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Nextiva NEXT - Onboarding Tooltip Walkthrough

Article 000003948 · Updated Mar 18, 2026 · 1,435 views

Accessing the Onboarding Tooltip Walkthrough in NEXT

Agents, Supervisors, and Administrators can all view these first time user experience tooltips when they log into NEXT. Some of these tooltips will appear when you first log in, whereas others will appear in subsequent logins.

Log in to NEXT via https://app.nextiva.io/lioncc/.

  • Your log in information was emailed to you from no-reply@nextiva.com. This email is triggered when a user is created in NEXT.

Initial Tooltip Tour

The very first time a person logs in, they will see these tooltips.

  1. From the NEXT homepage, right after you log in for the very first time, you will see this tooltip pop up. Select the blue Take a quick tour button to begin.

    • If you are an Administrator, you might go through and see a number of other screens before this one, which relate to the Initial Onboarding and/or Advanced Onboarding screens. See Onboarding for Administrators for information on what those steps are.

 

  1. It will direct you to the Shared Inbox widget:

     

  2. Then My Inbox, where all your assigned interactions and interactions with teammates in NEXT are in a single view.

 

 

  1. Then the My Settings area, under the Avatar icon:

 

  1. The blue ? icon, which is called Connect with Nextiva and is the NEXT help center:

 

  1. The final step on the initial tour:

 

 

At this point, you can continue to learn about the Shared Inbox, or exit the tour.

Shared Inbox Tooltips

This is the second set of tooltips that are part of the first-time user experience. These will also appear during your first login.

  1. An overview of the Shared Inbox will be provided. Select Start Tour to learn more.

 

  1. Information about CX mode will be provided.

 

  1. The ticket area of the Shared Inbox, the primary place to interact with a customer, will be highlighted:

     

     

  2. The communication area, where you can talk with different agents. NOTE: Mark as done is now located in the upper-right area of the activity feed.

 

  1. Agent Assist within NextIQ is explained. This is an AI system that will generate responses for you to send to customers, and is a place where you can ask questions and get answers pulled quickly, directly from your company's help knowledge base.

 

  1. The benefits of collaborating with teammates is explaned.

 

  1. Accessing interaction details within the Shared Inbox is useful, as it allows you to quickly view information such as status updates and priority levels:

     

     

Nextiva Mobile App - Onboarding Walkthrough

In the Nextiva mobile app, when you log into it for the first time, you will see the following tooltips and welcome slides.

Mobile App - Welcome Slides

When you first download the Nextiva mobile app, which is the mobile app for NEXT, you will see these images, in this order, left to right:

 

               

Mobile App - Initial Tooltips

After seeing the initial carousel of images and information shown above, you will see these tooltips when you tap within various areas of the Nextiva Mobile app:

   

     

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