1
Open appointments
Choose the appointment area from your workspace and review the calendar, services, locations, and current bookings.
All features
Feature guide
Use Vexa AI with confidence
In-CRM assistant: floating chat widget, full-page voice assistant, confirm-before-change actions (leads, tasks, appointments, calls), selectable AI provider (OpenAI, Grok/xAI or Kimi/Moonshot) and selectable voice provider. White-label name, logo and colour.
How to use Vexa AI
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Create or update a booking
Select the customer, service, date, time, and status so the schedule stays accurate for everyone involved.
3
Follow the timeline
Use statuses and reminders to see what is booked, upcoming, completed, missed, or needs attention.
4
Keep the customer record current
Add notes after the appointment so the next conversation starts with the right context.
Where it helps
Vexa AI helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Vexa AI?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.