Nextiva Desktop App overview

Choose which version of the Nextiva App you are using below. To download the newest version of the Nextiva Desktop App, click here

Newest Version (22.9.16 and higher)

Older Version (22.6.3 and lower)

Nextiva Desktop App (version 22.9.16 and higher)

Calls

Make and receive calls from the Nextiva Desktop App on your Mac or PC, similar to how you would on a physical Nextiva phone. Click the Dialpad icon on the left, dial the phone number or extension, then click the Call icon.

NOTE: Users can pull active calls from a physical phone to the app, and vice versa. Dial *11, or select Calls > Pull Call (or CTRL + P) to pull the call to the app. Dial *11 on the physical phone to pull the call from the app to the physical phone.

Transferring calls

Personal transfer / Warm Transfer

While on a call, click the Ellipsis () icon at the bottom of the call screen, then click Transfer. Search Contacts by typing a name, phone number, or extension. Choose Attended Audio, connect to the call recipient, and Complete Transfer when ready.

Immediate transfer / Cold Transfer

Transfer calls directly to another extension, or any U.S. number, without needing to speak with them first. While on a call, click the Ellipsis (…) icon at the bottom of the screen, then select Transfer. Search Contacts by typing a name, phone number, or extension. Choose Transfer Now to complete the call transfer.

Contacts

To add a new Contact that is not part of your company directory, click Plus (+) at the top right corner > New Contact.

Adding Contacts from the Directory

Select Directory (Globe) > right-click on any Contact > Add to Contacts.

NOTE: Requesting to Add to Contacts will send a request to the other User, and they will have to accept your invitation to share Team Presence. This only applies to other App users.

Team presence 

Adjust availability settings or quickly check the status of a contact via the Nextiva App to determine the best way to contact them.

  • The Nextiva App automatically shows when Users are on the phone.
  • Manually change presence to show Available, Away, Busy, or Offline.

Users can change the My Location settings to share or hide their location from displaying in the Nextiva App by clicking the location and time. Users can also enter a personal message in the What’s on your mind? field.

Call history

Click Call History to view the list of all incoming and outgoing calls.

 

Voicemail

Click Call History > Voicemail. Click the Ellipsis (…) and select any of the available options (e.g., Play, Call, Add to Contacts, etc.).

Individual and group chat

Save time and collaborate live with coworkers and groups by chatting on the Nextiva App. Click Conversations on the left menu to view all conversations. 

To send a new Chat, click Plus (+) at the top right corner > New Chat or right-click on a Contact > Chat. Include multiple Contacts to collaborate as a group (up to 30).

My room

Select My Room to open a group chat. Drag-and-drop contacts into the group chat or copy the invitation and invite contacts to join the room.

Within a chat window, Users can perform the following functions:

  • Phone Handset initiates a call to the contact or conference bridge.
  • Video Camera starts a video conference.
  • Desk Phone sends a call directly to the desk phone.
  • Screen Share shares the screen.
  • Information displays the User’s contact information.

NOTE: Users can drag-and-drop files in a chat window or click File Share to share files with chat participants.

 

 

Nextiva Desktop App overview (version 22.6.3 and lower)

Calls

Make and receive calls from the desktop App on your Mac or PC, similar to how you would on a physical Nextiva phone. Click Dialpad, and dial the phone number or extension. Then click Call.

 

Transferring Calls

Personal transfer / Warm Transfer

While on a call, click the Ellipsis () icon at the bottom of the call screen, then click Transfer. Search Contacts by typing a name, phone number, or extension. Choose Attended Audio, connect to the call recipient, and Complete Transfer when ready.

Immediate transfer / Cold Transfer

Transfer calls directly to another extension, or any U.S. number, without needing to speak with them first. While on a call, click the Ellipsis (…) icon at the bottom of the screen, then select Transfer. Search Contacts by typing a name, phone number, or extension. Choose Transfer Now to complete the call transfer.

Contacts

To add a new Contact that is not part of your company directory, click Plus (+) at the top right corner > New Contact.

Adding Contacts from the Directory

Select Directory (Globe) > right-click on any Contact > Add to Contacts.

NOTE: Requesting to Add to Contacts will send a request to the other User, and they will have to accept your invitation to share Team Presence. This only applies to other App users.

Team presence 

Adjust availability settings or quickly check the status of a contact via the Nextiva App to determine the best way to contact them.

  • The Nextiva App automatically shows when Users are on the phone.
  • Manually change presence to show Available, Away, Busy, or Offline.

Users can change the My Location settings to share or hide their location from displaying in the Nextiva App by clicking the location and time. Users can also enter a personal message in the What’s on your mind? field.

Call history

Click Call History to view the list of all incoming and outgoing calls.

 

Voicemail

Click Call History > Voicemail. Click the Ellipsis (…) and select any of the available options (e.g., Play, Call, Add to Contacts, etc.).

 

NOTE: Users can pull active calls from a physical phone to the App, and vice versa. Dial *11, or select Calls > Pull Call (or CTRL + P) to pull the call to the App. Dial *11 on the physical phone to pull the call from the App to the physical phone.

Individual and group chat

Save time and collaborate live with coworkers and groups by chatting on the Nextiva App. Click Conversations on the left menu to view all conversations. 

To send a new Chat, click Plus (+) at the top right corner > New Chat or right-click on a Contact > Chat. Include multiple Contacts to collaborate as a group (up to 30).

My room

Select My Room to open a group chat. Drag-and-drop contacts into the group chat or copy the invitation and invite contacts to join the room.

Within a chat window, Users can perform the following functions:

  • Phone Handset initiates a call to the contact or conference bridge.
  • Video Camera starts a video conference.
  • Desk Phone sends a call directly to the desk phone.
  • Screen Share shares the screen.
  • Information displays the User’s contact information.

NOTE: Users can drag-and-drop files in a chat window or click File Share to share files with chat participants.

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Updated on September 14, 2021

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