AI & Automation
Start with the NexGen AI assistant and your task list, then add checklists, workflows and scheduled automation as your plan allows.
- Automation CentreWorking
- AI Task ManagerWorking
- NexGen AIWorking
Explore information about NexGen eHub, discover practical guidance for using digital tools, learn about AI-powered business operations and find the resources that help you take your next step.
Resource centre
IllustrativeStart with
Connected to
Answers cite their sources
Help Centre answers are built only from published articles, and list the articles they used.
Illustrative layout — every card and link on this page opens a real destination.
Six starting points, each one a live destination: a published article, a plan comparison, a policy, the Trust Centre, the marketplace status or the team inbox.
Getting Started
Create your account and find your way around the client portal.
Read the GuideGetting Started
Compare five plans, monthly AI credits and exactly which tools each one opens, without guessing.
View PlansSecurity & Privacy
What the AI features do, what they deliberately do not do, and how consent and human review work.
Read the AI Usage PolicySecurity & Privacy
How access control, data separation, audit logging and AI data handling work, with current gaps labelled.
Visit the Trust CentreIntegrations & Partners
What is genuinely supported today, what the marketplace will hold when it opens, and what is still planned.
See Current StatusHelp & Support
Ask about availability, a pilot or a business requirement, and choose the enquiry type so it reaches the right person.
Contact the TeamNothing on this page is a placeholder article. If a resource has not been published, it is not listed.
Search by title, description, category or content type. The index covers this page and every published Help Centre article — it does not search inside your workspace.
Showing 33 of 33 resources
Getting Started
How the workspace, client portal, help and support fit together, with every capability labelled.
Explore the PlatformGetting Started
Free, Starter, Professional, Business and Enterprise: prices, monthly credits and tool access.
View PlansProducts & Tools
Every published product across nine areas, with Working, Limited or Planned shown on each card.
Explore the CatalogueProducts & Tools
Business problems mapped to software, managed services and consulting, without duplicated product detail.
Explore SolutionsProducts & Tools
Sector problems, relevant tools and service options, grouped by industry and business stage.
Explore IndustriesSecurity & Privacy
Access control, data separation, audit logging, AI data handling, improvement priorities and current limitations.
Visit the Trust CentreSecurity & Privacy
How NexGen eHub collects, uses and protects personal data under UK GDPR and the Data Protection Act 2018.
Read the Privacy PolicyIntegrations & Partners
The listing categories the marketplace is planned to support. No marketplace listings are available today.
See Marketplace StatusIntegrations & Partners
Referral, reseller, implementation and technology partners, with an application form reviewed by our team.
Explore the Partner ProgrammeLegal & Policies
The terms that govern use of NexGen eHub services and accounts.
Read the TermsLegal & Policies
The template agreement for customers that process personal data through NexGen eHub.
Read the DPALegal & Policies
How AI features are built and operated responsibly, including consent, human review and their limits.
Read the AI Usage PolicyLegal & Policies
How cookies and similar technologies are used, in line with PECR.
Read the Cookie PolicyLegal & Policies
The rules of use that apply to every NexGen eHub account.
Read the Acceptable Use PolicyLegal & Policies
Our accessibility commitment, the standard we work to and how to report a barrier.
Read the Accessibility StatementLegal & Policies
Registered company details for NexGen eHub Limited, including company number and registered office.
Read the Company InformationHelp & Support
Search published articles on the account, portal and platform. Signed-in customers can ask a question and get an answer with citations.
Browse the Help CentreHelp & Support
Choose an enquiry type so sales, accounts or support receives your message first time.
Contact the TeamHelp & Support
Use saved conversations, switch on web research for current information, and follow the source links.
Read the GuideHelp & Support
Chain steps, add conditions and pause for approval before anything sensitive happens.
Read the GuideHelp & Support
Import a CSV or Excel workbook, map the columns, remove duplicates and export a clean file with a validation report.
Read the GuideHelp & Support
Turn web pages and files into a dataset, compare runs to see what changed, and repeat the run on a schedule.
Read the GuideHelp & Support
Enter the real product details; anything missing is flagged instead of guessed. Includes bulk runs.
Read the GuideHelp & Support
Keep documents in your private workspace, extract text from PDFs, and use AI OCR for scans and images.
Read the GuideHelp & Support
Choose a transcription mode, pick verbatim or clean read, then generate minutes, actions or a summary.
Read the GuideHelp & Support
Generate, improve, rewrite or proofread a piece of writing — then save and reuse it from your Library.
Read the GuideHelp & Support
What a credit is, where to see the cost before an action runs, and what happens when an action fails.
Read the GuideHelp & Support
Where your plan lives, how cancelling works, and where to find invoices and agreements.
Read the GuideGetting Started
Create your account and find your way around the client portal.
Read the GuideSecurity & Privacy
An overview of our UK GDPR approach.
Read the GuideSecurity & Privacy
Ask for an export or an account deletion from the portal, and follow the request through to completion.
Read the GuideHelp & Support
Get help from our team in a few clicks.
Read the GuideHelp & Support
Work through the common causes of a rejected file, a request that never finished, or a page that will not load.
Read the GuideExplore organised business information and discover how AI-assisted knowledge tools can help make relevant information easier to find and use.
The Knowledge Hub is not the Help Centre. Support questions belong in the Help Centre; knowledge tools help a team organise, version and search its own approved information.
Write and version SOPs, process guides, FAQs and policies with review dates that stay visible.
Deterministic retrieval across your approved knowledge and published Help Centre articles.
Every generated answer cites numbered sources and is labelled an AI summary, not an approved policy.
Sources due for review, or that disagree, are surfaced instead of being silently averaged.
Signed in · any plan
Ask a question and get an answer drawn only from published Help Centre articles, with the articles it used. Searching and finding no result is free; a generated answer uses AI credits.
Ask a QuestionSigned in · Professional and above
Write, version and approve your own knowledge, then ask across those approved versions and the Help Centre. Answers carry source references you can check.
Open Knowledge StudioOn the roadmap — not sold as working software
The standalone product for AI-assisted search and grounded answers across approved business knowledge, with source references.
See Catalogue StatusSigned-in tools require an account. The standalone NexGen Knowledge Hub is labelled Planned in the public catalogue and is not sold as working software.
Seven areas, taken directly from the published catalogue. Each card shows representative tools, whether they are Working, Limited or Planned, and opens the first one that is genuinely available.
Start with the NexGen AI assistant and your task list, then add checklists, workflows and scheduled automation as your plan allows.
Product descriptions, marketplace listings, listing checks, profit and stock — all from data you enter yourself.
Track enquiries from first contact to outcome, keep an invoice register and hold structured records. Nothing is sent and no payments are taken.
Reports built from records you already save, versioned SOPs your team can rely on, and your documents and data organised in one place. Reports never estimate or invent figures.
Set your business details, audience and brand voice once, then find every saved draft, document and dataset in the Library.
A customer portal and support workspace. CRM and proposal tools are planned, not sold as working software.
Agents, templates and partner integrations are planned. The Marketplace page explains the current status in full.
Upload or dictate a recording, choose a transcription mode, then turn the transcript into minutes, actions or content.
Draft and improve content in your brand voice, then produce emails, letters, minutes, SOPs and policies from facts you confirm.
Voice AI, the Automation Centre and Knowledge Studio are not on every plan. The pricing page lists the exact credits and tool access for each tier.
No walkthrough videos or tutorials are published yet. When they are, they will be added here with a transcript and captions rather than placeholder thumbnails.
Every article below is live in the Help Centre. There are no placeholder posts, invented authors or backdated articles — when new guidance is published, it appears here.
Help & Support
Use saved conversations, switch on web research for current information, and follow the source links.
Read the GuideHelp & Support
Chain steps, add conditions and pause for approval before anything sensitive happens.
Read the GuideHelp & Support
Import a CSV or Excel workbook, map the columns, remove duplicates and export a clean file with a validation report.
Read the GuideHelp & Support
Turn web pages and files into a dataset, compare runs to see what changed, and repeat the run on a schedule.
Read the GuideHelp & Support
Enter the real product details; anything missing is flagged instead of guessed. Includes bulk runs.
Read the GuideHelp & Support
Keep documents in your private workspace, extract text from PDFs, and use AI OCR for scans and images.
Read the GuideHelp & Support
Choose a transcription mode, pick verbatim or clean read, then generate minutes, actions or a summary.
Read the GuideHelp & Support
Generate, improve, rewrite or proofread a piece of writing — then save and reuse it from your Library.
Read the GuideHelp & Support
What a credit is, where to see the cost before an action runs, and what happens when an action fails.
Read the GuideHelp & Support
Where your plan lives, how cancelling works, and where to find invoices and agreements.
Read the GuideGetting Started
Create your account and find your way around the client portal.
Read the GuideSecurity & Privacy
An overview of our UK GDPR approach.
Read the GuideSecurity & Privacy
Ask for an export or an account deletion from the portal, and follow the request through to completion.
Read the GuideHelp & Support
Get help from our team in a few clicks.
Read the GuideHelp & Support
Work through the common causes of a rejected file, a request that never finished, or a page that will not load.
Read the Guide15 articles are published in the Help Centre today. Signed-in customers can also ask a question there and get an answer with citations.
Four different things get called an “integration”. These are the four this site actually offers, with their real status. No third-party connector library is implied.
Starter+
Plan external API actions, risk-check them and write webhook specifications. Approval comes first and nothing is called from your browser.
Open Integration PlannerOn plans with integrations
An approved workflow step can send a signed webhook to an endpoint you configure. There is no third-party app directory and no pre-built connector library.
Open Workflow AutomationNo listings today
The listing categories are described, but the marketplace is on the roadmap. No AI agents, templates or partner apps are available to browse or buy.
See Marketplace StatusApplications open
Referral, reseller, implementation and technology partners can apply. Applications are reviewed by our team; marketplace listing is not yet possible.
Apply as a PartnerNeed a specific connection?
Tell us which system you need to connect and what the data should do. We will say honestly whether it is possible today, through an approved webhook, or on the roadmap.
Six routes, each with a working destination. Troubleshooting belongs in the Help Centre; availability, security and privacy questions have their own pages so answers stay accurate and current.
Search published articles about the account, portal and platform. Signed-in customers can ask a question and get a cited answer.
Ask about product availability, a pilot or a business requirement. Choosing an enquiry type routes your message to the right inbox.
Controls, current limitations, improvement priorities and the legal documents that support them.
How personal data is collected and protected, plus the template Data Processing Agreement for customers.
Plan prices, monthly AI credits, annual billing and exactly which tools each plan opens.
Check whether a product is Working, Limited or Planned before you rely on it in your business.
This page is the learning and information hub. The platform page explains how everything fits together, the catalogue shows what exists today, and solutions map business needs to the right mix of software and people.