Nexus AI Guided Review Flow – Setup Guide

Overview

Guided Review Flow adds an AI-assisted draft step between customer sentiment selection and review submission. Customers can generate a draft, edit it, copy it, then continue to the correct review destination based on your settings.

Prerequisites

• Your review form is active.
• At least one review destination is configured (internal form and/or external sites).
• Optional but recommended:
  • ServiceTitan, Housecall Pro, Jobber, Dispatch Scout connected
  • Nexus Trainer data completed
  • Company profile completed (business type + location)

Step 1: Enable Guided Review Drafts

1. Go to Review Form Configuration (link).
2. Turn on Enable AI Review Suggestions.
3. Save changes.

Step 2: Set Review Destination Rules

1. In External Review Settings (link), choose your routing behavior.
2. The single Continue button in Guided Review Flow will follow this rule automatically.
3. Save changes.

Step 3: Configure Data Sources (for smarter drafts)

1. Connect ServiceTitan, Housecall Pro, Jobber, Dispatch Scout (if used by your business).
2. Complete Nexus Trainer company/service data.
3. Complete Company profile (business type, city/state, etc.).

Step 4: Use Review Invitations from Automations

1. In your automation step, send review invites using the review link token.
2. Each send creates a unique invite context.
3. Job-complete context is attached to that invite when available.

Step 5: Test the Customer Journey

1. Send a test review link to yourself.
2. Open the link.
3. Tap the happy face.
4. Confirm:
   • Draft auto-generates on first load.
   • You can edit and copy draft text.
   • Clicking Continue routes correctly.

How Draft Content Is Chosen

Default priority:

1. ServiceTitan, Housecall Pro, Jobber, Dispatch Scout job context
2. Nexus Trainer data
3. Company profile data

Manual override:

• If the customer types into Service Type (optional) and clicks Generate Draft, that value becomes the top priority for that generation.

Customer Experience Notes

• Drafts are optional and editable.
• Nothing is auto-posted.
• Each review link can generate a fresh draft.
• Clicking Generate Draft again will produce a new variation.

Troubleshooting

• Server Error on Generate Draft
  • Confirm AI suggestions are enabled.
  • Confirm integration/profile data exists.
  • Retry from a fresh review link.
• Draft not relevant
  • Enter a service in Service Type (optional) and regenerate.
• Continue button goes to wrong place
  • Recheck External Review Settings routing preferences