AI Agent Assist

Every agent will
be your best.

AI that helps agents navigate every customer interaction
with clarity, confidence, and speed.

Backed by 17 years of service
Trusted by 100,000 businesses
30-Day Money Back Guarantee

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

Guidance when your agents need it most.

The right answers, right when agents need them.
Faster responses. No hold times. Zero guesswork.

Get a Demo
Sarah
Sarah Mitchell Interested in upgrading… Agent assisted
Now
Derek
Derek Nguyen New feature question… Resolved
12m
Rachel
Rachel Kim Renewal discussion Renewed
25m
Michelle
Michelle Chen Account setup help First-call resolved
1h
Agent
Sarah Mitchell Live call with Agent Lisa
XBert Agent Assist is coaching this conversation
We’re growing fast and I think we need to move up to the Enterprise plan. What’s included? 2:31 PM
That’s great to hear, Sarah! Enterprise includes advanced analytics, dedicated support, and custom integrations. Let me walk you through the best options for your team size. 2:33 PM
Perfect. We have about 120 users right now and expect to double by year-end. 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
AI Agent Assist
Monitoring
Suggested Response

“Based on your growth trajectory, the Enterprise 250 plan would give you room to scale without hitting limits.”

Knowledge Base

Enterprise Plan Comparison

Enterprise 250 includes priority routing, dedicated CSM, and volume pricing at 120+ seats…

Sentiment
Neutral Positive
Agent Coaching Impact
32%
Handle Time
94%
First Call Resolve
2x
Faster Onboarding
18%
CSAT Improvement

Better conversations, built for your industry.

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
How It Works

The right answers. The moment your agent needs them.

In-the-moment support

Agent Assist helps surface relevant information and guidance during customer interactions so agents can respond with clarity and confidence without breaking their workflow.

Knowledge on demand

Surfaces relevant articles, scripts, and procedures from your knowledge base when agents need them. Agents find answers without leaving the conversation or putting customers on hold.

Compliance & security

Empower agents with the right information and guardrails to handle sensitive interactions with confidence. Help maintain secure, consistent experiences aligned to your business and industry requirements.

Automated summaries

Generates call transcripts, summaries, and action items automatically when a conversation ends. Eliminates after-call documentation work so agents can move to the next customer immediately.

Faster agent onboarding (coming soon)

Acts as a digital mentor for new agents, guiding them through conversations with contextual prompts and suggested next steps. Faster ramp-up, less dependency on senior staff.

AI Coaching Suggestion Recommend Enterprise plan features
Response Suggested Tailored upgrade talking points
Agent Assist
Live
Agent
Agent: Marcus R.
03:47
Customer
“We’re adding 50 users next quarter, what plan would you recommend?”
AI Coach
Suggest: “Enterprise gives you volume pricing and a dedicated CSM at that scale.”
AI Article Found CRM Integration — Setup Guide
Script Available Integration walkthrough steps
Knowledge Base
Active
CRM Integration Guide
Salesforce, HubSpot, and Zoho connect in under 5 minutes. Contacts and call history sync automatically.
Suggested Script
“I can walk you through connecting your CRM right now. Which platform are you using?”
API & Custom Setup
REST API available for custom integrations. OAuth 2.0 authentication with webhook support for real-time events.
AI PCI Alert Payment info detected — redirect
Secure Gateway PCI-compliant payment link ready
Compliance Monitor
Active
Customer
Customer: Derek M.
02:33
Customer
“Great, I’d like to pay now. My card number is 4532…”
AI Coach
Redirect to secure payment link for PCI compliance
AI Summary Ready Transcript + action items saved
Time Saved 10 min of manual notes eliminated
Call Summary
Complete
Call ended just now Duration: 6:14
Summary Auto-generated

Customer inquired about upgrading to Enterprise plan for 120+ users. Agent presented volume pricing and custom integration options. Customer requested a proposal for leadership review.

Action Items
Send proposal Follow-up scheduled High intent
AI Onboarding Coach Guiding new agent through first call
Step-by-Step Verify identity → Check account → Resolve
Training Mode (coming soon)
Coaching
New Agent
New Agent: Jessica L.
01:05
Customer
“How do I set up call routing for my new team?”
AI Coach
Step 1: Confirm their plan tier. Then walk through Admin > Call Routing setup.
Security & Compliance

Answers your agents can trust
in every conversation.

Agent Assist runs on Nextiva’s enterprise-grade platform. Your data is encrypted, and customer interactions are supported by secure, reliable infrastructure designed for business-critical environments.

Grounded in your knowledge base

Agent Assist surfaces responses and articles from your actual documentation. Every suggestion traces back to an approved source, not a guess.

Fact-based suggestions Built-in guardrails

Full visibility, full control

Every coaching suggestion, knowledge article surfaced, and sentiment flag is logged. Supervisors can review, adjust, and audit the AI's guidance at any time.

Complete audit trail Supervisor dashboards

Secure handling of sensitive information

Agent Assist helps reinforce secure workflows by giving agents access to approved processes and guidance when handling sensitive customer data.

PCI-aligned workflows Built-in data safeguards

Industry-recognized compliance

Nextiva holds the certifications that regulated industries demand, so your AI coaching meets the same standards your business does.

PCI DSS Compliant HIPAA Compliant EU GDPR Compliant Cloud Security Alliance
Questions & Answers

FAQs

How is Agent Assist different from XBert AI Employee?

XBert AI Employee handles customer conversations autonomously — it answers calls, books appointments, and resolves issues on its own. Agent Assist works alongside your human agents instead, providing real-time coaching, suggested responses, and knowledge surfacing while they handle the conversation. Think of it as giving every agent an expert co-pilot.

Does Agent Assist work on all communication channels?

Yes. Agent Assist provides real-time guidance across voice calls, live chat, SMS, and email. It analyzes the conversation on any channel and surfaces relevant coaching, knowledge articles, and suggested responses.

How does it integrate with our existing tools?

Agent Assist integrates with your CRM, knowledge base, and existing contact center tools. Supported integrations include Salesforce, HubSpot, Zendesk, ServiceNow, Zoho, Microsoft Dynamics, and more. All customer data and interaction history is pulled together so agents have full context.

Will my agents find it intrusive or distracting?

Agent Assist is designed as a passive coaching panel, not a disruptive overlay. Suggestions appear alongside the conversation and agents choose whether to use them. It works like having an experienced colleague quietly offering help, not someone taking over the keyboard.

Can supervisors see what Agent Assist is recommending?

Yes. Supervisors can monitor Agent Assist recommendations in real time through dashboards, review coaching effectiveness after calls, and adjust coaching rules to match your company’s best practices. All suggestions and agent responses are logged for quality assurance.

How fast can we get set up?

Setup is fast and straightforward. Import your existing knowledge base and company documentation, and Agent Assist is ready to support your team. Our team provides onboarding support to help you get up and running with confidence.

Give your agents an unfair advantage.

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★★★★★ 4.8/5

Rated by 8,000+ verified customers on Trustpilot

100K+

Businesses trust Nextiva for their communications

An incredible 98% improvement in customer response time and an 11% increase in positive reviews.

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