Welcome to the new XBert Intelligence—the future of practice management. Under this area will be 5 pages: Community, Custom XBerts, Practice, Client, and User.
Click play for a quick video guide! ✨
Navigate to XBert Intelligence or XI by selecting it from the main menu item across the left.
Community
The Global XI Community is the default page of Xbert Intelligence.
This hub offers powerful AI automation and a Community section for shared resources.
You can discover and find how others worldwide use AI prompts to enhance their work.
Custom XBerts
Similar to the XI Community, Custom XBerts are shared on this page by different XBert users.
Under the next areas, you can elevate how you work with AI flows, designed to enhance your practice and client interactions.
Practice
This page offers new AI self-assessments or health checks for your practice.
There are available prompts and configurations you can use, where you can write prompts to the AI to get a detailed review or report.
This new feature will fully automate a number of processes to help make everyone's lives easier!
Client
Similar to the Practice page, you will have a variety of areas you can ask the AI to look into a client specifically.
User
On the User page, you can look into each individual Connect user within your practice.
