Nextiva for Retail

Faster retail.
Happier shoppers.

Store teams manage calls, texts, and customer questions in one place — so shoppers get quick answers and more conversations turn into sales.

AI Incoming Call Nicole Brewer · Stock check, merino throw blanket
now
XBert
AI AI Action XBert checking inventory across locations…
3s ago
AI Order In-store pickup reserved — downtown location
1m ago
AI Follow-up Sent Order confirmation sent to customer
2m ago
Trusted 100,000+ businesses worldwide
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From single storefronts to national chains, retail businesses trust Nextiva

Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Nextiva for Retail

Every customer handled. No added headcount.

85% of customers who don’t get a response move to a competitor. XBert AI handles product questions, resolves order issues, processes returns, and captures sales across every location. Your floor team stays with customers while AI handles the volume.

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Maria
Maria Gonzalez AI Order tracking not received… Active
4m
Tyler
Tyler Brooks Earbuds stock check downtown Awaiting response
22m
Lindsey
Lindsey Park AI Return policy question AI handled
45m
James
James Whitfield Double charge on order Urgent
1h
XBert AI Nicole Brewer
XBert AI + Nicole Brewer AI Handled Call · Stock Check & Order 4m ago
XBert AI completed order for this customer
Hi, I’m looking for the merino wool throw blanket — the oatmeal color. Do you have it in stock? Last time I checked, it was sold out online. 2:41 PM
Let me check that for you, Nicole. The merino wool throw in oatmeal is back in stock at our downtown store and available online. Would you like me to place an order for delivery, or reserve one for in-store pickup? 2:41 PM
In-store pickup would be great. I can come by tomorrow afternoon. 2:42 PM
Done — I’ve reserved one at the downtown store under your name. You can pick it up anytime tomorrow. Is there anything else I can help with? 2:43 PM
Customer Info
Nicole Brewer
Nicole Brewer
nicole.brewer@email.com
Repeat Customer In-Store Pickup
Recent Activity
AI handled call Just now
Pickup reserved Just now
Confirmation SMS sent 1 min ago
Order Details
4th Purchase
Pickup Fulfillment
Sentiment
Positive
+1 (555) 123-4567
ORDER COMPLETED
3m 47s
Caller
AI Summary
Answered by XBert AI
SUMMARY

Nicole Brewer called to check stock on the merino wool throw blanket (oatmeal). Item confirmed in stock. Reserved for in-store pickup tomorrow.

PICKUP
Tomorrow PM Downtown Store
TAGS
Repeat Customer In-Store Pickup High-Value
XBert AI Resolutions
52
Calls Answered
16
Orders Assisted
8
Returns Processed
4
Issues Escalated

Customers helped during the rush

During peak hours and holiday surges, XBert handles incoming questions and routing so your floor staff stays with in-store shoppers.

Phone orders, handled

AI checks inventory, places orders, and reserves items for pickup. Customers get answers instantly instead of waiting on hold.

Returns and issues resolved

XBert handles routine inquiries like return policies, order status, and tracking. Complex issues route to a team member with full context.

Works with Shopify, Square, and more

Integrates with the ecommerce and POS tools your stores already use. No rip and replace.

Works with your store's favorite tools

Shopify Square Salesforce HubSpot Zendesk Microsoft Teams Google Workspace Zoho CRM Oracle NetSuite ConnectWise Shopify Square Salesforce HubSpot Zendesk Microsoft Teams Google Workspace Zoho CRM Oracle NetSuite ConnectWise Shopify Square Salesforce HubSpot Zendesk Microsoft Teams Google Workspace Zoho CRM Oracle NetSuite ConnectWise Shopify Square Salesforce HubSpot Zendesk Microsoft Teams Google Workspace Zoho CRM Oracle NetSuite ConnectWise

The numbers behind modern retail.

Hear XBert in Action

XBert AI handles real customer conversations.

Listen to XBert handle real conversations across industries. It understands intent, responds naturally, and resolves issues on its own.

Restaurant reservation

Hear XBert confirm reservations and answer menu questions for a busy restaurant.

Press play
0:00
AI Resolved Reservation confirmed

Healthcare appointment

Experience XBert scheduling patient visits and managing after-hours calls for a medical office.

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0:00
AI Resolved Appointment booked

Legal client inquiry

Hear XBert qualify new client inquiries and route to attorneys with full context.

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0:00
AI Resolved Qualified and routed
How XBert Works

Smart routing.
No complex setup.

XBert handles customer inquiries across calls, chat, and messaging, resolving product questions, tracking orders, and routing complex issues to the right team member by department and location.

Customer Inquiries
"Do you have the wireless earbuds in stock at your downtown store?" "Where's my order? I placed it four days ago and tracking hasn't updated." "I need to return a jacket. What's your return policy?" "I was charged twice on my credit card for the same order." "Are you running any promotions this weekend?" "Can I place a phone order for delivery?" "I received the wrong size. How do I exchange it?" "What are your store hours for the holiday weekend?"
XBert AI
XBert AI
Checking inventory across locations… Looking up order status… Processing return request… Connecting to store associate… Confirming pickup availability… Checking inventory across locations…
Question Answered AI Resolved
Order Assisted AI Resolved
Issue Escalated Routed to Associate
Easy Setup Learns Your Store Adapts to Your Workflows You Stay in Control
Trust & Security

Built to perform.
Built to protect.

XBert is built on Nextiva's enterprise-grade infrastructure. Your customer data stays safe, transactions stay protected, and you stay in control.

Payments stay protected

Nextiva's platform is PCI-DSS certified, meeting the same security standards required for payment processing. Customer payment information discussed over the phone is protected by the same infrastructure trusted by banks and financial institutions.

PCI-DSS Certified Encrypted Communications

Every location, always on

Whether you have 3 locations or 30, Nextiva's redundant data centers and 99.999% uptime guarantee mean no store goes dark. Calls route seamlessly between locations, and managers see real-time performance across every store from a single dashboard.

99.999% Uptime Multi-Location Support

Customer data stays safe

All customer interactions — call recordings, order details, and personal information — are stored on SOC II-audited, encrypted infrastructure. Access controls ensure only authorized team members can view sensitive customer data.

SOC II Audited Role-Based Access

Certified by experts

Nextiva meets the highest security and compliance standards to protect your customer communications.

SOC 2 Type II Certified PCI DSS Compliant TLS/SRTP Encryption TCPA Compliant Call Recording Compliance Cloud Security Alliance
Platform Features

Every feature your stores need. AI built in.

Unlimited Calling

US and Canada calling included with every plan.

Business SMS & MMS

Text customers from your store's business number.

Auto Attendant & IVR

Route callers to the right store, department, or associate.

Call Flow Builder

Design routing by store hours, location, and priority rules.

Voicemail Transcription

Read voicemails as text while helping customers on the floor.

Mobile App

Your store's phone system in your pocket. iOS and Android.

Call Forwarding

Route calls between locations when one store is busy.

Caller ID

Show your store's name on every outbound call.

Call Recording

Record inbound and outbound calls for quality and training.

AI Transcription

Every call transcribed and searchable for order and service records.

Conversation History

Full customer communication thread across calls, texts, and emails.

Team Collaboration

Internal messaging between store managers, associates, and HQ.

Video Conferencing

Video meetings for store manager standups and team training.

File Sharing

Share inventory lists, planograms, and policies in any conversation.

Conference Calling

Multi-party calls for vendor coordination and regional meetings.

Contact Import

Bring in your Google and Outlook contacts automatically.

XBert AI Receptionist

Answers calls 24/7, checks inventory, and assists with orders.

Call Summaries

AI-generated recaps with order and inquiry details after every call.

Smart Routing

AI routes calls by location, department, and issue type.

Sentiment Analysis

Detect customer frustration and urgency in real time.

Automated Follow-ups

Order confirmations and pickup reminders sent automatically.

Voice Analytics

Track call volume, missed calls, and sales conversion rates.

Call Pop

See customer details and order history the moment the phone rings.

Number Porting

Bring your existing store numbers to Nextiva with zero downtime.

AI Workforce

XBert: Your AI workforce

AI that resolves routine interactions so your team can focus on customers.

Learn more
Command Center

NEXT: Your command center

The command center for the agentic era. Manage your teams and your AIs in one place.

Learn more
FAQs

Frequently Asked Questions

How does XBert help during peak shopping periods like holidays and sales events?

XBert handles unlimited concurrent calls with zero wait times. During Black Friday, holiday rushes, or flash sales, every customer gets an instant answer — stock checks, order status, return policies — without overwhelming your floor staff. Your team focuses on in-store customers while XBert covers the phones.

Does Nextiva integrate with our POS and ecommerce platform?

Nextiva connects with Shopify and Square through Zapier, plus Oracle NetSuite for enterprise retail operations. These integrations let you trigger workflows when calls come in — like creating a customer record, logging an order inquiry, or flagging a return request in your support system.

Can XBert answer questions about our products, store policies, and locations?

Yes. You configure XBert with your store information, product FAQs, return policies, hours, and locations. It answers common questions accurately and consistently across every call. For questions beyond its knowledge base, it routes the caller to a team member with context on what was already discussed.

What about returns and order issues — can AI really handle those?

XBert handles routine inquiries — return policies, order status, tracking information, and exchange procedures. For complex issues like billing disputes or damaged goods that need human judgment, XBert captures all the details and routes to a team member with full context. Nothing requires the customer to repeat themselves.

How does Nextiva work for a business with multiple store locations?

Each location gets its own phone number and routing rules while sharing a single unified platform. Managers see analytics across all stores, and calls can be routed between locations when one is busy. Adding a new location takes minutes, not weeks.

How long does it take to get our stores set up?

XBert’s AI receptionist can be configured in under an hour. Full deployment with number porting and multi-location setup typically takes two to four weeks. The system is designed for non-technical users — store managers and sales associates can start using it the same day.

Will customers know they're talking to AI instead of a real person?

XBert introduces itself as an AI assistant — transparency builds trust. The experience is fast, natural, and helpful. For routine questions like store hours or order status, callers get a quick, accurate answer. Customers who want to speak with a person are routed immediately.

See how Nextiva works for retail businesses.

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★★★★★ 4.8/5

Rated by 8,000+ verified customers on Trustpilot

100K+

Businesses trust Nextiva for their communications

I can't think of another provider that would be as reliable and as easy to use as Nextiva has been.

Blake Mooney Regional Manager, Rack Attack
Get unlimited calling and XBert AI plans from $99/mo Get AI plans from $99/mo