Nextiva + Square Integration
Connect Square with Nextiva to surface payment and customer history instantly, helping your team deliver faster, more personalized service.
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:
- Full Appointment Management: Create, retrieve, reschedule, and cancel Square appointments directly through Xbert/NEXT 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 Visibility: Access Square service offerings and categories in real time to answer customer questions quickly.
Requirements
- Active XBert/NEXT account
- 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.