How can we help?
Quick guidance on rollout, integrations, approvals, and everything in between — and a team that answers.
Common topics
Rollout
Picking the first workflow, mapping it with your team, and expanding across advisors, operations, and compliance.
Integrations
Connecting email, documents, e-signature, custodians, and CRM — and requesting a connector you don't see.
Approvals & governance
Permissions, audit history, human-in-the-loop controls, and how work is routed and approved.
Frequently asked
What is Nexhelm AI?
Nexhelm AI is a productivity platform that turns client requests into actionable workflows in real-time. We monitor your preferred client communication channels to detect client intent and automatically trigger compliant workflows that can be executed with 1-click human approval.
How does Nexhelm work?
Nexhelm captures client requests from meetings, email, and documents, routes them through human approval, and executes the downstream work across your systems.
What integrations do you support?
We support Zoom, Microsoft Teams, Microsoft Outlook, Gmail, Salesforce, and many, many more. Browse the public integrations overview for current coverage.
Is my data secure?
Yes, we take data security very seriously. We are SOC 2 certified. All data is encrypted in transit and at rest. We comply with industry standards and never share your data with third parties without explicit consent.
How do I get started?
Getting started is simple. Book a demo, review the workflows you want to automate, and we will help you scope the rollout, approvals, integrations, and security review.
Do you offer customer support?
Absolutely! We provide comprehensive customer support through email and documentation. Reach out anytime: support@nexhelm.ai
Still need a hand?
Can't find what you're looking for? Our team gets you a detailed response within 24 hours.
Email support