Helpful Guides, Tutorials, Videos, & FAQs

Creating a Post Chat Questionnaire

A Post-Chat Questionnaire gathers customer feedback after interacting with the chat. It is a great tool for measuring the customer...
Creating a Pre Chat Questionnaire

A Pre-Chat Questionnaire collects customer information, serving as a valuable tool for capturing customer data for potential leads. Navigate to...
Nextiva Contact Center: Workitem Dashboard

The Workitem Dashboard allows supervisors to quickly access various tables and graphs to view and monitor all assigned workitems. From...
Nextiva Contact Center: Queues Dashboard

The Queues Dashboard allows supervisors to access various tables and graphs to easily view and monitor all assigned call queues....
Nextiva Contact Center: User Dashboard

The User Dashboard allows supervisors to access various tables and graphs to monitor their agents. From one view, supervisors can...
Nextiva Contact Center: Agent Reports

Agent Reports provide detailed insights into agent performance and activities. These reports track key metrics such as login times, call...
Nextiva Contact Center: No Recordings

When you add a number to the No Recording list, it will not be recorded in campaigns that have automatic...
Nextiva Contact Center: Audit Log

Use the Audit Log to identify who has accessed or modified the system.  To access the Audit Log, search for...
Nextiva Contact Center: Authorizing SIP Domains

SIP Domains are authorized to send and receive SIP traffic. To enable certain domains to do so, you need to...
Nextiva Contact Center: Logging in

We recommend using Google Chrome web browser to ensure the best possible experience and avoid any potential issues or errors....
Nextiva Contact Center: Business Events

Business Events serve as folders containing multiple time events, allowing for a single logical check. They can be used in...
Nextiva Contact Center: Accounts

Associate Accounts with Contacts via Account Identifiers. Under Accounts, you can quickly view the business name, description, and website URL...
Nextiva Contact Center: Contacts

Each contact record includes essential information such as name, address, phone numbers, email, and communication preferences. You can easily create,...
Nextiva Contact Center: Templates

Templates are a way to present contextually relevant information to users when handling workitems. A template may contain an answer...
Nextiva Contact Center: Admin Functions

Functions are reusable pieces of workflow that can be utilized across multiple campaigns. By using functions, you can avoid the...

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