X.ai is a sales accelerator
December 07, 2018

X.ai is a sales accelerator

Matt Meinel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with x.ai

The executive team use x.ai to schedule both internal meetings and customer / prospect meetings. Amy@x.ai (we use the professional version so it's amy@levyx.com) coordinates setting up meetings with people for me especially in Asia and Europe. Once we have an interest in having a meeting Amy works out the details and gets it on our calendar for much less than I spend on Starbucks every month. It's like having a personal assistant that works 24/7!!
  • Scheduling conference calls across time zones and between multiple companies. We have several partnership call where we need to schedule myself and our CEO as well as our partner and the end customer. Scheduling these type calls can require 10 or 20 individual emails. Amy just handles it for us.
  • There is nothing to install. Its just set up your preferences and start emailing Amy or Andrew just like you would a human personal assistant.
  • The x.ai team is responsive and thoughtful. Slack integration is one of the newer features that they brought to the table that was really helpful.
  • The technology is currently limited to coordinating meetings between 5 principal attendees with unlimited optional attendees. This cuts out things like using her to schedule 8 person board meetings where everyone needs to be there.
  • In some cases, it would be useful for Amy to identify herself as a bot to avoid confusion. I had one client who thought I was in LA when I was really in Nashville but kept insisting to Amy (without cc'ing me) on an in-person meeting. He thought she was just a really dense PA.
  • I figure Amy saves me about 3 hours a week and much aggravation.
I have used live virtual assistants and full-time PA's as well in the past. For a few bucks a month, X.ai takes away much of the drudge work involved in a PA keeping my calendar straight.
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!