NextOS

Obtain Custom Integration Credentials in NextOS

How to get a userID to use for logging into third-party tools such as Go Integrator or Unity if you log into the Nextiva website with your email address.

Creating Users/Administrators and Assigning Licenses

How to create and set up new users and assign or remove licenses to a user. Also how to set up administrators.

NextivaONE - Sending/Receiving Messages

How to send/receive SMS/MMS messages on the NextivaONE desktop application.

Enable a Deactivated User

Enable a deactivated user in the voice admin portal.

Setting up your Nextiva X-8XX series phone

Here's how to set up the Nextiva X-815, X-835, and X-885 phones.

NextivaONE Landing Page

This article has links to all related NextivaONE articles

Porting Your Phone Number to Nextiva

Walk through how to transfer or port numbers into Nextiva from another provider

Log into the Nextiva Voice Portal

These steps walk through how to sign into the NextOS voice portal.

Making a Payment

How to make a payment through the administrator portal.

Business Messaging Registration Steps

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

NextivaONE - Getting Started

Install and get started with NextivaONE — an all-in-one business communication application. Manage business phone calls, texts, team messaging, video, meetings, and contacts.

Networking Guidelines

Recommendations for how to configure a network to ensure quality phone calls.

Voice Analytics - Landing Page

Landing page for Nextiva Analytics articles

Update Payment Information

Steps to update the payment method on file on your account.

Business Text Messaging Registration Information

This is all the information you need to register your business phone numbers for texting, following the FCC's 10DLC compliance guidelines.

Setting up your Nextiva X-650 Phone

Here's how to set up a Nextiva X-650 cordless phone.

NextivaONE - Troubleshooting Tips

Common issues identified with the NextivaONE application.

Outbound Calls Showing as SPAM or Scam

Steps to take to correct a phone number flagged as SPAM/scam caller.

Go Integrator Cara - Installation and Setup

Install and get started using Go Integrator Cara for integration with third-party applications, including Salesforce, Zendesk, common CRMs, and other software.

Caller ID Name Configuration

Define Caller ID and provide instructions on how to update Caller ID.

Setting up Nextiva Voicemail

Walk through how to configure and access voicemail for Nextiva voice accounts.

Call Flows

How to create and manage call flows

Unity - Installation and Logging In

System requirements for and steps to install the Nextiva Unity client.

Poly IP Series - Provisioning and Configuring

Provisioning instructions for all Poly Soundpoint and SoundStation series devices that support 4.0 firmware IP 5000, IP 6000, IP 7000, IP 321, IP 331, IP 335, IP 450, IP 550, IP 560, IP 650, IP 670. The Polycom Trio conference phones are also found on this page.

Troubleshooting Choppy Audio

Feature Access Codes

This page will outline the feature access codes and their descriptions.

NextivaONE - Managing Calls

How to make a call, answer a call, transfer a call, and adjust the audio devices on the NextivaONE application. It also gives a glossary of the different call control buttons.

Setting Up an Outbound Phone Number

Change the outbound phone number for a location.

Set up Call Recording

How to enable and configure call recording on a user. Define options for recorded calls. Enable the call recorder feature for a user.

Billing FAQs

Frequently Asked Questions about your Nextiva bill

NextOS Call Center/Call Queuing Features and Licensing

Basic NextOS call center information, including a list of features within each call center offering.

Unity Landing Page

This article has links to all related Unity articles

Change a User's Extension or Phone Number

How to change the extension or phone number assigned to a user.

Call Recording - Using the Recorder Portal

How to accomplish basic tasks within the call recording portal

NextOS Call Center: Setup Wizard

This article walks through how to use the call center setup wizard to create a new call center on a location.

Nextiva vFax Frequently Asked Questions

Here are some FAQ's regarding the Nextiva vFax system.

View or reset your Administrator PIN

Steps to view or reset the PIN used for verification when contacting the support team.

Call Forwarding Overview

Walk through the different call forwarding options available to a user.

Voice Features Landing Page

This article has links to all articles related to the Nextiva business voice service.

Inbound Call Failure

Supervisor Dashboard

How to use the supervisor dashboard tool. It includes how to monitor call center agents, queued calls, and how to run reports on call centers.

SMS/MMS Setup

Requirements and Setup instructions for texting with Nextiva.

Call Forwarding Always

Forward all calls to a different number or extension.

International Calls

This article walks through how to enable international calls on an account and walks through the protections we have for international fraud.

Set Up your Nextiva Trunking Account

How to set up a NextOS trunking account

NextivaONE - Message Pro

Configure and use the Message Pro (Team SMS/Group SMS Messaging) feature within NextivaONE, allowing a team of people to text on a single phone number.

NextivaONE - Productivity Plugin

Describe what is unlocked with the NexitvaONE productivity plugin.

Call Forwarding Selective

Forward calls based on selective criteria such as time of day or phone number calling in.

NextivaONE - Contact Management

How to manage contacts in the NextivaONE desktop application.

NextOS Call Center: Landing Page

This article has links to all related NextOS call center articles

User/User Applications PW Reset

How to reset a user's password for any Nextiva tool.

How to Download and Set Up the NextivaONE Mobile App for Business Communication

Here is a step-by-step guide for downloading, installing, and setting up the NextivaONE mobile app, including system requirements, first-time launch instructions, and recommended permissions for optimal functionality.

Voicemail PIN Reset

Reset the voicemail PIN of a user.

Selective Call Rejection

Block unwanted callers from calling your user directly.

Call Flow Nodes - Phone Menu

Configure the phone menu node within a call flow to add an auto attendant into your flow. Select a greeting and define menu options for callers.

Number Spoofing

Defines number spoofing, Nextiva's stance on spoofing, and how to request spoofing of a number.

NextOS Texting FAQs

Here are some frequently asked questions about the NextOS texting service.

Outbound Call Failure

Unity - Call Center Reporting

How to run reports in the Nextiva Unity program.

Call Parking FAQs

Several frequently asked questions about call parking and orbital call parking.

NextivaONE - Video calling and Screen Sharing

How to start a video call and share your screen using the NextivaONE desktop and web application.

NextivaONE - Install Using an MSI

Let's walk through how to install the NextivaONE desktop application using an MSI file. This includes commands that can be used to push the installation out to multiple users.

NextivaONE - Tutorial Videos

Video tools that walk through how to use NextivaONE

NextOS Call Center: Call Center Report

Run and review the NextOS Call Center Report with the Supervisor Dashboard.

Nextiva Trunking FAQs

Questions asked about the Nextiva SIP trunking service.

NextivaONE - User Settings

Walk through the settings and features that can be configured within the user portal through the NextivaONE application.

Busy Lamp Field

Use Busy Lamp Field (BLF) to monitor other extensions to see when they are being used.

NextivaONE - Gathering Log Files

Update E911 Address

How to change the E911 address associated with a location on your account.

Setting up schedules

How to create a schedule

Nextiva Anywhere Setup

How to configure Nextiva Anywhere in your voice portal

Call Flow Nodes - Call Flow

This article describes how to configure the call flow within a platform call flow.

User Voice Portal Options

Walkthrough of the options within each level of the voicemail portal.

Holiday Tips

Guidance on some common changes which need to be made when there is a holiday coming up

Common Phone List

Upload a shared list of names and phone numbers that can be pushed out to specific device directories.

Assign a Device to a User

How to assign a device to a user.

Connecting the Poly Savi 8200 Series Headset

How to connect the Poly Savi 8200 Headset with either a desk phone or a Bluetooth device.

Music on Hold

Formatting requirements for Music on Hold (MOH) and how to upload and assign music on hold.

Dropped Calls

NextivaONE Mobile - Managing Calls

Learn how to handle and transfer calls on the NextivaONE mobile application.

Call Flow Nodes - Users & Teams

This article discusses how to configure the Users & Teams node in a call flow.

NextOS Call Center: Routing Policies

Modify routing policies within a call center, including Forwarding Services, Overflow Policies, and Bounced and Overflow calls.

Call2Teams - Customer Account Setup

Steps to follow after receiving the welcome email for a Microsoft Teams integration

Record an Auto Attendant Greeting from a Phone

How to use a phone to record a greeting for an auto attendant, guiding customers through the menu options.

Simultaneous Ring

How to configure multiple phones to ring at the same time as a user's phone.

Accessing another voicemail box

How to call into another voicemail box and check its messages.

Call Flow Nodes - Schedules

This article discusses how to configure a business hours node within a call flow.

NextivaONE - Voicemail and Voicemail Transcription

Listen to voicemail and read the transcription on the NextivaONE application.

Uploading Announcements and Greetings to a Location

How to upload announcements or greetings for auto attendants or voicemail boxes to a location.

Call Forward No Answer

Forward direct calls to another extension or phone number if they are not answered in a specific number of rings.

Hoteling

Describes the feature Hoteling and walks through how to configure it.

Call Flow Troubleshooting

How to troubleshoot common issues in the NextOS call flow builder.

One Way Audio on a Phone

Steps to isolate and troubleshoot one-way audio on a phone.

NextivaONE Mobile - Tutorial Videos

Tutorial videos for using the NextivaONE mobile app.

Push to Talk

Set up a one-way or two-way intercom feature between users.

Advanced Device Settings

Modify device settings within the NextOS device management portal.

NextivaONE - Call From Other Devices

How to configure the NextivaONE application to allow you to dial out through another device such as a physical desk phone.

Call Flow Nodes - Voicemail

This article describes how to configure the voicemail node within a platform call flow.

NextivaONE Mobile - Sending/Receiving Messages

How to send/receive SMS/MMS messages on the NextivaONE mobile application.

Supervisor Dashboard - Managing Agents

This article walks through how to manage agents within the Supervisor Dashboard.

NextOS Voice - Tutorial Videos

Videos to teach you how to set up and manage your Nextiva business phone service.

Call Forward Busy

Here's how to set up forwarding when a user is busy on another call.

Call History

How to access and review call history.

Using Unity Dashboard

How to use and configure Unity dashboard with Nextiva Call Center.

Using Meet-Me Conferencing

This article walks through what can be done during a conference using the Meet-Me Conference (MMC) service.

Conference Bridge Setup

How to set up conference bridges and conferences.

NextivaONE - Calendar and Meetings

How to connect a calendar and schedule a meeting on the NextivaONE desktop and web application.

NextivaONE - Notifications

How to acknowledge notifications and alerts in NextivaONE

Set Up Group Paging

How to set up group paging

NextivaONE - Rooms and Team Chats

How to use the NextivaONE desktop application's rooms and conversations to communicate with teammates.

Import Users and Devices

Step-by-step instructions for administrators to bulk import users and devices into the Nextiva voice portal using downloadable templates.

Orbital Call Parking - Setup Park Group

How to set up a call park group used with park users

NextOS Call Center: Modifying Agents and Supervisors

Add or remove agents or supervisors to a call center and assign agents to supervisors within a call center.

Voice Analytics - Creating Custom Reports

How to create custom reports in the Analytics Voice platform.

NextOS Call Center: Announcements

Configure announcements: Entrance Message, Music on Hold (MoH), Comfort message, estimated wait message, and call whisper message.

NextOS Call Center: Silent Monitoring an Agent's Call

Listen to a call center agent's call live.

NextivaONE Mobile - User Settings and Call Center ACD

Adjust user voice settings and call center ACD state in the NextivaONE mobile application.

Credit Charges/Credit Limit

How credit works on Nextiva and how to check it.

Receptionist Dashboard

The Nextiva Receptionist Dashboard is a legacy web-based tool that allows users to manage calls and monitor team presence.

Remote Office Setup

How to configure the Remote Office feature.

Roles and Permissions

Managing roles and permissions for users on the NextOS Platform system.

Nextiva Teams (also called Call Groups)

How to create and manage Teams within NextOS

Unity - Services and Settings

Define the services and settings found within the Unity settings options.

Accessing Your NextOS Call Center (Administrator)

Steps to access the call center settings on your account.

NextivaONE - Call Center ACD

Adjust user settings and call center ACD state in the NextivaONE desktop and web application.

NextivaONE - Click to Dial

Configure your computer to use NextivaONE to work as a click-to-dial application.

Do Not Disturb

Describes the do not disturb (DND) feature and how to control it from the admin portal.

NextOS Call Center: Outgoing Call

Make an outgoing call using a call center phone number (Dialed Number Identification Service or DNIS).

Nextiva Voice Analytics - Glossary of terms

Glossary of basic terms used in Nextiva Analytics.

Authorized Users

Steps to add additional authorized users to an account.

Setup your SNOM PA-1 Paging Adapter

How to configure a SNOM PA-1 device for all NextOS accounts.

NextOS Call Center: Setup DNIS

Set up DNIS on a call center that is already built.

Request Password Reset

Steps to reset your password for your Nextiva voice service.

Recorder Portal - Password Reset

Reset a user's password for the Nextiva recorder portal.

Deregistration

Unity - Calls and Call Control

Place, answer, and transfer calls on using Nextiva Unity client.

Directed Call Pickup with Barge-In

How to use Directed Call Pickup with Barge-In and what restrictions there are with this feature.

Sequential Ring

Configure calls to ring through multiple phone numbers or extensions one after another.

Call Center - Queue Thresholds

Define call center threshold alerts and walkthrough how to configure them.

Call Forward Not Reachable

Forward calls to the specified number when the user's device(s) is/are offline.

NextivaONE Mobile - FAQs

Here are some FAQs for the NextivaONE mobile application.

NextivaONE Mobile - Block Numbers

How to block numbers from calling you within the mobile version of NextivaONE.

Viewing Assigned Numbers

How to view where numbers are assigned on your account.

NextivaONE - Presence

Define presence and how to adjust it within the NextivaONE desktop and web application. This includes the Do not disturb (DND) feature.

Voice Analytics - Tutorial Videos

Videos on ways to use the Voice Analytics tool.

Setup a Grandstream GXW 4200 series

Steps to provision a GXW 42xx analog gateway.

Access Invoice History

How to access invoices through the administrator portal.

Supervisor Dashboard - The Dashboard

This article covers the dashboard window launched by the supervisor dashboard.

Unity - Call Center List

Setting up call center lists to track queue analytics within the Unity dashboard.

NextOS Call Center: Call Detail Report

Run and review the NextOS Call Center Call Detail Report with the Supervisor Dashboard.

Call Flow Nodes - Transfer Out

This article describes how to configure the transfer out node within a platform call flow.

Voicemail to Email

Configure Voicemail to Email

NextivaONE Mobile - Voicemail and Voicemail Transcription

Listen to voicemail and read the transcription on the NextivaONE mobile application.

How to Submit Feedback or Request New Features

Submit feedback about Nextiva tools through the Admin Portal or NextivaONE application, view and track submitted ideas, and vote on feedback from other users.

Add a Device

Add a device to an account and assign it to a user.

NextOS Third Party API Integration

How to configure API access for third (3rd) party tools for the NextOS voice services.

Voice Analytics - Call Logs

How to access and download call logs in the Nextiva voice analytics tool.

NextivaONE Mobile - Contact Management

Manage contacts in the NextivaONE mobile application.

Using Remote Office

This article walks through how to use the Remote Office feature.

NextOS Call Center: Scheduled Reports

Configure a scheduled report in supervisor dashboard.

Transfer Voicemail to another Extension

Steps to transfer a voicemail left on one extension to another user's extension on your account.

Unity - Tutorial Videos

Video guides for using the Nextiva Unity application.

Speed Dial 100

How to configure Speed Dial 100 from both a phone and the voice portal.

Nextiva Anywhere - In Call Services

This article walks through how to transfer or conference using Nextiva Anywhere.

NextivaONE - Transcription and Summarization

Transcribe and summarize your recorded calls using AI within the NextivaONE application.

Location Forwarding

How to forward all calls coming into a location.

Voice Analytics - Scheduling Reports

This article walks through how to configure scheduled reports in analytics to be sent to an email address.

NextOS Call Center: Agent Activity Report

Run and review the NextOS Call Center Agent Activity Report with the Supervisor Dashboard.

Launching Call Center Applications

How to launch web applications such as Supervisor Dashboard and Agent Dashboard in NextOS

NextivaONE Mobile - Call Through

Covers the requirements for the call through feature on the NextivaONE mobile application. It also will cover how to configure the feature.

NextOS Call Center: Assign a Number

How to assign a number to a call center

Location Voice Settings

Creating a Location

How to create a location in NextOS

NextOS Call Center: Agent Activity Detail Report

Run and review the NextOS Call Center Agent Activity Detail Report with the Supervisor Dashboard.

NextOS Call Center: Abandoned Call Report

Run and review the NextOS Call Center Abandoned Call Report with the Supervisor Dashboard.

NextivaONE - Bulk Contact Management

Bulk edit, export, and delete contacts within the NextivaONE application.

Echo on the line

Unity - Call Recording

Control call recording in the Nextiva Unity client.

Voice Analytics - Logging In

How to log into the analytics tool

NextivaONE - Block Numbers

How to block numbers from calling you within NextivaONE.

CommPilot Express

Define CommPilot and describe how it can be controlled from the CP and the voice portal.

Meet-Me Conference Client

How to access and use the Meet-Me Conferencing client. This tool is used by moderators to control participants in a conference.

Tenfold Integration

Integrate your Nextiva phone service with your CRM utilizing Tenfold.

Call Waiting

Allow inbound calls to ring through when the line is already active instead of going to busy voicemail.

Voice Analytics - Wallboards

How to use the wallboard feature in the Nextiva Voice Analytics tool.

NextivaONE Mobile - Notifications

This article covers the different notifications that will appear in the mobile version NextivaONE. It covers the notifications icon and badge notifications.

NextOS Call Center: Using Disposition Codes

How to use disposition codes on the Supervisor Dashboard, Agent Dashboard, and Nextiva Unity.

NextivaONE - Files (Attachments, Recordings, and Links)

Managing recordings, uploaded files, and links within the NextivaONE desktop and web application.

NextOS Call Center: Agent Call Report

Run and review the NextOS Call Center Agent Call Report with the Supervisor Dashboard.

Unity - Active Calls and Contacts List

Understand the active call window and manage contacts within the Unity application.

Nextiva Voice Analytics - Check Quality

The basics of the check quality section in the Nextiva Voice Analytics tool.

NextivaONE - Highlight to Call

How to use the highlight-to-call feature within the NextivaONE application.

Alternate Numbers

How to configure Alternate numbers and the limitations of alternate numbers

Unity - Keep My Place In Queue

Describe the Keep my Place in Queue feature with Unity.

NextivaONE Mobile - Sending Log Files

This article walks through how to send your NexitvaONE mobile application log files to support.

NextivaONE - Unable to update or install desktop application

NextivaONE Mobile - Troubleshooting Tips

Tips and tricks to resolve basic issues within the mobile version of the NextivaONE application.

Team Busy Forwarding

How to re-route calls when a call team is busy.

NextivaONE - Set Default Audio Device

Select audio devices for calls, meetings, notifications, and ringers within the NextivaONE desktop and web application.

NextivaONE - Headset Compatibility

Headset brands that are compatible with the NextivaONE application.

Directed Call Pickup

Define and describe how to use directed call pickup to answer a call ringing on a different line.

Dial by Name/Dial by Number Troubleshooting

NextOS Call Center: Agent Call Detail Report

Run and review the NextOS Call Center Agent Call Detail Report with the Supervisor Dashboard.

Call Center - Supervisor Coaching

Listen and provide guidance to call center agents while they are on calls.

Emergency Numbers as Extension

Extension values that are blocked from use as they are reserved for emergency or other services.

Supervisor Dashboard - Queued Calls

How to manage the queued call section of the supervisor dashboard, including re-ordering calls in the queue(s), transferring calls out of the queue(s), and retrieving calls yourself.

NextOS Call Center: Voicemail PIN Reset

Instructions to reset the voicemail PIN for a call center.

NextivaONE - Access the web version

Steps to access the web-based version of the NextivaONE application

Nextiva Voice Analytics - Call Quality

How to read and filter the calls tab of the Check Quality section of Nextiva Voice Analytics.

NextOS Call Center: Incoming Calls Report

Run and review the NextOS Call Center Incoming Calls Report with the Supervisor Dashboard.

Call2Teams Troubleshooting

Business Text Message Registration Tips

Guidelines for registering a brand and SMS campaign under Nextiva’s 10DLC (10-Digit Long Code) system, which is required for compliant business texting in the U.S. It outlines the necessary details for brand verification, obtaining consumer consent, structuring message content, and avoiding disallowed content types. The guide also includes sample message templates, legal disclaimers, and best practices to ensure carrier approval. Its purpose is to help businesses navigate and complete the 10DLC registration process correctly.

Zapier - Instructions

FAQs and basic instructions for Zapier.

Account Codes

Define the use case for account codes and the requirements on a customer's side for using it.

NextOS Call Center: Change Profile Settings

Change the basic configurations of your call center.

NextOS Call Center: Agent Thresholds

Define call center agent monitoring thresholds. Walkthrough configuring them for call centers.

Transferred Call Caller ID Settings

Walk through how caller ID is presented for transferred calls.

NextivaONE - Mini View

How to enable and use mini view within the desktop version of NextivaONE

Call Pickup Group

Answer calls that are ringing on teammates' phones.

NextOS Call Center: Setup Disposition Codes

This article describes what disposition codes are and how to configure them.

Voice Analytics - Basic Troubleshooting

NextOS Call Center: Music on Hold

How to access, modify, and upload call center music on hold

Analytics - Creating Custom Dashboards

How to make a custom dashboard in the Nextiva Voice Analytics tool.

Call Recording - Control Recording during a Call

How to start, stop, pause, and resume call recording using your phone.

Unity - Web Version

Discuss the limitations of the web version of Unity.

NextOS Call Center: Agent Summary Report

Run and review the NextOS Call Center Agent Summary Report with the Supervisor Dashboard.

Voicemail Transcription Troubleshooting

Unity - How to Update

How to check for updates for the Nextiva Unity Client.

NextivaONE - Integrations

Manage integrations within the NextivaONE desktop and web application

NextOS Call Center: Agent Sign In/Out Report

Run and review the NextOS Call Center Agent Sign In/Out Report with the Supervisor Dashboard.

Snom PA1+ - Provisioning Instructions

Steps to provision the Snom PA1+

Analytics - SMS Reporting

In addition to providing comprehensive voice analytics, Nextiva Analytics gives customers the ability to view the success of SMS messages sent and received. You can access these reports in the reporting section simply by clicking on the yellow “Report” tile on the Nextiva Analytics home page.

NextivaONE - Change Keyboard Shortcuts

Update the keyboard shortcuts used within NextivaONE.

NextivaONE - Notes on Voice Call Events

How to add and edit notes for a voice call within the NextivaONE application.

NextOS Call Center: Call Center Summary Report

Run and review the NextOS Call Center Call Center Summary Report with the Supervisor Dashboard.

NextOS Call Center: Scheduled Forwarding Setup

How to set up schedule-based types of forwarding in Call Center settings

The Nextiva App is now NextivaONE!

BLF Limitations

Limits found when using BLF to monitor other users on all NextOS based accounts.

Deactivating Users

This article explains how administrators can deactivate users in the system, preserving usage data, but deleting all voice settings.

Voice Analytics - Creating and Managing Groups

How to create and manage custom groups in the Nextiva Voice Analytics tool.

NextOS Call Center: Disposition Code Report

How to run and read the Call Center Disposition Code report within the NextOS Call Center.

NextOS Call Center: Cell Center Presented Calls Report

Run and review the NextOS Call Center: Call Center Presented Calls Report with the Supervisor Dashboard.

NextOS Call Center: Agent Unavailability Report

Run and review the NextOS Call Center Agent Unavailability Report with the Supervisor Dashboard.

Watchguard Firewall Rules

How to configure a WatchGuard firewall for Nextiva.

Custom Ringback

Here's how to configure the custom ringback feature for users and locations.

Voice Analytics - The Dashboard

How to read and filter the Dashboard view in the Nextiva Voice Analytics tool.

NextOS Call Center: Agent Duration Report

Run and review the NextOS Call Center Agent Duration Report with the Supervisor Dashboard.

NextOS Call Center: Agent Disposition Code Report

Run and review the NextOS Call Center Agent Disposition Code Report with the Supervisor Dashboard.

Using Orbital Parking

How to park and retrieve calls using shared park lines.

N-Way Calling

Create an ad-hoc conference call with up to 6 participants from your device.

Voicemail PIN Reset

Reset the voicemail PIN of a user.

Voice Analytics - Adding and Removing Users from a Report

Add and remove users from custom reports in the Nextiva Voice Analytics tool.

Unity - Menu and Buttons

Define and describe the actions of the menus and buttons at the top of the Unity Application

NextOS Call Center Reports: Agent Duration By Skill

How to run and read Nextiva Call Center report: Agent Duration By Skill.

NextivaONE - Update Desktop Application

Steps to update the NextivaONE desktop application.

Night Mode On/Off Control Softkey

Call Center Night Mode Control from Phones

NextOS Call Center: Agent Call By Skill Report

Run and review the NextOS Call Center Agent Call By Skill Report with the Supervisor Dashboard.

Unity - Changing Contacts Appearance

Modify the appearance of contacts withing the Nextiva Unity application

Unity - Hoteling

Hotel into another phone using the Nextiva Unity client.

Voice Analytics - Quality Summary View

How to read the summary view in the Call Quality section of the Nextiva Voice Analytics tool.

Nextiva Anywhere - Troubleshooting Tips

Common Issues and how to resolve them for Nextiva Anywhere

Voice Analytics - Adding and Removing Call Types

This article walks through how to filter call types for custom reports in analytics.

NextivaONE - Meeting Recording FAQs

Frequently asked questions about recording meetings in the NextivaONE desktop and web application.

NextOS Call Center: Call Center Overflow Matrix Report

Run and review the NextOS Call Center: Call Center Overflow Matrix Report with the Supervisor Dashboard.

Voice Analytics - Call Duration Report

How to read and configure the Call Duration report in Voice Analytics

Voice Analytics - Quality Location and User Activity

How to filter and read Location and User activity sections of the Quality tool in Nextiva Voice Analytics.

Update the Username and Password in the Unity Client

Instructions on how to change the user authentication details in the Unity application.

Voice Analytics - Calls Chart

How to read the Calls charts in the Analytics section of the Voice Analytics tool.

NextivaONE - Conversation History

View, filter, and delete conversation history within the NextivaONE application.

NextivaONE Mobile - Team Presence

View and set presence status in the mobile version of the NextivaONE app, using color-coded indicators to show whether teammates are available, away, busy, offline, or in Do Not Disturb mode.

Speed Dial 8

Describe and walkthrough the configuration of the service Speed Dial 8.

Voice Analytics - Time Zone Update

Change the time zone for Analytics reporting.

Pre-Alerting Announcement

Play an announcement for callers to hear before your line rings.

Call Notify

How to configure Call Notify

Voice Analytics - Exporting The Report

Export, or download, a report after you have run it.

Voice Analytics - Count By Day

This article covers the count-by-day report in Nextiva Voice Analytics.

Unity - Conferencing

Manage conferencing through the Nextiva Unity application.

Voice Analytics - Changing The Date Range

Set a date range in the analytics tool both globally and for specific reports.

Voice Analytics - Quality Adoption & Usage

How to configure and read the Adoption and Usage tab of the check quality section Nextiva Voice Analytics.

Voice Analytics - Editing Saved Reports

How to edit saved reports in the Nextiva Voice Analytics tool.

Unity - Call Center Presented Calls Report

How to run and read the output from the Call Center Presented Calls Report in the Unity application.

Unity - Agent Activity Report

How to run and read the output from the Agent Activity Report in the Unity application.

Voice Analytics - Viewing Saved Reports

View saved custom reports in the Nextiva Voice Analytics tool.

Call Me Now

Have customers request a phone call through your website.

Voice Analytics - Counts By Region

How to read the data in the Counts by Region section of Analytics.

Voice Analytics - Dashboard Filters

How to apply filters to the dashboard view on the Nextiva Voice Analytics tool.

Unity - Abandoned Call Report

How to run and read the output from the Abandoned Call Report in the Unity application.

Uploading Greetings to a User

How to upload announcements or greetings for a user's voicemail box.

Voice Analytics - Changing The Color Theme

Set a new color theme for the Nextiva Voice Analytics tool.

Setting up schedules

How to create a schedule

NextivaONE - Call Feedback

Tool for leaving feedback on call quality and performance built into both mobile and desktop versions of NextivaONE.

Voicemail Notification

Steps to configure email notifications to alert a new voicemail has been left.

Unity KMPIQ - Reporting

Steps to run a report on Keep my place in queue calls in the Unity client.

Privacy Settings

Prevent callers from using dial by name or dial by extension to reach you in an auto attendant.

NextivaONE - Unable to Log In

Simultaneous Ring

How to configure multiple phones to ring at the same time as a user's phone.

Set Extension Length

How to change the accepted length of extensions

Unity - Call Center Call Detail Report

How to run and read the output from the Call Center Call Detail Report in the Unity application.

Unity - Gathering Log files

This is the guide on how to get Unity log files.

Selective Call Acceptance

Allow only authorized phone numbers to call you.

Unity - Agent Activity Detail Report

How to run and read the output from the Agent Activity Detail Report in the Unity application.

Unity - Call Center Report

How to run and read the output from the Call Center Presented Calls Report in the Unity application.

NextivaONE - Select Ringtone

Pick the ringtone used by NextivaONE.

NextivaONE - Transcription and Summarization Reporting

As an administrator, run reports on the transcriptions and summaries generated by your agents.

Change a User's Role

Steps to adjust the role of a user within your account.

Device Authentication Details

Obtain the necessary information to connect a device to the Nextiva servers.

Unity - Call Center Incoming Calls Report

How to run and read the output from the Call Center Incoming Calls Report in the Unity application.

Unity - Agent Call Report

How to run and read the output from the Agent Call Report in the Unity application.

Device Setup Troubleshooting

Poly - ATA 402 Provisioning Guide

How to provision a Poly ATA 402.

Deleting Schedules

How to delete an unused schedule from your account

Unity - Agent Summary Report

How to run and read the output from the Agent Summary Report in the Unity application.

IM&P Service Decommissioning

Information regarding the decommissioning of the IM&P service in our legacy Supervisor Dashboard, Agent Dashboard, and Receptionist Dashboard products.

Unity - Call Center Summary Report

How to run and read the output from the Call Center Summary Report in the Unity application.

Unity - Agent Call Detail Report

How to run and read the output from the Agent Call Detail Report in the Unity application.

Akixi - Devices and Device Filtering

Filter devices (users, call centers, etc) within an Akixi report if there are a significant number of entities on an account.

Unity - Agent Sign In/Out Report

How to run and read the output from the Agent Sign In/Out Report in the Unity application.

Unity - Agent Unavailability Report

How to run and read the output from the Agent Unavailability Report in the Unity application.

Unity - Call Center Overflow Matrix Report

How to run and read the output from the Call Center Overflow Matrix Call Report in the Unity application.

Unity - Agent Duration By Skill Report

How to run and read the output from the Agent Duration By Skill Report in the Unity application.

Unity - Agent Call By Skill Report

How to run and read the output from the Agent Call By Skill Report in the Unity application.

Unity - Agent Duration Report

How to run and read the output from the Agent Duration Report in the Unity application.

Unity - Agent Disposition Code Report

How to run and read the output from the Agent Disposition Code Report in the Unity application.

Delete a Location

Delete an unused location from your account.

Professionally Recorded Greetings and Messages

How to obtain a professional recording greeting for your voice account.

NextivaONE - Bulk Edit Conversations

How to bulk edit (delete, mark as red, mark as unred) conversations in the communications view.

Delete Announcements and Greetings

Steps to delete or remove greetings, announcements, or music on hold files from an account.

Voice Analytics - Editing an Avatar

How to set an avatar for a user in the Nextiva Voice Analytics tool.

Agent Dashboard

How to use the agent dashboard tool. It includes how to monitor queued volume and how to run reports on your performance.

Unity - Call Center Disposition Code Report

How to run and read the output from the Call Center Call Detail Report in the Unity application.

Poly - ATA 402 Basic Use

How to use hook flash and place calls on alternate lines with the Poly ATA 402

NextOS Voice Guides

Downloadable guides for your voice product

Resend Welcome Email

How to resend a welcome email to a user on your NextOS voice account.

Check Porting Status

How to check the status of porting numbers into Nextiva

Nextiva Self-Service Guides

This page will be used for customers who will try to do a self-setup

Bulk Manage User Licenses

Manage bulk user assignment to a specific license.

Nextiva Anywhere - Place a Call

Place an outbound call from your non-Nextiva phone while showing your company's phone number.

Azure AD Sync: How to Update the Security Certificate

How to update your security certificate for Azure Active Directory to ensure the sync between Nextiva and Azure remains active.