Audited controls for a trusted platform foundation.
AI you can trust with your front door.
XBert answers calls, texts, and chats using the knowledge you approve, the boundaries you set, and the infrastructure businesses rely on.
Trusted by businesses that cannot afford missed conversations.
Certified information security management.
Alignment for businesses with regulated customer data.
Customer data is not used to train shared models.
Uptime signal for operational trust.
You define the boundaries.
Safe AI deployment is not just a certification badge. It is a working agreement between your business rules and the AI employee representing you.
- Hours, services, and customer promises
- Escalation rules and sensitive moments
- Approved knowledge and source material
- Channels, calendars, CRMs, and workflows
- The actions XBert can take for customers
- Bounded answers from approved context
- Contact verification before sensitive actions
- Strict rules for what it must not say or do
- Graceful fallback when rules or confidence fail
- Handoff with transcript, facts, and next step
AI Safety
Guardrails come before answers.
XBert is designed for real customer work where the safest answer is sometimes an action, sometimes a handoff, and sometimes knowing what not to say.
Strict rule enforcement
Define what XBert can do, what it must never do, and the moments that require a person.
Verification before action
XBert can verify the customer before updating records, confirming details, or moving sensitive work forward.
Escalation triggers
When a request crosses a boundary, XBert collects the facts and routes the customer to the right human next step.
Graceful degradation
If XBert cannot safely complete the task, it does not keep guessing. It falls back cleanly and preserves context.
Avoid treatment advice, stay inside approved practice information, and escalate clinical questions.
Answer intake and scheduling questions without crossing into legal advice.
Verify the customer, collect structured details, and route sensitive account questions appropriately.
Knowledge You Control
XBert answers from your approved sources, not generic memory.
Instructions and knowledge stay separate, so you can change what XBert knows without rewriting how it behaves. Approved websites, files, policies, and FAQs become the evidence base behind customer answers.
Approved knowledge
Upload URLs, PDF, DOC, CSV/XLS, PPT, JSONL, and TXT files, with selective URL inclusion and exclusion.
Business rules
Set tone, boundaries, escalation preferences, and the actions XBert can take for each workflow.
Safe answer
XBert uses account-specific knowledge and your approved rules before responding.
Compliance Foundation
The security basics are not bolted on later.
XBert pairs a trusted platform foundation with AI-specific controls for customer conversations, knowledge, and handoff.
Compliance alignment for businesses handling sensitive customer information.
Audited platform controls, with scope to confirm before external launch.
Certified information security management foundation.
Data protected at rest and in transit across the platform.
Business associate agreements maintained with AI providers where required.
Data residency maintained in-region for supported deployments.
Customer owns their data, and account-specific knowledge is isolated to the account.
XBert should not process credit card data directly; PCI-compliant IVR paths can be used where needed.
Reliability + Handoff
XBert resolves when safe. It hands off when human judgment matters.
Operational trust is more than uptime. It is knowing customers will be answered, records will stay clean, and your team will get the full story when a person needs to step in.
TranscriptAttached
Key factsSummarized
Attempted actionLogged
Next stepPrepared
Regulated Work
Built for industries where trust is a prerequisite.
Healthcare practices, legal firms, and financial services teams need AI that can be useful without crossing the lines their business depends on.
Healthcare
Handle appointments, insurance questions, refills, and patient routing while keeping sensitive topics bounded.
Legal
Capture intake, book consultations, and answer practice-area questions without giving legal advice.
Financial + tax
Qualify urgent inbound requests, verify before action, and route sensitive account work to the right person.
Q+A
The questions teams ask before trusting AI with customers.
Does XBert use my customer data to train shared models?
No. Nextiva does not use any customer data to train AI models. The data you provide for augmenting or fine-tuning your dedicated AI service for your account is not shared with other customers.
What compliance standards does XBert support?
XBert complies with all security and telecommunications requirements for VoIP and business communications providers, including CPNI, STIR/SHAKEN, TCPA, and Robocall Mitigation. The Nextiva platform also complies with industry security standards such as SOC 2, ISO 27001, and GDPR, as well as encryption requirements for data at rest and in transit.
How does XBert avoid unsafe answers?
Admins control the instructions, knowledge sources, and actions that XBert can use. You can define disallowed topics and escalation rules so XBert knows when to hand the conversation to a human instead of answering outside its defined boundaries.
What happens when XBert is not confident?
XBert can be configured to escalate to a human when it cannot confidently handle a request. When a conversation is handed off, XBert provides context so your team can continue the interaction without having to start over.
Can XBert access only approved knowledge?
Yes. You control the instructions and knowledge sources XBert uses to answer customers. You can add approved website content and files and include or exclude specific web pages to control what information XBert references.
Can XBert handle payments or credit card data?
XBert is not intended to process credit card data directly. For payment workflows, use approved links delivered via SMS or email, or transfer to an approved PCI-compliant IVR path where needed.