Vantage

Answer only the calls that matter.

Every call to your Signal number lands in your Nexus Portal pipeline straight away. Vantage AI reads it and moves it to the right stage, with a note saying why.

  1. A call comes in and lands inNew Lead
  2. Vantage AI reads the call, then moves it to
    • Wants a service you offerQualified
    • Not clear yet, or hung upCall back
    • Job seeker, sales call, accounts, spam or wrong numberLost

Connect your Nexus Portal

Already connected? Enter the same details to change your settings.

Open the sub-account in Nexus Portal. It's the code in the web address after /location/

How to make a token
  1. In the sub-account, open Settings, then Private Integrations.
  2. Create a new integration with these permissions:
    • opportunities.readonly
    • opportunities.write
    • contacts.readonly
    • contacts.write
    • locations.readonly
  3. Copy the token and paste it here. Nexus Portal only shows it once.

Looking after several sub-accounts? Agency sign-in