Introduction
XBert is an AI receptionist for calls, texts, and chats. It learns your business, resolves customer needs, and hands off to your team with full context. This AI receptionist works around the clock, helping teams avoid missed calls and slow replies. Backed by Nextiva and trusted by 100,000+ businesses, XBert is designed as an AI employee, not just another tool.
What is XBert?
XBert is an AI receptionist and AI employee built to handle customer conversations from start to finish. It answers voice calls, texts, and live chat messages, then takes action when possible. That can include booking appointments, updating records, answering billing questions, and sending follow-ups. For businesses that miss calls after hours or during busy periods, XBert provides always-on coverage. It is made for teams that want automation while keeping human control.
The system learns company rules, workflows, and preferences, so it can respond in a way that fits the business. When a conversation needs a person, this AI receptionist hands it to the team with a full transcript and context. The platform states that about 70% of customer conversations are resolved with no human involved. It works as a practical AI receptionist for business use, especially for customer-facing teams that handle repeated questions and scheduling requests. It is powered by Nextiva and positioned as a long-term AI employee that grows with the business.
Key Features of XBert
AI Call Answering and Routing
Answer inbound voice calls, identify caller intent, and route urgent requests to the right person. This AI receptionist can take messages and send summaries when after-hours coverage is needed.
AI SMS and Live Chat Support
Handle text messages and live chat conversations with automated responses that stay on brand. This AI receptionist can resolve common questions and keep customers engaged across channels.
Appointment Booking and Calendar Sync
Check availability, book appointments, and confirm details through connected calendars. The AI receptionist supports scheduling flows for teams that rely on Google Calendar, Outlook Calendar, Calendly, and similar tools.
CRM and Workflow Integrations
Connect with CRM, ticketing, billing, and scheduling platforms to update records and trigger actions. This AI receptionist works with Salesforce, HubSpot, Zendesk, QuickBooks, Shopify, ServiceNow, Microsoft Teams, Slack, and custom APIs.
Customer Journal and Context Handoff
Thread calls, messages, purchases, and follow-ups into one customer journal. When a human agent steps in, the AI receptionist provides full context, suggested responses, and next steps.
Compliance and Security
Support regulated conversations with HIPAA and GDPR compliance, SOC 2 auditing, and encryption in transit and at rest. Account-specific knowledge stays isolated, and customer data is not used to train shared models.
Use Cases for XBert
Dental and Medical Practices
Manage appointment requests, insurance questions, billing inquiries, and after-hours calls. An AI receptionist can reduce front-desk pressure while keeping patient conversations organized.
Home Services and Field Teams
Capture new leads, schedule service visits, and send SMS updates when technicians are on the job. This AI receptionist helps home service businesses avoid missed calls that turn into lost revenue.
E-commerce and Retail Support
Answer order questions, process common requests, and route complex issues to support teams. Live chat and SMS automation can keep shoppers informed without adding headcount.
Professional Services and Agencies
Handle initial inquiries, qualify leads, and book consultations automatically. XBert acts like an AI employee that keeps client communication moving, even outside office hours.
How to Use XBert
- Start with guided setup. Share the website, business details, services, and preferred greeting.
- Define rules and boundaries. Set what the AI receptionist can and cannot do, including topics, tone, and escalation triggers.
- Connect calendars, CRMs, and everyday tools. Integrations help the AI receptionist check availability, update records, and trigger follow-ups.
- Test conversations before launch. Run live tests for calls, texts, and chat to confirm routing and responses.
- Launch and review. Let the AI receptionist handle customer conversations, then use transcripts and analytics to improve workflows over time.
Target Audience for XBert
- Small and mid-sized businesses with frequent customer calls
- Dental, medical, and wellness practices
- Home services, repair, and field service teams
- E-commerce and retail support teams
- Professional services firms and agencies
- Teams using Nextiva or looking for a HIPAA compliant AI receptionist
Is XBert Free?
XBert is not a free product based on the available pricing information. It starts at $99 per month, which includes 100 sessions. Additional usage is listed at $0.99 per session. There are no contracts and a 30-day money-back guarantee is mentioned. Setup support is available, and complex custom integrations may require support scoping.
| Plan | Price | Features |
|---|---|---|
| Starter | $99/month | Includes 100 sessions, AI call answering, AI SMS and live chat, appointment booking, calendar and CRM sync, transcripts, analytics, and team handoff |
| Additional Usage | $0.99 per session | Applies beyond the included 100 sessions |
| Custom Setup | Custom quote | Guided setup, custom AI training, calendar and CRM setup, greeting and voice configuration, live testing, and complex integration scoping |
XBert's Pros and Cons
| Aspect | Pros | Cons |
|---|---|---|
| Pricing | Starts at $99/month with 100 sessions; no contracts; 30-day money-back guarantee | Not free; extra sessions cost $0.99 each; custom integration pricing may vary |
| Features | Handles calls, texts, and live chat; books appointments; syncs CRMs; provides customer journal | Complex custom integrations may require support scoping |
| Ease of Use | Guided setup and live testing help teams launch quickly | Businesses must define rules, tone, and escalation triggers |
| Security | HIPAA and GDPR compliance, SOC 2 audit, encryption, and BAA availability | Compliance still depends on correct configuration and business processes |
Frequently Asked Questions about XBert
What is XBert?
XBert is an AI receptionist and AI employee that answers voice calls, texts, and live chat messages. It resolves customer needs, takes action, and hands off to human teams with full context.
Is XBert the same as an AI employee?
XBert is described as an AI employee because it learns the business and handles complete customer conversations. It can work independently on many tasks while still following rules set by the business.
Does this AI receptionist integrate with calendars and CRMs?
Yes. XBert can connect with calendars, CRMs, ticketing systems, billing tools, and other platforms. Examples include Google Calendar, Outlook Calendar, Calendly, Salesforce, HubSpot, Zendesk, QuickBooks, Shopify, and custom APIs.
Is XBert HIPAA compliant?
The homepage states that XBert is HIPAA and GDPR compliant, SOC 2 audited, and offers BAAs with AI providers. It also says customer data is isolated and not used to train shared models.
How much does this AI receptionist cost?
XBert starts at $99 per month, including 100 sessions. Additional sessions are listed at $0.99 each. There are no contracts and a 30-day money-back guarantee is mentioned.
Can this AI receptionist hand off conversations to human agents?
Yes. When a conversation reaches a limit or needs a person, XBert hands it to the team with a full transcript, context, and suggested next steps. This helps agents continue without asking customers to repeat themselves.
XBert Tags
AI receptionist, AI receptionist software, AI employee, AI call answering, AI SMS, live chat AI, appointment booking AI, CRM integration, HIPAA compliant AI, customer service automation, Nextiva AI, 24/7 customer support
