Nextiva Software

Nextiva CX - Landing Page

Landing page for all features included in the Nextiva CX product.

Nextiva CX - Setting Up Live Chat

Configure the live chat feature within Nextiva CX.

Nextiva CX - Inserting the Chat URL into a Website

Embed the Nextiva CX chat URL into a website

Nextiva CX - Tutorial Videos

Video guides for the Nextiva CX tool

Nextiva CX - Social Channels Widget

Link social media accounts to Nextiva CX using the social channels widget.

Nextiva CX - Workspaces

Guide to defining, accessing, configuring, and editing the workspaces within the Nextiva CX platform.

Nextiva CX - Email and Integrations Widget

Integrate your email address to the Nextiva CX product

Nextiva CX - Assign a Chat License - Voice + Chat Accounts

Assign a license to a user that has an account with both voice and chat

Nextiva CX - WhatsApp

Integrate the Nextiva CX chat feature with WhatsApp.

Nextiva CX - Troubleshooting Common Issues

Nextiva CX - Unibox Overview

Access and navigate through the Unibox tool within Nextiva CX.

Nextiva CX - Navigating to the Chatbot Builder

Access the chatbot builder within the Nextiva CX system.

Nextiva CX - Initial Setup

Basic overview to get started with the Nextiva CX tool

Nextiva CX - Messaging Apps

Integrate 3rd party messaging apps such as Facebook chat, Instagram, Whatsapp, and more.

Nextiva CX - Unibox Playmode Overview

Manage multiple intractions through Playmode in Nextiva CX unibox.

Nextiva CX - Responding in the Unibox

Respond to interactions from various channels with the Unibox tool.

Welcome to Nextiva CX

Self-Guided getting started guide for the Nextiva CX product.

Nextiva CX - Changing the Case Status in the Unibox

Change the status of a case within the Unibox tool in Nextiva CX.

Nextiva CX - How to Log in

This article walks through how to log in to your Nextiva CX account.

Nextiva CX - Connecting Reviews Channels

Connect different review channels to the Nextiva CX platform

Nextiva CX - Set Up Case Routing

Configure how interactions are organized and assigned within the Unibox.

Nextiva CX - Engage Quick Start Guide

Quick start guide for the Nextiva CX tool within the Engage package

Nextiva CX - Customize Your Dashboard

Customize the landing dashboard in the Nextiva CX platform.

Nextiva CX - Questionnaires

Gather lead information and personalize customer interactions utilizing chat questionnaires.

Nextiva CX - Building Your Chatbot’s Conversation Flow

Build the flow for your chatbot to use when engaging with customers.

Nextiva CX - Calendar

Manage your business availability for chat.

Nextiva CX - Setting up After Hours

Configure the after-hours responses for the live chat tool in Nextiva CX.

Nextiva CX - Core Quick Start Guide

Quick start guide for the Nextiva CX tool within the Core package

Nextiva CX - First Time Login

Initial setup steps for setting up chat in the Nextiva CX platform.

Nextiva CX - Responding to Chat Messages

How to respond to chat messages within the Nextiva CX platform.

Nextiva CX - Accessing Nextiva Chat

Steps customers can follow to log into chat-only accounts.

Nextiva CX - Creating an Organizer Rule

Step-by-step instructions for creating automation rules within the Nextiva CX organizer.

Nextiva CX - Live Chat Advanced Settings Menu

Overview of the advanced settings found in the live chat feature in Nextiva CX.

Nextiva CX - Live Chat Widget

Create and manage your live chats within the Nextiva CX platform.

Nextiva CX - Invite Your Team

How to invite teammates into the Nextiva CX application and define their roles.

Nextiva CX - Twilio

Integrate Twilio with the Nextiva CX chat

Nextiva CX - Power Suite Quick Start Guide

Quick start guide for the Nextiva CX tool within the Power Suite package

Nextiva CX - Connecting the Chatbot to Live Chat

Connect the Nextiva CX chatbot to a chat service.

Nextiva CX - Workbaskets

Group teams of users together through workbaskets within the Nextiva CX product.

Nextiva CX - Complete Setup Widget

Get more information to finish set up of your Nextiva CX account.

Nextiva CX - Facebook Chat

Integrate Nextiva CX with Facebook Chat

Nextiva CX - Surveys

Create and customize surveys to gather customer feedback within the Nextiva CX platform

Nextiva CX - Digital Quick Start Guide

Quick start guide for the Nextiva CX tool within the Digital package

Nextiva CX - Telegram Bot

Integrate the Telegram Bot with Nextiva CX chat

Nextiva CX - Instagram

Integrate Instagram messaging with Nextiva CX

Nextiva CX - Navigation Toolbar Overview

Overview of the toolbar

Nextiva CX - Transitioning from Chatbot to Agent

How a customer tranistions from the Nextiva CX chatbot to an agent.

Nextiva CX - Create Users

How to create a user within the Nextiva CX product.

Nextiva CX - Viber

Integrate Viber with the Nextiva CX chat tool

Nextiva CX - Filtering Chat Messages

How to create a filter to see chat messages.

Nextiva CX - Saving Filters

Steps to save a filter view within the Unibox.

Nextiva CX - Filtering the Unibox

Create and manage filters within the Unibox

Nextiva CX - Suggested Responses

Create quick responses that users within your Nextiva CX platform can use when communicating with customers.

Nextiva CX - Telegram

Integrate the Nextiva CX chat with Telegram

Nextiva CX - X (Twitter) Chat

Integrate X (Twitter) chat with your Nextiva CX account

Nextiva CX - Online Reviews Widget

Monitor your brand across different review platforms

Nextiva CX - Monitor Competitors

Track your competitors' social media activity on public platforms using Nextiva CX.

Nextiva CX - Custom Roles

Create custom roles for users within the CX platform

Nextiva CX - Selecting Interactions from the Unibox

Filter out specific types of interactions for the Unibox

Nextiva CX - Organizer to Assign Cases to a Workbasket

Automatically assign cases to a team using the organizer in Nextiva CX.

Nextiva CX - Organizer

Overview of the Organizer tool in Nextiva CX that allows for automation of routine tasks.

Nextiva CX - Summary Dashboard

See an overview of all interactions recorded in the Nextiva CX portal.

Nextiva CX - My Team

Track the members of your team that have access to the workspace and manage the roles assigned to them.

Nextiva CX - Manage Channels

Manage your social media channels

Nextiva CX - New Interaction Notifications

Receive an email notification when a new interaction comes into your CX workbasket

Nextiva CX - Home Space

A brief overview of the home button in the Nextiva CX navigation bar.

Nextiva CX - Organizer Rule Actions

Describe the actions that an organizer rule can be configured to make when triggered.