Nextiva + Clover Integration
Connect Clover with Nextiva to create and retrieve orders, search products, and check inventory alongside customer conversations.
Overview
Connect Clover with the NEXT Platform to keep commerce activity closer to customer conversations. Teams can work with orders and access product and inventory information from a connected workflow, helping service and sales teams respond with more relevant information while keeping fulfillment moving.
Features
- Create orders: Start new Clover orders from a connected customer workflow.
- Retrieve orders: Look up order information when customers have questions.
- Search products: Find relevant Clover product information while assisting customers.
- Check inventory: Access inventory information before answering availability questions or moving an order forward.
Requirements
- Active NEXT account
- Active Clover account
FAQs
Can NEXT create Clover orders?
Yes. You can create new Clover orders directly from NEXT.
Can I look up an existing order?
Yes. You can retrieve Clover order information when a customer has a question about an existing order.
Can agents search Clover products?
Yes. You can search product information directly from NEXT.
Can NEXT check Clover inventory?
Yes. You can look up Clover inventory information directly from NEXT.
Overview
The Clover integration gives XBert AI real-time access to Clover POS workflows to retrieve order details, create and update orders, and support customers through checkout.
Streamline retail and service operations with AI-powered point-of-sale workflow automation:
- Live Order Management: Retrieve and manage Clover order details in real time during customer interactions.
- Instant Order Creation: Open new orders directly through XBert/NEXT AI Employees without switching systems.
- Dynamic Item Updates: Add products and line items to active orders mid-conversation for faster service.
- Checkout Control: Lock orders at checkout to prevent further modifications after payment confirmation.
Requirements
- Active XBert AI account or XBert AI add-on
- Active Clover account
FAQs
Can XBert/NEXT AI Employees manage Clover orders automatically?
Yes. XBert/NEXT AI Employees can retrieve order details, create new orders, add line items, and lock orders directly within the workflow.
What Clover order information can users access inside XBert/NEXT?
Users can access full Clover order details, including order status, quantities, modifiers, pricing, and line items.
Does this integration reduce operational friction for retail teams?
Yes. By enabling real-time order management inside XBert/NEXT, the integration eliminates constant switching between POS and customer service systems, improving efficiency and customer responsiveness.
