NEXT

NEXT Desktop - Tickets

This article explains how to access and use Tickets in the NEXT Desktop App. All features and steps are the same as the web version of NEXT.

NEXT - Home

Navigate to and understand the information found on your home screen in NEXT

Signing In To NEXT Web

This article explains how to sign in to NEXT. It is intended for all users and covers password requirements, signing in with an email address and password, SSO and forgotten passwords.

NEXT - Default Usage Rates

Default usage rates for NEXT

NEXT Web - Tickets

This article explains how to access and use the Tickets area in NEXT. It is intended for all users and covers navigating the Tickets page, filtering and sorting tickets, creating new tickets, and managing ticket communications.

NEXT Web - Companies

This article explains how to access and use the Companies area in NEXT. It is intended for all users and covers navigating the Companies page, viewing company details, contacting and editing companies, and searching, filtering, and sorting your companies list.

NEXT Desktop - Companies

This article explains how to access and use Companies in the NEXT Desktop App. All features and steps are the same as the web version of NEXT.

NEXT Web FAQ

This article provides answers to frequently asked questions about the NEXT web experience.

NEXT Mobile - Team Chats

Team Chats is a dedicated space within NEXT for messaging other users directly in the mobile app. It includes Channels for group messaging around specific topics or teams, and Direct Messages for one-on-one or group conversations with other NEXT users.

NEXT Desktop - Team Chats

This article explains how to access and use Team Chats in the NEXT Desktop App. All features and steps are the same as the web version of NEXT.

NEXT Desktop - Supervisor View

This article explains how to access and use the Supervisor View in the NEXT Desktop App. All features and steps are the same as the web version of NEXT.

NEXT Desktop - NextIQ

This article explains how to access and use NextIQ in the NEXT Desktop App. All features and steps are the same as the web version of NEXT.

NEXT Desktop - My Settings

This article explains how to access and manage My Settings in the NEXT Desktop App. Unless otherwise noted, all features and steps are the same as the web version of NEXT.

NEXT Desktop - Global Search

This article explains how to use Global Search in the NEXT Desktop App. All features and steps are the same as the web version of NEXT.

NEXT Desktop - Contacts

NEXT - AI Employees

Create and manage your AI employees to help automate customer interactions.

NEXT Web - Global Search

Global Search allows you to quickly search for and retrieve information from across NEXT, including tickets, contacts, interactions, and accounts. It consolidates all search capabilities into one unified interface, available from every screen in the application.

NEXT Mobile - NextIQ Copilot - Overview

NextIQ Copilot is an AI assistant built into the NEXT mobile app, designed to help streamline support operations by providing real-time data insights and workflow management.

NEXT - Administrator Settings

NEXT Web - Supervisor View - Monitoring

This article explains how to monitor and assist agents using the Live Engagements tab in the Supervisor View. It covers viewing active engagements, monitoring an agent's screen, joining a live call, whispering to an agent, and sending a collaboration message.

NEXT Web - NextIQ Overview

NextIQ is an advanced AI assistance tool built into NEXT that helps agents and supervisors work more efficiently through a conversational interface.

NEXT Web - Team Chats Overview

Team Chats is a dedicated space within NEXT for messaging other users directly in the platform.

NEXT Web - Supervisor - Summary

This article explains the Summary tab in the Supervisor View. It is intended for Supervisors and covers the Summary widgets, Inbox Summary, In Queue Summary, Live Engagements summary, and User Activity summary.

NEXT - Analytics

Access, view, and download analytical data for your NEXT account

NEXT Web - My Settings - Communication

This article explains how to manage your communication settings in NEXT. It covers calling settings including phone numbers, voicemail, call forwarding, call routing, and call recording, as well as SMS automatic replies.

NEXT Web - Supervisor View - Activity & History

This article explains the Inbox Details, User Activity, and User History tabs in the Supervisor View. It covers monitoring inbox performance, tracking agent availability and status, and reviewing individual agent activity logs.

Signing In To NEXT Mobile (Android)

This article explains how to sign in to the Nexar mobile app on Android. It covers language settings, signing in with an email address and password, signing in with SSO, resetting a forgotten password, and first post-sign-in steps.

NEXT Web - Team Chats Conversations

This article explains how to create and manage conversations in Team Chats, including starting new chats with one or more teammates and sending messages.

NEXT Web - Team Chats Channels

This article explains how to create and manage channels in Team Chats. Channels are shared messaging spaces that allow multiple NEXT users to communicate in a shared thread organized around a specific topic, team, or purpose.

NEXT Web - My Settings - Prefences

This article explains how to manage your preferences in NEXT. It covers notification settings, sound and audio configuration, and appearance options.

NEXT Web - My Settings - Login and Security

This article explains how to manage your login and security settings in NEXT. It covers resetting your password and managing your Security PIN.

Signing In To NEXT Desktop

This article explains how to install and sign in to the NEXT Desktop App. Unless otherwise noted, all features and steps in the NEXT Desktop App are the same as the web version.

NEXT Web - My Settings - Account

This article explains how to access and manage your account settings in NEXT. It covers updating your profile information, editing your avatar, and resetting your password.

NEXT Web - Contacts

This article explains how to access and use the Contacts area in NEXT. It is intended for all users and covers navigating the Contacts page, viewing and managing contact details, searching, filtering, and sorting your contact list.

NEXT Mobile FAQ

This article provides answers to frequently asked questions about the NEXT mobile experience.

NEXT Mobile - Navigating NEXT

This article explains how to navigate the NEXT mobile app. It covers the top navigation bar, the home screen, and the bottom navigation icons.

NEXT Mobile - NextIQ Copilot - Using Copilot

This article explains how to use NextIQ Copilot in the NEXT mobile app. It covers the primary capabilities available and how to interact with NextIQ Copilot to get the most out of it.

NEXT Mobile - Settings - Profile and Status

This article explains how to manage your profile, status, and notifications in the NEXT mobile app. It covers updating your status, pausing notifications, and viewing your profile information.

NEXT Mobile - Managing Contacts

This article explains how to create contacts and add properties in the NEXT mobile app.

NEXT Mobile - Contacts Overview

This article explains how to access, sort, filter, and view contacts in the NEXT mobile app.

NEXT - Settings - Communications & Preferences

This article explains how to manage your communication settings and preferences in the NEXT mobile app. It covers call recording, SMS auto replies, email signature, appearance, and theme settings.

NEXT Mobile - Settings - Support

This article explains how to access Nextiva support, view app information, and sign out of the NEXT mobile app.

NEXT - Inbox

Manage all conversations across all channels through your inbox.

NEXT - Mobile App

How to utilize the mobile app for NEXT

NEXT - Account Credit Charges/Credit Limits

Understand how credit works with your NEXT account.

NEXT - Meetings

Start, schedule, and manage your meetings in NEXT.

NEXT - Onboarding for Administrators

Configure your NEXT account for the first time.

NEXT - Calls

Make and receive calls, view your call history, and access your voicemail through the calls section in NEXT