NEXT - Home

This article explains how to navigate the Home screen in NEXT. The Home screen is the first screen you see after logging in and provides a snapshot of your day, recent contact activity, and your day’s schedule. It is intended for all users.

• Your NEXT account must be active and login credentials received.

• The Complete Setup banner appears in the top navigation bar until all onboarding steps are completed.

Click Home in the left navigation panel to return to the Home screen at any time. The screen greets you by name and displays the current date at the top.

The Home screen is organized into the following areas:

Displays a summary of your pending items. Each tile is clickable and navigates to the corresponding section:

• New Voicemails — Number of unheard voicemails.

• Unread Contact Messages — Number of unread messages from contacts.

• Unread Internal Messages — Number of unread internal messages.

• Unread Team Inbox Messages — Number of unread messages in your team inboxes.

Displays aggregate metrics across your AI Employees:

• Sessions Total — total number of AI Employee sessions

• Avg. Conversation Duration — average length of AI Employee conversations

• Answered by AI — number of interactions handled by AI without escalation

Each tile includes an arrow to view more detail.

NextIQ Recommendations

Displays conversations that NextIQ has identified as needing your reply. When there are none, the panel shows "You're all caught up!" with the note "Conversations that need your reply will show up here."

Setup

Displays outstanding setup tasks for your account, such as completing text messaging registration. Each task includes a short description and an action button (for example, Start Registration) to complete it.

Displays a list of your most recent contact interactions. Each entry shows the contact name, a preview of the last message, the time of the interaction, and the channel it occurred on. A blue dot to the left of an entry indicates an unread message. Click Go to Inbox to navigate directly to your Inbox.

Displays your scheduled meetings for the day. When no meetings are scheduled, the panel shows "No meetings scheduled for today." Click Go to Meetings to navigate directly to the Meetings screen.

The NextIQ panel is a persistent AI chat assistant accessible from any screen in NEXT.

1. Click the Ask NextIQ button in the top navigation bar. The NextIQ panel slides in from the right side of the screen.

2. Type your question, prompt, or action in the text field at the bottom of the panel. You can use @someone to mention a person or / to trigger a list of available actions.

3. Click the Send icon to submit. NextIQ responds in the chat area.

4. To start a new chat, click the + icon at the top of the panel next to Your chats.

5. To close the panel, click the × icon at the top right of the panel.

NOTE: Previous NextIQ conversations are saved and listed in the panel's left sidebar. Click any conversation to resume it.

If your onboarding is not yet complete, a Complete Setup banner appears in the top navigation bar showing your current progress and the number of remaining steps. Click the banner to continue your onboarding setup. This banner disappears once all setup steps are completed.

The top navigation bar is accessible from every screen in NEXT and provides quick access to commonly used actions and settings.

• Search — Use the Search anything... bar (or press ⌘K) to search across NEXT.

• Ask NextIQ — Opens the NextIQ AI assistant panel.

• Calls — Opens the dialer to make a call. See [Link to Calls KBA].

• Quick Actions (∨) — Click the chevron to access the following options:

  • Direct Message — Start a direct message with a teammate.

  • Email — Compose a new email.

  • Meet now — Start an instant meeting.

  • Schedule meeting — Schedule a meeting for a future date and time.

• Your Profile (avatar) — Click your avatar to manage your profile and preferences.

The left navigation panel provides access to all sections of NEXT. It displays icons with labels for the following:

• Home, Inboxes, Team Chats, Calls, Meetings, Contacts — Always visible in the main navigation.

• More — Click to reveal additional sections: Accounts, Analytics, and Tickets.

• Marketplace — Accessible near the bottom of the panel.

• Settings — Accessible at the bottom of the panel.

• Help — Available at the very bottom of the panel. Click to access help and support resources.

Customizing the navigation panel

You can reorder, pin, and unpin items in the left navigation panel to suit your workflow.

• To reorder an item — Right-click the item in the navigation panel and select Move up or Move down. Alternatively, drag the item to a new position.

• To unpin an item — Right-click the item and select Unpin. The item moves to the More menu.

• To pin an item — Click More, find the item you want to add to the main navigation bar, and pin it.

Click your avatar in the top right of the navigation bar to open the profile menu. The menu displays your name and phone number at the top.

From the profile menu, you can:

• Set a status — Type a custom status in the Set a status field.

• Set yourself as away — Click to quickly toggle your status to away.

• Pause notifications — Click to expand options for pausing notifications for 30 minutes, 1 hour, 2 hours, or until tomorrow.

• My settings — Opens your personal settings.

• Theme — Click to expand theme options and switch between available themes.

• Sign out — Signs you out of NEXT.

NOTE: If your account does not have a phone number assigned, No Number appears under your name in the profile menu. Contact your administrator to have a phone number assigned to your account.