Skip to main content
You can run Nudge on a backend that belongs to you: a Convex project in your own account, holding your workspace’s code and every contact, message and call in it. Nudge installs it, keeps it updated and runs the few shared parts. Your data never sits in anyone else’s database, and you can leave with all of it.

From signup to a working workspace

1

Ask for access

Fill in the form at autonudge.dev/signup. We read every request ourselves.
2

Get the approval email

It sends you to the setup page and names the Google account to sign in with: the address you signed up with.
3

Sign in and pick a door

On autonudge.dev/setup, sign in with Google. Then do the steps By hand on the page, or hand them to Claude Code or Codex. See Set up with Claude Code or Codex.
4

Name your workspace

The name becomes your address: acme gives you acme.nudgecrm.dev. You can change it until Convex is connected.
5

Connect Convex

One button. You approve Nudge in Convex, and Nudge creates the project and keeps one key to it. See Connect Convex.
6

Install

Nudge puts its code in your project, sets up sign-in, adds a starter kit and creates your address. The page shows each step as it happens. It takes a few minutes.
7

Open your workspace

Sign in at your address with the same Google account. You’re the first admin. A Getting started card walks you through the rest: Retell, a number, email, your team. See Your first hour in Nudge.

What’s yours and what Nudge runs

Yours: the Convex project and everything in it. Your contacts, conversations, calls, automations and settings live there and nowhere else. So do your accounts with the services your workspace sends through: Retell for calls, Meta for WhatsApp, Resend for email. Nudge runs: the app you sign in to, your address, and the shared services every workspace uses: Google sign-in, the system email that sends invites and alerts, Google Calendar booking, and the built-in AI. Nudge also keeps the key to your project, so it can install updates when they ship.

Who bills what

  • Nudge: nothing, for running on your own backend.
  • Convex: your project, billed to you directly. You can start on the free plan; whether you stay on it depends on how much your workspace does.
  • Retell: voice agent calls, per minute.
  • Meta: WhatsApp conversations on the official API.
  • Resend: email, by volume.
Each one bills you under your own account with them. Nudge never sees your cards.

What’s different from a workspace we run

A workspace on your own backend is a standalone workspace: Nudge is the CRM. A few things are set up differently, because no shared key ever goes into a backend you can open:
On your own backend, WhatsApp runs only on the official WhatsApp Business API, through your own Meta app. A rep’s personal number paired by QR code isn’t available. Email to contacts goes out from your own Resend account and domain, and replies don’t come back into Nudge yet. HubSpot mode isn’t available.

Pausing and leaving

Nudge can pause your workspace: its address goes offline and nothing is sent. Pausing deletes nothing, and we tell you why. The terms say when. To leave, tell us, or delete Nudge’s key in Convex. Nudge drops its copy of the key and your address. Your project and all its data stay in your Convex account, and deleting them is up to you. Next: Connect Convex.