Nextiva CX - New Interaction Notifications

Article 000003957 · Updated Sep 23, 2025 · 1,272 views

You can configure your organizer to send you an email notification when you receive a new interaction.  To do this:

 

  1. Open your account settings.

  2. Select the Organizer tile.

  3. Navigate to the existing Organizer for the Workspace you want to receive notifications for.

  4. Click the Pencil icon to edit it.

  5. In the IF section, select the source or channel you would like to receive notifications from the drop-down menu.

  6. Select Add.



  7. If you want notifications from multiple sources:

    1. Select another channel from the Add a rule for the following sources drop-down.

    2. Click Add.

    3. Repeat these steps until all desired sources are selected.

  8. Once all desired channels have been selected, choose the Alert Users option from the Add an Action to be applied for the rule sets above drop-down menu in the THEN section.

  9. Select Add.

  10. From the list of users that appears, check the Escalation Email box next to the name of the user(s) that should receive this notification.



  11. Click Save.
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