Sending Instant Messages from Nextiva Unity

Send and receive instant messages between any Nextiva Unity User (Reception, Agent, or Supervisor). Users can send messages from the Personal Wallboard, Contacts tab, Agent Activity tab, and the Tools menu. Instant messages can only be sent to other Nextiva Unity Users. If the contact is not a Nextiva Unity User, the instant message option will not be displayed. Messages sent to offline Users will be delivered once the recipient opens Unity.

 

Sending Instant Messages Using the Personal Wallboard:

  1. Right-click on the Call Center under the Personal Wallboard.
  2. Select Agents > Agent > Instant message.

Sending an Instant Message via Personal Wallboard

 

Sending Instant Messages Using the Contacts Tab:

  1. Click the Contacts tab.
  2. Right-click on the Contact and select Instant message.

Sending an Instant Message via Contacts Tab

 

Sending Instant Messages Using the Tools Menu:

  1. Click Tools > Call Centers > Call Center Queue > Agents > Agent > Instant message.

Sending an Instant Message via Tools Menu

 

Sending Instant Messages Using the Agent Activity Tab (Supervisor Only):

  1. Click the Agent Activity tab.
  2. Right-click on the Agent and select Instant message.

Sending an Instant Message via Agent Activity

 

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Updated on January 6, 2020

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