Platform documentation · source of truth

The complete Nexez platform.

One maintained guide to what Nexez does, how the system fits together, where every capability lives, and which boundary applies before an agent discovers, recommends, or acts.

Current product record

docs.nexez.platform.v1.0

Capabilities
34
Chapters
10
Reviewed August 22, 2026. Shipped behavior only, no roadmap promises.

The platform model

Four records. One buying truth.

Nexez is the governed commerce layer between a business's existing systems and the agents acting for buyers. These primitives keep every human page, machine artifact, approval, transaction, and report aligned.

01

Listing

The public, owner-controlled business record that binds identity, offers, policies, trust context, and machine-readable artifacts.

02

Offer

A service, product, package, recurring agreement, or reservable resource with explicit pricing, constraints, and a next action.

03

Action

A bounded buyer step: search, validate, contact, book, checkout, negotiate, approve, settle, review, or request support.

04

Evidence

The provenance, trust, readiness, analytics, and immutable economics that explain what happened and why the platform believes it.

The transaction lifecycle

Intent stays intact from question to record.

01

Understand intent

Natural-language buyer intent is classified without silently changing the requested category.

02

Discover supply

Search, directory, agent artifacts, or Nexxi identify eligible listings and offer-level actions.

03

Verify fit

Readiness, trust context, availability, policies, rules, and dry runs expose whether an action is safe and possible.

04

Ask for approval

The buyer sees the seller, offer, price or terms, destination, shared data, and exact next side effect.

05

Execute the action

The platform routes checkout, booking, contact, negotiation, resource holds, or agreements through the configured rail.

06

Record and reconcile

Orders, fees, refunds, disputes, escrow, payouts, provenance, and analytics become durable operational records.

CHAPTER 01

Workspace, identity, and portfolio foundation

Nexez gives one owner or team a governed place to manage the business identity and every agent-facing surface attached to it.

Workspace identity and account lifecycle

Core

Profile, company, industry, sign-in security, account export, and account deletion live behind the authenticated product boundary.

  • Owner-scoped profile and workspace settings
  • Passkey-ready account protection
  • Structured data export and deliberate account deletion

Where it lives

Platform SettingsAuthenticationData controls

Teams and controlled collaboration

Plan-controlled

Pro owners can invite collaborators to edit listing content and page-scoped configuration under the owner plan without transferring ownership or exposing unrelated workspace data; retained access stays visible for revocation after a downgrade.

  • Pro email-based invitations, acceptance, and role changes
  • Owner-only account and storefront administration, transaction decisions, money movement, negotiation lifecycle, and final approvals
  • Plan and seat enforcement with downgrade cleanup preserved

Where it lives

Platform SettingsTeam invitationsListing collaboration

Storefronts and multi-listing portfolios

Core

Every plan includes core storefront grouping and listing assignment; plan quotas control additional storefronts, while custom branding and Nexez badge removal begin on Launch.

  • Core listing grouping, assignment, and public storefront views
  • Plan-based storefront capacity, starting with one on Free and Launch
  • Launch shared branding and badge removal with listing-level control

Where it lives

Platform SettingsListingsPublic storefronts

CHAPTER 02

Listing and offer authoring

The editor turns scattered business context into explicit offers that both people and agents can understand without guessing.

Guided creation, scanning, and import

Core

Manual authoring, templates, CSV, and deterministic website import are core; deeper AI-assisted scanning starts on Launch, while premium catalog and scheduling imports start on Pro.

  • Core manual, template, CSV, and deterministic website-import paths
  • Launch AI refinement and deeper authenticated scanning
  • Pro premium imports, with the installed Shopify App Store connector available on every plan

Where it lives

Create ListingScanTools

Structured visual offer builder

Core

Services and products are core editable records with fixed pricing, actions, booking, scope, and fulfillment rules; negotiable posture and paid pricing automation start on Pro.

  • Core fixed, starting, ranged, tiered, and quote pricing
  • Core booking, checkout, contact, scope, availability, blackout, capacity, and lead-time controls
  • Pro negotiation posture and paid pricing or auto-decision rules

Where it lives

Edit ListingOffer builderListing Settings

AI-assisted refinement and controlled drafts

Plan-controlled

Drafts, version history, duplication, and staged publishing remain core; Launch adds AI assistance for descriptions, pricing structure, FAQs, voice, trust context, and competitor positioning.

  • Core draft, version-history, duplication, and staged-publishing controls
  • Launch per-listing opt-in for model assistance
  • Before-and-after review rather than blind replacement

Where it lives

AI Co-PilotRe-analysis previewVersions & History

Advanced offer contracts

Core

Every plan can encode recurring services, conditional fulfillment, reservable resources, and staged settlement obligations when a simple checkout is not enough.

  • Recurring service terms and agreements
  • Conditional fulfillment branches and requirements
  • Resource pools, windows, holds, allocations, and reservations

Where it lives

Offer builderCheckout runtimeService agreements

CHAPTER 03

Readiness, trust, and publication

Publishing creates a synchronized human and machine surface, with explicit controls over what is public and evidence for whether it is actionable.

Agent readiness and trust context

Core

Core readiness and trust context cover completeness, website verification, private credential storage, freshness, and runtime evidence; Launch adds automated credential review.

  • Core readiness and trust scores with actionable gaps
  • Core website ownership, crawlability checks, credential upload, and explicit public-display choice
  • Launch automated credential review, which remains descriptive rather than a trust guarantee

Where it lives

Listing SettingsAgent LabPublic listing

Public listing and custom-domain delivery

Core

Published Nexez listings, storefront delivery, and the installed Shopify app proxy are core; verified custom-domain routing and custom presentation begin on Launch.

  • Drafts remain private until explicit publication
  • Core Nexez runtime, storefront, and installed Shopify proxy delivery
  • Launch domain verification, custom routing, and presentation controls

Where it lives

nexez.app listingStorefrontCustom domainShopify proxy

Machine-readable artifact set

Core

Each eligible listing is represented through synchronized formats so agents can choose the contract they understand best.

  • Semantic HTML and JSON-LD
  • agent.json, llms.txt, ai-catalog, OpenAPI, and MCP artifacts
  • Badge, embed, discovery, and capability manifests

Where it lives

Public runtimeWell-known endpointsPer-listing artifacts

CHAPTER 04

Discovery and Agent Lab intelligence

Nexez connects buyer intent to eligible supply, then lets owners inspect how agents interpret that supply before relying on it.

Intent-aware search and marketplace discovery

Core

Natural-language search preserves the requested category, evaluates listing and offer fit, and exposes public discovery through search, directory, and leaderboard surfaces.

  • Category-preserving search behavior
  • Location, readiness, and offer-aware filtering
  • Marketplace curation and discoverability controls

Where it lives

Agent search APIDiscoveryLeaderboard

Per-listing agent simulation

Core

Core simulation lets every plan test owner drafts, inspect structured responses, and retain attributable history; Launch adds model-enhanced responses.

  • Core owner-only draft testing and deterministic agent lenses
  • Core structured response views and durable run evidence without executing a transaction
  • Launch model-enhanced natural-language simulation

Where it lives

Agent LabPer-listing simulatorSaved runs

URL and competitor research

Plan-controlled

Launch unlocks private merchant URL research, competitor benchmarks, saved reports, and trends; the public buyer simulator and marketplace matching remain a core platform-funded discovery exception.

  • Core public buyer simulation and public-marketplace matching
  • Launch private public-web analysis, owned-listing comparison, and recommendations
  • Launch saved reports, history, and trend deltas

Where it lives

Agent Lab researchCompetitor comparisonPlatform Settings operations

CHAPTER 05

Commerce, negotiation, and fulfillment

The platform supports the full range from a direct handoff to negotiated, resource-bound, recurring, or staged transactions, with approval before side effects.

Direct checkout and agentic checkout protocols

Core

Every plan supports offer-specific checkout for Stripe-connected sellers and protocol-compatible agent sessions while keeping immutable price and fee evidence.

  • Dry-run validation before session creation
  • ACP and UCP checkout-session contracts
  • Orders, receipts, buyer references, refunds, disputes, and reviews

Where it lives

CheckoutACP/UCP APIsOrders

Negotiation and seller decisioning

Plan-controlled

Pro unlocks new proposals, counteroffers, clarification, resumption, and smart-pricing rules; after a downgrade, sellers can still close, settle, cancel, or refund retained deals.

  • Pro offer-specific negotiation posture, pricing rules, and commercial expansion
  • Retained buyer and seller history plus status inspection on every plan
  • Post-downgrade accept, reject, pause, settlement, cancellation, refund, and cleanup paths

Where it lives

Negotiation InboxNegotiation APIAgreement receipt

Escrow, staged settlement, and agreements

Core

Every plan can fund holds, define obligations, wait for readiness, capture settlement, or reverse funds with durable provenance.

  • Escrow lifecycle and reconciliation
  • Staged settlement agreements and obligations
  • Recurring service agreement checkout and access

Where it lives

FinanceNegotiationsService agreementsSettlement runtime

Resource-aware booking and fulfillment

Core

Every plan can model finite inventory, staff, rooms, equipment, or time windows as reservable resources with controlled holds and allocation.

  • Resource pools and capacity windows
  • Pre-checkout holds and post-payment commitment
  • Expiration, reconciliation, and webhook provenance

Where it lives

Listing SettingsResource checkoutOperations

CHAPTER 06

Analytics, negotiations, and financial truth

Owners can separate attention from action and estimated context from verified money, with exact RLS-scoped reporting for critical totals.

Traffic, intent, and action analytics

Core

Every plan receives a current 30-day analytics view of human traffic, agents, discovery, intent, handoffs, checkout attempts, bookings, and trusted server events; Pro unlocks longer history.

  • Core 30-day listing, action, traffic, query, and date analysis
  • Pro extended history with daily trends, agent mix, funnel, and offer performance
  • CSV export and event provenance coverage

Where it lives

AnalyticsDashboard overviewExports

Negotiation operations reporting

Plan-controlled

Pro expands negotiation decisioning and reporting, while retained queue visibility and the controls required to finish or unwind in-flight deals remain available after a downgrade.

  • Retained needs-action, waiting, and closed queues
  • Pro decision expansion, latency, and worker-health reporting
  • Retained status and settlement evidence with Pro offer, outcome, and currency analysis

Where it lives

Negotiation InboxNegotiation metrics

Finance and immutable economics

Core

Every plan receives current-period finance for settled orders, refunds, disputes, fees, seller net, payouts, settlement channels, and escrow; Pro unlocks extended history.

  • Core current-period currency-safe revenue and net totals
  • Core captured versus held or reversed value, with Pro extended history
  • Plan, fee rate, commission source, and transaction economics preserved at purchase time

Where it lives

FinanceBillingStripe reconciliation

Demand and supply intelligence

Admin-operated

Aggregated demand signals, template coverage, marketplace gaps, and launch controls help Nexez improve supply without changing an individual buyer request.

  • Demand-signal classification
  • Commerce-template gap analysis
  • Marketplace curation and supply campaigns

Where it lives

Admin ControlGrowth ControlMarketplace curation

CHAPTER 07

Integrations and automation

Connected systems reduce stale data while preserving a reviewable listing model and narrow credential boundaries.

Commerce and catalog connections

Plan-controlled

CSV and the installed Shopify App Store connector are core; Pro adds Stripe, Square, WooCommerce, and ServiceM8 imports into editable offers.

  • Core CSV import and installed Shopify OAuth, listing link, catalog sync, and storefront proxy
  • Pro Stripe catalog plus Square OAuth catalog and booking-profile reads
  • Pro read-only WooCommerce product and order access, plus ServiceM8 job-template and job reads

Where it lives

IntegrationsToolsPer-listing Settings

Scheduling and availability connections

Plan-controlled

Pro unlocks Calendly and Acuity service imports plus Google Calendar OAuth and live free/busy-derived availability; retained connections can still be disconnected after downgrade.

  • Pro Calendly event types, booking links, webhook receiver, and resync
  • Pro Google Calendar OAuth with narrow free/busy access, encrypted credentials, refresh, and live sync
  • Pro Acuity service import and encrypted per-listing credentials, with cleanup preserved

Where it lives

IntegrationsAvailabilityBooking operations

Webhooks and freshness automation

Plan-controlled

Core signed provider callbacks and reconciliation keep commerce safe; Pro adds owner-configured outbound endpoints and premium integration automation.

  • Core Stripe and installed-Shopify callback verification
  • Pro outbound owner webhooks, test delivery, and premium-integration automation
  • Core safety reconciliation for escrow, billing, settlement, and holds

Where it lives

Developer toolsCron operationsIntegration status

CHAPTER 08

Nexxi buyer agent and approval boundary

Nexxi turns intent into a persistent buyer workflow while keeping approval between recommendation and any consequential action.

Conversational intake and semantic discovery

Core

Buyer conversations can capture constraints, search internal and external sources, rank matches, and preserve the original request across a thread.

  • Threaded intake and structured constraint capture
  • Semantic search and external source adapters
  • Saved businesses, searches, and preferences

Where it lives

NexxiAgent intakeSearch

Tasks, alerts, and order continuity

Core

Standing tasks, saved-search alerts, notifications, and token-gated order views let buyer work continue beyond a single chat response.

  • Agent tasks and saved-search monitoring
  • Push and in-product notifications
  • Buyer order lookup, status requests, reviews, and recourse

Where it lives

Nexxi tasksNotificationsBuyer order portal

Explicit buyer approval

Developer

Checkout, negotiation, booking, contact sharing, and other side effects require a clear approval object or equivalent human confirmation.

  • Seller, offer, terms, price, destination, and data-to-share are visible
  • Dry runs are allowed before approval; real side effects are not
  • Approval recovery prevents an interrupted flow from silently executing later

Where it lives

Buyer approval UXAgent SDKsNexxi action cards

CHAPTER 09

Developer contracts and agent distribution

Nexez is both a product and a protocol surface: builders can discover supply, validate actions, and integrate through published contracts instead of scraping UI.

Public discovery and management APIs

Developer

Core public runtime APIs cover discovery and commerce; Pro API keys unlock private owner-management operations, while negotiation endpoints require the negotiation entitlement.

  • Core OpenAPI-described public discovery and commerce endpoints
  • Pro owner API keys and versioned page-management APIs
  • Pro negotiation plus dry-run and status-token patterns for safe agent use

Where it lives

REST APIsOpenAPIDeveloper tools

SDKs, plugins, skills, and examples

Developer

Published TypeScript and Python SDKs, an OpenClaw plugin, a discovery skill, and mirrored examples accelerate correct integration behavior.

  • TypeScript and Python package parity checks
  • Native agent plugin and discovery skill
  • Examples for search, validation, approval, location, and negotiation

Where it lives

Agent AccessnpmPyPIGitHub examples

MCP, ARD, and capability discovery

Developer

Global and per-listing MCP surfaces, Agentic Resource Discovery catalogs, agent cards, and capability manifests make the platform indexable by agent registries.

  • Global MCP catalog and listing resources
  • Well-known ai-catalog and agent-card documents
  • Cross-origin artifact access designed for machine clients

Where it lives

MCPARD catalogWell-known manifests

CHAPTER 10

Security, reliability, and platform operations

Public discovery is separated from private control, recoverable secrets are encrypted, and critical runtime behavior is verified by layered operational checks.

Host, auth, and data boundaries

Core

Marketing, authenticated app, and public agent runtime routes have distinct canonical hosts; owner data is protected by authentication, RLS, and deliberate public projections.

  • Host-aware routing and no-index app behavior
  • Owner and collaborator row-level policies
  • Published pages use a restricted public projection rather than the private base table

Where it lives

nexez.aiapp.nexez.ainexez.app

Credential and token protection

Core

Integration credentials and recoverable bearer tokens use server-only access and AES-256-GCM encrypted storage where recovery is required.

  • Encrypted Calendly, Shopify, Square, and Acuity credentials
  • Encrypted checkout access and negotiation status tokens
  • Webhook signature verification and narrow service-role access

Where it lives

Page secretsCheckout runtimeWebhook handlers

Release, reconciliation, and launch controls

Admin-operated

Automated tests, release certification, launch health, reconciliation jobs, and admin control surfaces catch drift before or after it reaches production.

  • Full CI, E2E, SDK, plugin, and deployment verification
  • Billing, escrow, resource, freshness, and settlement reconciliation
  • Admin audit, launch health, growth, and curation controls

Where it lives

CI/CDAdmin ControlScheduled operations

Support and user recourse

Core

AI-assisted support can resolve common issues or package workspace context into a ticket, while buyers retain order-status, review, and request paths.

  • Workspace-aware support assistance
  • Human support ticket escalation
  • Buyer order recourse and owner refund controls

Where it lives

SupportBuyer order portalOrders

One system, three deliberate boundaries.

The marketing story, authenticated control plane, and public agent runtime are separated so discoverability never implies access to owner data.

nexez.ai

Learn

Public education, discovery, simulator, Trust, and this documentation.

app.nexez.ai

Control

Authenticated listings, settings, integrations, analytics, negotiations, and finance.

nexez.app

Act

Published listings, storefronts, artifacts, APIs, checkout, negotiations, and buyer orders.