Nextiva CX - Digital Quick Start Guide

Welcome to NextivaCX! This Quick Start Guide will help you set up and personalize the platform for seamless customer communication.

1. Access Your NextivaCX Account: Check your email for a welcome message from NextivaCX with login instructions and set your password.
   
   
2. To log back into NextivaCX, go to Nextiva.com, select Login at the top then Sign in to NextivaCX.
   
   
3. Begin Your NextivaCX Journey with Guided Setup to follow our step-by-step guide to configure your chat settings and set up your team.
   
   
4. Customize your workspace: Workspaces help organize your workstreams. To get started, select the home icon from the left toolbar, name your workspace, and select Next. Name your default workspace. You can add more workspaces later!
   
   
5. Invite your team: Add team members so they can start collaborating.
   
   
6. Connect your digital channels: Follow the on-screen prompts to link your active social media accounts, messaging apps, and online review platforms. Digital manages 2 Social Media & 2 Review accounts.
   
   
7. Customize and embed Live Chat on your website.
   
   
8. The Unibox is where all your customer conversations come together. Learn how to filter, respond, and manage interactions efficiently. Check out the Unibox Overview for a quick tour.

Need More Help? We have a wealth of resources available to support you!

• This guide is packed with resources to help you!
• Check out our Video Hub, Webinars, and Help Articles. 

We're confident that you'll find NextivaCX incredibly valuable for your business. Welcome aboard!