Ask anything about any client and get an instant answer
Search across every project, document, invoice and conversation in plain language — find what you need without knowing where it lives.
Your agency’s memory, one question away
AI Search reads across everything in NEXPMX — projects, documents, invoices, client notes — and answers in plain language. Ask “what did we agree on for Acme’s Q3 retainer?” and get the answer with a link to the source.
New team members get up to speed in minutes instead of weeks. Nobody has to remember which folder, thread or tool holds the answer — they just ask.
Why agencies love AI Search
Stop hunting across tools — just ask and get a sourced answer.
Natural-Language Answers
Ask in plain English and get a direct answer — not a list of ten files to open yourself.
Answers with Sources
Every response links back to the exact project, document or invoice it came from.
Searches Everything
Projects, docs, invoices, notes and conversations — one search bar across your whole agency.
How AI Search works
From question to answer in three steps.
Ask a Question
Type anything in plain language — about a client, a deadline, a decision or a document.
Get a Sourced Answer
AI Search reads across NEXPMX and replies with the answer plus a link to the source.
Move Faster
Skip the digging. Onboard faster, resolve client questions instantly, and never lose knowledge again.
AI Search does not stand on its own
Everything AI Search records is written to the same business memory the rest of the product reads from. This is Reports, working from it.
