How to Set Up: Call Me Now
Call Me Now allows a client to enter their phone number on your website and be immediately connected to your company. After they enter their phone number, Nextiva will place a call to their phone and...
View ArticleClik here to view.
How to Set Up: Call Pop-Up
Call pop-up is used to pull up a website using the inbound caller information as a variable. Call Pop-Up from the Nextiva Toolbar: Click on the Settings button from the toolbar: Select the Web...
View ArticleHow to Set Up: CRM Integration
Nextiva can integrate into many kinds of CRM software. A CRM is a program that stores customer data and allows easy access. NextOS can be connected to most CRM software, and the easiest way to get...
View ArticleHow to Set Up: Virtual On-Net Extensions
Virtual On-Net Extensions allow you to have people that don’t have phones or users to have extensions in the system. Calls can be placed and transferred to this extension, and they will route to the...
View ArticleHow to Set Up: Custom Ringback Tones
Custom ringback tones allow customers to hear a selected audio file rather than ringing when they call your phone. How to set a custom ringback tone: Open up the user’s personal web portal Select...
View ArticleHow to Set Up: CommPilot Portal
The CommPilot Portal is used to set up additional features for NextOS users. To log in to the CommPilot Portal, also known as the Control Panel or CP Portal, follow this simple setups: Log in to your...
View ArticleClik here to view.
How to Set Up: Custom On-Hold Music
Music on Hold (MoH) is a service that plays music when you place a customer on hold. This service is turned on by default and will play generic music. Custom music can be uploaded so that when someone...
View ArticleHow to Set Up: Voice Mail
To record a voice mail greeting for yourself, you must first have the user created. Once the user is created, if you have a Nextiva phone assigned to the user, you can dial 9999 from the phone. The...
View ArticleClik here to view.
How to Set Up: Scheduling
Schedules are used to manage when different call processing polices are activated/deactivated. To Add a Schedule: Click Add and type in the Schedule name. There are two types of schedules, Holiday and...
View ArticleHow to Set Up: Call Forwarding
Call Forwarding Always – automatically forwards incoming calls to a different phone number, such as your home office or cell phone. To set up this feature, access your Personal Web Portal. On the...
View ArticleHow to Set Up: Call Parking
Call Parking, by definition, is taking a call and parking it against an extension so that you can retrieve it from another extension. Calls can only be parked against extensions on the account. Only...
View ArticleHow to Set Up: Do Not Disturb
If you don’t want your calls to be disturbed, you can send all incoming calls to your voice mail. The caller hears no rings, just your voice mail message. Once Do Not Disturb (DND) is active, all...
View ArticleClik here to view.
How to Set Up: Hunt Groups
Hunt groups automatically process incoming calls received by a single phone number by distributing them among a group of users or agents. To set up a hunt group, follow these steps: In the NextOS...
View ArticleClik here to view.
How to Set Up Auto Attendant
Auto-attendant serves as an automated receptionist that answers the phone and provides a personalized message to callers. Callers have the option to connect to the operator, access a dial-by-name...
View ArticleClik here to view.
How do I change my voicemail PIN?
There are two different ways you can change your voice mail PIN code with Nextiva Connect. From any phone: To change your voice mail PIN on any phone you will first need to call your main business...
View ArticleClik here to view.
How to Setup Nextiva Anywhere User Level
Nextiva Anywhere allows you to make and receive calls from any device, at any location, with only one phone number, one dial plan, one voice mailbox, and unified set of features.This will allow you to...
View ArticleSetting up Call Forward Not Reachable as an Admin
Call Forwarding Not Reachable Allows you to forward your phone calls to another phone if your Nextiva Phone is unreachable for any reason.This could be especially useful when you experience phone...
View Article
