XBert

Helping client users understand their client console and its capabilities.

Getting Started with Your Console

For each client there is an individual client console

For communicating with your client via XBert

How to invite your clients, user permissions and settings

For accessing an individual client's key database information

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

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

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

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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