Helpful Guides, Tutorials, Videos, & FAQs

Unibox overview

The Unibox is a dedicated section for managing, monitoring, and responding to interactions from all connected channels, such as social...
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...
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. ...
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...
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....
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...
Nextiva Contact Center: SMS Workitems

When you are available in the ACD, and an incoming SMS is presented to you, the SMS Notification will appear...
Nextiva Contact Center: Email Workitems

With the Nextiva system, customers have a choice of channel preferences. The Nextiva system also handles incoming emails queued and...
Nextiva Contact Center: Chat Workitems

You may have the option to chat with customers to better communicate with them. Chat provides customers with a choice...
Nextiva Contact Center: Phone Workitems

There are two types of inbound calls that users can accept: ACD (Automatic Call Distributor) Calls- Calls distributed to users...
Nextiva Contact Center: User Settings

User Settings allows agents to configure defaults for workitems, enable notifications, as well as other settings. This chapter will cover...
Nextiva Contact Center: User Status

User Status is very important to Nextiva, it allows you to accept incoming workitems, and tell other users if you...
Nextiva Contact Center: User Interface

The user interface allows various functionalities within the Nextiva system. It consists of a navigation bar on top and a...
Nextiva Contact Center: Campaigns

A campaign is a structured set of rules and configurations designed to address specific customer needs by organizing queues, agents,...
Bulk edit existing users

Managing user details across an organization can be time-consuming, especially when dealing with multiple updates at once. Nextiva’s bulk edit...

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