XBert is Nextiva's AI employee. It answers calls, texts, and website chat, capturing leads, taking messages, sharing business information, and routing to a person when a conversation needs one. It handles hundreds of those conversations at the same time.
This playlist is what comes after setup. Short conversations with the people closest to the product, covering the capabilities most users never switch on, the ways they use it themselves, and the limits worth understanding before you go live.
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Capabilities
Voice, texting, and live chat are included out of the box, and most competitors charge per channel. One knowledge base trains all three. On a call, XBert replaces the press-a-button phone menu with "tell me what you need," and volume stops being a constraint.
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Use cases
A Nextiva employee forwards their own business line into XBert and uses it as an executive assistant. No voicemail, no callers falling back to a cell number. The knowledge base supports multiple AI employees with separate source material for separate functions, so a service AI and a sales AI answer from different documents.
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Guardrails
XBert answers strictly from the context you give it, which means it will not invent an answer to a question your documents don't cover. It also means an outdated price sheet produces outdated prices on every call. The review pass on your source material is the part teams skip and regret.
In this playlist:
1. Three channels, one knowledge base, no per-channel upcharge
2. What XBert does on a live call, and why phone trees are finished
3. Using XBert as an executive assistant on your own business line
4. What to load into a knowledge base, and when to run more than one
5. Garbage in, garbage out: auditing your source material
New to XBert? Start with the XBert AI Quickstart course, then come back here for everything after setup:
youtube.com/playlist?list=PL1thm7BsgzLpYnGQDra4m8Dā¦