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
Email SendGrid Compose & reply from your own address Automatic via Reply-To routing or forwarding
WhatsApp 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)

  1. A message arrives via one of the providers (SendGrid, Twilio, or Slack)
  2. The provider sends a webhook to Nero
  3. Nero validates the request, matches it to your organization, and finds or creates a contact
  4. The message is stored and enters the debounce queue (30 seconds)
  5. After 30 seconds of quiet, all messages from the same contact are bundled into one task
  6. 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)

  1. A team member clicks Reply on a task and writes a message
  2. Nero routes the message to the correct provider based on the original channel
  3. The provider delivers the message (email, WhatsApp, SMS, or Slack thread)
  4. 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 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