Nextiva Software

Nextiva NEXT - System/Network Requirements

Minimum requirements for utilizing Nextiva NEXT either on a browser or mobile device.

Nextiva NEXT - Landing Page

Links to documentation for the NEXT platform.

Nextiva NEXT - Add a Device

How to add a supported physical phone to your Nextiva NEXT account.

Nextiva NEXT - Administrator Settings - Admin Groups

Manage your billing, shared agent inboxes, your AI knowledge base, and schedules.

Nextiva NEXT - Getting Started

Set yourself up for success with these steps on the Nextiva NEXT platform.

Nextiva NEXT - Administrator Settings - Account

Modify general account settings, including single sign-on (SSO), Numbers, and Devices.

Nextiva NEXT - NEXT Studio - AI Employee

Configure a virtual assistant that can answer basic questions about your business and perform specific tasks.

Nextiva NEXT - Administrator Settings - Edit User Settings

Settings that administrators can adjust under a user's profile.

Porting Your Phone Number to Nextiva

Nextiva NEXT - Shared Inbox

Manage communication with customers through multiple channels in the shared inbox.

Nextiva NEXT - NEXT Studio - AI Employee Channel Enablement

Enable your AI employee on different channels in your workflow.

Nextiva NEXT - NEXT Studio - AI Employee Skills and Integrations

Create and manage the skills used by your AI employee. Integrate your AI employee into your calendar or CRM to manage appointments, contacts, and leads.

Nextiva NEXT - Mobile App

Instructions on how to use the NEXT mobile application.

Nextiva NEXT - Administrator Settings - Channels

Manage the sections of NEXT where agents or supervisors work directly with customers and other employees.

Nextiva NEXT - My Inbox

Manage inbound and outbound communications with both internal and external contacts.

Nextiva NEXT - Supervisor View

Allow supervisors to monitor agent and queue activities in the NEXT platform.

Nextiva NEXT - Global Actions

Access frequently used channels of communication from anywhere within the NEXT application

Nextiva NEXT - Dashboards & Reports

Obtain a high-level view of agent activity and performance.

Nextiva NEXT - Onboarding for Administrators

Steps for administrators to perform the first-time setup of their Nextiva NEXT account.

Nextiva NEXT - NEXT Studio - AI Employee Functions and Examples

Glossary of functions that can be used when creating an AI Employee, and examples of how these can be configured within skills.

Nextiva NEXT - Admin Home

Access and general overview of the administrator main settings page.

Nextiva NEXT - Supported Devices

Internal list of physical phones that can be set up on the NEXT platform.

Nextiva NEXT - Glossary of Terms

Definitions of terms within NEXT for internal teams to use.

Nextiva NEXT - NEXT Studio - Workflows

Manage the details of specific customer interactions, phone calls, text messages, and emails.

Nextiva NEXT - Business Messaging Registration Steps

Register your business numbers for texting to be in compliance with the FCC 10DLC guidelines.

Nextiva NEXT - Administrator Settings - People & AI

Add, modify, and delete users, AI bots, roles, and skills within your Nextiva NEXT account.

Nextiva NEXT - My Settings

Manage your user settings within the NEXT environment

Nextiva NEXT - Calling

Place and manage calls within the Nextiva NEXT platform.

Nextiva NEXT - Administrator Settings

Overview of the account settings an administrator can manage through their portal.

Nextiva NEXT - NEXT Studio - Using your Schedules

Use a schedule to affect how a workflow routes incoming workitems.

Nextiva NEXT - NEXT Studio

Create and modify Journeys, Workflows, Functions, and more. Manage your customer experience from end to end.

Nextiva NEXT - NEXT Studio - Workflow Components

Details about each component available within a workflow in NEXT studio

Nextiva NEXT - CX Mode & Presence Status

Control your ACD status and presence allowing you to receive workitems from a shared inbox.

Nextiva NEXT - Import Contacts

Import contacts from Google, Office 365, or a CSV file into the Nextiva NEXT platform.

Nextiva NEXT - NEXT Studio - Functions

Create and manage tasks that can be used multiple times across multiple workflows.

Nextiva NEXT - Contacts

View, create and edit contacts within the Nextiva NEXT product

Nextiva NEXT - Homepage

Overview of the homepage area of the Nextiva NEXT product

Nextiva NEXT - Onboarding Tooltip Walkthrough

Walk through the tooltips presented during your onboarding experience.

Nextiva NEXT - Salesforce Integration

Integrate the Salesforce application with a shared inbox within NEXT.

Nextiva NEXT - NEXT Studio - Journeys

Map out your customer's path through interacting with your business.

Nextiva NEXT - NEXT Studio - Chatbot

Create a chatbot to handle basic interactions with your customers.

Nextiva NEXT - Calendar

View, join, and modify meetings using the NEXT calendar.

Nextiva NEXT - Using a Desk Phone with Shared Inbox

Use a desk phone to handle calls coming in through a shared inbox in the Nextiva NEXT platform.

Nextiva NEXT - Administrator Settings - Authorized User Management

Manage the list of users who are authorized to request account changes with the Nextiva support team.

Nextiva NEXT - Hubspot Setup Guide

Nextiva NEXT - Troubleshooting tips for App

Troubleshooting tips, suggestions, and workarounds for the Nextiva NEXT mobile app

Nextiva NEXT - Request Password Reset

How to reset your password on the Nextiva NEXT platform.

Nextiva NEXT - Global Search

Search for anything within the Nextiva NEXT platform.

Nextiva NEXT - More Options

Link to documentation for the more options portion of the NEXT admin.

Nextiva NEXT - Salesforce Setup Guide

Link the Nextiva NEXT platform to your Salesforce environment

Nextiva NEXT - AI Employee FAQs

Frequently asked questions about the NEXT Studio AI Employee

Nextiva NEXT - Microsoft Dynamics Setup Guide

Link the Nextiva NEXT platform with Microsoft Dynamics 365

Nextiva NEXT - Pipedrive Setup Guide

Nextiva NEXT - NetSuite Setup Guide

Guide for linking the Nextiva NEXT platform to Oracle NetSuite

XBert AI - Configure Holiday Schedules

Create holiday Schedules and apply them to your Workflow routing in XBert AI.

Nextiva NEXT - Default Usage Rates

Default usage rates for Nextiva NEXT

Nextiva NEXT - Square Setup Guide

Install and configure the Square integration from the NEXT marketplace

Nextiva NEXT - GoHighLevel Setup Guide

Install and configure the GoHighLevel integration from the NEXT marketplace

Nextiva NEXT - Zoho CRM Setup Guide

Install and configure the Zoho CRM integration from the NEXT marketplace

XBert AI FAQs

Frequently asked questions about the Nextiva XBert AI Employee

Nextiva NEXT - Google Calendar Setup Guide

Install and configure the Google Calendar integration from the NEXT marketplace

Nextiva NEXT - Zendesk Setup Guide

Install and configure the Zendesk integration from the NEXT marketplace.

Nextiva NEXT - Video Meetings

Create and manage video meetings on the Nextiva NEXT platform.

Nextiva NEXT - Outlook Calendar Setup Guide

Install and configure the Outlook integration from the NEXT marketplace

Nextiva NEXT - Calendly Setup Guide

Install and configure the Calendy integration from the NEXT marketplace

Nextiva NEXT - Shopify Setup Guide

Install and configure the Shopify integration from the NEXT marketplace

Nextiva NEXT - Freshdesk Setup Guide

Install and configure the Freshdesk integration from the NEXT marketplace

Nextiva NEXT - ServiceNow Setup Guide

Install and configure the ServiceNow integration from the NEXT marketplace.

Nextiva NEXT - Release Notes March 27, 2026

Release notes for the March 27, 2026 release for Nextiva NEXT

Nextiva NEXT - Clover Setup Guide

Install and configure the Clover integration from the NEXT marketplace

Nextiva NEXT - Configure Holiday Schedules

Create holiday schedules and apply them to your call routing in NEXT studio.

Nextiva NEXT - Release Notes May 20, 2026

This release improves call routing reliability for workflow-based calls and resolves an issue with email attachment previews in Gmail and Outlook integrations.

Nextiva NEXT - Account Credit Charges/Credit Limits

Understand how credit works with your Nextiva NEXT account.

Nextiva NEXT - ServiceTitan Setup Guide

Link the Nextiva NEXT platform with ServiceTitan

Nextiva NEXT - Cal.com Setup Guide

Link the Nextiva NEXT platform with Cal.com