campaign-level breakdown of total contacts, emails sent, opens, and open rate. SMS campaigns show sent vs failed counts. All data updates automatically as campaigns run.
👥
Contact Management
Search, filter by status, bulk-select and delete contacts. Segment by tags for targeted campaigns. Import thousands of contacts at once via CSV, or export your full list anytime.
SMS Configuration
Setting up SMS with Twilio
SMS requires your own Twilio account, Auth Token, Account SID and phone number. SMS credits, number rental and calls are not included in the CRM package; Twilio bills you separately and applies its account limits.
⚙️ Step 1 — In NexReach AI Settings
  1. Go to Settings → Twilio SMS in the left sidebar
  2. Enter your Account SID (starts with AC...)
  3. Enter your Auth Token
  4. Enter your Twilio Phone Number (e.g. +1xxxxxxxxxx)
  5. Click 💾 Save Twilio
  6. Copy the Inbound SMS Webhook URL shown on the page
📱 Step 2 — In Twilio Console
  1. Log in at console.twilio.com
  2. Go to Phone Numbers → Manage → Active Numbers
  3. Click your phone number
  4. Under Messaging, find "A message comes in"
  5. Set it to Webhook and paste the NexReach AI URL
  6. Click Save Configuration
⚠️ Important — contacts need phone numbers for SMS
Only contacts with a phone number in the phone field will receive SMS campaigns. Make sure your CSV includes a phone column before importing.
Automation
How to build a Drip Sequence
Drip sequences automatically send a series of emails and/or SMS over several days. Perfect for onboarding new leads, following up after an event, or nurturing cold contacts.
1
Create the sequence
Go to Drip Sequences → + New Drip.

Give it a name and choose a trigger:
• Manual — you enroll contacts yourself
• Tag trigger — any contact who gets a specific tag is enrolled automatically

Click Create & Build Steps →
2
Add steps
In the Drip Builder, add as many steps as you need:

• Choose Email or SMS for each step
• Set the delay — how many days and hours to wait after the previous step
• Write the message body (use {{first_name}} etc.)
• Optionally enable branching — send different follow-ups based on whether the contact opened the email
3
Enroll contacts
Once your steps are built, click + Enroll next to your drip.

Choose to enroll:
• All active contacts, or
• Contacts with a specific tag

Contacts already enrolled are automatically skipped. NexReach AI handles the rest — messages go out on schedule automatically.
Pro Tips
Get better results from day one
Small habits that make a big difference in your open rates and deliverability.
🏷️ Use tags to segment
Tag your contacts on import (e.g. restaurant, mumbai, cold-lead). When creating campaigns, filter by tag to send only relevant emails — a restaurant owner doesn't want an email about real estate.
✨ Always personalise
Use {{first_name}} in your subject line and opening line. "Hi Rahul" outperforms "Hi there" every time. Personalised emails typically get 20-30% higher open rates.
🛡️ Check spam score first
Before every send, click "Check Spam Score". Keep it under 30. Common flags: too many exclamation marks, ALL CAPS words, spammy phrases like "Free!!!" or "Click here now".
📦 Warm up with small batches
For a new domain or a fresh list, start with 25 emails per batch at 30-minute delays. Do this for a week before increasing. Sending 1,000 emails on day 1 kills your domain reputation.
🔁 Drips beat one-shot blasts
A 5-step sequence over 2 weeks consistently outperforms a single campaign. Most replies come on step 3 or 4 — contacts who ignored the first email often respond later with a gentle follow-up.
💬 Check Conversations daily
The Conversations inbox shows all replies and inbound SMS. Responding within hours of a reply dramatically increases your chance of converting a lead. Enable the unread badge in the sidebar.
🕐 Best times to send
For B2B: Tuesday–Thursday, 9am–11am or 2pm–4pm. For B2C: evenings and weekends often work better. Schedule your campaigns using the datetime picker in the Compose screen.
📊 Monitor open rates per campaign
Go to Analytics to compare campaigns. If one subject line gets 40% open rate and another gets 15%, the difference is the subject line — use the AI subject line generator to test variations.
⬇️ Keep your list clean
Unsubscribed and bounced contacts are automatically marked. Sending to them hurts your sender reputation. Regularly export and review your contact list. Remove anyone who hasn't engaged in 6+ months.

Ready to start sending?

Log in to your NexReach AI dashboard and launch your first campaign today. Your contacts are waiting.

Open NexReach AI Dashboard →
AI Sales Automation

More than a CRM. An AI-powered sales system.

AI

AI Calling

Let AI agents handle sales conversations using your business instructions, sales strategy, qualification questions and conversation objectives.

↗

Automated Outbound Calling

Launch AI calling campaigns to selected contacts or tagged lead groups and manage outreach directly from NexReach AI.

↙

Inbound AI Calls

AI agents can handle incoming customer conversations using your configured business context and sales instructions.

◎

AI Lead Qualification

Ask qualification questions during conversations and help determine which leads should move further through your sales process.

✦

AI Objection Handling

Configure your sales agent with product information, common objections, response guidance and conversation goals.

✓

Deal Closing Workflows

Guide qualified prospects toward the next sales action, including follow-up, appointments, proposals or payment steps defined by your workflow.

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Automatic Follow-Up

Combine calls, SMS, email and workflow automation so leads continue receiving follow-ups without repetitive manual work.

☎

Cold Calling Campaigns

Build outbound campaigns from CRM contact lists, tags and targeting rules and manage calling activity from one workspace.

⌁

Custom AI Sales Prompts

Control agent identity, tone, objectives, questions, qualification rules, objection handling and closing strategy.

CRM

CRM-Connected Conversations

Keep customer activity, conversations, contacts, notes and pipeline context connected instead of separating AI communication from your CRM.