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Nextiva

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About

Nextiva is a comprehensive Unified Customer Experience Management (CXM) platform that integrates diverse communication channels into a single interface. By combining business voice, video conferencing, SMS, email, and social media management, it aims to eliminate data silos and provide a holistic view of the customer journey. The platform is designed not just for communication, but for growth, helping businesses acquire and retain customers through personalized, context-driven interactions. It acts as a centralized hub where every interaction is recorded and analyzed to provide a 360-degree view of the customer. At its core, the platform leverages AI and automation to streamline operations. Key features include the XBert AI Receptionist, which handles 24/7 call answering and text interactions, and advanced Power Suite CX tools like AI transcription and summarization. The software utilizes a patented customer journey orchestration engine that automates business workflows based on real-time actionable insights. Teams can manage everything from simple inbound calls to complex, skills-based routing and multi-channel marketing reviews within the same environment, reducing the need for multiple disparate software tools. The tool is highly scalable, making it suitable for a wide range of users, from small business owners needing a reliable phone line and team chat to large enterprise contact centers requiring workforce engagement management. Industries such as retail, logistics, and sports entertainment benefit from its ability to handle high volumes of interactions. It is particularly effective for sales and service teams that need to maintain a consistent brand voice across digital and traditional channels while keeping track of real-time performance analytics. What sets Nextiva apart is its open architecture built on REST APIs, allowing for deep integration with existing tech stacks like Salesforce and HubSpot. Unlike fragmented solutions, it provides a real-time view of interaction data, which helps in reducing the cost per interaction and boosting self-service containment. Its focus on reliability is backed by a global services architecture that eliminates planned downtime and ensures SOC 2 compliance, making it a robust choice for businesses with strict security and regulatory requirements.

Pros & Cons

Supports over 20 digital and traditional communication channels in one interface.

Includes 24/7 phone support and geographic redundancy for high reliability.

Offers specialized AI tools like XBert for automated 24/7 customer interaction.

Provides deep analytics including sentiment analysis and real-time performance insights.

Highly scalable with an open REST API architecture for custom integrations.

Key integrations like Salesforce and HubSpot require an additional add-on fee.

AI transcription and summarization features are usage-based rather than unlimited.

Live chat and chatbot features are paid add-ons or require specific qualifying plans.

Standard small business pricing is only eligible for 12-month minimum term agreements.

Use Cases

Customer support managers can use the journey orchestration and skills-based routing to ensure callers are matched with the best available agent automatically.

Small business owners can deploy the XBert AI Receptionist to handle after-hours calls and texts, preventing missed revenue opportunities.

Social media teams can monitor and respond to reviews and messages across Instagram, TikTok, and Facebook from a single unified inbox.

Sales departments can leverage AI call summarization and CRM integrations to automatically log interaction notes and track lead sentiment.

Platform
Web
Task
cx platform

Features

real-time dashboards

omnichannel engagement

customer journey orchestration

workforce engagement management

skills-based call routing

ai transcription & summarization

xbert ai receptionist

unified cxm platform

FAQs

Does Nextiva support integration with popular CRM platforms?

Yes, Nextiva offers add-on integrations for major CRMs including Salesforce, HubSpot, and Zendesk. These integrations help teams sync customer data and communication history directly within their existing workflows.

What is the XBert AI Receptionist?

XBert is an AI-powered virtual assistant available as an add-on for all plans. It answers calls, texts, and chats 24/7, ensuring that every customer interaction is handled even after regular business hours.

Are video meetings and audio conferencing unlimited?

Yes, all small business plans include unlimited audio conferencing and video meetings. The Engage plan and higher also add the ability to record these video sessions for later review.

How does the platform ensure reliability and security?

Nextiva utilizes a global services architecture with geographic disaster recovery to eliminate planned downtime. The platform is also compliant with rigorous security standards such as SOC 2 and ISO/IEC 27001.

Pricing Plans

Core
USD15.00 / per user/month (annually)

Inbound & Outbound Voice

Business SMS

Video meetings

Screenshare & file share

Call routing

Team chat & collaboration

Mobile app

100 SMS per user/mo

Engage
USD25.00 / per user/month (annually)

Advanced reporting

Web chat (Live & bot)

Toll-free number & minutes

Customer-to-team SMS

Video meeting recording

Social management (30 accounts)

Review management (10 accounts)

500 SMS per user/mo

Power Suite CX
USD75.00 / per user/month (annually)

Blended inbound & outbound calling

AI transcription & summarization

Skills-based routing

Workflow Builder

Real-time dashboards

Omnichannel conversation history

Web Call Back

ACD Call Back

Job Opportunities

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