Nextiva Software

NEXT Classic - System/Network Requirements

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

NEXT Classic - Landing Page

Links to documentation for the NEXT Classic platform.

NEXT Classic - Add a Device

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

NEXT Classic - Administrator Settings - Admin Groups

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

Porting Your Phone Number to Nextiva

NEXT Classic - Administrator Settings - Edit User Settings

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

NEXT Classic - NEXT Studio - AI Employee

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

NEXT Classic - Getting Started

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

NEXT Classic - Administrator Settings - Account

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

NEXT Classic - NEXT Studio - AI Employee Channel Enablement

Enable your AI employee on different channels in your workflow.

NEXT Classic - Shared Inbox

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

NEXT Classic - 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.

NEXT Classic - Mobile App

Instructions on how to use the NEXT Classic mobile application.

NEXT Classic - Administrator Settings - Channels

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

NEXT Classic - Global Actions

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

NEXT Classic - My Inbox

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

NEXT Classic - Supervisor View

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

NEXT Classic - Dashboards & Reports

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

NEXT Classic - Supported Devices

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

NEXT Classic - Onboarding for Administrators

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

NEXT Classic - Admin Home

Access and general overview of the administrator main settings page.

NEXT Classic - 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.

NEXT Classic - Glossary of Terms

Definitions of terms within NEXT Classic for internal teams to use.

NEXT Classic - NEXT Studio - Workflows

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

NEXT Classic - Business Messaging Registration Steps

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

NEXT Classic - Administrator Settings - People & AI

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

NEXT Classic - My Settings

Manage your user settings within the NEXT Classic environment

NEXT Classic - Calling

Place and manage calls within the NEXT Classic platform.

NEXT Classic - Administrator Settings

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

NEXT Classic - NEXT Studio - Using your Schedules

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

NEXT Classic - NEXT Studio

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

NEXT Classic - NEXT Studio - Workflow Components

Details about each component available within a workflow in NEXT Classic studio

NEXT Classic - Import Contacts

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

NEXT Classic - CX Mode & Presence Status

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

NEXT Classic - NEXT Studio - Functions

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

NEXT Classic - Contacts

View, create and edit contacts within the NEXT Classic product

NEXT Classic - Onboarding Tooltip Walkthrough

Walk through the tooltips presented during your onboarding experience.

NEXT Classic - Homepage

Overview of the homepage area of the NEXT Classic product

NEXT Classic - NEXT Studio - Journeys

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

NEXT Classic - NEXT Studio - Chatbot

Create a chatbot to handle basic interactions with your customers.

NEXT Classic - Salesforce Integration

Integrate the Salesforce application with a shared inbox within NEXT Classic.

NEXT Classic - Calendar

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

NEXT Classic - Hubspot Setup Guide

NEXT Classic - Using a Desk Phone with Shared Inbox

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

NEXT Classic - Administrator Settings - Authorized User Management

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

NEXT Classic - Request Password Reset

How to reset your password on the NEXT Classic platform.

NEXT Classic - Troubleshooting tips for App

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

NEXT Classic - More Options

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

NEXT Classic - Global Search

Search for anything within the NEXT Classic platform.

NEXT Classic - Salesforce Setup Guide

Link the NEXT Classic platform to your Salesforce environment

NEXT Classic - AI Employee FAQs

Frequently asked questions about the NEXT Studio AI Employee

NEXT Classic - Microsoft Dynamics Setup Guide

Link the NEXT Classic platform with Microsoft Dynamics 365

NEXT Classic - Default Usage Rates

Default usage rates for NEXT Classic

NEXT Classic - NetSuite Setup Guide

Guide for linking the NEXT Classic platform to Oracle NetSuite

NEXT Classic - Pipedrive Setup Guide

XBert AI - Configure Holiday Schedules

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

NEXT Classic - Square Setup Guide

Install and configure the Square integration from the NEXT Classic marketplace

NEXT Classic - GoHighLevel Setup Guide

Install and configure the GoHighLevel integration from the NEXT Classic marketplace

NEXT Classic - Google Calendar Setup Guide

Install and configure the Google Calendar integration from the NEXT Classic marketplace

XBert AI FAQs

Frequently asked questions about the Nextiva XBert AI Employee

NEXT Classic - Zoho CRM Setup Guide

Install and configure the Zoho CRM integration from the NEXT Classic marketplace

NEXT Classic - Zendesk Setup Guide

Install and configure the Zendesk integration from the NEXT Classic marketplace.

NEXT Classic - Outlook Calendar Setup Guide

Install and configure the Outlook integration from the NEXT Classic marketplace

NEXT Classic - Video Meetings

Create and manage video meetings on the NEXT Classic platform.

NEXT Classic - Calendly Setup Guide

Install and configure the Calendy integration from the NEXT Classic marketplace

NEXT Classic - Shopify Setup Guide

Install and configure the Shopify integration from the NEXT Classic marketplace

NEXT Classic - Freshdesk Setup Guide

Install and configure the Freshdesk integration from the NEXT Classic marketplace

NEXT Classic - ServiceNow Setup Guide

Install and configure the ServiceNow integration from the NEXT Classic marketplace.

NEXT Classic - Release Notes March 27, 2026

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

NEXT Classic - Clover Setup Guide

Install and configure the Clover integration from the NEXT Classic marketplace

NEXT Classic - Configure Holiday Schedules

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

NEXT Classic - ServiceTitan Setup Guide

Link the NEXT Classic platform with ServiceTitan

NEXT Classic - Account Credit Charges/Credit Limits

Understand how credit works with your NEXT Classic account.

NEXT Classic - 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.

NEXT Classic - Cal.com Setup Guide

Link the NEXT Classic platform with Cal.com