Nextiva NEXT - Video Meetings

Overview

Video Meetings in NEXT lets you start or schedule video calls with contacts and internal team members directly from the platform. You can launch an instant meeting from any conversation or schedule one in advance with calendar integration.

The Meetings Page

To access Video Meetings, select Meetings from the left navigation panel.

 

The Meetings page has two tabs:

Upcoming — shows meetings scheduled from the current date forward. Past — shows meetings that have already occurred.

Filtering your view

Use the view selector (top left) to switch between Day, Week, or Month view.

Use the date picker to navigate to a specific date. Select the date shown next to the view selector to open the calendar and pick any date.

Start an Instant Meeting

You can launch a live video meeting directly from any conversation.

1. Open a conversation with a contact or internal agent.

2. Select the video camera icon in the top-right corner of the conversation.

3. From the dropdown, select Meet now.

 

1. A pre-join screen opens. Configure your Video device and Sound settings.

2. Select Join Now to start the meeting.

The contact receives an SMS with the meeting link and dial-in details. Internal agents receive a popup invite within NEXT.

Once in the meeting, you can turn your camera or microphone on or off and share your screen. Participants can leave and rejoin the meeting as needed.

Schedule a Meeting

You can schedule a meeting in two ways: from the Meetings page, or from within a conversation.

From the Meetings page:

1. Select Meetings from the left navigation panel.

2. Select Schedule meeting (top right).

From a conversation:

1. Open a conversation with a contact or internal agent.

2. Select the video camera icon in the top-right corner.

3. From the dropdown, select Schedule meeting.

Both methods open the Schedule a meeting dialog:

 

Fill in the following fields:

1. Select Send to confirm. Select Discard changes to cancel.

Once sent, the meeting is added to your Meetings page. Participants receive an SMS with the meeting link and details. If a contact has an email address and calendar integration is set up, they also receive a calendar invite.

View All Meetings from a Conversation

From any conversation, select the video camera icon and choose View all meetings to go directly to the Meetings page.

Note on Calendar Integration: To sync scheduled meetings with Google Calendar or Outlook, an administrator must first enable calendar integration under Administration > Integrations. Once enabled, agents can connect their calendar under My Settings > Video Meetings. Only one calendar platform (Google or Outlook) can be active per organization at a time.

Frequently Asked Questions

How many participants can join a video meeting? Video meetings support up to 10 participants, which is the same as the participant limit for a conversation in NEXT.

How long does a scheduled meeting link stay active? The meeting link is valid only for the scheduled duration. Once the meeting's end time passes, the link expires and can no longer be used to join.

What happens when the last person leaves an instant meeting? Once the last participant exits an instant meeting, the meeting ends and cannot be rejoined. You will need to start a new instant meeting.

Can a meeting be reused after the host leaves? No. When the host leaves a meeting, the meeting is considered complete and cannot be rejoined by anyone.

How long can an instant meeting last? An instant meeting has no fixed time limit and can continue as long as at least one participant remains in the meeting.

Is there a waiting room or persistent meeting room I can share in advance? No. There is no persistent meeting room concept in NEXT. For scheduled meetings, the meeting becomes accessible when the scheduled start time is reached.