NEXT Mobile FAQ

Signing In

On the Sign In screen, tap Continue with Email, enter your email address and tap Continue, enter your password and tap Sign in.

On the Sign In screen, tap Continue with SSO, enter the email address associated with your organization's identity provider, and tap Continue with SSO.

On the Sign In screen, tap Continue with Email, enter your email address and tap Continue. On the password screen, tap Forgot password?, enter your email address and tap Send reset link. Follow the instructions in the email to reset your password.

On the Sign In screen, tap the language name next to the globe icon and select your preferred language. The NEXT mobile app supports English, Spanish, French, and Portuguese.

On the Sign In screen, tap Terms of Service or Privacy Policy.

Each time you sign in to the NEXT mobile app, a Privacy Notice screen appears. Select Accept All to accept all cookies, Reject All to reject all cookies, or Cookies Settings to manage your preferences individually in the Nextiva Privacy Preference Center.

Navigation

Use the icons at the bottom of the screen to navigate between Home, Inboxes, Team Chats, Calls, and More. Tap More to access Contacts and Meetings.

Tap the avatar icon in the upper right corner of the screen.

Tap the search icon in the top right corner of the screen to search globally across all sections of the app. You can also ask NextIQ from the search bar.

On the home screen, under Your Day, tap Schedule. Enter a meeting title, start and end date and time, add invitees and an optional agenda, then tap Schedule.

Tap the blue star icon on the home screen.

Team Chats

Tap the Team Chats icon at the bottom of the screen.

In Team Chats, tap the pencil icon, select New Message, search for and select the NEXT user you want to message, and tap Continue.

In Team Chats, tap the pencil icon, select New Channel, add members, tap Next, enter a unique channel name, and tap Create.

In a chat or channel, type your message in the text box and tap the blue arrow to send. Tap the + sign to attach photos, files, or videos, or tap the microphone icon to record a message.

In the group message thread, tap the drop-down arrow next to the user's name and select View Group.

In the message thread, tap the drop-down arrow next to the user's name and select Remove Conversation. Tap Remove Conversation in the confirmation window to confirm.

In the message thread, tap the drop-down arrow next to the user's name and select Mute Conversation.

Contacts

Tap the More (...) icon at the bottom of the screen and tap Contacts.

Tap the filter icon next to All on the Contacts screen. Under Sort By, select A-Z or Recently Contacted.

On the New Contact screen, tap + Add property, select the property you want to add, and enter the value in the field provided. To remove a property, tap the X next to it.

No. The Public or Private option is not available in the NEXT mobile app. To set a contact's visibility, use the web version of NEXT.

Open the contact's details and tap the Share button at the top of the Contact Details screen. Select how you want to share from the options that appear.

Open the contact's details, tap the + sign next to Notes, type your note in the Add Note window, and tap Save.

Open the contact's details, tap the note you want to edit, make your changes, and tap Save.

Open the contact's details and scroll to the Tickets section. Tap on an individual ticket to open the ticket's page.

Open the ticket from the contact's details, tap the vertical ellipsis (⋮) in the corner, and tap Delete. Tap Delete in the confirmation window to confirm. Note that deleting a ticket cannot be undone.

Settings — Profile & Status

Tap the avatar icon to open Settings, then tap the Update your status field. Select a default status or type a custom one, set the duration using the Remove status after dropdown, and tap the check mark to confirm.

Tap the avatar icon to open Settings, tap the Update your status field, and tap Set yourself as away.

Tap the avatar icon to open Settings and tap Pause notifications. Select a duration — 30 minutes, 1 hour, 2 hours, 8 hours, or Until end of day.

Tap the X icon next to Notifications paused.

Tap the avatar icon to open Settings, tap Profile, then tap Edit avatar. Choose a color theme, select a photo from your library, or take a new photo.

Tap the avatar icon to open Settings, tap Profile, and enter your nickname in the Nickname field.

Tap the avatar icon to open Settings, tap Profile, tap the Timezone field, and select your timezone from the dropdown.

Settings — Communications & Preferences

Tap the avatar icon to open Settings, tap Communication, and tap the Auto enable call recording toggle to enable it.

Tap the avatar icon to open Settings, tap Communication, then tap Use Auto Reply. Enable the toggle, enter your auto reply message, set an optional date range, select when to send the reply, and tap Save.

Tap the avatar icon to open Settings, tap Communication, then tap Use After Hours Auto Reply. Enable the toggle, enter your message, set your business hours, select when to send the reply, and tap Save.

Tap the avatar icon to open Settings, tap Communication, then tap Signature. Tap Create your signature, enter your signature in the text box, and tap Save.

Tap the avatar icon to open Settings, tap Preferences, tap the chevron icon next to Language, and select your preferred language.

Tap the avatar icon to open Settings, tap Prefer

ences, tap the chevron icon next to Theme, and select your preferred theme — System default, Light, Light Warm, Dark, or Dark Blue.

Settings — Support

Tap the avatar icon to open Settings and tap Connect with Nextiva. A live chat opens where you can message Nextiva support directly.

The current app version is displayed at the bottom of the Settings page.

Tap the avatar icon to open Settings and tap Sign out. You are immediately signed out of the app.

NextIQ Copilot

Tap the blue star icon on the home screen or in the navigation area.

Tap the black pencil icon to start a new chat.

Tap the hamburger icon in the upper right corner of the NextIQ Copilot screen. Your past chats are listed under Your Chats.

Tap the hamburger icon, then tap the vertical ellipsis (⋮) next to the chat you want to rename. Tap Rename, enter the new name in the Name field, and tap Sav

e.

Tap the hamburger icon, then tap the vertical ellipsis (⋮) next to the chat you want to delete. Tap Delete and tap Delete again in the confirmation window to confirm. Note that deleting a chat cannot be undone.

Yes. Your chats are shared between the NEXT mobile app and the web version of NEXT. Chats started on mobile are visible on web and vice versa.