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Nextiva App Overview

The Nextiva App is a great resource for business users to manage their unified communications solution. It has never been easier to use voice, video, instant messaging, and Team Presence services from a single device. Users can access account and feature settings from their computer, tablet, or any mobile device. The app is supported in Windows, macOS, iOS, and Android platforms.

The Nextiva App enables a new level of flexibility and productivity that truly changes the way businesses operate. No longer tied to a control panel interface, or required to have system administrators make changes, users can instantly update their communications service from anywhere.

 

NOTE: As a prerequisite, an Office Pro Plus or Office Enterprise license is required to use the Nextiva App. For assistance assigning a license to a user click here.

 

To jump to instructions on using the Nextiva App, pick a topic below:

 

 

How do I Download the Nextiva App?

Click one of the links below to install the Windows version of the Nextiva App. For mobile or tablet versions, please visit your Google Play Store or Apple App Store.

Windows 1

Windows 2

Mac

 

 

Logging In:

You can log into the Nextiva App using your user-level log in details (Figure 1-1).

 

Figure 1-1: Nextiva App Sign In Screen

 

NOTE: For desktop versions of the App, you may have to add  "@nextiva.com" after your username (i.e. username jsmith becomes jsmith@nextiva.com). Also, usernames are case sensitive.

 

 

Team Presence

Team Presence allows you to let other Nextiva App Users know what your status is. In the same way that instant messaging services allow you to share that you are Available, Away, or Busy, you decide what your status is. You can adjust your availability settings, or easily check the status of a contact via the Nextiva App, to determine the best way to contact them.

  • The App shows when Users are on the phone automatically
  • Manually change your presence to show Available, Away, Busy, or Offline
  • Hide or show Offline Users
  • Organize Team Presence contacts into Groups and mark Favorites (Figure 2-1)
  • Right-click on a contact to chat, call, or add them to a Group

 

Figure 2-1: Team Presence and Contact Options

 

To add someone to your contact list so you can see his or her Team Presence, select the globe icon globe icon from the menu bar on the left. This is your Directory (Figure 2-2). Here you can search for anyone in any group within your Nextiva account. On a mobile device, you can search your mobile contacts as well.

 

NOTE: You will not be able to see Team Presence if they are not a Nextiva user with a phone.

 

Figure 2-2: Group Directory.

 

Right-click on a person’s name and select New Contact to share presence with them. You can also select View Profile to see key contact details (Figure 2-3). Once you request to view someone’s team presence, and they accept the invitation, you will see their full contact info and presence appear on your Contacts List.

 

Figure 2-3: Add New Contact Or View Profile

 

Location Indicator and Status Bar

Set your location settings or hide them, the choice is yours. Here, you can also type in a personal message, or any other details you would like to share with your team (Figure 2-4).

 

NOTE: You can also change or clear your photo by right-clicking the photo (if present) or initials in the upper left corner of the status bar.

 

Figure 2-4: Location Configuration

 


 

Individual and Group Chat

Chat with one teammate at a time, or as many as you would like. You can double-click on the User’s name to open a private chat. Select the My Roommyroomoption at the top of the Status Bar to open a Group Chat Room, which will allow you to drag-and-drop participants into a discussion (Figure 2-5).

 

Figure 2-5: My Room Opens up Group Chat Options

 

If you are chatting with an individual and want to add a new participant, click their name from your Contact List and drag-and-drop into your existing chat window.  The chat window will also show chat history, whether you are in a group chat, or individual chat. You can delete chat history under Conversations > Group at the top of the App window (Figure 2-6).

 

Figure 2-6: Delete Chat History

 

Also within a chat window, click any of the phone or video icons at the top to call or video call the person with whom you are chatting (Figure 2-7).

  • The first Join Room button on the left creates a Group Chat room.
  • The phone handsetphone icon calls the User through the App directly.
  • The video cameravideo icon is used to video call people in your Enterprise, and other Nextiva Users.
  • The retro handsetretro icon sends a call directly to your desk phone.
  • The display screenretro icon allows you to screen share via the chat window using the share icon.
  • The information icon info opens the information panel to show the User’s contact information.

 

Figure 2-7: Group Chat Options

 

NOTE: You can file share within individual chat scenarios by dragging a file into the chat window and dropping it, or clicking the file share icon. Note that this will not work if the end recipient is on a mobile device.

 

 

Screenshare

Screenshare collaborate with other Nextiva Users, or anyone you send a custom link to, via the App chat window (either individually or in a group chat). You can share your entire screen, just a specific program, or a browser window. To start a Screenshare, open an individual or group chat room and click the share icon (Figure 2-8).

 

Figure 2-8: Start a Screenshare Session

 

To share just one program or window, click on the program icon displayed in the center of the window. Click Start Sharing to begin. All participants in your chat room will also see the Screenshare (Figure 2-9).

 

Figure 2-9: Start Sharing the Desired Screen or Program

 

 

Make Calls

Make and receive calls from all devices, physical phones and the App, and show the same caller ID as your business line (Figure 2-10).

  • Make and receive calls
  • Check Voicemail from the App
  • Conduct video calls within the Nextiva network
  • Move calls from the App to a physical phone

 

Figure 2-10: Dialpad Used to Make Calls

 

NOTE: You can move calls between each of your devices, seamlessly, using the star code *11, or select Calls > Pull Call (or CTRL + P) from the App.  If you are on a call on the App, dial *11 on your physical phone to pull the call to the new device. Your caller will not notice the transfer, and will not hear hold music during the move. You can pull calls multiple times during a call without any trouble.

 

 

 

Check Call History, Chat History, and Voicemail

You can also see your call history, whether you made the call from your App or physical phone, using the Nextiva App (Figure 2-11).

 

Figure 2-11: Call History.

 

You can also see your chat history using the Nextiva App (Figure 2-12).

 

Figure 2-12: Chat History

 

You can also listen to any voicemails left in your NextOS Voice Portal by going into Call History, selecting the voicemail icon in the upper right corner, and selecting any of the available options after selecting the ellipses (Figure 2-13).

 

Figure 2-13: Checking Voicemail Options

 

Under the options for each voicemail (right-click the ellipses shown above to reveal), you will see options for play back, deletion and much more. You can also click New Contact to add the caller to Contacts, or dial the number through this section in the App. If someone at your Enterprise leaves you a message, you will have options to view their profile, email, or chat with them as well.

 

 

Call Options

Under the Options section (Figure 2-14), you will find settings for voicemail, Call Center status, Highlight to Call, and many more popular features and options. To access the Options section, click the cog icon cog icon in the bottom left corner, then choose from the drop-down menu at the top (Figure 2-14).

 

Figure 2-13: Options Menu and Call Control Options

 

To view all other Call Options and Preferences, click here.

To contact our support team please email us at support@nextiva.com. You can also Submit a Ticket, or give us call at 800.285.7995.

 

Updated on April 7, 2018

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