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Meet Nexi: our AI assistant, and the beta opening November 11

Nexi is the AI assistant built into Nekst. It replaces Nekst AI and lives behind the icon in the bottom right corner of Nekst. Some of what Nexi does is available today, and the rest opens to beta testers on Wednesday, November 11, 2026.

Available now

  • Ask about a transaction. Nexi reads the details page, notes and documents for a transaction and can pull up a document for you.

  • Ask across all your transactions. Get summaries and math across your whole pipeline, like which deals close this month or the total pending volume.

  • Write with AI on email tasks. Write or clean up an email, with a tone choice. It works in workflows and in live transactions.

Everything above reads and writes text for you. It does not change anything in your transactions.

Coming in the beta

The beta takes Nexi from answering questions to doing the work, with your approval.

  • Communication Hub. Type @Nexi in any thread and ask it to explain, summarize or suggest a reply. Only you see the answer, and Nexi never shows up as a participant. It can also draft messages with smart tags.

  • Tasks. Create standard, email, SMS and appointment tasks. Move due dates (dependent tasks move too, and Nexi tells you which ones). Edit email tasks, including to, from, subject and message. Complete, reopen, delete, assign, flag and comment on tasks. Nexi drafts emails and texts but never sends them, and it warns you before a delete because that can’t be undone.

  • Transactions. Change a status, stage or name. Change start and end dates, and Nexi asks whether to shift related tasks. Update detail boxes, add notes (Nexi asks whether the client should see a note in the Client Portal), and add or change people and their contact details.

  • Team. See a team member’s outstanding work and catch past-due key dates across transactions.

  • Approval card. Before Nexi creates, changes or deletes anything, it shows a card with exactly what it will do and waits for your confirmation. You can edit the card first. Nexi only sees what you already have access to.

How to join

Beta testing opens Wednesday, November 11, 2026. The beta is for users on a paid account, and once you sign up, Nexi turns on for everyone on that account. Sign up here: https://s0cnw.share.hsforms.com/2paKyGUeNRm6i2HCrh8qkqQ

Read more

For the full walkthrough, read the blog post: https://www.nekst.com/blog/nexi-ai-assistant-nekst