NextOS Platform

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.

Enable a Deactivated User

Enable a deactivated user in the voice admin portal.

Porting Your Phone Number to Nextiva

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

Making a Payment

How to make a payment through the administrator portal.

Update Payment Information

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

Outbound Calls Showing as SPAM or Scam

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

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

Feature Access Codes

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

Change a User's Extension or Phone Number

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

View or reset your Administrator PIN

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

SMS/MMS Setup

Requirements and Setup instructions for texting with Nextiva.

Call Forwarding Always

Forward all calls to a different number or extension.

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.

Call Forwarding Selective

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

User/User Applications PW Reset

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

Selective Call Rejection

Block unwanted callers from calling your user directly.

Voicemail PIN Reset

Reset the voicemail PIN of a user.

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.

NextOS Texting FAQs

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

Busy Lamp Field

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

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.

Assign a Device to a User

How to assign a device to a user.

Music on Hold

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

Call Flow Nodes - Users & Teams

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

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.

Call Flow Nodes - Schedules

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

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.

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.

Call Flow Nodes - Voicemail

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

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.

Conference Bridge Setup

How to set up conference bridges and conferences.

Set Up Group Paging

How to set up group paging

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

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

Do Not Disturb

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

Authorized Users

Steps to add additional authorized users to an account.

Sequential Ring

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

Directed Call Pickup with Barge-In

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

Call Forward Not Reachable

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

Viewing Assigned Numbers

How to view where numbers are assigned on your account.

Access Invoice History

How to access invoices through the administrator portal.

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

Add a Device

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

Speed Dial 100

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

Location Forwarding

How to forward all calls coming into a location.

Launching Call Center Applications

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

Location Voice Settings

Creating a Location

How to create a location in NextOS

Call Waiting

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

Alternate Numbers

How to configure Alternate numbers and the limitations of alternate numbers

Team Busy Forwarding

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

Zapier - Instructions

FAQs and basic instructions for Zapier.

Transferred Call Caller ID Settings

Walk through how caller ID is presented for transferred calls.

Deactivating Users

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

Custom Ringback

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

Nextiva Anywhere - Troubleshooting Tips

Common Issues and how to resolve them for Nextiva Anywhere

Pre-Alerting Announcement

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

Call Notify

How to configure Call Notify

Call Me Now

Have customers request a phone call through your website.

Uploading Greetings to a User

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

Voicemail Notification

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

Privacy Settings

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

Set Extension Length

How to change the accepted length of extensions

Selective Call Acceptance

Allow only authorized phone numbers to call you.

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.

Deleting Schedules

How to delete an unused schedule from your account

Delete Announcements and Greetings

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

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.