FAQ
Questions revenue teams ask before using Vexida.
Short answers about positioning, setup, integrations, execution, and how Vexida fits into your revenue stack.
Product Fit
Is Vexida a CRM?
No. Vexida is the intelligence and operator layer above your CRM, marketing automation, analytics, and first-party demand data.
What is an AI Revenue Operator?
An AI Revenue Operator watches revenue signals, explains what changed, recommends the next move, prepares execution, and learns from outcomes so future recommendations improve.
Who is Vexida built for?
Vexida is built for B2B founders, revenue leaders, growth teams, and lean marketing teams that need clearer operating decisions from CRM, website, campaign, and analytics data.
Does Vexida replace my marketing or sales team?
No. Vexida helps teams move faster by turning signals into recommendations, approval-ready actions, execution plans, and outcome learning.
What is Company Memory?
Company Memory is Vexida's record of your operating context, recommendations, approved actions, completed work, and recorded outcomes. It helps Vexida use what your company has already learned when preparing future recommendations instead of treating every decision as a new problem.
What is the difference between a contact and an account?
A contact is an individual person, such as a buyer, champion, executive, or other stakeholder. An account is the company or organization associated with one or more contacts. Vexida connects person-level engagement with account-level activity so revenue teams can understand both who is active and which companies deserve attention.
Setup
Does Vexida need HubSpot or Salesforce?
No. Vexida can start with first-party website activity, conversion goals, CSV imports, and operating context. CRM integrations add more context when you are ready.
How long does setup take?
Most teams can start by setting revenue goals and connecting one data source. More complete CRM, analytics, and marketing automation setup can be added over time.
What should I configure first?
Start with your operating context: monthly pipeline target, average deal value, lead-to-pipeline rate, sales cycle, GTM motion, and strategic priorities. Then connect the systems that hold your best signals.
Can I start without live integrations?
Yes. CSV imports and first-party tracking let you give Vexida contacts, accounts, campaigns, and website behavior before a live CRM connection is ready.
What is the Vexida tracking code?
The Vexida tracking code is a lightweight JavaScript snippet that collects first-party website activity. It helps Vexida understand visitor behavior, page engagement, conversions, and customer journeys so it can generate more accurate recommendations and insights.
Why do I need to install the Vexida tracking code?
The tracking code gives Vexida visibility into what happens on your website. Combined with your CRM, marketing automation, analytics platforms, and other connected systems, it provides the behavioral signals Vexida uses to identify opportunities, prioritize actions, and recommend next steps.
Is the Vexida tracking code required?
No. Vexida can work with CRM integrations, Google Analytics 4, marketing automation platforms, and CSV imports. Installing the tracking code simply provides richer behavioral data and enables more complete insights and recommendations.
How do I install the Vexida tracking code?
Installation typically takes only a few minutes. Copy the tracking snippet from your Vexida workspace and add it to the global <head> section of your website, or deploy it through a tag management solution such as Google Tag Manager.
Can I use Vexida before installing the tracking code?
Yes. You can begin by connecting your CRM, marketing automation platform, Google Analytics 4, or importing CSV data. Adding the tracking code later enhances Vexida with richer website behavioral insights and more accurate recommendations.
Integrations
What integrations are supported?
Vexida supports Mautic, GA4, HubSpot, Salesforce, Pipedrive, CSV imports, and first-party website tracking.
Which integration should I connect first?
Connect the source with your most useful revenue signal first. For many teams that is CRM. For demand generation teams, analytics or marketing automation may be the fastest starting point.
Does Vexida copy all of my data?
Vexida stores the records and signals needed to generate briefs, recommendations, forecasts, and actions. Integration settings control what is synced.
Does Vexida currently import every object from my CRM?
Not yet. Current CRM connections verify access and import contacts into Vexida. The product is structured to support accounts, companies, deals, owners, stages, and activity history, but the exact objects available depend on the provider and the current integration release. Vexida does not represent that every CRM object is synchronized until that mapping is active.
Privacy & Security
What information does the Vexida tracking code collect?
The Vexida tracking code records first-party activity such as page views, page titles, referring pages, UTM campaign information, sessions, scroll depth, CTA clicks, outbound clicks, form starts, and form submissions. For ordinary non-email form fields, Vexida records the field name and whether a value was present rather than storing the submitted value. When a visitor submits an email address, Vexida may use it to identify the contact. Company name, company domain, title, and similar business details may also be used to enrich the related contact or account. Password and hidden fields are excluded.
Is the Vexida tracking code privacy-friendly?
Yes. The tracking code is designed around first-party data collection and supports modern privacy practices. Customers remain responsible for configuring their implementation to comply with applicable regulations such as GDPR, CCPA, and other local privacy laws.
Does the Vexida tracking code use cookies?
The current Vexida tracker uses first-party browser storage to maintain a visitor identifier and a session identifier. Customers should include Vexida in their own privacy and consent practices where required and configure their website or consent manager according to applicable law.
Performance
Does the Vexida tracking code slow down my website?
No. The Vexida tracking code is lightweight and loads asynchronously, minimizing any impact on page performance or visitor experience.
Intelligence
What is Revenue Confidence?
Revenue Confidence is Vexida's operating assessment of whether the available demand, conversion, contact, account, campaign, and pipeline signals support the company's revenue goals. It is designed to show the drivers behind the assessment, not just provide a score.
How does Vexida create forecasts?
Vexida combines connected activity with the operating assumptions entered by your team, including average deal value, lead-to-pipeline rate, pipeline win rate, sales-cycle length, and monthly pipeline target. Forecasts are directional planning estimates and become more useful as the quality and volume of connected data improve.
What are conversion goals?
Conversion goals tell Vexida which website activities represent meaningful progress. A goal can be based on a form submission, CTA click, page visit, form start, outbound click, URL pattern, or campaign. This allows Vexida to distinguish ordinary website traffic from behavior that is more closely connected to revenue.
How does Vexida score contacts?
Vexida Score is a configurable score for imported contacts. It can include a base import score, source-system lead points, and bonuses for useful information such as company and job title. Source scores, such as Mautic Points, remain visible separately so teams can compare the original score with Vexida's operating score.
Actions
Can Vexida execute actions?
Yes, where integrations support execution. Vexida is designed around approval-first execution so users stay in control before connected systems are changed.
What kind of actions can Vexida prepare?
Vexida can prepare audience plans, campaign reviews, sales follow-up lists, conversion-path fixes, channel reviews, executive briefs, and operating recommendations.
Does Vexida act without approval?
The default operating model is approval-first. Safe autopilot settings can be configured for supported low-risk work, but users stay in control of what Vexida is allowed to do.
What is Safe Autopilot?
Safe Autopilot is an optional operating mode that allows Vexida to perform specifically permitted, low-risk actions within limits set by the customer. Teams can control the maximum number of autonomous actions per day and which supported action types are allowed. Approval-required mode remains the default.
What can Vexida do in Mautic?
After a supported action is approved, Vexida can create a Mautic segment from matching imported contacts and prepare an unpublished Mautic email draft for review. The action remains tied to the original recommendation and is recorded so the result can contribute to Company Memory.
Value
What does Vexida help with first?
Vexida helps clarify what changed, why it matters, which risks or opportunities deserve attention, and what action should happen next.
How does Vexida measure impact?
Vexida ties recommendations and completed actions back to pipeline estimates, conversion goals, contact and account signals, campaign activity, and recorded outcomes.
How is Vexida different from dashboards?
Dashboards show what happened. Vexida explains what matters, prioritizes the decision, prepares the next move, and records what worked.
Security
Will Vexida change connected systems automatically?
No connected system is changed unless the integration supports that action and the user has approved or explicitly configured the allowed automation.
Is my company data used for other customers?
Vexida is designed around your company workspace and company memory. Your operating context, actions, and outcomes are used to improve recommendations for your workspace.
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