The End of Busywork
Starts Here.

XBert answers calls, handles chats, books appointments, and resolves issues — all on its own. An AI employee trained on your business, so your team can focus on what actually moves the needle.

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

Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse

Put AI to Work.

Your XBert adapts to your business

Dana
23 calls today
Dana AI Answering inbound call Qualifying lead Logging to CRM Sending follow-up email
Dana AI Sales Agent

Warm and persuasive. Dana qualifies leads, answers pricing questions, and books next steps before the call ends.

23Calls handled
8Deals qualified
96%CSAT score
tap to flip back
Marcus
18 demos booked
Marcus AI Checking availability Booking demo slot Sending calendar invite Notifying sales rep
Marcus AI Scheduling Agent

Efficient and zero-friction. Marcus finds the perfect slot across time zones and confirms within minutes.

18Demos booked
4Rescheduled
2mAvg. book time
tap to flip back
Sophia
34 tickets closed
Sophia AI Reading support ticket Looking up account Applying billing credit Closing ticket
Sophia AI Support Agent

Patient and thorough. Sophia handles billing disputes and account issues — closing tickets on first contact.

34Tickets closed
1.4mAvg. resolution
98%First-contact fix
tap to flip back
James
56 calls routed
James AI Identifying caller intent Matching to best agent Transferring call Logging interaction
James AI Routing Agent

Fast and precise. James reads caller intent in real time and routes to the right person instantly.

56Calls routed
3Escalated
0.8sAvg. route time
tap to flip back
Elena
12 proposals sent
Elena AI Pulling renewal data Drafting proposal Attaching pricing Sending to client
Elena AI Proposals Agent

Detail-oriented and persuasive. Elena drafts personalized proposals with the right pricing and sends them automatically.

12Proposals sent
$84kPipeline value
67%Open rate
tap to flip back
Liam
41 transcribed
Liam AI Playing voicemail Transcribing audio Summarizing key points Flagging urgent items
Liam AI Voicemail Agent

Attentive and sharp. Liam transcribes every voicemail, pulls out action items, and flags anything urgent.

41Transcribed
7Urgent flagged
99%Accuracy
tap to flip back
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

Meet the future workforce.
Your teams will be unstoppable.

XBert
Trained on your business. No guessing allowed.
Customer Intel
Sarah
Sarah Langford Meridian Health Group
Premium Renewal
$412K Lifetime Value
124 Interactions
97% Satisfaction
Recent Activity
Call completed AI Today, 11:08 AM
Chat resolved Yesterday
Invoice paid Feb 8

Trained on your business. No guessing allowed.

XBert learns your policies, your voice, and your protocols. With full context behind every response, responses stay accurate and on-brand. You can finally delegate to AI with real confidence.

Knows your rules Stays on-brand Won't go rogue
Repetitive work, handled start to finish.
AI Employee
XBert
Routed inquiry
Drafted response
Booked meeting
Updated CRM
Sent follow-up
XBert

Repetitive work, handled start to finish.

Appointment booking, FAQ handling, routine follow-ups. XBert runs these end-to-end without handing off. Your team focuses on high-value conversations while XBert handles the volume.

Handles full tasks Books appointments Resolves tickets
Every customer gets an instant response.
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 customer gets an instant response.

XBert picks up calls, chats, and messages the moment they arrive. Customers get real answers in seconds, not hours. Your team wakes up to resolved tickets instead of a backlog.

Never miss a message Every channel covered Answers in seconds

The AI employee shift has already started

Not all AI is built the same

How to get AI that works

AI without your business context is just guessing. When grounded in your actual data — policies, history, workflows — accuracy improves dramatically and hallucinations drop.

+21% Accuracy improvement when AI is grounded in relevant business context vs. general-purpose models Arxiv (Cornell University), LLM Grounding Study
Tip 1 Nextiva

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
Tip 2 Nextiva

XBert on NEXT

  • Learns from your actual conversations
  • Full customer history and context
  • Connected to your workflows and data
  • Responses tailored to your business
  • Works out of the box, gets smarter over time
How XBert Works

Smart routing.
No complex setup.

XBert acts as your first line of defense—answering every customer request, resolving routine needs, and intelligently routing by intent.

Customer Interactions
"What's my balance?" "Cancel my appointment" "When does my plan renew?" "I need to update my card" "Transfer me to billing" "Schedule a callback" "Reset my password" "Track my order"
XBert AI
XBert AI
Conversing with Customer… Analyzing Intent… Checking Knowledge Base… Routing Request… Updating Record… Conversing with Customer…
Question Answered AI Resolved
Task Completed AI Resolved
Complex Issue Routed to Agent
Easy Setup Learns Your Business Adapts to Your Workflows You Stay in Control
Hear It For Yourself

XBert sounds like
your best employee.

Listen to XBert handle real conversations. It understands intent, responds naturally, and resolves issues on its own.

Patient intake

A patient calls in with an urgent need. XBert collects the details and connects them to the right person.

Press play
0:00
AI Resolved Transferred with context

After-hours request

A customer calls after hours to update their account. XBert gathers the details and queues it for follow-up.

Press play
0:00
AI Resolved Queued for follow-up

Reservation update

A customer calls about an upcoming reservation. XBert handles the change and wraps it up.

Press play
0:00
AI Resolved Fully resolved
Trust & Security

Built to perform.
Built to protect.

XBert is built on Nextiva's enterprise-grade infrastructure. Your data stays safe, your customers stay protected, and you stay in control.

XBert knows your business

XBert learns your services, policies, business hours, and FAQs. It's not guessing—it's an expert that knows your business inside and out.

No guessing Uses facts

You control everything

Set guardrails and customize what the AI can handle. Conversations are recorded and transcribed so you always know what happened.

Calls recorded Everything transcribed

Seamless handoff to humans

When needed, XBert transfers complex requests and urgent needs to your team—no awkward pauses or frustrated customers.

Smart handoff Never lose a customer

Certified by experts

Don't just take our word for it. Nextiva meets the highest security and compliance standards to protect your customer data.

PCI DSS Compliant HIPAA Compliant EU GDPR Compliant Cloud Security Alliance

How you can use XBert.

AI Receptionist
Incoming Call Sarah Chen — Vertex Industries
XBert
XBert Handling Call “I can help with that…”
Appointment Booked Tomorrow at 2:00 PM — confirmed

AI Receptionist

Every call answered on the first ring, 24/7. XBert greets callers, qualifies intent, routes to the right team, and books appointments — so your business never misses an opportunity.

Answers every call Routes intelligently Books appointments
Agent Assist
XBert Assist
Suggested response
“I can issue a credit for that right now — it’ll show on your next statement within 24 hours.”
Use Edit
From your docs
Credits up to $200 can be issued without manager approval. Refunds over $200 require supervisor review. Always confirm the amount and timeline with the customer.

Agent Assist

Real-time coaching that makes every agent your best agent. XBert surfaces the right knowledge, suggests responses, and flags sentiment shifts — all mid-conversation.

Real-time coaching Smart suggestions Knowledge on demand
Transcription & Summarization
XBert XBert Transcription
Agent: Meridian Health, how can I help?
Patient: I need to reschedule my MRI.
Agent: Of course. I see it’s set for Thursday at 9 AM.
Patient: Can we move it to Friday afternoon?
Agent: Friday at 2:15 PM is open. I’ll also send…
XBert XBert Summary
MRI rescheduled Thu 9 AM → Fri 2:15 PM. Prep instructions resent. Patient requesting Rx refill.
3 action items extracted

Transcription & Summarization

Every call, meeting, and message automatically transcribed and summarized. Key decisions, action items, and follow-ups are extracted instantly — no one has to take notes again.

Auto-transcription Instant summaries Action items extracted
Industries in Motion

Every industry is being reshaped.
The leaders are already moving.

Across healthcare, finance, retail, and beyond — the same work keeps showing up: scheduling, inquiries, routing, follow-ups. Customers expect instant responses. AI handles it all.

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

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

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

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
XBert Pricing

Get Started with XBert

Add XBert to your Nextiva plan. No long-term contracts — start today and scale as you grow.

XBert AI Employee
$ 99 /month

Per 99 interactions, then $0.99 per interaction after

✓ No contracts ✓ 30-Day Money-Back Guarantee
  • Answer unlimited calls 24/7
  • AI text messaging and live chat
  • Calendar and CRM integration
  • Automatic appointment booking
  • Full call transcripts & analytics
  • Smart handoff to your team members
FAQs

Frequently Asked Questions

What is XBert?

XBert is Nextiva’s AI employee that handles customer conversations autonomously. It answers questions, schedules appointments, resolves routine requests, and intelligently routes complex issues to your team—all without human intervention.

How does XBert learn about my business?

XBert is trained on your specific business data—your services, policies, FAQs, business hours, and workflows. It uses this knowledge to provide accurate, contextual responses to customer inquiries rather than generic AI answers.

Can I control what XBert says and does?

Absolutely. You set the guardrails—defining what XBert can handle autonomously, when it should escalate, and how it interacts with customers. All conversations are recorded and transcribed, giving you full visibility into every interaction.

What happens when XBert can't handle a request?

XBert intelligently routes complex or sensitive issues to the right person on your team. The handoff is seamless—your agent gets full context of the conversation so the customer never has to repeat themselves.

Is XBert secure and compliant?

Yes. XBert is built on Nextiva’s enterprise-grade platform, which is PCI DSS compliant, HIPAA compliant, and SOC 2 audited. Your customer data is encrypted, auditable, and protected by industry-leading security standards.

How long does it take to set up XBert?

XBert is designed for fast deployment. Once you provide your business information—services, policies, FAQs, and workflows—XBert can be up and running quickly. No complex integrations or long implementation timelines required.

Get unlimited calling and XBert AI plans from $99/mo Get AI plans from $99/mo