XBert

For easy assignment and management of your tasks and workflow

How To: Assign Roles

How to invite your clients, user permissions and settings

For communicating with your client via XBert

For recurring tasks to be easily set to your clients.

For selecting what you want the client to have visibility of when using XBert.

For setting recurring tasks that are assigned to the client user.

For quick visibility to the overall health and status of the clients file.

For accessing an individual client's key database information

For each client there is an individual client console

For organising and sorting clients by your own custom Client Group.

Helping client users understand their client console and its capabilities.

Assign tasks and collaborate effortlessly with your clients

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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