To set up Nextiva with Call Insight, please follow the steps below:
Log into your NextOS Portal: https://np3.nextiva.com/NextOSPortal/ncp/login
From the main dashboard, hover over Users at the top of the dashboard and select Manage Users
Hover over the User you want to configure Nextiva Anywhere for and select them by clicking the User’s name or the Pencil Icon to the right of their name
Scroll down to the Mobility section and select it to expand the selection. The first option here is Nextiva Anywhere. Click Nextiva Anywhere to expand
Click the Plus (+) sign (above the Save button) to begin configuration
Fill in the Description (Call Insight) and add your Call Insight number to the Phone Number field
Once you click Save, your profile will update and Call Insight will be activated
If the user you configured rings on all incoming phone calls then the configuration is done.
Repeat steps 2-7 to add Nextiva Anywhere to other users on the system as needed.
Call Insight is now configured on your Nextiva System!
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