Overview

Unibox Overview

Navigation Toolbar Overview

Surveys

Summary Dashboard

Workspaces

Getting Started

Welcome to Nextiva CX

How to Log in

First Time Login

Initial Setup

Assigning a Chat License for Users with Voice + Chat Accounts

Create Users

Invite Your Team

Custom Roles

My Team

Complete Setup Widget

Customize Your Dashboard

Quick Start Guides

Digital Quick Start Guide

Core Quick Start Guide 

Engage Quick Start Guide

Power Suite Quick Start Guide

Self Setup Guide

Organizer and Workbaskets

Organizer

Creating an Organizer Rule

Organizer Rule Actions

New Interaction Notifications

Workbaskets

Organizer to Assign Cases to a Workbasket

Unibox

Changing the Case Status in the Unibox

How to Filter the Unibox

Filtering Chat Messages

Saving Filters

Unibox Playmode Overview

How to Respond in Unibox

Selecting Interactions from the Unibox

Suggested Responses

Chat 

Live Chat Widget

Inserting the Chat URL into a Website

Accessing Nextiva Chat

Setting Up Live Chat

Live Chat Advanced Settings Menu

Questionnaires

Setting up After Hours

Calendar

Responding to Chat Messages

Chatbot

The ChatBot Builder is exclusively available in our Engage and Power Suite packages. If you're on the Digital or Core package, this feature is visible in your NextivaCX account but usage is an additional cost. If you’d like to upgrade to include chatbot, reach out to Sales or your Project Manager today!

Navigating to the Chatbot Builder

Building Your Chatbot's Conversation Flow

Connecting the Chatbot to Live Chat

Transitioning from Chatbot to Agent

Messaging Apps

Messaging Apps

Facebook Chat

Instagram

Twilio

Twitter (X) Chat

Telegram

Telegram Bot

WhatsApp

Viber

Social Media

Social Channels Widget

Monitor Competitors

Online Reviews Widget

Connecting Reviews Channels

Set Up Case Routing

Manage Channels

Email and Integrations

Email & Integrations Widget

Additional Resources

Troubleshooting Common Issues

Videos