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Nexie is the built-in conversational AI assistant. Ask it a plain-English question about your data — tickets, projects, invoices, clients, purchase orders, security — and it answers using your live database. Nexie writes a read-only query, runs it against your tenant’s data, and turns the results into a concise answer. Each answer reports its AI cost. It’s available as a chat surface throughout the app (no separate page).

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When to use it

  • Quick data lookups without building a report (“How many invoices are outstanding, and for how much?”).
  • Cross-module questions (“Which clients have open critical tickets?”).
  • On-the-spot counts, sums, and averages.
  • Context-aware questions while viewing a record — Nexie uses the current module/entity for tighter answers.
  • Follow-up questions — recent turns are carried as conversation history.

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How it works

1

Ask

Type a question. Nexie builds context from your current module and a summary of your data.
2

Nexie queries your data

It generates a read-only query, scoped to your tenant, and runs it.
3

You get a formatted answer

Results come back as a concise answer (often a table), with the AI cost shown.

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Safe by design

  • Read-only — Nexie only runs SELECT-style queries; write/DDL statements are rejected.
  • Your data only — queries are scoped to your tenant, and row-level security is the backstop.
  • Bounded — results are row-limited and time-boxed, and each answer reports its cost.

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Good to know

  • Answers are generated from live queries against your data — for decisions that matter, spot-check the underlying numbers.
  • Nexie requires your tenant’s Claude API key (Settings → Integrations).