Nextiva CX - Initial Setup

Onboarding Tab

When you log into NextivaCX for the first time as the Account Owner, you'll land on the Onboarding tab. This tab acts as your guide, providing you with step-by-step instructions on how to set up your account and start using NextivaCX effectively.

On the Onboarding tab, you'll find:

1. Navigation Toolbar: This toolbar on the left side of the screen helps you navigate to different sections of NextivaCX.
   
   
2. Onboarding Widgets: These interactive widgets provide clear instructions on how to connect your channels, customize your settings, and more.
   
   
3. Dashboard Tab: The Dashboard gives you a visual overview of your chat analytics, helping you track key metrics and monitor your performance.
   
   
4. Workspaces: Workspaces allow you to organize your customer interactions and keep specific chats and channels in one place, making it easier for your team to collaborate and stay focused.
   
   
5. General Instructions & User Guides: Find helpful tips and links to our user guides, where you can learn more about specific features and functionalities within NextivaCX.
   
   

Connecting Your Digital Channels

The first exciting step is to choose which digital channels you, the Account Owner, want to connect. NextivaCX gives you the power to bring all your customer interactions into one place:

• Social Media: Connect your Facebook, X (formerly Twitter), Instagram, YouTube, and LinkedIn accounts to engage with customers directly within NextivaCX.
  
  

• Messaging Apps: Link your private messaging channels like Facebook Messenger, X DMs, Instagram, Telegram, Viber, WhatsApp, and Twilio. Now you can respond to all your messages from a single platform!
  
  

• Online Reviews: Manage and respond to reviews from popular sites like Google Reviews, all within NextivaCX.
  
  

• Email: Connect your email to have all incoming messages routed directly to the NextivaCX Unibox. This streamlines your customer communication and allows you to use our powerful help desk features to manage and respond to inquiries efficiently.
  
  

• Live Chat: Add a live chat widget to your website so customers can reach out in real-time. All chat messages will appear in your Unibox, ready for you to respond (depending on your package type).
  
  

XBert Tip: As the Account Owner, you'll complete the initial onboarding. Once that's done, other Admins on your account can also make changes.

Selecting Digital Channels

To kick off your NextivaCX journey, you'll need to select the digital channels you want to connect to your account.  The first time you log in as the Account Owner, a handy popup will appear, showcasing the available channels. To select your channels, follow the steps below.

1. Select the tabs that contain the channels you wish to connect.
   
   
2. The selected channels will be highlighted in blue.
   
   
3. Once all desired channels have been selected, select the Next button.
   
   
   
   
4. The popup will disappear and the Account Owner will see the Onboarding tab in the Home Page of NextivaCX.
   
   
5. All selected channels will appear on the left side of the screen. Ensure that the channels selected are present.