Nextiva + Clover Integration
Connect Clover with Nextiva to give your team instant visibility into transaction and customer data right when they need it most.
Overview
The Clover integration gives Xbert AI Employees direct access to Clover point-of-sale workflows for real-time order management and customer service operations. AI Employees can retrieve live order details, create new orders, add line items, and lock orders during 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 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/NEXT account
- Active Clover account
FAQs
Can Xbert AI Employees manage Clover orders automatically?
Yes. Xbert 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?
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, the integration eliminates constant switching between POS and customer service systems, improving efficiency and customer responsiveness.