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Nextiva CX - Engage Quick Start Guide

Article 000003652 · Updated May 29, 2026 · 2,049 views

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. On occasion, you may land on the NextivaOne Voice portal. No worries! To get back to NextivaCX, select the gray waffle in the top left corner before the Nextiva logo, then select NextivaCX.

  4. Begin Your NextivaCX Journey with Guided Setup to follow our step-by-step guide to configure your chat settings and set up your team.

  5. 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!

  6. Invite your team: Add team members so they can start collaborating.

  7. Connect your digital channels: Follow the on-screen prompts to link your active social media accounts, messaging apps, and online review platforms. Engage manages 10 Social Media & 10 Review accounts.

  8. Customize and embed Live Chat on your website.

  9. Chatbot Builder: Configure the chatbot to handle routine inquiries and free up your team's time.

    1. Watch the Creating a Chatbot Video.

  10. 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.

  11. Your Project Manager will assist you with other voice features.

 

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

 

 

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

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