Getting started

What OSES-J does

OSES-J is an export sales desk for apparel, sportswear, hosiery and fitness-wear manufacturers. It finds potential buyers (brands and shops) on Instagram and Facebook, enriches their public business details, organises them as leads and clients, and lets you contact and follow up with them, manually or with an AI sales agent that follows your rules.

The workflow is always the same:

1. Find leads with a search.
2. Save the ones that fit.
3. Add to business to create a client with a permanent ID.
4. AI contact with a first message.
5. Follow up from the unified inbox.
6. Close and track performance.

Create a workspace

1. Open Create account and enter your name, email, password and company name. The company becomes your workspace (organisation). Everything you do is private to that workspace.
2. Sign in. You land on the Dashboard.
3. Invite colleagues later from Settings → Account (roles: Owner, Admin, Member). If you belong to several workspaces you switch between them there too.

Add your company facts (5 minutes, do this first)

The AI only ever uses facts you provide. Go to Settings → Company and fill in:

• Products and categories you manufacture
• Minimum order quantity (MOQ)
• Certifications (only the ones you actually hold)
• Production capacity and lead times
• Markets you export to, shipping and payment terms
• Website, contact email and phone

Then open AI Assistant → Instructions and add tone, rules and anything the AI must never say (for example "never quote prices in the first message").

Services (activated for you)

Lead discovery, enrichment and the AI agent are technical services that the CNEX AI team sets up and maintains for your workspace; you never handle API keys or provider settings. Settings → Automation → Services shows what is active. If something shows Not active, email info@cnexai.com or WhatsApp +92 312 7233047 and it will be switched on.

Two things you connect yourself, because they are your own accounts:

• Meta (optional): connect Facebook Pages and Instagram professional accounts in Settings → Social accounts to receive and answer messages through the official API.
• Browser extension (optional): lets OSES-J send approved messages from your own logged-in Instagram/Facebook session. See Browser extension.

Run your first search

1. Open Search Leads.
2. Type a description such as New apparel brands in New York or gym wear brands in Manchester, UK.
3. Optionally set platform, follower range, location and category.
4. Click Search. The run shows its progress (discovering, normalising, enriching) and the results appear with a score.
5. Tick the leads you like and click Save.

Add to business and contact

1. Open Saved Leads, select the leads and click Add to Business. Each becomes a client with a CID such as CX-000001.
2. Open the client and click AI first message (or write your own).
3. Choose Send myself (opens Instagram or Facebook with the text ready) or Send automatically (extension, Apify or Meta, whichever is available).

Choose an AI mode

Settings → Messaging → Mode (the AI must be active for your workspace, see Services above):

• Manual: the AI only suggests.
• Copilot: the AI drafts replies and follow-ups; you approve each one in the inbox.
• Autopilot: the AI sends within the limits you set.

Start with Copilot. Switch to Autopilot once the drafts consistently look right.

Next steps

• Finding leads explains queries, filters, strategies, scores and sources.
• Clients & CRM explains CIDs, duplicates, tags and the timeline.
• Messaging & inbox explains delivery options and what "sent" means for each.
• AI assistant explains facts, instructions, knowledge, rules and modes.