Nextiva + Square Integration
Connect Square with Nextiva to manage orders, search and update customer records, find products, check inventory, and create, modify, or cancel appointments from one connected workflow.
Overview
Connect Square with NEXT to bring customer, product, inventory, order, and appointment information into one connected workflow. Teams can look up customer details, search products, check inventory, manage orders, and create or update appointments without switching between systems.
Features
- Create orders: Create new Square orders directly from NEXT.
- View orders: Retrieve existing order information.
- Search contacts: Find Square customer records.
- Update contacts: Keep customer information current.
- Search products: Look up Square product information.
- Get inventory: Check inventory directly from NEXT.
Manage appointments
- Create appointments: Schedule new Square appointments.
- Modify appointments: Update existing appointment details.
- Cancel appointments: Cancel appointments directly from NEXT.
- Screen pop: Surface relevant customer context when an interaction comes in.
FAQs
Can NEXT work with Square customer and product information?
Yes. You can search customer records, update contact information, look up products, and check inventory directly from NEXT.
Can NEXT work with Square orders?
Yes. You can create new orders and retrieve existing order information from the connected NEXT workflow.
Can NEXT manage Square appointments?
Yes. You can create, modify, and cancel Square appointments directly from NEXT.
Can agents see Square customer information when a call comes in?
Yes. Screen pop can surface relevant customer context when an interaction comes in.
Overview
The Square integration gives XBert/NEXT AI Employees direct access to Square booking, customer, and service data within XBert/NEXT conversations. AI Employees can create and manage appointments, retrieve customer profiles, browse service catalogs, and check real-time availability.
Enhance appointment scheduling and customer engagement with AI-powered workflow automation:
- Appointment Management: Create, retrieve, reschedule, and cancel Square appointments directly through Xbert AI Employees.
- Real-Time Availability Checks: Surface open booking slots instantly for services, staff members, and date ranges.
- Customer Profile Management: Search existing Square customers or create new profiles during live customer interactions.
- Service catalog on demand: Access your Square service offerings in real time to answer customer questions about what’s available and how long it takes.
Requirements
- Active XBert AI account or XBert AI add-on
- Active Square account with Square Appointments enabled
FAQs
Can XBert/NEXT AI Employees manage Square appointments automatically?
Yes. XBert/NEXT AI Employees can create, retrieve, update, reschedule, and cancel Square appointments directly within XBert/NEXT workflows.
Does the integration support real-time availability checks?
Yes. The integration can query Square for open booking slots by service type, staff member, and date range in real time.
Can users access and create Square customer profiles inside XBert/NEXT?
Yes. Users can search for existing Square customers by name, email, or phone number and create new customer records during interactions.
How does this integration improve scheduling efficiency?
By automating appointment management, customer lookup, and availability checks inside XBert/NEXT, the integration reduces manual coordination, eliminates context switching, and accelerates booking workflows.
