Nexa in ChatGPT and Claude

• Day and calendar

  Today’s plan, meetings and reminders, calendar conflict checks, meeting outcomes.

• Clients and deals

  Client search and profiles, projects on the board, stages, search criteria, notes, touches and the next contact date.

• Listings and market

  Your and your agency’s listings, matching to a buyer’s request, expiring exclusives, property analysis and deal prices from Tax Authority data.

• Documents and shortlists

  Drafts of brokerage order forms and exclusivity agreements, listing shortlists for a client, CMA report drafts.

• Calls and inbox

  Call list, call outcomes, incoming messages and reply drafts.

• Specialists

  Pick a photographer, lawyer or mortgage advisor and send them a task for a project: brief, due date, services from their price list. It goes out only after you confirm.

• Marketing and reports

  Listing banners in your brand style, reports for clients.

• Import

  Move listings and clients from files and other CRMs, with a preview before anything is saved.

• Brokerage panel

  For owners and managers: brokerage overview, teams, monthly goals, tasks for agents, recruiting and office settings.

• “What’s on my plate today?”

  Meetings, today’s and overdue tasks, clients due for a call and exclusives that are about to expire.

• “Find listings for the Cohen project and put together a shortlist”

  Listings matching the project’s criteria and a draft shortlist. Nothing goes to the client until you confirm sending.

• “What did 4-room apartments in Be’er Sheva sell for last quarter?”

  Median price, price per m² and number of deals from Tax Authority data, broken down by rooms.

• “Note: David called, wants a viewing on Thursday at 5 pm”

  A note on the client’s profile and a calendar meeting; the assistant checks for conflicts and asks permission before saving.

• “Prepare a brokerage order form for Yael for the flat on HaRakevet St.”

  A document draft in Nexa. It goes out for signature only after you confirm.

• “How is the team doing this month?”

  For a brokerage owner: deals and monthly goals by agent, who is behind, and the team’s open tasks.

Only your data

The assistant sees exactly what you see in your Nexa workspace and nothing beyond your permissions. Other agents’ data is not available to it.

Changes need your permission

Reading happens without prompts. Before each change Claude asks for permission, unless you chose “Always allow” yourself.

Log and undo

Every change is recorded in the connection log in Nexa. A note, task, meeting or stage can be undone within 24 hours.

Nothing reaches a client without you

Sends to clients, listing publication and invitations are created as drafts and go out only after you confirm in Nexa — or in the chat, if you enabled that right yourself.

Permissions and disconnecting

In Nexa: Settings → AI connections. Write and send rights are switched per connection, and you can disconnect at any time.

What Nexa receives

Nexa receives only the assistant’s tool requests — not your whole conversation with it. How Claude and ChatGPT store conversations is governed by their own policies.

• Only agent and brokerage accounts can connect; client accounts cannot.
• Lists come back short — up to 25 rows. Narrow the request to find what you need.
• There are daily limits on changes and market questions to prevent bulk operations.
• Deal data covers Israel and comes from the Tax Authority register; the latest months are incomplete. This is market analysis, not a licensed appraisal (שמאות).
• The assistant does not permanently delete clients or listings and does not change billing settings.

Questions about the connector and connection problems: info@nexa.co.il

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