Vantage

Answer only the calls that matter.

Every call to your Signal number lands in your Nexus Portal pipeline straight away. Vantage AI reads it and moves it to the right stage, with a note saying why.

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Vantage for agencies

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Connect your Nexus Portal

Already connected? Enter the same details to change your settings.

Connecting a sub-account

Still stuck? Open the full walkthrough with every step written out.

Open the sub-account in Nexus Portal. It's the code in the web address after /location/

How to make a token
  1. In the sub-account, open Settings, then Private Integrations.
  2. Create a new integration with these permissions:
    • opportunities.readonly
    • opportunities.write
    • contacts.readonly
    • contacts.write
    • locations.readonly
  3. Copy the token and paste it here. Nexus Portal only shows it once.

Looking after several sub-accounts? Agency sign-in
Stuck? Watch the walkthrough