Nextiva

★ ★ ★ ★ ★ 4.5 20000 + Business Reviews A New Dawn in Customer Experience The complete customer experience platform. Win every conversation, measure every interaction, and use AI to optimize every customer journey. Grow your business without working harder. Get a Demo Buy Now Nextiva App Messages SM Sarah Mitchell Appointment confirmed for… 2m JD John Davis Thanks for the quick resp… 15m Sales Team Meeting at 3pm today 1h AR Alex Rodriguez Can you send the report? 2h DP David Park Great work on the presen… 3h Sarah Mitchell Online Hi, I’d like to schedule a consultation Of course! I have availability tomorrow at 2 PM That works perfectly for me Customer Info 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 INCOMING CALL 0:00 Sarah Mitchell ✦ XBert AI Speaking APPOINTMENT SCHEDULED AI Appointment Confirmed Tomorrow, 2:00 PM XBert AI Resolutions Today 0 Calls Handled 0 Appts Booked 0 FAQs Resolved 0% Satisfaction From local businesses to global brands, over 1 million users trust Nextiva. NEXT Platform Everything to Win Every Customer Conversation 1B+ Interactions Handled by our network every year 100,000+ Businesses Trust Nextiva for their communications 17 Years Running Award-winning customer service Customer Interactions XBert AI New Customer Experience Connected Tools 01 Customer Interactions Connect with customers across every channel from a single platform. Voice, video, chat, email, and social, all in one place. NEXT Platform Capabilities Phone & Texting Business calls and texts from any device. Video Meetings Video calls with screen sharing and recording. Live Chat Real-time website chat with visitors. Email One inbox for all customer emails. Social Media & Reviews Respond to reviews and social messages in one place. Messenger Apps WhatsApp, Facebook Messenger, and more. Team Messaging Real-time chat with channels and threads. 02 XBert AI An AI agent that handles customer conversations across calls, texts, chat, and email. Books appointments, answers questions, updates records, and routes to your team when needed. NEXT Platform Capabilities XBert AI Handles customer conversations across every channel. Appointment Scheduling Auto-books meetings based on your availability. FAQ Handling Answers common questions without human help. Intelligent Routing Routes customers to the right person every time. Conversation Transcription Real-time transcripts of every interaction. AI Summaries Automatic summaries with key points and next steps. 03 Customer Experience Understand every customer interaction. Track satisfaction, capture feedback, and use AI insights to deliver experiences that keep customers coming back. NEXT Platform Capabilities Customer Journey for Life Track every customer touchpoint from first contact to resolution. Real-Time Sentiment Analysis AI detects customer mood instantly across all channels. Agent Assist & Autopilot AI helps agents answer better, or handles it automatically. Unified Customer Profiles Complete interaction history in one view. Live Transcription Real-time conversation transcripts as they happen. CSAT & NPS Surveys Automated post-interaction satisfaction surveys. 04 Connected Tools Bring everything together in one place. Connect your CRM, helpdesk, productivity tools, and industry software to create seamless workflows across your entire business. Integration Marketplace CRM Integrations Salesforce, HubSpot, Zoho, Microsoft Dynamics, Oracle & more. Helpdesk & Ticketing Zendesk, ServiceNow, ConnectWise & more. Productivity Tools Microsoft Teams, Google Workspace, Outlook & more. Healthcare EHR Epic, ModMed, eClinicalWorks & clinical workflows. Analytics & Reporting Real-time dashboards, custom reports & voice analytics. REST APIs Build custom integrations with our open APIs. SMS Received John Davis • “See you at 3pm” Voicemail Transcribed “Hi, calling about the proposal…” Meeting Started Weekly Standup • 4 attendees Active Call David Park 04:32 Nextiva App Messages Sarah Mitchell Sounds great, see you then! 2m John Davis Thanks for the update 15m Sales Team Meeting at 3pm today 1h Alex Rodriguez Can you send the report? 2h Sarah Mitchell Hi, I’d like to schedule a consultation Of course! I have availability tomorrow at 2 PM That works perfectly for me Great! I’ll send a calendar invite now Type a message… AI Appointment Booked Tomorrow, 2:00 PM • Sarah M. Call Routed Transferred to Sales Team FAQ Answered “What are your hours?” XBert AI Karen Mitchell 02:34 “I’d like to book for tomorrow” XBert AI “I have 2pm or 4pm available. Which works?” Take Over Call Today’s Activity Jan 4 12 Calls Handled 8 Appts Booked John Davis 1:45 PM Appointment booked Alex Rodriguez 11:15 AM Routed to Sales David Park 10:30 AM FAQ answered Survey Response Sarah M. rated 5 stars • Just now NPS Milestone Reached +60 NPS this quarter AI Insight Response time improved 23% this week Customer Experience Dashboard 4.8 CSAT Score 0.3 +62 NPS 8 94% Response Rate 5% CSAT up 12% this month — best quarter yet! Recent Feedback 128 this week ★★★★★ “Support team was incredibly helpful. Issue resolved in minutes!” Sarah M. • 2 min ago ★★★★★ “Best customer service I’ve experienced. Will recommend!” John D. • 15 min ago ★★★★★ “Quick response, very professional team.” Marcus C. • 1 hr ago Salesforce Synced 142 contacts updated • Just now New Lead Imported HubSpot → Nextiva • Sarah Mitchell Workflow Triggered Post-call summary → Zendesk ticket Integration Hub Connected Apps Salesforce Connected HubSpot Connected Zendesk Connected MS Teams Connected Google Connected Add More 20+ available Recent Sync Activity Salesforce contacts synced 142 records • 2 min ago Zendesk ticket created From missed call • 8 min ago Google Calendar event added Meeting booked • 15 min ago HubSpot deal stage updated Pipeline moved • 22 min ago Any Size Business Scale Without Limits Built for businesses of any size, from startup to enterprise. Grow your communications without growing complexity. Unified Visibility One View for Everyone From frontline employees to the CEO, everyone sees the same actionable, real-time customer insights. That's true unification. NEXT Platform + XBert AI The End of Busywork. The next era for business is built with AI employees. The shift is already happening. AI employees are handling customer conversations, resolving real issues, closing real deals. The businesses that ride this shift will be impossible to compete with. See the New Workforce AI Employee Answered call Sent text reply Scheduled appt Routed to human Email responded Your AI employee handles the busywork. XBert is agentic AI that handles the busywork autonomously, from first touch to resolution, so your team can focus on work that actually matters. Your Team Less busywork More time Less burnout Your team can focus on what humans do best. Complex problems, high-stakes conversations, relationship building. The moments that earn loyalty and close deals stay with your people. NEXT The NEXT Platform brings it all together. Every tool, channel, and conversation, unified with AI. Full visibility into your customer experience, with smart AI that helps you grow. NEW FROM NEXTIVA Less Busywork. More Impact. XBert handles the routine stuff like customer questions, scheduling, and follow-ups. So your team has more time for the work that actually moves your business forward. Meet XBert AI XBert learns 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 have full control. Set guardrails and customize what the AI can handle. Calls are recorded and transcribed so you always know what happened. Calls recorded Everything is transcribed Intelligent handoff. When needed, XBert transfers complex requests and urgent needs to your team. No awkward pauses or frustrated customers. Smart handoff Never lose a customer Customer Stories Trusted by 100,000+Businesses Worldwide ★★★★★ 4.8/5 on Trustpilot ★★★★★ 4.5/5 on G2 ★★★★★ 4.7/5 on Gartner 98% Faster Response “An incredible 98% improvement in customer response time and an 11% increase in positive reviews.” ★★★★★ Hyundai 968 Dealerships Global Automotive 10K+ Interactions / Quarter “With all social channels unified into one inbox, we reduced response times to under 2 hours across LinkedIn, Twitter, Facebook, and Instagram.” ★★★★★ DHL Global Logistics 220+ Countries & Territories 270+ Franchise Locations “Our bakery owners are busy and don’t have time for complicated systems. The interface and the Nextiva Support team were a big selling point.” ★★★★★ Vinny Torregrossa IT Manager Nothing Bundt Cakes +30% Annual Revenue Growth “Since adopting Nextiva, we’ve achieved 30% annual revenue growth. We now provide cloud communications to 325 employees across six locations with 99.999% uptime.” ★★★★★ Franklin Street 325 Employees, 6 Locations Commercial Real Estate +60% Cost Savings “Nextiva’s VoIP phone system has helped us realize an estimated 60% cost savings over our previous system, and our customers never receive a busy signal.” ★★★★★ Tabarka Studio Tile & Stone Manufacturer Scottsdale, AZ +50% Cost Reduction “We were due for a complete overhaul. Moving to Nextiva gave us an all-in-one cloud-based solution that was easier to manage, more reliable, and cut our communications costs by more than 50%.” ★★★★★ Rich Sparkman Director of Technology Shelby American Proven results across industries Financial Services 471% Productivity Boost Cedar Financial Transformed customer communications and dramatically improved team productivity. Read Case Study Healthcare 20% Improved Answer Ratios NEBA Improved answer ratios by 20% with Nextiva Contact Center for better patient care. Read Case Study Contact Center 154% Voice Efficiency Emergia High-volume call center boosted voice channel efficiency by 154% with Nextiva. Read Case Study Real Estate 30% Revenue Growth Franklin Street 325 employees across six locations communicate seamlessly with 99.999% uptime. Read Case Study Education 3x Student Engagement Jersey College Recruit and educate more students on budget with unified communications. Read Case Study Retail 60% Cost Savings Tabarka Studio Reduced communication costs by 60% while customers never receive a busy signal. Read Case Study Automotive 50% Cost Reduction Shelby American The iconic brand relies on rock-solid operations, cutting costs in half. Read Case Study Sports 100% Member Satisfaction San Antonio Spurs 365-day fan engagement with exceptional season ticket member experiences. Read Case Study Media 40% Cost Reduction Tata Play 1M+ messages per month with AI-powered bots on WhatsApp. Read Case Study Nonprofit 24/7 Reliable Operations Orange County Rescue Dependable communications serving at-risk citizens every day of the year. Read Case Study Award-Winning AI-Powered Contact Center Handle inbound and outbound customer interactions across voice, chat, email, and SMS with intelligent routing and real-time analytics. Learn more Award-Winning AI-Powered Business Phone Reliable business phone service with unlimited calling, video meetings, and team messaging on any device. Set up in minutes, not weeks. Learn more Plans & Pricing Choose Your Plan Every plan includes business phone and team messaging. Add AI when you're ready. Pick the one that fits how your team works. Small business Enterprise Monthly Annually Save up to 50% Starter Core Connect your team & customers $ 15 /user/mo $23 Save 35% Reliably run your business with unified voice, video, SMS, and digital channels with instant setup. ✓ Inbound & Outbound Voice ✓ Business SMS ✓ Video Meetings ✓ Screen & File Sharing ✓ Call Routing ✓ Team Chat ✓ Mobile App Add-On: XBert AI Receptionist Get Started Most Popular Engage Manage interactions at scale $ 25 /user/mo $50 Save 50% Equip your teams with automation, advanced tools, and intelligent routing for personalized experiences at scale. Everything in Core, plus: ✓ Customer-to-Team SMS ✓ Toll-Free Number & Minutes ✓ Advanced Reporting ✓ Inbound Call Center ✓ Live Chat & Chatbot Add-On: XBert AI Receptionist Get a Demo Professional Power Suite CX Get everything in one package $ 75 /user/mo Up to 100 Agents Blended inbound/outbound calls, AI call summaries, and chatbots, all in one place. Full Customer Experience Platform: ✓ Voice & Web Chat ✓ Blended Inbound & Outbound ✓ AI Transcription & Summary ✓ Skills-Based Routing ✓ Journey Orchestration Add-On: XBert AI Receptionist Get a Demo Starter Essential Start your contact center here From $ 75 /agent/mo Empower your team to deliver exceptional support across voice and web chat with built-in journey orchestration, smart automations, and intelligent routing. Core features: ✓ Omnichannel Capabilities ✓ Journey Orchestration ✓ AI Transcription & Summary ✓ Skills-Based Routing ✓ Voice & Web Chat Get a Demo Most Popular Professional For teams ready for more Contact Sales Built on everything in Essential with support for more channels, dynamic scripting, intelligent routing, and self-service powered by easy-to-build workflows. Everything in Essential, plus: ✓ Advanced Self-Service ✓ Real-Time Supervisor Support ✓ Secure Payment (PCI-DSS) ✓ Progressive & Predictive Dialing ✓ More Channels Supported Get a Demo Enterprise Premium Premium support without limits Contact Sales Unlock unlimited channels, limitless intelligent routing, and secure in-conversation payments. Everything your team needs for fast, secure, and seamless experiences at scale. Everything in Professional, plus: ✓ Workforce Management ✓ Unlimited Skills-Based Routing ✓ Advanced Analytics ✓ Unlimited Channels ✓ In-Conversation Payments Get a Demo All plans include 24/7 customer support • No credit card required for demo • Cancel anytime From the Founder Leading the Conversation on AI Tomas Gorny Founder & CEO, Nextiva Don't Wait for AI to Be Perfect. It's Already Doing Work. AI learns through action, not hesitation. The companies seeing real results started imperfect and improved along the way. Read Full Article On LinkedIn There's a false expectation that AI should be flawless out of the gate. That it can go from 0-60 in 0.001 seconds. The truth is, AI needs context. Just like teaching a friend a new skill, you start small, test, and adjust. You build that context over time. Mistakes will happen and they're part of how the system gets smarter. The businesses that will win with AI aren't waiting for perfection… Tomas Gorny 73,000+ followers View on LinkedIn The End of Busywork Starts Here Join 100,000+ businesses that trust Nextiva to manage their customer experience. Set up in minutes, see results quickly. See Product Demos Talk to Sales Get unlimited calling and XBert AI plans from $99/mo Get AI plans from $99/mo Learn More Buy Now ★★★★★ 4.8/5 on Trustpilot – 8,000+ reviews 100,000+ Businesses trust Nextiva 17 Years Award-winning service “An incredible 98% improvement in customer response time and an 11% increase in positive reviews.” ★★★★★ Hyundai 968 Dealerships, Global Automotive See Nextiva in action. Talk to a product expert: 800-799-0600 Nextiva uses the information you provide to contact you about relevant products and services. You may unsubscribe at any time. Privacy Policy. nextiva Crafted with ❤ in Scottsdale, Arizona USA Copyright © 2026 Nextiva. All Rights Reserved. SOC 2 Certified HIPAA Compliant 99.999% Uptime Legal Privacy Policy Patents Security Policy Accessibility Site Map --- AI Receptionist and business phone line: $99/month Claim my offer Limited Time Offer AI Receptionist and business phone line for $99/month. Offer valid for businesses up to 200 employees ✓ Keep your existing phone numbers. Porting included. ✓ Proven 99.999% uptime from Nextiva's secure network. ✓ AI receptionist answers and routes callers instantly. ✓ AI handles scheduling, follow-ups, and everyday tasks for you. Get Started $99/mo + Free Setup First name*Last name*Email*Phone number*Company name*Number of employees*How did you hear about us?What are you most interested in?UTM_CampaignUTM_ContentUTM_SourceUTM_MediumUTM_TermLead Source Details LatestLead Source LatestLanding Page URLLanding Page Long URLReferring URLld_bookit_log_idReferral IDReferral First NameReferral Last NameReferral EmailReferral CompanyPartner Stack EmailPartner Stack IdPartner Stack Customer IDGoogle Ad GroupProduct TypeGoogle CidGCLIDCJ Order IdCJPidSubIDImpact Click IDIp_AddressCompany LinkedIn URLPromotional Offer Interval Most RecentPromotional Offer Rate Most RecentPromotional Offer Solution Most RecentPromotional Offer Variant Most RecentPromotional Offer Most RecentConversion Optimization Event 01Conversion Optimization Event 02 By clicking the button above, you consent to receiving calls and emails from Nextiva. Calls may be connected using automated technology. Privacy Policy Trusted by over 100,000 businesses ★★★★★ 4.8/5 ★★★★★ 4.5/5 ★★★★★ 4.7/5 ★★★★★ 4.6/5 Listen to XBert AI handle calls, appointments, and questions. Restaurants Listen to XBert handle reservations and respond to menu inquiries Click to Play 0:53 HVAC Hear XBert schedule service calls and manage appointment changes Click to Play 1:11 Healthcare Hear XBert book patient appointments and handle after-hours inquiries Click to Play 1:51 Legal services Listen to XBert screen prospective clients and connect them to the right attorney Click to Play 1:25 Insurance Experience XBert answer policy questions and book consultations Click to Play 1:03 Accountants Listen to XBert book tax appointments and respond to service questions Click to Play 1:21 Show all audio demos Why leading businesses choose Nextiva Unified Platform All communications in one platform Bring all your calls, messages, and meetings together with Nextiva. Your team stays productive without juggling multiple tools. Smart CX Smarter customer experiences Use intelligent call routing, real-time insights, and CRM integration to give every customer the attention they deserve automatically. Flexibility Reliably work from anywhere Stay connected on mobile, desktop, or browser, wherever your business takes you. Reliability Easy setup and rock-solid reliability Get up and running in minutes with 99.999% uptime so your business never misses a call. Real results for any business 100% Satisfaction rating for San Antonio Spurs' season ticket member engagement 5M Routine customer requests processed for Tata Play 40% Cost reduction for DHL Important Details: Applies to businesses up to 200 employees Businesses with fewer than 200 employees can get XBert AI + 1 Core License for $99 Minimum 12‑month Core or Engage subscription required Promotion Terms and Conditions apply Get unlimited calling and XBert AI plans from $99/mo Get AI plans from $99/mo Learn More Buy Now ★★★★★ 4.8/5 on Trustpilot - 8,000+ reviews 100,000+ Businesses trust Nextiva 17 Years Award-winning service “An incredible 98% improvement in customer response time and an 11% increase in positive reviews.” ★★★★★ Hyundai 968 Dealerships, Global Automotive See Nextiva in action. First Name*Last Name*Business Email*Company Name*Phone Number*Number of Employees*How did you hear about us?What are you most interested in?UTM_CampaignUTM_ContentUTM_SourceUTM_MediumUTM_TermLead Source Details LatestLead Source LatestLanding Page URLLanding Page Long URLReferring URLld_bookit_log_idReferral IDReferral First NameReferral Last NameReferral EmailReferral CompanyPartner Stack EmailPartner Stack IdPartner Stack Customer IDGoogle Ad GroupProduct TypeGoogle CidGCLIDCJ Order IdCJPidSubIDImpact Click IDIp_AddressCompany LinkedIn URLPromotional Offer Interval Most RecentPromotional Offer Rate Most RecentPromotional Offer Solution Most RecentPromotional Offer Variant Most RecentPromotional Offer Most RecentConversion Optimization Event 01Conversion Optimization Event 02 Talk to a product expert: 800-799-0600 Nextiva uses the information you provide to contact you about relevant products and services. You may unsubscribe at any time. Privacy Policy. nextiva Crafted with ❤ in Scottsdale, Arizona USA Copyright © 2026 Nextiva. All Rights Reserved. SOC 2 Certified HIPAA Compliant 99.999% Uptime Legal Privacy Policy Patents Security Policy Accessibility Site Map Use fewer apps, get more done. Download the NextivaONE app. Desktop Windows 10 & newer Windows 8 & eariler Download for IT admin Mobile Chat This website uses various technologies, including third-party cookies and codes, in order to personalize our website functionalities, measure website usage and performance, and provide targeted advertising. Information about your site visit may be stored or shared with third parties as identified in our privacy policy. By continuing to use this website, you consent to our Privacy Policy and Terms or Use.Privacy PolicyCookies Settings Reject All Accept All CookiesPrivacy Preference CenterWhen you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. 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Get in Touch See How From local businesses to global brands, over 1 million users trust Nextiva' NEXT Platform Overview NEXT Unlocks the Agentic Era for CX. 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 in Touch 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. 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. Inbox 12 Megan O’Sullivan AI Hi, I’m interested in… Responding to inquiry 2m Derek Nguyen AI Thanks for the update Resolved 12m Rachel Kim AI Call completed Follow-up scheduled 25m Michelle Chen Schedule confirmed Appointment booked 1h 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. AI Employee Answered call Sent text reply Scheduled appt Issue resolved Email responded 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. Customer Intel Ryan McAllister Vertex Industries Enterprise Active $33,750 Lifetime Value 47 Interactions 92% Satisfaction Recent Activity Call completed AI Today, 2:34 PM View Transcript 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 80% Of issues AI will resolve without humans by 2029. Gartner 62% Of small business calls go completely unanswered. Forbes, 2024 45% Annual turnover in customer service roles. Harvard Business Review 30% Reduction in operational costs with AI agents. Gartner 75% Of customers expect service within 5 minutes. McKinsey 22x Growth in AI agent usage since January 2025. Forbes 85% Of CEOs expect AI to interact directly with customers. IBM 80% Of callers won't leave a voicemail. Forbes Get in Touch + + + + + + + + + + + + + + + + The future is obvious Every business will have AI employees. Your new organizational structure AI Sales Leader Coaching the team… Closing big deals… Setting strategy… Coaching the team… AI Support Leader Training the team… Improving processes… Handling VIP issues… Training the team… AI Success Leader Executive reviews… Strategic planning… Growing accounts… Executive reviews… AI Lead Qualifier Working AI Demo Scheduler Working AI Ticket Resolver Working AI FAQHandler Working AI OnboardingGuide Working AI RiskDetector Working The AI-Powered Workforce The command center for the agentic era in CX. 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 in Touch Inbox 12 Megan O’Sullivan AI Hi, I’m interested in… Responding to inquiry 2m Derek Nguyen AI Thanks for the update Resolved 12m Rachel Kim AI Call completed Follow-up scheduled 25m Michelle Chen Schedule confirmed Appointment booked 1h Megan O’Sullivan AI Live chatting with Sarah Mitchell Megan AI is live chatting with Sarah Mitchell Take Over 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@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 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 Today 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 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 We see the AI employee shift as a generational opportunity. 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 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. Get in touch Get unlimited calling and XBert AI plans from $99/mo Get AI plans from $99/mo Learn More Buy Now ★★★★★ 4.8/5 on Trustpilot – 8,000+ reviews 100,000+ Businesses trust Nextiva 17 Years Award-winning service “An incredible 98% improvement in customer response time and an 11% increase in positive reviews.” ★★★★★ Hyundai 968 Dealerships, Global Automotive See Nextiva in action. First Name*Last Name*Business Email*Company Name*Phone Number*Number of Employees*How did you hear about us?What are you most interested in?UTM_CampaignUTM_ContentUTM_SourceUTM_MediumUTM_TermLead Source Details LatestLead Source LatestLanding Page URLLanding Page Long URLReferring URLld_bookit_log_idReferral IDReferral First NameReferral Last NameReferral EmailReferral CompanyPartner Stack EmailPartner Stack IdPartner Stack Customer IDGoogle Ad GroupProduct TypeGoogle CidGCLIDCJ Order IdCJPidSubIDImpact Click IDIp_AddressCompany LinkedIn URLPromotional Offer Interval Most RecentPromotional Offer Rate Most RecentPromotional Offer Solution Most RecentPromotional Offer Variant Most RecentPromotional Offer Most RecentConversion Optimization Event 01Conversion Optimization Event 02 Talk to a product expert: 800-799-0600 Nextiva uses the information you provide to contact you about relevant products and services. You may unsubscribe at any time. Privacy Policy. nextiva Crafted with ❤ in Scottsdale, Arizona USA Copyright © 2026 Nextiva. All Rights Reserved. SOC 2 Certified HIPAA Compliant 99.999% Uptime Legal Privacy Policy Patents Security Policy Accessibility Site Map Chat This website uses various technologies, including third-party cookies and codes, in order to personalize our website functionalities, measure website usage and performance, and provide targeted advertising. Information about your site visit may be stored or shared with third parties as identified in our privacy policy. By continuing to use this website, you consent to our Privacy Policy and Terms or Use.Privacy PolicyCookies Settings Reject All Accept All CookiesPrivacy Preference CenterWhen you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. More informationAllow All Manage Consent PreferencesStrictly Necessary CookiesAlways ActiveThese cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.Performance Cookies Performance Cookies These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.Functional Cookies Functional Cookies These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.Targeting Cookies Targeting Cookies These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.Cookie List Clear checkbox label labelApply CancelConsent Leg.Interest checkbox label label checkbox label label checkbox label labelReject All Confirm My Choices --- 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. Get a Demo See How It Works From local businesses to global brands, over 1 million users trust Nextiva Put AI to Work. AI Employees Workspace Your XBert adapts to your business 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 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 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 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 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 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 Inbox 12 Megan O’Sullivan AI Hi, I’m interested in… Responding to inquiry 2m Derek Nguyen AI Thanks for the update Resolved 12m Rachel Kim AI Call completed Follow-up scheduled 25m Michelle Chen Schedule confirmed Appointment booked 1h Megan O’Sullivan AI Live chatting with Sarah Mitchell Megan AI is live chatting with Sarah Mitchell Take Over 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@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 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 Today 49 Calls Handled 12 Appts Booked 156 FAQs Resolved 94% Satisfaction Meet the future workforce. Your teams will be unstoppable. Customer Intel Sarah Langford Meridian Health Group Premium Renewal $412K Lifetime Value 124 Interactions 97% Satisfaction Recent Activity Call completed AI Today, 11:08 AM View Transcript 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 AI Employee Routed inquiry Drafted response Booked meeting Updated CRM Sent follow-up 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 Inbox 12 Megan O’Sullivan AI Hi, I’m interested in… Responding to inquiry 2m Derek Nguyen AI Thanks for the update Resolved 12m Rachel Kim AI Call completed Follow-up scheduled 25m Michelle Chen Schedule confirmed Appointment booked 1h 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 80% Of customer issues will be resolved by AI alone by 2029. Gartner 62% Of small business calls go completely unanswered. Forbes, 2024 45% Annual turnover in customer service roles. Harvard Business Review 30% Reduction in operational costs with AI agents. Gertner 75% Of customers expect service within 5 minutes. McKinsey 22x Growth in AI agent usage since January 2025. Forbes 85% Of CEOs expect AI to interact directly with customers. IBM 80% Of callers won't leave a voicemail. Forbes 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 Get in Touch 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 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. Get a Demo 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 / 1:02 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 / 1:03 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 / 0:53 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. Incoming Call Sarah Chen — Vertex Industries 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 Learn More 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 Learn More 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 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 Learn More 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 Get started Limited Time Offer Free professional setup Our expert team members will set up and configure your AI for free — tailored to your business. Included: ✓ Custom AI training for your business ✓ Calendar & CRM integration setup ✓ Custom greeting and voice selection ✓ Live testing and optimization *Additional fees may apply for complex custom integrations. ★★★★★ 4.8/5 on Trustpilot ★★★★★ 4.5/5 on G2 ★★★★★ 4.7/5 on Gartner 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 Learn More Buy Now ★★★★★ 4.8/5 on Trustpilot – 8,000+ reviews 100,000+ Businesses trust Nextiva 17 Years Award-winning service “An incredible 98% improvement in customer response time and an 11% increase in positive reviews.” ★★★★★ Hyundai 968 Dealerships, Global Automotive See Nextiva in action. 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