Helpful Guides, Tutorials, Videos, & FAQs

Nextiva vFAX security tips

Phishing is the practice of sending emails that appear to be from a reputable company to get recipients to provide...
Network readiness guide

Pictured below are two of the most common network setups. A recommended network setup when you have a gateway...
NextOS Analytics metrics glossary for CRM sales

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. The...
Nextiva Voice Analytics metrics glossary

Note that the same metric can be used for multiple groups, depending on which calculations can be applied to the...
NextOS Analytics metrics glossary for CRM cases

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. The...
Managing rule templates

Use the Rule Templates view to perform the following tasks: Creating new rules from templates Creating rule templates Creating a new...
Downloading faxes

Within the Nextiva vFAX portal, you can download faxes from the past six months. From the vFAX Portal, click...
Provisioning a Panasonic KX TGP600

There are three steps to provision a Panasonic KX-TGP600. If you need to provision your device, click the links below...
Click to dial

In Nextiva Service CRM, you can click on any phone number in a form or list view to initiate a...
Exporting data to CSV files

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. Export...
Provisioning a Nextiva X 885

If you purchased your new phone(s) directly from Nextiva, you are all set! You should be able to make...
Nextiva vFAX print client

Nextiva vFAX Print Client is a Windows-based print-to-fax driver that enables you to fax directly from any Windows application, such...
Survey Templates

Start taking advantage of Nextiva Surveys with Survey Templates. Instead of creating Surveys from scratch, use Survey Templates as a...
Creating macros and predefined text

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. Automate...
PepLinks Routers (Incompatible)

This product is incompatible with Nextiva Voice services. These devices are used for load balancing and can cause deregistrations, one-way audio,...

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