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Posts Tagged ‘Setup’

Nextiva App: Windows Setup

This application is for NextOS  enterprise customers only. Please contact sales if you are not a NextOS customer before trying to install the application. 

To download the Nextiva App on your Windows desktop:

1. Download and install the Nextiva App.

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2. Log in with your account information.

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Nextiva App: iPhone Setup

This application is for NextOS  enterprise customers only. Please contact sales if you are not a NextOS customer before trying to install the application. 

1. Download the Nextiva App

 

iPhone 1

 

2. To get started, open the Nextiva App and enter your login information.


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3. You're all set!

Nextiva App: Android Setup

This application is for NextOS  enterprise customers only. Please contact sales if you are not a NextOS customer before trying to install the application. 

1. Download the Nextiva App for Android from the Play Store.

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2. Enter your username and password, then click the Sign in button. You can update your sign in passwords if you like.

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3. You are now set to start adding your contacts and making calls using the Nextiva App!

 

New user profile

How do I create a holiday schedule?

You can create holiday schedules for your auto attendant to properly alert your callers when you are out of the office. Between the start dates and the end dates you specify, callers who reach your auto attendant will hear a holiday greeting you specify when you configure the holiday schedule.  

To create your holiday schedule, watch this video or follow the instructions below:

  1. Navigate to www.nextiva.com. Click "Customer Login" on the upper right hand corner, and log in using your username and password.
     
  2. Click on Sites & Employees.

     

     

     

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  3. Click into the Admin Login for the site that needs a schedule created.

     

     

     

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  4. On the new page, click Schedules.

     

     

     

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  5. Click Add and create a title under Schedule Name. Select "Holiday" under Schedule Type.

     

     

     

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  6. Click OK to return to the Schedule menu. Click on Edit next to the schedule that you just created.

     

     

     

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  7. Click Add and enter the Event Name. Select the Start Date, specify AM/PM (or All Day Event where applicable). Select the End Time, specify AM/PM (if not All Day Event). Leave the Recurrence Pattern at "Never". Click OK.

     

     

     

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  8. Repeat steps 5-7 as necessary.
  9. Click OK when all definitions are complete.

     

     

     

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  10. Click OK to confirm changes and leave the Schedules page

     

     

     

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  11. Click Services on the Options menu on the left.

     

     

     

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  12. Click Auto Attendant.

     

     

     

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  13. Click Edit next to the auto attendant that needs a schedule put into place.

     

     

     

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  14. Click Profile on the auto attendant profile.

     

     

     

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  15. Select the new schedule from the Holiday Schedule drop down. Click After Hours Menu (Also saves current screen data).

     

     

     

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  16. Select Personal Greeting. Click Choose File and select the After Hours Greeting file that you want played when the menu is reached. Click OK and you're all set!

     

     

     

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If you would like a customized recording, the Nextiva team can record one for you for $25 per each individual recorded file. Nextiva offers several voice options. Please send your script requests and any other notes about your recording to support@nextiva.com, and we will reply with your attached professional voice recording within 24 to 48 hours. If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com.

 

How to Set Up: Counterpath Bria 3 with Nextiva

Before you are able to complete this phone setup, you must have created employees in your Nextiva account. You also must have added a phone to your Nextiva account.

Nextiva Portal Setup:

You must associate the phone you are attempting to setup with an employee before it will be fully operational.  Make sure you have followed the steps outlined in “Adding a Phone to Your Nextiva Account” and “Creating an Employee” before continuing.

Log in to your NextOS Portal account.  Select NextOS for Account Type and enter the username and password that was provided in your welcome email.

Assigning the Phone to an Employee:

  • Once you have logged into your Nextiva Portal you will see Account Setup on the left-hand side.  Click View Sites & Employees, and then click Employees next to the appropriate location.
  • Click Edit next to the employee to which you are trying to assign the phone.
  • Scroll down to Assigned Devices and click Assign New Device
  • Under Device information, locate Generic SIP Phone on the Device drop down menu.
  • Click Generate next to Authentication Password.
  • Copy down your SIP Username, Authentication Name, and Authentication Password so that you can use this information later during the setup of your Bria.

 Phone Setup:

Ensure that the computer you have installed Counterpath Bria 3 on has a physical hardwire internet connection.  Wireless applications can lead to poor audio quality, depending on the strength of the signal.

Once your Bria 3 has been installed, run the application, (you will be required to input a License key before the application will run) and follow these steps:

  • In the top left you will see a drop down labeled Softphone, click softphone and select Account Settings.
  • In Account Settings fill out the required information under the tab Account

    • Account name: This can be anything.  Fill out something so that you can identify this account name in the future.
  • Under User Details:

    • User ID: Input the SIP Username from the employee that will be using this device
    • Domain: Input   prod.voipdnsservers.com:5062
    • Password: Input the Authentication Password from the employee that will be using this device
    • Display name: This can be anything.  This name will display when calling from Nextiva to Nextiva
    • Authorization name: Input the Authentication Name for the employee that will be using this device
  • Leave the Domain Proxy at default
  • Click the tab labeled Topology towards the top of the window
  • For Firewall traversal method: choose the None (use local IP address) radio button
  • Click OK to save all

If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

How to Set Up X-Lite 4 with Nextiva

Before you are able to complete this phone setup, you must have created employees in your Nextiva account. You also must have added a phone to your Nextiva account.

Nextiva Portal Setup:

You must associate the phone you are attempting to setup with an employee before it will be fully operational.  Make sure you have followed the steps outlined in “Adding a Phone to Your Nextiva Account” and “Creating an Employee” before continuing.

Log in to your NextOS Portal account.  Select NextOS for Account Type and enter the username and password that was provided in your welcome email.

Assigning the Phone to an Employee:

  • Once you have logged into your Nextiva Portal you will see Account Setup on the left-hand side.  Click View Sites & Employees, and then click Employees next to the appropriate location.
  • Click Edit next to the employee to which you are trying to assign the phone.
  • Scroll down to Assigned Devices and click Assign New Device
  • Under Device information locate Generic SIP Phone with the Device drop down.
  • Click Generate next to Authentication Password.
  • Copy down your SIP Username, Authentication Name, and Authentication Password so that you can use this information later during the setup of your X-Lite 4.

Phone Setup:

Ensure that the computer you have installed Counterpath X-Lite on has a physical hardwire internet connection.  Wireless applications can lead to poor audio quality depending on the strength of the signal.

Once X-Lite has been installed, run the application.

In the top left you will see a drop down labeled “Softphone”, click softphone, select Account Settings and follow these steps:

  • In Account Settings, fill out the required information under the tab Account.

    • Account name: This can be anything. Fill out something so that you can identify this account name in the future.
  • Under User Details

    • User ID: Input the  SIP Username  from the employee that will be using this device
    • Domain: Input  prod.voipdnsservers.com:5062
    • Password: Input the  Authentication Password  from the employee that will be using this device
    • Display name: This can be anything. This name will display when calling from Nextiva to Nextiva
    • Authorization name: Input the Authentication Name for the employee that will be using this device
  • Leave the Domain Proxy at default
  • Click the tab labeled Topology towards the top of the window
  • For Firewall traversal method: choose the None (use local IP address) radio button
  • Click OK to save all

If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

How to Add a Polycom Soundpoint IP 6000 Phone to Your Nextiva Account

soundstation-2w-lg-aBefore you are able to complete this phone setup, you must have created employees in your Nextiva account. You also must have added a phone to your Nextiva account.

Nextiva Portal Setup:

You must associate the phone you are attempting to setup with an employee before it will be fully operational.  Make sure you have followed the steps outlined in “Adding a Phone to Your Nextiva Account” and “Creating an Employee” before continuing.

Log in to your NextOS Portal account.  Select NextOS for Account Type and enter the username and password that was provided in your welcome email.

Assigning the Phone to an Employee:

  • Once you have logged into your Nextiva Portal you will see Account Setup on the left-hand side.  Click View Sites & Employees, and then click Employees next to the appropriate location.
  • Click Edit next to the employee to which you are trying to assign the phone.
  • Scroll down to Assigned Devices and click Assign New Device
  • Under Device information locate Nextiva Polycom UC 5000 6000 7000 (Your MAC Address) with the Device drop down.
  • Click Generate next to Authentication Password and finalize the setup by clicking Submit.

Phone Pre-Setup:

The Polycom 6000 requires a physical connection to a power source and an Internet connection.  This model of phone has no wireless capabilities.  Ensure your phone is properly connected before attempting setup.

Checking your connections:

LAN Port: On the back of the phone there is a port labeled LAN.  This port is used to connect the phone to a power source and an Internet connection.

The cord that comes with this phone should have a “Y” connector on it.

  • The top of the “Y” requires one end to connect to the LAN Port of the Polycom Soundpoint IP 6000 and the other top part of the “Y” will connect to a power source    (e. g. a wall outlet or power strip).
  • The bottom of the “Y” is required to be connected to an active Internet connection (e.g. Router, switch or internet wall port)
  • For more information, see the Polycom user manual, or contact Nextiva Support at (800) 285-7995. 

Phone Setup:

As soon as the connections are properly connected to the LAN port of the phone the phone will attempt to power up.  The phone will go to a screen that says “Loading Application”.  The phone will say Cancel at the bottom of the display.  Press the button that corresponds to the Cancel option.

This will take you to a screen that says “Welcome!  10 seconds until auto boot”.

Press the button on the phone that corresponds to the Setup option and follow these steps:

  • You will be prompted to enter a password.  Input “456” using the number keypad.
  • Scroll down using the arrow pad on the phone until you see Server Menu or Provisioning and press select.
  • Scroll down to Server Type and press Edit.  Using the arrow pad, adjust the server type until it displays HTTP, then press OK.
  • It should now bring you to Server Address (if it does not, locate Server Address), press Edit.
  • Using the keypad input Server Address: dc.nextiva.com/uc6000/

     

    • Server Address is case sensitive
    • Periods can be created by pressing *
    • Forward slashes can be created by pressing #
  • Once the Server Address has been added, press OK
  • Press Exit to exit the Server Menu
  • Press Exit again to exit the Setup Menu
  • Press Save and Reboot to save the changes, and reboot the phone.

The phone will attempt to boot up and configure to the settings of the employee assigned to the phone.  Please allow the phone a few minutes to boot.

Note:  If the phone displays could not contact boot server at any time then it is important to check that the correct MAC Address is assigned to the employee and that the Server Address was put in exactly as directed above.  Having a capital letter or a missing character can cause the phone to not connect properly.

 

 

How do I set a Static IP address on a Panasonic KT-UT123B phone?

Note: This guide is only compatible with the Panasonic KT-UT123B phones and additional Panasonic KT-UTXXX devices.

The first step when assigning a Static IP address to anything is to gather the information specific for the network it will be connecting to.

The information needed is as follows.

  • IP address the device will be assigned (ie. 192.168.X.X)
  • Subnet Mask (ie. 255.255.255.X)
  • Default Gateway/Routers IP address (ie. 192.168.X.X)
  • DNS Servers (Nextiva recommends using Google’s DNS: 8.8.8.8 & 4.2.2.2)
  • Once we have the IP address information it’s time to input it into the Phone.Unplug and plug the power to the Panasonic phone. During the boot-up process press the Setup button before it completes.

    Once inside the Setup menu, use the directional pad to highlight the Network Settings option. With the Network Settings option highlighted press the Enter button on the screen or the center of the directional pad.

    After selecting the Network Settings option successfully, there should be a new list of available options. Network should be the first option on this list and should already be highlighted. Simply press Enter like in the previous steps.

    After successfully selecting the Network option, you should be directed to a new list of options. Using the directional pad, scroll down and highlight the STATIC option on the screen. Once highlighted press the Enter button again.

    Once inside the STATIC menu it will ask you to input the static IP address gathered at the beginning of this guide. The phone requires you to use 3 digits for each part of the static IP address you are entering. This means if you have the IP address of 192.168.1.5, you need to enter it into the Panasonic as 192.168.001.005.

    Once the static IP address has been entered in correctly, use the directional pad to scroll down. If this is done correctly the phone should display Subnet Mask.

    Follow the same steps as entering the static IP address. Repeat this for the Default Gateway and DNS Servers. Once all the static IP address information is entered in correctly press the Enter button. Reboot the phone, and it will boot back up using the programmed static IP address.

    If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

    How to Set Up Nextiva Anywhere Group level

    Nextiva Anywhere allows you to make and receive calls from any device, at any location, with only one phone number, one dial plan, one voice mailbox, and unified set of features.This will allow you to move seamlessly to and from the devices you choice for this feature. You can now leave the office without leaving your business behind. 

    Steps to Set Up Nextiva Anywhere in Group Level

    1. In the NextOS Portal, click into the Group level. Select Services under Advance Settings and select Nextiva Anywhere.
    2. Under addresses, assign a main telephone number. This will be the number you dial when using Nextiva Anywhere.
    3.  Fill in the required criteria. For your Anywhere ID, use  @  prod .voipdnsservers.com

     

     

    Steps to Set Up Nextiva Anywhere in Group Level

    1. In the NextOS Portal, select which user you would like to set up. Once the user is selected, click Services under Advance Settings and select Nextiva Anywhere.
    2.  Fill in the requested criteria and press OK.

    Once you have completed these steps, call your main Nextiva Anywhere number from the device you selected.

    • You will be prompted to “Please enter the number from which you are calling, followed by the # Key.”
    • Then you will be prompted to please enter your pass code followed by the # key. Your pass code will be you 4-digit voice mail pass code.
    • Then you will be prompted to enter the destination digits. You will hear a dial tone.
    • Once you entered the number you want to dial, the call will connect and it will appear as though you are dialing from your Nextiva VoIP phone. The Caller ID will also show the same as your Nextiva VoIP.

    If Nextiva is set up properly, when you receive an inbound call on your Nextiva VoIP phone it will ring your Nextiva Anywhere phone simultaneously.

    If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

    What routers are compatible with Nextiva service?

    Check your physical network hardware and have this information available when setting up your router in your Nextiva account.

    With Nextiva service, most routers can be set up to work with VoIP phones.  Our Amazing Support Team will always put our best effort into making your current network setup work as-is before suggesting changes.

    However, not all routers have been tested to work with VoIP, and some are just not compatible.

    In order to ensure the best call quality, we do suggest getting one of the following routers:

    • Linksys WRT54GL
    • Netgear WRN 3500L V2

    Both of these routers allow a third party firmware, called Tomato, which can allocate bandwidth to ensure your phones have enough Internet speed.

    If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

    Busy Lamp Field

    How to Add a Panasonic KX-TGP550 Phone to Your Nextiva Account

    Before you are able to complete this phone setup, you must have created employees in your Nextiva account. You also must have added a phone to your Nextiva account.panasonic Kx-TGP550

    Nextiva Portal Setup:

    You must associate the phone you are attempting to setup with an employee before it will be fully operational.  Make sure you have followed the steps outlined in “Adding a Phone to Your Nextiva Account” and “Creating an Employee” before continuing.

    Log in to your NextOS Portal account.  Select NextOS for Account Type and enter the username and password that was provided in your welcome email.

    Assigning the Phone to an Employee:

    • Once you have logged into your Nextiva Portal you will see Account Setup on the left-hand side.  Click View Sites & Employees, and then click Employees next to the appropriate location.
    • Click Edit next to the employee you are trying to assign the phone to.
    • Scroll down to Assigned Devices and click Assign New Device
    • Under Device information locate Nextiva Pansonic-KX-TGP-550 (Your MAC Address) with the Device drop down.
    • Click Generate next to Authentication Password and finalize the setup by clicking Submit

    Phone Pre-Setup:

    The Panasonic KX-TGP550 requires a physical connection to a power source and an Internet connection.  This model of phone has no wireless capabilities.  Ensure your phone is properly connected before attempting setup.

    Checking your connections:

    • Power Port:  On the back of the phone there is a round port labeled 6.5V used for providing the phone power.  Ensure there is a power cord connecting to a power source (e.g. Wall outlet, or power strip).
    • LAN Port: On the back of the phone there is a port labeled LAN.  This port is used to connect the phone to an Internet connection.  Ensure that there is an Ethernet cord going from the LAN port to an active Internet connection (e.g. Router, Switch, or an Internet jack on the wall).

    Phone Setup:

    Locate the base that you would like the handset to be synced with and press the ALL button. On the 500, this is a button located on the side of the base and it will say ALL.

    Press and hold the ALL button for 4 seconds. The base will start beeping. Follow these steps:

    • On the handset, press OK. The phone will say "Please Wait" as it attempts to sync up. This should not take longer than 1 minute.
    • On the phone press the Menu key.
    • Using the joystick, scroll down to the icon that looks like a toolbox (IP Service), and press Select.
    • Press Select on Network setting. Then, scroll down and press select on Embedded web.
    • Highlight the word On and press Save.
    • Press Back to exit the embedded web menu.
    • Scroll to IP settings and press Enter.  The IP address should be displayed on the screen now

    On a computer with access to the internet, open an internet browser (e.g. Internet Explorer, Safari, Mozilla Firefox).  In the address bar type in the IP address of the phone.

    This will prompt you for a username and password.

    User name: admin

    Password: adminpass

    Once you have logged into the web interface of the phone, press Maintenance in the top right corner.

    On the left, click Provisioning Maintenance.

    In the box labeled Standard File URL input:

    http://dm1.nextiva.com/dms/Nextiva_Service_Provider/Panasonic/KX-TGP-500/TGP500-{mac}.cfg

    In the box labeled Product File URL input:

    http://dm1.nextiva.com/dms/Nextiva_Service_Provider/Panasonic/KX-TGP-500/TGP500-system.cfg

    Once complete, press Save to submit changes.

    If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

    How to setup Voicemail

    How to setup Auto Attendant 

    How to setup Call Forwarding




     
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