Documentation
Connect your workspace to send and receive messages across Email, WhatsApp, SMS, and Slack, all from within Nero.
Supported channels
Nero integrates with external providers so your team can communicate on every channel without leaving the app. All credentials are encrypted and stored server-side. They never leave the server.
| Channel | Provider | Send | Receive |
|---|---|---|---|
| SendGrid | Compose & reply from your own address | Automatic via Reply-To routing or forwarding | |
| Twilio | Reply to conversations | Webhook → auto-creates tasks | |
| SMS | Twilio | Reply to conversations | Webhook → auto-creates tasks |
| Slack | Slack Web API | Reply in channels & threads | Monitored channels → auto-creates tasks |
How messages flow
Inbound (customer → Nero)
- A message arrives via one of the providers (SendGrid, Twilio, or Slack)
- The provider sends a webhook to Nero
- Nero validates the request, matches it to your organization, and finds or creates a contact
- The message is stored and enters the debounce queue (30 seconds)
- After 30 seconds of quiet, all messages from the same contact are bundled into one task
- AI triage automatically classifies the task (type, priority, suggested assignee)
Smart bundling
If a customer sends 5 WhatsApp messages in 2 minutes, Nero bundles them into a single task instead of creating 5 separate ones. The 30-second timer resets on each new message.
Outbound (Nero → customer)
- A team member clicks Reply on a task and writes a message
- Nero routes the message to the correct provider based on the original channel
- The provider delivers the message (email, WhatsApp, SMS, or Slack thread)
- The message status updates to sent or failed
Contact matching
When a message arrives, Nero automatically matches the sender to an existing contact or creates a new one:
| Channel | Matched on | If not found |
|---|---|---|
| Email address | Auto-create with name from email headers | |
| WhatsApp / SMS | Phone number | Auto-create with phone number |
| Slack | Slack user ID → email | Auto-create with name + email from Slack API |
Messages from your own team members are recognized and filtered automatically. They don't create inbound tasks.
Security
- Encrypted credentials: All API keys and tokens are encrypted before storage. Only server-side functions can decrypt them at runtime.
- Isolated storage: Credentials are stored in a separate, locked-down layer. Even if the app's database access were compromised, credentials remain inaccessible.
- Signature validation: Every incoming webhook is cryptographically verified to prevent spoofing.
- Per-workspace isolation: Each workspace has its own credentials and configuration. One workspace cannot access another's data.
Setup guides
Email (SendGrid)
Send and receive emails with your own domain
Personal Sender Email
Each team member sends from their own address
WhatsApp & SMS (Twilio)
Connect Twilio for WhatsApp and SMS messaging
Slack
Receive and reply to Slack messages in Nero
AI Procedures
Teach Nero how your business handles customer messages
Nero Bot Commands
Search knowledge, create tasks, and more via slash commands