Here is the updated Master Comprehensive User Guide v2.2 for the Nexuscale AI platform. This version incorporates the automated "First Agent" creation upon sign-up, the timezone configuration location in the Profile, and the specific conditional logic regarding Autosend and campaign approval.
Nexuscale Platform: Master User Guide & Knowledge Base
Version: 2.2 (January 2026)
Purpose: Comprehensive documentation of platform functionality, workflows, and administration.
1.0 Authentication & Onboarding
1.1 Login Protocol
Nexuscale offers two secure methods for user authentication.
Method A: Google OAuth (Recommended)
Access: Navigate to the login page.
Action: Click "Sign in with Google."
Logic: If the user is already logged into a valid Google account, Then access is granted immediately without OTP.
Method B: Password-less OTP
Access: Navigate to the login page.
Input: Enter a valid email address in the designated field.
OTP Generation: The system sends a One-Time Password (OTP) to the provided inbox.
Verification: User retrieves the OTP and enters it into the login screen to authenticate.
1.2 AI Identity Resolution & Automated First Agent
Upon initial account creation, the system triggers the automated onboarding sequence.
URL Input: User provides the corporate website URL.
Crawling & Analysis: The AI scrapes the website to extract brand voice, product description, and Ideal Customer Profile (ICP).
Automated Agent Creation:
Logic: If this is the user's first sign-up, Then the system automatically builds the First Agent using the extracted data. This Agent is pre-configured with a draft campaign goal and initial settings, ready for review.
Validation Screen: The user verifies the company attributes and clicks "Find Targets" to finalize setup.
2.0 Infrastructure Management
2.1 Mailbox Connectivity
Users must connect sending accounts to enable email outreach.
Supported Providers: Gmail, Outlook, Zoho(sunsetted), SMTP/IMAP.
Connection Workflow:
Gmail/Outlook: Uses direct OAuth API integration.
SMTP: Requires server host, port, and SSL/TLS configuration.
Capacity Settings:
Daily Email Capacity: User selects a specific limit via dropdown to cap sending volume per inbox.
Recommendation: 30 emails/day per mailbox to ensure deliverability.
Mailbox Rotation: (Toggle: ON/OFF). If multiple mailboxes are connected, Then the AI distributes sending volume across them to prevent spam flagging.
2.2 Email Warming (Deliverability)
URL: https://app.nexuscale.ai/cold_email_guide (Reference Guide)
To maintain high domain reputation, Nexuscale includes an integrated warming feature.
Functionality: Generates artificial conversation traffic between the user's inbox and a network of secure inboxes to signal "human behavior" to ESPs.
Activation:
Navigate to
Sidebar > My Mailboxes > [Select Mailbox].Locate the "Email Warming" toggle switch.
Action (ON): The system begins sending background warming emails.
Best Practice: Keep warming ON for new domains or mailboxes with low prior activity.
2.3 LinkedIn Outreach Integration [BETA]
Nexuscale supports multi-channel outreach via LinkedIn, requiring a browser-side bridge.
Prerequisite: The user must install the proprietary Nexuscale Chrome Extension.
Usage: If installed and synced, Then "LinkedIn" becomes an available channel within Agent configuration.
3.0 Target Discovery & Management
3.1 Target Search (Lead Finder)
Access to the global database of 200M+ B2B contacts.
Input Methods: Natural Language queries or Smart Suggestions.
Hard Filters (Left Panel): Management Level, Company Size, Geography, Contact Status.
3.2 Processing Search Results
Upon generating a list, the user has two primary actions constrained by Plan Limits:
Assign to Agent: Direct transfer to an Agent; this action automatically initializes a Campaign. User specifies the count (e.g., 100 leads).
Export as CSV: Download data for external use.
3.3 "My Targets" (CRM View)
The repository of all saved or imported contacts.
Target Profile: Displays Lead Score, AI Insights, and Activity History.
Unsubscribe Logic: Toggle "Unsubscribe Target" to permanently block emails to that contact from all agents.
4.0 The AI Agent (Campaign Engine)
4.1 Agent Construction
Creation Modes:
AI Assisted: User inputs a text prompt; AI generates the structure.
Clone Agent: Duplicates an existing agent.
Automated (First Run): As noted in 1.2, the First Agent is auto-built upon sign-up.
4.2 Campaign Configuration
Campaign Goal: Text field defining the objective.
Language Support: Dropdown selection triggers translation/localization.
4.3 Content Generation & Logic
Email Body: Dynamic AI content or manual static text.
Follow-Up Sequence: Triggered only if the prospect does not reply.
5.0 Execution & Workflows
5.1 Assigning Targets to Agents
Targets can be added via Leads Finder, CSV Upload, or Target Lists.
5.2 Assignment Configuration & Autosend Logic
When adding targets to create a campaign, the user must define scheduling and automation preferences.
Schedule: Start Date.
Autosend Toggle:
If Autosend is ON: Emails are generated and scheduled for delivery automatically without manual intervention.
If Autosend is OFF: The Agent generates the emails, but the campaign enters a "Pending Approval" state. The user must manually review and approve the campaign before any emails are sent.
5.3 The Approval Queue (Human-in-the-Loop)
If Autosend was set to OFF during campaign creation:
Trigger: Agent generates a batch of emails.
Notification: User receives an alert for "Action Required."
Action: User accesses the Agent Dashboard, reviews emails, edits if necessary, and clicks Approve to move them to
Scheduledstatus.
6.0 Monitoring & Analytics
6.1 Dashboard
The central command center. View Agent Performance, Analytics, and use Quick Actions to reply to leads.
6.2 Onebox (Unified Inbox)
A unified hub aggregating all connected mailboxes. View Sent, Delivered, Replies, and Scheduled metrics.
6.3 Task Management
Manage manual or AI-suggested tasks (Pending, Completed, Overdue).
7.0 Administration & Profile
7.1 Seats & Users
Manage user roles (ORG Owner vs. User) and view seat limits.
7.2 Profile Settings (Timezone & Signature)
Timezone Configuration:
Function: User sets their local operational timezone here.
Logic: All campaign schedules and sending windows are synchronized to this specific timezone setting.
Signature: User inputs text/HTML signature, which is globally appended to all emails sent by Agents linked to this user account.
7.3 Billing & Credits
Billing: Manage subscription tier.
Credit Transfer: Transfer assets (Contacts, Mailboxes, Agents) between Organization workspaces instantly if the user is an Admin of multiple Orgs.
7.4 Support & Training
Nexuscale University: Access demo videos and tutorials.
Support: Direct link to the ticketing system.