NEXT Platform + XBert AI

The only platform for every business conversation.

NEXT is where AI handles every conversation end-to-end: resolving issues, closing deals, and delivering better experiences at scale.

From local businesses to global brands, over 1 million users trust Nextiva.

KFC
Amazon
UPS
Hyundai
Einstein Bros Bagels
Texas Roadhouse
KFC
Amazon
UPS
Hyundai
Einstein Bros Bagels
Texas Roadhouse
NEXT Platform Overview

NEXT unlocks the agentic era for every business conversation.

Bolted-on AI doesn’t make a legacy system intelligent. NEXT is the platform where everything connects: every channel, every conversation, every customer record, every workflow. Unified with AI that’s trained specifically on your business.

Get Early Access
The Platform Where Every Interaction Becomes Intelligence NEXT PLATFORM v2.0

All data in one place.

Your AI and team need quality data from every interaction: calls, chats, emails, social, and more!

Context at the speed of conversation.

Customers expect you to know them. Every interaction. Every time.

AI & teams become unstoppable.

Context is everything. With the right data, AI resolves issues autonomously—no handoffs, no delays, just results.

XBert
Win every conversation, without extra work
Grow revenue without growing headcount
One place for AI to run your customer experience

The future workforce.
Scale without growing your payroll.

Easter Egg Illustration
Every conversation. Every channel. One view.
Inbox 12
Megan
Megan O’Sullivan AI Hi, I’m interested in…
Responding to inquiry
2m
Derek
Derek Nguyen AI Thanks for the update
Resolved
12m
Rachel
Rachel Kim AI Call completed
Follow-up scheduled
25m
Michelle
Michelle Chen Schedule confirmed
Appointment booked
1h
Megan
Megan O’Sullivan Via Chat
Hi, I’m interested in your enterprise plan. Can you tell me more about pricing? 2:31 PM
Of course! Our enterprise plan starts at $99/user/month with volume discounts available. 2:33 PM
That sounds great. Can we schedule a demo? 2:34 PM

Every conversation. Every channel. One view.

Voice, SMS, email, social, reviews, and more flow into one inbox. AI handles every channel from a unified view across every customer touchpoint. The complete CX platform.

Bespoke AI confidently completes tasks.
AI Employee
XBert
Answered call
Sent text reply
Scheduled appt
Issue resolved
Email responded
XBert

Bespoke AI confidently completes tasks.

XBert learns your protocols and improves over time. It handles the busy work: booking appointments, answering questions, managing repetitive calls. See higher resolution rates that are impossible to get with generic AI.

Context that travels with the conversation.
Customer Intel
Ryan
Ryan McAllister Vertex Industries
Enterprise Active
$33,750 Lifetime Value
47 Interactions
92% Satisfaction
Recent Activity
Call completed AI Today, 2:34 PM
Email sent Yesterday
Meeting scheduled Jan 25

Context that travels with the conversation.

Every interaction adds to a single customer record. AI sees past calls, purchases, and every prior conversation—resolving issues with full context. Nothing forgotten.

The data behind AI employees

+ + + + + + + + + + + + + + + +
The future is obvious

Every business will have AI employees.

Your new organizational structure

AI Sales Leader
Sales Leader
Coaching the team… Closing big deals… Setting strategy… Coaching the team…
AI Support Leader
Support Leader
Training the team… Improving processes… Handling VIP issues… Training the team…
AI Success Leader
Success Leader
Executive reviews… Strategic planning… Growing accounts… Executive reviews…
AI Lead Qualifier Working
AI Demo Scheduler Working
AI Ticket Resolver Working
AI FAQ
Handler
Working
AI Onboarding
Guide
Working
AI Risk
Detector
Working
The AI-Powered Workforce

The command center for the agentic workforce.

Routine questions and repetitive tasks shouldn’t require your team at all. XBert handles them autonomously—from first contact to resolution. NEXT gives you full visibility into every AI-driven interaction and complete control over how work gets done. One platform to deploy, manage, and scale your AI workforce.

Get Early Access
Megan
Megan O’Sullivan AI Hi, I’m interested in… Responding to inquiry
2m
Derek
Derek Nguyen AI Thanks for the update Resolved
12m
Rachel
Rachel Kim AI Call completed Follow-up scheduled
25m
Michelle
Michelle Chen Schedule confirmed Appointment booked
1h
Megan
Megan O’Sullivan AI Live chatting with Sarah Mitchell
Megan AI is live chatting with Sarah Mitchell
Hi, I’m interested in your enterprise plan. Can you tell me more about pricing? 2:31 PM
Of course! Our enterprise plan starts at $99/user/month with volume discounts available. 2:33 PM
That sounds great. Can we schedule a demo? 2:34 PM
Customer Info
Sarah Mitchell
Sarah Mitchell
sarah.mitchell@company.com
VIP Enterprise
Recent Activity
Call – 12 min Yesterday
Email opened 2 days ago
Meeting booked 1 week ago
Customer Value
$24,500 Lifetime Value
18 Interactions
Sentiment
Very Positive
CALL COMPLETED
3m 44s
Caller
AI Summary
✦ Answered by XBert AI
SUMMARY

Sarah Mitchell asked about business hours and scheduled a consultation. Appointment confirmed.

APPOINTMENT
Tomorrow 2:00 PM
SENTIMENT
Positive Excited Curious
XBert AI Resolutions
49
Calls Handled
12
Appts Booked
156
FAQs Resolved
94%
Satisfaction

Works with your favorite tools and platforms

Salesforce HubSpot Zendesk Microsoft Teams Google Workspace Zapier Zoho ServiceNow Salesforce HubSpot Zendesk Microsoft Teams Google Workspace Zapier Zoho ServiceNow
Entry Point

XBert: Your AI employee

Handles customer interactions from start to finish—autonomously resolving 80% of issues without escalation.

Command Center

NEXT: Your AI headquarters

Full visibility into every customer. Manage your entire workforce and build workflows that run on their own.

Three levels of agentic AI.
You have full control.

Level 1

Full AI Agent

AI fully completes tasks from start to finish with zero human intervention. The future of customer experience—powered by deep context and intelligent automation.

Zero touch AI completes full tasks
Level 2

Supervised

AI leads the interaction while humans stay informed and step in for edge cases. The AI handles routine tasks; your team focuses on exceptions that matter.

AI-led Human oversight
Level 3

AI Assist

A human drives the interaction while AI works behind the scenes—suggesting responses, surfacing context, and handling the busy work so agents stay focused.

Human-led AI supports
The Data Advantage

AI that actually knows your business.

Generic AI

  • Trained on the internet, not your business
  • No context about customer history
  • Can't access your systems or data
  • One-size-fits-all responses
  • Requires manual integration work
XBert

XBert on NEXT

  • Learns from YOUR conversations
  • Full customer history and context
  • Connected to your workflows and data
  • Responses tailored to your business
  • Works out of the box, and gets smarter
A Generational Shift

The AI + human workforce is the biggest generational opportunity in business.

The patterns are clear: customers prefer self-service, costs drop dramatically with AI, and entire industries are ripe for transformation. The work is remarkably similar across verticals: scheduling, inquiries, routing, follow-ups. AI handles it, and the value compounds.

$1 trillion Spent on healthcare admin annually, increasingly AI territory McKinsey & JAMA
54% Of customer issues already resolved without a human IBM
7x Cost advantage when AI handles vs. live support Gartner

Healthcare

Patient scheduling, intake, and triage

  • 24/7 appointment scheduling
  • HIPAA-compliant AI conversations
  • Patient intake automation
27.6% Annual growth rate for AI-powered healthcare scheduling solutions Grand View Research

Financial services

Account inquiries, verification, compliance

  • Secure customer verification
  • Account inquiry automation
  • Compliance-ready transcripts
$4.3B Projected market for AI agents in financial services by 2032 Fortune Business Insights

Professional services

Client intake, scheduling, lead qualification

  • Client intake automation
  • Consultation scheduling
  • Lead qualification 24/7
2x Law and accounting firms doubled AI adoption year-over-year Thomson Reuters

Technology

Support triage, demos, customer success

  • Technical support triage
  • Demo scheduling automation
  • Customer success workflows
$13B AI-driven customer support market size, growing at 34% annually Technavio

Retail

Order status, product inquiries, returns

  • Order status automation
  • Product inquiry handling
  • Returns & support AI
$2.5B Current market size for retail and ecommerce conversational AI Grand View Research

Distributed organizations

Multi-location routing and analytics

  • Centralized conversation history
  • Location-based routing
  • Cross-location analytics
78% Of buyers will purchase from the company that responds first Lead Response Study
pricing

Get the #1 platform for AI and humans.

All plans include free, unlimited live chat and email support.

Monthly Annually
Save up to 33%

NEXT Core

$ 15 /seat/mo
$23 Save 35%

XBert AI: $1.50 per conversation

All the essentials to get started.

Key Features

  • ✓ Unlimited Voice, Video
  • ✓ Business SMS / MMS (100 per user / mo)
  • ✓ Team Collaboration
  • ✓ Skills-based Routing
  • ✓ Basic CRM & Ticketing System
  • ✓ Shared (Team) & Personal Inbox
  • ✓ CX Journey Builder
  • ✓ Automated AI Transcription (Unlimited AI-Assisted Conversations)
  • ✓ Automated AI Summarization (Unlimited AI-Assisted Conversations)
  • ✓ AI Answer Assist (Unlimited AI-Assisted Conversations)

NEXT Scale

$ 75 /seat/mo

XBert AI: $1.50 per conversation

The complete solution for enterprise scale.

Everything in NEXT Engage, plus:

  • ✓ Unlimited Business SMS / MMS
  • ✓ Toll-Free Number (+10,000 min)
  • ✓ Directory Sync
  • ✓ Dedicated Customer Success Team
  • ✓ Automated AI Transcription (Unlimited AI-Assisted Conversations)
  • ✓ Automated AI Summarization (Unlimited AI-Assisted Conversations)
  • ✓ AI Answer Assist (Unlimited AI-Assisted Conversations)
  • ✓ Supervisor Monitoring
Already have a helpdesk?
XBert AI Employee

XBert AI Employee

Choose if you’re already using Nextiva services, only buying Nextiva AI, or adding AI to your existing Nextiva products.

XBert AI Employee

$ 99 per month

XBert AI: Packages starting at 100 conversations/month.

Learn more

Keep your tools. Let AI handle conversations and move customers forward.

  • ✓ Get started in minutes with no coding required
  • ✓ Easy to manage and update
  • ✓ Handles phone, chat, & SMS
  • ✓ Customizable tone and voice
  • ✓ Takes action in your systems
  • ✓ Smart Routing sends customers to the right place with context
  • ✓ Always available with fast, 24/7 responses
  • ✓ Learns & Improves Automatically

Compare Plan Features

See exactly what's included in every plan.

Swipe to see full comparison
Features
Have a question? Call (800) 799-0600
NEXT Core Get Early Access NEXT Engage Most Popular Get Early Access NEXT Scale Get Early Access
Unified CX
Unlimited Voice & Video Calling
Call Recording
Business SMS/MMS (monthly) 100 msgs 500 msgs Unlimited
Email
Live Chat & Chatbot Add-on
Team Collaboration
Team & Personal Inbox 1 team + 1 personal 3 team + 1 personal 10 team + 1 personal
Mobile
Ticketing
Toll-Free Number Add-on 1 3
Toll-Free Minutes (monthly) Add-on 2,000 min 10,000 min
Contact Management
Digital Fax Digital Fax Add-on
Desk Phones Per-Unit Per-Unit Per-Unit
AI and automation
Smart Call Routing (Simple IVR)
Priority & Skills-Based Routing
Real-time AI Transcription
Voicemail with AI Transcription
AI Call Summarization
AI-Assisted Conversations Unlimited Unlimited Unlimited
XBert AI Employee
Workflow Builder
Analytics and reporting
Dashboards & Basic Reports
Live Manager Dashboard
Supervisor Monitoring — —
INTEGRATIONS And API's
Outlook / Google Contacts Sync
Salesforce
Single Sign-On (SSO) —
SUPPORT AND SUCCESS
24/7 World-Class Support
Dedicated Customer Success Team — —
Professional Services Package Add-on Add-on Add-on

Build the Future With Us

We’re at the start of something big. Whether you’re a business ready to transform CX, a partner who sees the opportunity, or an investor who believes in where AI is headed, we’d love to hear from you.