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Nox Assistant

Nox is the in-app AI assistant for company owners and admins. Instead of clicking through dashboards to find out who visited today, which hot leads have gone cold, or what a particular visitor wanted last week, you ask Nox in plain language and get an answer.

Nox is a separate concept from the Chat Agent and Call Agent. Those agents talk to your visitors on your website. Nox talks to you inside the Knock Knock app, with full access to your own analytics, CRM, and conversation history.

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If your account is managed by an agency that uses white-label branding, the assistant may appear under a different name throughout the app, its emails, and its voice. The capabilities are the same — only the name changes. This guide calls it "Nox".

Opening Nox​

Nox is on for every account. You'll see a small floating button in the bottom-right corner of every page in the app, with a sparkle icon. Click it — or press Cmd+K (macOS) / Ctrl+K (Windows) anywhere in the app — and Nox Live opens: a full-screen, voice-first surface for talking to Nox. Press the shortcut again to cycle between Nox Live and the small widget. If you'd rather type in a compact panel, the Back to the small widget button in the top bar switches you to the small chat panel.

What Nox can do still depends on what your account has: Nox knows which features are on your plan and switched on, and if you ask for one that isn't, it says so with the real remedy — a higher plan, or something your account manager can enable — rather than guessing. Features you're entitled to but haven't set up yet (an SMS agent you haven't created, say) stay available, and Nox tells you the missing step.

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Nox is intended for company owners and admins. The conversations are saved per browser tab while you're working and don't appear in your visitor-facing Chats or Calls.

Nox Live​

Nox Live puts a glowing orb at the centre of the screen. Click it (or the Talk to Nox button beneath it) to start a voice call — speak naturally; Nox listens, thinks, and responds with voice. Alongside the conversation, a live canvas builds cards from whatever Nox finds as it works: the visitors it looked up, the leads it pulled, the topics in your brief, your meetings, a pipeline with a row per stage and the opportunities in each, the visitors it's watching, and the Task sheet of work you've dictated. The canvas is a running timeline — cards stay put across turns and after a call ends, a card Nox refreshes moves to the bottom and scrolls into view, and only New conversation clears it. Numbered rows are the list Nox just read you, so "call 1 and 3" means exactly that. Any card can be clicked through to the underlying session, lead, or contact.

While a call is live, anything you type goes into the call — the voice agent hears it — rather than starting a separate written reply.

The top bar gives you:

  • Play daily brief — start the spoken Daily Brief.
  • Standup — switch into the Morning Standup. The pill is locked during a live call; end the call to switch modes.
  • Scheduled — open your scheduled work.
  • Review drafts — open your pending follow-up drafts, with a badge showing how many are waiting for your approval. Each draft says where it came from — who or what wrote it (you, Nox, or Agent K), when, which touch or standing rule, and the why-now behind it — before you're asked to send.
  • New conversation — clear the conversation and the canvas and start fresh.
  • Minimize to corner — shrink Nox Live to a small tile so you can keep working. A running voice call keeps going while minimized; restore it any time.
  • Back to the small widget — switch to the compact chat panel if you'd rather type. Type your question, hit enter, and Nox replies with formatted answers, links to the relevant screens, and inline cards for things like bookings and leads.

During a call, on-screen controls let you Mute mic, End call, and open Audio devices to choose which microphone and speaker to use.

Voice and chat share the same conversation and the same capabilities. If you restart a call — or start one after a text chat — Nox picks up your recent conversation instead of starting cold, so you don't have to repeat yourself.

Voice navigation and hands-free use​

In voice mode Nox can drive the app for you. Ask it to "open that session", "show me the hot leads", or "pull up Sarah's profile" and it navigates to the right screen while you keep talking. Nox Live minimizes to a corner tile, and the small widget's panel can shrink in three stages — full, compact, and a small floating pill — so either way you can keep a call running while you work elsewhere in the app. Nox greets you by name, tells you what it's doing while it works (so there's no silent pause), and narrates dates and times in your own timezone.

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Voice replies are spoken using a natural text-to-speech voice. The first time you start a call your browser may ask for microphone permission — Nox can't listen until you allow it.

What Nox Can Answer​

Nox can pull from every part of the product. Some examples of questions to ask:

Today's activity​

  • "Who visited my site today?"
  • "How many sessions did I have this week, and how many came from Google Ads?"
  • "What's my conversion rate compared to last week?"
  • "What did I get bookings on today?"

Hot leads & follow-ups​

  • "Show me my hottest lead this week."
  • "Who almost converted but didn't?"
  • "Which hot leads from last week have gone cold?"
  • "What should I follow up on today?"

Specific visitors​

  • "Did anyone from Acme Corp visit my pricing page?"
  • "Pull up the visitor named Sarah from yesterday."
  • "What did the visitor in the booking at 3 PM ask about?"
  • "What did she actually say in the chat?" — Nox quotes the transcript word-for-word.
  • "Who else do we know at Acme Corp?" — Nox lists the other contacts it knows at a visitor's company.
  • "Is Sarah on the site right now?" — Nox checks live traffic and answers correctly for the named person.
  • "Did Sarah fill in a form?" — Nox reads the visitor's actual form submissions, not a guess.

CRM and bookings​

  • "Which CRM contacts are on my site right now?"
  • "Show me all visitors linked to a HubSpot deal in the pipeline."
  • "What meetings are scheduled this week?"
  • "Did the call to Sarah connect?" — Nox checks the real call status rather than assuming, and won't redial a number that's already ringing.

Agent K​

  • "How many leads is Agent K holding, and from where?"
  • "What did Agent K release today against its cap?" — Nox reads the Agent K queue: counts, what's pending by source and signal, and the latest released leads.

Friction and behaviour​

  • "Where are visitors getting stuck on my site?"
  • "Which pages have the highest exit rate?"
  • "Are there any rage-click clusters this week?"

Nox uses the same Identity Graph, analytics, and CRM data your dashboards show — it just gets to it for you in one line.

It's also careful about accuracy. When Nox reports someone's last activity it uses the real timestamps, and it tells you when its analysed data may lag a little behind live traffic. Booking times are always narrated in your own timezone, and cancellations and reschedules sync from LeadConnector — Nox won't report a cancelled appointment as upcoming. And if a lookup times out, or an id you gave it looks mistyped, Nox says so — it won't claim "no match" when the real problem was the lookup itself.

Quick-Start Prompts​

The small widget's intro screen shows a handful of suggested prompts to get you started:

  • Who visited my site today?
  • Show me my hottest lead this week
  • What should I follow up on today?
  • Did anyone look at my pricing page?
  • Anyone almost convert but didn't?

Click any prompt to send it directly without typing.

Daily Brief​

The Daily Brief is Nox's summary of what matters right now — the hot leads, notable sessions, missed meetings, drop-offs, and follow-ups worth your attention, drawn from the same "What Matters Today" engine across the whole product. Instead of reading dashboards, you get a short, prioritized rundown.

  • A badge tells you it's ready. Once a day, a "Your daily brief is ready" badge appears on the Nox chat and Nox Live headers. The brief doesn't play by itself when you open the app — click the badge (or the play button) whenever you're ready to run it. The daily badge is controlled by the Auto-play daily brief preference in Assistant settings (on by default); turn it off if you'd rather call up the brief only when you ask for it.
  • Read it or hear it. Open the brief in the Nox panel to read through the cards, or press play for a hands-free, spoken walkthrough. As Nox narrates each item the deck advances in sync, so the card you're hearing is the card you're seeing. On wide screens the full-screen brief shows the voice lane as a sidebar next to the card deck.
  • Act on it. Brief items come with offers — suggested actions on each card. Some run automatically; others ask for your confirmation first. Respond naturally, in chat or voice — "yes", "do the first one", "leave Peter" — and Nox executes the matching action. Offers stay valid for about 48 hours.
  • Jump straight to a record. Open a session, lead, or contact directly from any brief card. Nox stays open (paused) so you can dig in and come back without losing your place.
  • Pick what's in it. You choose which sections the brief includes — see Assistant settings. The same choices apply to the spoken brief and the email version.
  • By email. A Daily Brief email can be delivered to your inbox covering the same sections, with links back into the app. See Notification settings.

The brief is time-aware in its wording (it won't say "good morning" in the afternoon) and reflects your account's timezone. The mobile app has its own brief screen, opened from the morning-brief push notification.

Morning Standup​

The Standup pill in the Nox Live top bar turns the brief into a working session. Standup mode adds three sections to the brief — replies you haven't answered in the last 24 hours, commitments due today, and what Nox sent overnight — and then takes your instructions for the day, typed or spoken.

Dictate work one clause at a time — "call Sarah at ten about the renewal, text Peter to confirm Thursday, move Acme to proposal" — and each task lands on the canvas Task sheet as you go, grouped into Run on go, Scheduled, Tomorrow morning, and Waiting on a condition. Nothing runs yet. When you're done, Nox reads the sheet back: names for the irreversible tasks (calls, texts, emails), counts for the reversible ones, anything it merged (two instructions that became one message), and a cost estimate. Say go — or click Go on the confirmation card — and the work starts; tasks whose send window passes before your go expire rather than firing late. One standup runs per admin per day.

At 17:30 in your timezone, an Evening recap email lists what happened: Executed, Failed, Still scheduled or waiting, Expired without your go, Sent autonomously, and Came in today, no tracked response. It's only sent on days you actually ran a standup.

Scheduled work​

Everything Nox has queued — from a standup, from "call them tomorrow at 10", or from a task you booked by hand — lives in one place: the Scheduled overlay in Nox Live, also reachable from the calendar icon on the docked assistant, which carries a count badge.

  • Pending now at the top, then the history by day (Today, Yesterday, …), filterable with All / Pending / Done / Failed, plus Load more.
  • + New task books any kind: Call, Text, Email, CRM note, Reminder, Stage move, or Enrich. Messages can be AI-generated or Exact text I write; CRM tasks find the contact with a type-ahead across your CRM, and stage moves pick the pipeline and then the stage.
  • Every row can be edited — reschedule, reword, change the agent — with the pencil, cancelled with a confirmation, or, when it's Held for your approval, approved with Approve. Rows say who sends ("Sends from the LeadConnector number" or "the AI SMS agent"), whether they were merged, and their state: Awaiting your go, Held for your approval, On the call now, Cancelled, or Expired.

The Nox Activity page shows the same queue as an Upcoming block, soonest first, whenever anything is waiting. The Scheduled tab on the Calls page shows the call rows.

Changing settings through Nox​

Nox can change your settings for you — "switch off weekend working hours", "turn on very-warm alerts", "add Priya to the sales team" — by chat or voice. This is enabled per account by the Knock Knock team; until it is, Nox says "Changing settings through Nox is not enabled for this account."

Once it's on, Nox can read and change most of what's under Settings: your organization profile, working hours and notifications, the widget, calls, AI agents and knowledge, integrations, members, teams and branches, the funnel, Nox's own settings, and your personal account, notifications, and quiet hours. Every change shows a Change …? card with the before and after of each field, and applies only when you confirm; afterwards the card reports updated, partly updated, saved — not live yet (still propagating), or Not changed — someone edited it first. Ask Nox to undo a change and it reverts it. The settings screen for whatever you're discussing opens alongside, so you can see the result.

Some things Nox will only take you to, never do: creating or removing members, changing a password or email address, uploading a logo or greeting video, disconnecting an integration, and generating API keys or Zapier secrets. Those show a This one needs you card with an Open settings button.

Nox follows your team permissions exactly. A member can only read or change through Nox what they could open on the settings page themselves, and when a member drives a change, the account owner gets an in-app notification: "Sarah asked Nox to …" with a summary of the change

Drafting and Approving Follow-Ups​

Nox doesn't just surface who to follow up with — it can draft the message for you. When you ask Nox to follow up with a lead or contact (by chat or voice), it:

  1. Drafts the message for the right person, choosing the channel (email or the contact's preferred channel) from your connected CRM rather than guessing. On accounts in the Nox Funnel beta, drafts can also be WhatsApp messages.
  2. Shows you an approval card inline in the conversation, with the recipient, channel, and full draft text. Nothing is sent until you approve it.
  3. Sends on your confirmation. Approve the card (or, in voice, confirm out loud) and Nox sends it through your connected integration. If a send fails, the draft stays in your pending list so you can review and retry it — nothing is silently dropped.

Nox can find and act on people who only exist in your CRM (for example a contact in LeadConnector — formerly shown as GoHighLevel — who has never visited your site), not just visitors it saw on your site: look them up, draft follow-ups to them, or call them. When a contact is CRM-only, Nox says so — it won't pretend they visited. It can also enrich a contact on request — pulling in additional detail about who they are — and open a session recording by name or reference when you ask.

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By default, drafted follow-ups require your approval before sending — Nox prepares the work; you stay in control of what actually goes out. If you'd rather Nox send email and SMS follow-ups automatically, you can turn off the approval step in Assistant settings. Approved sends and your Daily Brief are recorded in your account's activity feed.

On accounts with it enabled, everything Nox has done — follow-ups sent, replies received, meetings booked, and more — is listed on the dedicated Nox Activity page.

Placing and Scheduling Calls and Texts​

Beyond messages, Nox can place outbound AI calls for you — "call Sarah about the renewal" hands the conversation to your outbound Call Agent. You can also schedule a call for later ("call them tomorrow at 10"), up to 30 days ahead. Scheduled calls respect your quiet hours and the per-contact frequency caps, so a contact is never called at a bad time or too often. If you have several outbound agents configured, Nox asks which one to use before placing the call.

Nox can schedule texts the same way — "text her tomorrow at 9" books an SMS through your SMS agents, either your exact words sent verbatim or an AI-composed message written at send time from the context. If you have no SMS agent, Nox sends your exact words from your LeadConnector phone number instead (no AI-composed texts on that route), and says which number will send. And you can always ask what's on the schedule: Nox lists every upcoming call and text with its fire time, status, and id, so a later conversation can cancel or change it — or open Scheduled work to manage the whole queue.

Engaging a Live Visitor​

While a visitor is on your site, Nox can push a message straight into the widget on their screen. Ask in chat or voice — "engage the visitor on the pricing page and offer them a demo" — or click the Engage button on any live session in Live Sessions. Nox writes the message from your instruction, or sends your exact words if you give them, and you can optionally have it Nudge toward booking.

A cooldown stops the same visitor being greeted repeatedly — if they were engaged recently, Nox tells you when the window ends, and you can override it with Ignore the cooldown if you're sure. Either way, Nox reports what actually happened: the message was shown, it was blocked (the visitor's tab is hidden, a chat is already open, or a call is in progress), or it's still pending. Nox never claims a delivery it can't confirm.

Watching a Visitor​

You can ask Nox to keep an eye on a specific visitor and let you know when they come back. Just tell it in plain language — "watch Sarah and tell me when she's back", or "when you see the visitor from Acme again, auto-engage them". Nox confirms who you mean and sets up the watch. If you ask to watch the same person more than once, the watches are collapsed into a single one.

Recognition doesn't depend on the visitor logging in or filling a form again. Nox matches returning visitors by device signals, CRM id, email or phone, or name — so a watched person is recognized even when they come back anonymously.

When a watched visitor returns and goes live on your site:

  • You get an alert — a notification (including mobile push, if you have it set up) and an in-app alert pointing you to their live session, so you can jump in yourself. If you're in the app, Nox also announces the return out loud.
  • Optionally, Nox auto-engages them — if you asked it to, Nox sends a proactive greeting into the visitor's session when they return, instead of waiting for you.

Watches are personal to the admin who set them up. You can see and stop your active watches under Watched visitors in Assistant settings — each row shows whether the watch notifies you or auto-engages, whether it covers the next visit only or every visit, and when it last fired. You can tune the defaults — how confident Nox must be that it's really the same person before alerting, how often it may auto-engage the same visitor, and whether to hold pushes outside business hours — in Assistant settings.

Memory​

Nox remembers context across your conversations. Facts and preferences it learns — how you refer to things, what you care about, ongoing priorities — persist from one session to the next so you don't have to re-explain yourself each time you open it.

You can also tell Nox something to remember on purpose ("remember that we only ship on Tuesdays", "always recommend the premium tier first"). These standing rules are durable preferences Nox applies on every conversation, not just facts it recalls when asked — so its answers and drafts follow your instructions without you repeating them.

You can review and manage what Nox has remembered from the Assistant settings screen: see the stored memories and remove any you don't want kept. Memory is per-account and follows the same per-tenant isolation as the rest of your data.

Citations and Navigation​

When Nox answers a question that relates to a specific screen in the app, the reply often includes a button or link to take you there — for example, a list of hot leads with "Open Lead" buttons, or a summary that includes "View Session" next to a session id. Click these to jump straight to the relevant page without losing your conversation with Nox.

Feedback on Answers​

Once Nox finishes replying, you'll see a thumbs-up and thumbs-down button at the bottom of the message:

  • Thumbs up — marks the answer as helpful. Use this when Nox got the question right.
  • Thumbs down — opens a small text box where you can describe what went wrong (the answer was off-topic, the numbers looked wrong, the wrong visitor was pulled up, etc.). Adding a note is optional but helps the team improve Nox.

Feedback is per-message and you can give it on any of Nox's responses.

Privacy and Scope​

Nox only has access to data from your company. It cannot see another company's visitors, bookings, or conversations, and it has the same per-tenant isolation as the rest of the Identity Graph. Knock Knock App super admins can see Nox conversation logs for support and quality purposes; your visitors never see what you ask Nox.

When to Use Nox vs. the Dashboard​

The dashboard is great for at-a-glance metrics and for digging into a fixed set of views. Nox is better when:

  • You're asking a question that crosses categories (e.g. "Which hot leads from organic search booked a meeting last week?").
  • You're not sure where in the app to look.
  • You want a quick summary rather than reading a chart.
  • You're moving between tasks and want a fast answer without breaking flow.

Both feed off the same underlying data, so the numbers always match.

Next Steps​

  • Review the Dashboard Overview for the screens Nox can navigate you to.
  • Tune your Identity Graph settings — the more context the Identity Graph collects, the richer Nox's answers about specific visitors become.
  • See AI Credits for how Nox usage is billed.