Likelihood to Recommend It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
Read full review X.ai is very well suited for a departmental type use where Amy has access to everyone's calendar. It is a requirement that people keep their calendars up to date and live by them. Otherwise Amy might think that you are free when you have a flight booked or are on vacation. She is extremely good for those times when a prospect agrees to talk to you at a conference. I just send them a quick email, cc Amy and tell her to set up a call, and it magically shows up on my calendar!
Matt Meinel SVP Sales, Business Development, and Solutions Architecture
Read full review Pros Great for online appointment bookings. Good for taking payments. Good for onboarding new clients. Integrates with your website. Integrates with Facebook Pages. Read full review x.ai makes it easy to initiate, schedule, and manage meetings with internal and external constituents. Especially in the case of internal constituents, scheduling is almost instantaneous on the team plan because the AI can see the available/busy schedules for anyone in our G Suite domain and schedule meetings based on my preferences and the other person's availability. The calendar function makes it easy for me to share a limited calendar with others so that they can automatically schedule a meeting with me without having to go back and forth. The customer service team at x.ai is stellar. They are kind, quick to respond, and typically resolve cases on the first try. They are also incredibly receptive to feedback and new ideas that often get incorporated into the product. Read full review Cons Payment collection: We want to have an option to allow clients to choose the amount they wish to pay. Improved ease of use with forms. Read full review One person mentioned that the zoom link isn't easy to open from the calendar appointment Some people have been confused by using the names "Amy" or "Andrew", not realizing these are AI bots. So, I now use the "X.ai scheduler" to avoid confusion Read full review Usability Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
Read full review Support Rating I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
Read full review Support has been quick. We have not really had an issue, more just implementation questions.
Read full review Alternatives Considered I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Read full review Heard about Claralabs AI assistant from friends using this service. But I found x.ai to be suited for my requirements. Claralabs is also good but when it comes to pricing and ROI, x.ai is better.
Read full review Return on Investment I have no clue I'm assuming that we would not have people making appointments with us if we didn't have this service Read full review I have hours back in my schedule every week, meaning I have more billable time, free time, and fewer things to worry about! Having an AI assistant fits for my personal brand. Read full review ScreenShots