Nest with Cue and Tron

One list of people, shared with your agents

Nest is the CRM the rest of Oroe works in. Your Cue website sends new enquiries and bookings to Nest, and your Tron agents read and write the same contact records you do. You don’t need to set up a connection: if you use Cue or Tron in the same workspace, they already talk to Nest.

From Cue

New contacts from forms and bookings

When someone fills in a form or books an appointment on your Cue site, Nest creates a contact for them with:

• Contact Status set to Lead.
• Lead Source set to Cue Form or Cue Appointment, so you know where they came from.

Good to know If a contact with the same email address already exists, Nest doesn’t create a second one. Your existing record is left as it is.

Tip Build a segment with Lead Source equals Cue Form to see every website enquiry in one place. See Segments.

Appointments

Bookings made through Cue appear on the contact’s profile under Appointments from Cue, where you can Confirm, Cancel or Mark Complete them. Upcoming ones also show on the Dashboard under Upcoming Appointments.

To set up booking and forms on your site, see the Cue docs.

From Tron

Tron agents work on your contacts on your behalf. Everything they do is recorded in Nest, and it’s easy to tell their work apart from yours.

New leads

Contacts that a Tron agent brings in have Lead Source set to Tron.

Notes

Notes written by Tron agents start with a label that tells you which agent wrote them:

• [tron:chat] – from a chat agent conversation.
• [tron:research] – from the research agent.

You’ll find them on the contact’s Notes tab.

Calls

When a Tron agent makes a call, it adds an activity to the contact’s Timeline titled AI call - followed by the outcome, so you can see at a glance how it went.

Research updates

When the research agent looks into a contact, it may fill in or update:

• Company, website and job title
• Lead source and sentiment
• Tags
• Custom fields

Tip Want the research agent to capture something specific, like company size? Add a custom field for it first. See Custom fields.

Note Because agents can update contact details, check the Notes tab for [tron:research] entries if a field has changed and you’re not sure why.

To set up your agents, see the Tron docs.