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...
Integrating review sites The Online Reviews section provides the opportunity to manage your customers reviews across a variety of review platforms. The review...
Creating workbaskets for Nextiva Social Media and Reviews Create Workbaskets aka teams to route customer interactions to the right group of users. For example, you can create workbaskets...
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...
Setting up Live Chat Live chat enables businesses to engage in real-time conversations with customers and prospects directly from their website. Unlike traditional methods...
Creating a Chatbot The Chatbot Builder empowers you to create a dynamic chatbot for seamless integration within the Live Chat function. This tool...
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....
Connecting your emails to Nextiva Social Media and Reviews Bring your group emails into Nextiva and manage all your support emails from a single platform. Connect an email to...
Setting up case routing for Nextiva Social Media and Reviews Case routing is used to route incoming interactions to the Unibox and make sure they are assigned and ticketed appropriately. ...
Customizing your Dashboard in Nextiva Social Media and Reviews The Dashboard displays performance trends and stats that are most important to you, all from one screen. To customize your...
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...
Selecting digital channels for Social Media and Reviews To get started, select the digital channels that you want to access from Nextiva. When you log into Nextiva for...