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Overview

Accounts in Nexus Search represent organizations or companies with whom you have or are establishing a business relationship. They serve as the central hub for managing all interactions, contacts, projects, and opportunities related to a specific company.

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Finding Accounts

You can access your accounts through the left sidebar navigation:
  1. Navigate to the Records section
  2. Click on Accounts
  3. View a complete list of all account records in Nexus Search

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Account Creation

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Quick Start

To create a new account:
1

Open Account Creation

Click the blue “Add Account” button in the top right corner
2

Configure AI Profile Generation

A dialog opens where you can enable or disable AI-assisted account creation (enabled by default)
3

Enter Account Details

Fill in the required and optional fields
4

Review AI-Generated Profile

Review the automatically generated company profile
5

Create Account

Click “Create Account” to finalize

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AI-Assisted Profile Generation

When AI-assisted profile generation is enabled, Nexus Search uses AI-powered web searches and additional data sources to automatically describe the organization or company. This includes:
  • Company activities and business description
  • Locations and office information
  • Publicly known decision-makers
  • Other relevant information to better understand the company
Content from the company website is incorporated into the company portrait.

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Required and Optional Fields

Company Name (Required)
  • Enter the company name (e.g., “Mustermann AG”)
  • This field is mandatory for account creation
Website/Domain (Recommended)
  • Add the company website or domain
  • Used by AI to enhance the company portrait
  • Website content is analyzed and incorporated
Account Description (Optional)
  • Add custom notes or observations
  • Options for adding content:
    • Copy and paste from other sources
    • Type your own thoughts and notes
    • Use Speech-to-Text feature to dictate your observations
      • AI creates a transcript automatically
      • Transcript is inserted into the description field
Account Workflow (Optional)
  • Select a workflow stage (e.g., “Prospect”, “New Customer”, “Existing Customer”)
  • Account workflows can be configured in Settings under “Workflows”

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Profile Review

After clicking “Create Profile”, you’ll see an overview page displaying:
  • AI-Generated Company Portrait - Comprehensive description of the company
  • Extracted Information:
    • Industry classification
    • Company size
    • Headquarters location
    • LinkedIn URL
Review the generated information and click “Create Account” to finalize.

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Viewing Account Details

Once created, you’ll be directed to the account detail page where you can:
  • View structured data in the Details tab
  • See the AI-generated company profile
  • Edit any information as needed
  • Access related records (contacts, projects, jobs, etc.)

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Editing Account Details

1

Open Account Details

Navigate to the account detail page
2

Access Details Tab

Click on the “Details” tab
3

Enter Edit Mode

Click the “Edit” button on the right side
4

Modify Fields

All account sections will open for editing. Update any relevant fields.
5

Save or Cancel

  • Click “Save” at the bottom of the page to save changes
  • Or click “Cancel” to discard changes

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Deleting an Account

Deleting an account will permanently remove the account and associated data. This action cannot be undone.
To delete an account:
1

Open Account Details

Navigate to the account detail page
2

Access Details Tab

Click on the “Details” tab
3

Scroll to Danger Zone

Scroll to the bottom of the page to find the red-highlighted danger zone
4

Initiate Deletion

Click the “Delete Account” button
5

Confirm Deletion

  • Read the warning about data loss
  • Type the account name into the confirmation field
  • Click “Delete Account” to confirm

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Key Features

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Company Information

Store comprehensive company profiles including:
  • Company name and branding
  • Industry and business sector
  • Company size and employee count
  • Headquarters and office locations
  • Website and social media links

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AI-Powered Insights

  • Automatic company research and profiling
  • Industry classification
  • Decision-maker identification
  • Business intelligence gathering

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Relationship Management

  • Track all interactions with the organization
  • Link contacts to accounts
  • Manage projects and job opportunities
  • Monitor account workflows and stages

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Activity Timeline

View a complete history of all activities related to the account:
  • Notes and observations
  • Meetings and calls
  • Emails and communications
  • Tasks and follow-ups

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Best Practices

Always enable AI-assisted profile generation when creating accounts. It saves time and provides valuable context about the company.
Include the company website when creating accounts. This significantly improves the quality of AI-generated profiles.
Use the speech-to-text feature to quickly capture observations and notes after calls or meetings.
Use account workflows to track the customer journey from prospect to existing customer.
Keep account information current by regularly reviewing and updating details as the business relationship evolves.
  • Contacts - Manage individuals within accounts
  • Projects - Organize recruitment initiatives by account
  • Jobs - Track job openings for accounts
  • Activity Timeline - Track all account interactions