Managing users for Nextiva Social Media and Reviews Invite teammates and staff to help manage and create custom social media content. Adding users Click your initials in the...
Integrating social media channels Integrate your social media channels to easily manage and track all your customer interactions from one place. For example, you...
Creating rules for Nextiva Social Media and Reviews Use the Organizer to create personalized rules used for automation, such as instantly routing customer interactions to the appropriate workbaskets...
Responding to customers using Unibox The Unibox is a dedicated section for managing, monitoring, and responding to interactions from all connected channels, such as social...
Adding schedules for Nextiva Social and Reviews You can set up a schedule with your business hours and holidays for specific profiles to follow custom rules, such...
Creating a Pre Chat Questionnaire A Pre-Chat Questionnaire collects customer information, serving as a valuable tool for capturing customer data for potential leads. Navigate to...
Creating a Post Chat Questionnaire A Post-Chat Questionnaire gathers customer feedback after interacting with the chat. It is a great tool for measuring the customer...
Setting up after hours for live chat Set up after hours to deactivate the Live Chat when a live agent is unavailable. When activated, the chat feature...
Adding live chat to GoDaddy, Squarespace, Wix, and WordPress After configuring the Live Chat settings, you can insert the chat on your website. The process of inserting the code...
Logging into Nextiva Social Media and Reviews Visit nextiva.com, click Login at the top right corner, and select NextivaCX. If you have forgotten or lost your password, you...
Connecting messaging apps with Nextiva Social Media and Reviews Easily manage and respond to messages from all your messaging apps and various social media channels directly from Nextiva Unibox....
Unibox overview The Unibox is a dedicated section for managing, monitoring, and responding to interactions from all connected channels, such as social...
Updating the case status in the Unibox In order for the case status to be changed, the user has to be assigned to it. If the Case...
Playmode overview Playmode is a dedicated workspace for agents to focus on specific incoming interactions assigned directly to them. Playmode functions as...
Nextiva Contact Center: Outbound Dialer Configuration In Outbound Dialing, leads are dialed automatically based on: The Dial Ratio/Max Ratio The Abandon Percentage The number of agents...