Helpful Guides, Tutorials, Videos, & FAQs

CRM Admin: New Content Highlights

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. What’s...
Provisioning Poly phones

Phones purchased from Nextiva are already provisioned. Phones not purchased from Nextiva require provisioning for use with Nextiva Voice. NOTE:...
Assigning a phone to a user

Phones purchased from Nextiva are automatically provisioned and added to the account, so you can instantly assign them to users....
Sending and receiving text messages on the NextivaONE Mobile App

Send and respond to text messages using your Nextiva business phone number. In addition to text messaging, you can also...
Azure Active Directory Integration: FAQs

What data does Nextiva store? Nextiva stores data required for provisioning a User (Username, Last Name, First Name). Other information...
Changing Agent ACD State from Nextiva Unity Supervisor

Supervisors can change Agent’s availability to the Call Center either from the Personal Wallboard, Tools Menu, or the Agent Activity...
Silent Monitoring from Nextiva Unity Supervisor

Supervisors can silently monitor current calls, the next call, or all calls taken by a specific Agent. From the Personal...
Configuring Thresholds from Nextiva Unity Supervisor

Thresholds allow Supervisors to configure performance triggers against various parameters so they can easily identify abnormal behavior and can take...
Customizing Statistics in Nextiva Unity Supervisor

Customize all statistics displayed under the Personal Wallboard and the Agent Activity tab. For example, a Supervisor may only want...
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...
Nextiva Unity Supervisor Interface

Nextiva Unity Supervisor is a powerful reporting and management application that provides Supervisors relevant, real-time performance information on Agents and...
Nextiva Unity Reception interface

Nextiva Unity Reception is a powerful application designed for high call volume environments and Users who need to manage a...
Advanced IVR: Collecting Voter Opinion

How can political campaign committees quickly and cost-effectively collect voter opinions? Gathering voter opinions on particular issues helps measure the...
Escalating a Call to a Supervisor from Nextiva Unity

Users can quickly escalate calls to a Supervisor queue by right-clicking the active call under the Active Call Window or...
Transferring calls from Nextiva Unity

There are two options for transferring a call: A Warm Transfer (attended) allows Users to speak privately with the receiving party...

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