# NEXT

> Product documentation for NEXT

- [NEXT](https://help.nextapp.co/index.md)

## docs

Use this page as a quick map of the documentation once you are already inside the docs.

- [NEXT Docs](https://help.nextapp.co/docs.md): Use this page as a quick map of the documentation once you are already inside the docs.

### category

- [FAQ](https://help.nextapp.co/docs/category/faq.md)

### get-started

Use this section to get into the right part of the docs quickly.

- [Get Started](https://help.nextapp.co/docs/get-started.md): Use this section to get into the right part of the docs quickly.
- [Set Up NEXT for Your Team](https://help.nextapp.co/docs/get-started/onboarding-owner.md): A practical setup path for teamspace owners who need to make NEXT usable for others.
- [Start Using NEXT as a Team Member](https://help.nextapp.co/docs/get-started/onboarding-user.md): The fastest path for people joining an already configured NEXT setup.

### integrations

Import & Integrations is where you connect the systems your team already uses so NEXT can bring customer data into one place for search, analysis, tagging, and follow-up workflows.

- [Import & Integrations](https://help.nextapp.co/docs/integrations.md): Import & Integrations is where you connect the systems your team already uses so NEXT can bring customer data into one place for search, analysis, tagging, and follow-up workflows.
- [Create HubSpot tasks](https://help.nextapp.co/docs/integrations/accounts-and-crm/create-hubspot-tasks.md)
- [Import HubSpot accounts](https://help.nextapp.co/docs/integrations/accounts-and-crm/import-hubspot-accounts.md): Keep NEXT account records aligned with the companies and deal context stored in HubSpot.
- [Import HubSpot emails](https://help.nextapp.co/docs/integrations/accounts-and-crm/import-hubspot-emails.md): Bring HubSpot CRM emails into NEXT as memories so commercial email context can be analyzed together with customer feedback and deal metadata.
- [Import HubSpot notes](https://help.nextapp.co/docs/integrations/accounts-and-crm/import-hubspot-notes.md): Bring HubSpot deal notes into NEXT as memories so sales context can be analyzed alongside direct customer feedback.
- [Import Salesforce CRM accounts](https://help.nextapp.co/docs/integrations/accounts-and-crm/import-salesforce-crm-accounts.md): Bring Salesforce account and opportunity data into NEXT so customer signals can be tied back to CRM context.
- [Import Salesforce Marketing Cloud feedback](https://help.nextapp.co/docs/integrations/accounts-and-crm/import-salesforce-marketing-cloud-feedback.md): Import data extension rows from Salesforce Marketing Cloud into NEXT as analyzable feedback items.
- [Connect GitHub](https://help.nextapp.co/docs/integrations/automation/connect-github.md): Connect GitHub to NEXT so newly opened GitHub issues can trigger automations and NEXT can post comments or add or remove reactions back into those issues.
- [Connect Jira](https://help.nextapp.co/docs/integrations/automation/connect-jira.md): Connect Jira Cloud to NEXT so Jira issue created or updated events can trigger automations and NEXT can post comments back into Jira issues.
- [Connect Linear](https://help.nextapp.co/docs/integrations/automation/connect-linear.md): Connect Linear to NEXT so newly created Linear issues can trigger automations and NEXT can post comments or add or remove reactions back to those issues.
- [Connect Slack](https://help.nextapp.co/docs/integrations/automation/connect-slack.md): Connect Slack to NEXT so automations can post workflow messages to Slack channels through the NEXT bot.
- [Import data with Zapier](https://help.nextapp.co/docs/integrations/automation/import-data-with-zapier.md)
- [Mass Upload accounts (CSV)](https://help.nextapp.co/docs/integrations/automation/mass-upload-accounts-csv.md): Bulk import accounts into NEXT from a CSV file, including account metadata such as industry, segment, ARR, and status.
- [Mass Upload memories (CSV)](https://help.nextapp.co/docs/integrations/automation/mass-upload-memories-csv.md): Bulk import memories into NEXT from a CSV file, including labels, timestamps, source metadata, and optional linked account data.
- [Mass Upload records (CSV)](https://help.nextapp.co/docs/integrations/automation/mass-upload-records-csv.md): Bulk import text records into NEXT from a CSV file, including Markdown content, labels, source metadata, and optional linked account data.
- [Read Confluence pages](https://help.nextapp.co/docs/integrations/automation/read-confluence-pages.md): Use Atlassian Cloud automations to read Confluence Cloud pages into NEXT as Markdown.
- [Use NEXT AI with Zapier](https://help.nextapp.co/docs/integrations/automation/use-next-ai-with-zapier.md)
- [Import Gong calls](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-gong-calls.md): Import customer call recordings from Gong into NEXT with the transcript and call context needed for analysis.
- [Import Google Drive files](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-google-drive-files.md): Pull supported files from Google Drive into NEXT when your recordings or transcripts live in Drive folders.
- [Import Google Meet recordings](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-google-meet-recordings.md): Import Google Meet recordings and transcript data into NEXT for meeting analysis.
- [Import HubSpot calls](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-hubspot-calls.md): Bring HubSpot call activity into NEXT so sales and customer conversations can be analyzed in one place.
- [Import Jiminny calls](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-jiminny-calls.md): Import Jiminny call recordings into NEXT so revenue conversations can be analyzed alongside other customer sources.
- [Import Microsoft OneDrive files](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-microsoft-onedrive-files.md): Import supported files from OneDrive into NEXT when your recordings, transcripts, or customer-call exports live in Microsoft 365 storage.
- [Import Microsoft Teams recordings](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-microsoft-teams-recordings.md): Import Microsoft Teams recordings into NEXT so customer meetings captured in Microsoft 365 can be analyzed alongside the rest of your voice-of-customer data.
- [Import Modjo calls](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-modjo-calls.md): Import Modjo conversation data into NEXT to analyze sales and customer call activity.
- [Import Synthflow calls](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-synthflow-calls.md): Import Synthflow call recordings into NEXT to analyze AI-assisted phone interactions alongside other sources.
- [Import Zendesk voice recordings](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-zendesk-voice-recordings.md): Import Zendesk voice call recordings into NEXT so support calls can be analyzed with other customer conversations.
- [Import Zoom calls](https://help.nextapp.co/docs/integrations/calls-and-recordings/import-zoom-calls.md): Import Zoom cloud recordings into NEXT for meeting analysis and evidence-backed customer insights.
- [Connect Confluence (MCP)](https://help.nextapp.co/docs/integrations/mcp/connect-confluence-mcp.md)
- [NEXT AI MCP Server](https://help.nextapp.co/docs/integrations/mcp/next-ai-mcp-server.md): NEXT hosts a managed Model Context Protocol (MCP) endpoint that lets you expose teamspace automation tools to MCP-compatible clients without standing up your own infrastructure. Use this guide to connect securely and understand the available capabilities.
- [Import Apple App Store reviews](https://help.nextapp.co/docs/integrations/reviews-and-ratings/import-apple-app-store-reviews.md): Import Apple App Store reviews into NEXT so app-store feedback can be analyzed with your other customer channels.
- [Import G2 reviews](https://help.nextapp.co/docs/integrations/reviews-and-ratings/import-g2-reviews.md): Import G2 review data into NEXT so public product feedback can be analyzed alongside other customer signals.
- [Import Google Play reviews](https://help.nextapp.co/docs/integrations/reviews-and-ratings/import-google-play-reviews.md): Import Google Play reviews into NEXT so app feedback from Android users is available for analysis.
- [Import RSS feeds](https://help.nextapp.co/docs/integrations/reviews-and-ratings/import-rss-feeds.md): Import items from RSS feeds into NEXT when relevant product feedback or market commentary is published as feed content.
- [Import Uberall reviews](https://help.nextapp.co/docs/integrations/reviews-and-ratings/import-uberall-reviews.md): Import Uberall review data into NEXT so location-based customer reviews can be analyzed centrally.
- [Import Front tickets](https://help.nextapp.co/docs/integrations/support-and-community/import-front-tickets.md): Import Front conversations into NEXT so support signals from shared inbox workflows can be analyzed centrally.
- [Import Intercom tickets](https://help.nextapp.co/docs/integrations/support-and-community/import-intercom-tickets.md): Import Intercom conversations and tickets into NEXT so support demand can be analyzed with the rest of your customer data.
- [Import Jira tickets](https://help.nextapp.co/docs/integrations/support-and-community/import-jira-tickets.md): Import Jira issues into NEXT so support, bug, and request workflows can be analyzed as customer feedback.
- [Import Khoros community posts](https://help.nextapp.co/docs/integrations/support-and-community/import-khoros-community-posts.md): Import Khoros community conversations into NEXT so public support and product discussion threads can be analyzed.
- [Import Microsoft Q&A posts](https://help.nextapp.co/docs/integrations/support-and-community/import-microsoft-q-and-a-posts.md): Import exported Microsoft Q&A content into NEXT so recurring questions, problems, and answers can be analyzed as support and community signals.
- [Import Zendesk tickets](https://help.nextapp.co/docs/integrations/support-and-community/import-zendesk-tickets.md): Import Zendesk ticket text into NEXT so support issues can be analyzed alongside calls, surveys, and reviews.
- [Import Zoho Desk tickets](https://help.nextapp.co/docs/integrations/support-and-community/import-zoho-desk-tickets.md): Import Zoho Desk tickets into NEXT so support demand from Zoho can be analyzed with other feedback channels.
- [Import GetFeedback and Usabilla feedback](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-getfeedback-usabilla-feedback.md): Import GetFeedback Digital and legacy Usabilla feedback into NEXT for product and website feedback analysis.
- [Import Medallia feedback](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-medallia-feedback.md): Import Medallia feedback responses into NEXT so survey and experience signals can be analyzed in one workspace.
- [Import Mopinion surveys](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-mopinion-surveys.md): Import Mopinion feedback into NEXT so website and app feedback can be analyzed with your other customer channels.
- [Import Qualtrics surveys](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-qualtrics-surveys.md): Import Qualtrics survey responses into NEXT so structured survey feedback can be analyzed with other customer signals.
- [Import Survicate surveys](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-survicate-surveys.md): Import Survicate survey responses into NEXT so app and product feedback remains analyzable after moving away from other survey tools.
- [Import Typeform surveys](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-typeform-surveys.md): Import Typeform submissions into NEXT so form-based feedback can be analyzed with the rest of your customer inputs.
- [Import Wootric feedback](https://help.nextapp.co/docs/integrations/surveys-and-feedback/import-wootric-feedback.md): Import Wootric responses into NEXT so NPS, CSAT, and CES feedback can be analyzed with the rest of your customer data.
- [Use LIQE filters](https://help.nextapp.co/docs/integrations/templates-and-filters/use-liqe-filters.md): Write LIQE filter queries to control which items NEXT imports from supported integrations.
- [Use LiquidJS templates](https://help.nextapp.co/docs/integrations/templates-and-filters/use-liquidjs-templates.md): Format imported survey text with LiquidJS templates in integrations that support contextual text prefixes.

### security-and-trust

Security & Trust brings together the documentation teams typically review when evaluating how NEXT protects data, manages access, operates infrastructure, and supports compliance.

- [Security & Trust](https://help.nextapp.co/docs/security-and-trust.md): Security & Trust brings together the documentation teams typically review when evaluating how NEXT protects data, manages access, operates infrastructure, and supports compliance.
- [AI Security Principles in NEXT AI](https://help.nextapp.co/docs/security-and-trust/ai-governance/ai-security-principles-in-next-ai.md): NEXT AI is designed to remain secure even when LLMs behave in unexpected ways.
- [AI Supplementary Terms](https://help.nextapp.co/docs/security-and-trust/ai-governance/ai-supplementary-terms.md)
- [Ethical AI & responsible use](https://help.nextapp.co/docs/security-and-trust/ai-governance/ethical-ai-responsible-use.md)
- [Safe AI commitments](https://help.nextapp.co/docs/security-and-trust/ai-governance/safe-ai-commitments.md)
- [What data does chat use to respond?](https://help.nextapp.co/docs/security-and-trust/ai-governance/what-data-does-chat-use-to-respond.md)
- [Backups](https://help.nextapp.co/docs/security-and-trust/business-continuity-and-disaster-recovery/backups.md)
- [Business continuity](https://help.nextapp.co/docs/security-and-trust/business-continuity-and-disaster-recovery/business-continuity.md)
- [Disaster recovery](https://help.nextapp.co/docs/security-and-trust/business-continuity-and-disaster-recovery/disaster-recovery.md)
- [High availability](https://help.nextapp.co/docs/security-and-trust/business-continuity-and-disaster-recovery/high-availability.md)
- [Insurance policy](https://help.nextapp.co/docs/security-and-trust/business-continuity-and-disaster-recovery/insurance-policy.md)
- [Accessibility statement](https://help.nextapp.co/docs/security-and-trust/compliance/accessibility-statement.md)
- [GDPR Commitment](https://help.nextapp.co/docs/security-and-trust/compliance/gdpr-commitment.md)
- [Privacy policy & compliance management](https://help.nextapp.co/docs/security-and-trust/compliance/privacy-policy-compliance-management.md)
- [SOC 2 Type II](https://help.nextapp.co/docs/security-and-trust/compliance/soc-2-type-ii.md)
- [Background checks](https://help.nextapp.co/docs/security-and-trust/corporate-security/background-checks.md)
- [Confidentiality agreements](https://help.nextapp.co/docs/security-and-trust/corporate-security/confidentiality-agreements.md)
- [Endpoint security](https://help.nextapp.co/docs/security-and-trust/corporate-security/endpoint-security.md)
- [Organizational security policies](https://help.nextapp.co/docs/security-and-trust/corporate-security/organizational-security-policies.md)
- [Physical security](https://help.nextapp.co/docs/security-and-trust/corporate-security/physical-security.md)
- [Risk Management](https://help.nextapp.co/docs/security-and-trust/corporate-security/risk-management.md)
- [Security training](https://help.nextapp.co/docs/security-and-trust/corporate-security/security-training.md)
- [Vendor management](https://help.nextapp.co/docs/security-and-trust/corporate-security/vendor-management.md)
- [Data breach disclosure](https://help.nextapp.co/docs/security-and-trust/data-security-and-privacy/data-breach-disclosure.md)
- [Data Encryption](https://help.nextapp.co/docs/security-and-trust/data-security-and-privacy/data-encryption.md)
- [Data (PII) redaction](https://help.nextapp.co/docs/security-and-trust/data-security-and-privacy/data-pii-redaction.md): PII Redaction in NEXT AI automatically detects and replaces personal data across the system using either hashes (e.g., ####) or entity labels (e.g., \[PERSON_NAME\]). When enabled, detected PII is substituted in content and metadata; optional audio redaction can insert a “bleep.”
- [Data retention & sanitization](https://help.nextapp.co/docs/security-and-trust/data-security-and-privacy/data-retention-sanitization.md)
- [Access control](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/access-control.md)
- [Application infrastructure](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/application-infrastructure.md)
- [Data processing location (data residency)](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/data-processing-location-data-residency.md)
- [Incident response](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/incident-response.md)
- [Intrusion detection and prevention](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/intrusion-detection-and-prevention.md)
- [Logging and monitoring](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/logging-and-monitoring.md)
- [Logical data separation](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/logical-data-separation.md)
- [Penetration testing](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/penetration-testing.md)
- [Physical separation](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/physical-separation.md)
- [Software development lifecycle](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/software-development-lifecycle.md)
- [Vulnerability disclosure](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/vulnerability-disclosure.md)
- [Vulnerability management](https://help.nextapp.co/docs/security-and-trust/infrastructure-and-network-security/vulnerability-management.md)
- [Passwordless Authentication](https://help.nextapp.co/docs/security-and-trust/product-security-features/passwordless-authentication.md)
- [Single Sign-On (SSO) with SAML](https://help.nextapp.co/docs/security-and-trust/product-security-features/single-sign-on-sso-with-saml.md)
- [User Roles](https://help.nextapp.co/docs/security-and-trust/product-security-features/user-roles.md): Here you can find everything you need to know about different roles and permissions in NEXT.

### settings

Settings is where you set up how NEXT works for you, your teamspace, and your company.

- [Configure NEXT](https://help.nextapp.co/docs/settings.md): Settings is where you set up how NEXT works for you, your teamspace, and your company.
- [Personal Settings](https://help.nextapp.co/docs/settings/personal.md): Personal Settings is the quickest place to make NEXT feel ready for daily use.
- [Change Email](https://help.nextapp.co/docs/settings/personal/profile/change-email.md): Use My Account to update the email address tied to your personal NEXT account.
- [Configure Profile](https://help.nextapp.co/docs/settings/personal/profile/configure-profile.md): Use My Account to keep your display name, full name, and profile photo current.
- [Teamspace Settings](https://help.nextapp.co/docs/settings/teamspace.md): Teamspace Settings is where you shape the shared setup your team uses to bring data into NEXT and prepare it with AI.
- [Chat with AI](https://help.nextapp.co/docs/settings/teamspace/chat-with-ai.md): Chat with AI is where your team turns prepared data into reusable AI workflows.
- [Test Chat Tag Selection](https://help.nextapp.co/docs/settings/teamspace/chat-with-ai/playground/test-chat-tag-selection.md): Use Playground in Chat with AI to test how NEXT AI evaluates a chat request against your tag-based success criteria before relying on it in live chat.
- [Create a Prompt Template](https://help.nextapp.co/docs/settings/teamspace/chat-with-ai/prompt-templates/create-a-prompt-template.md): Use Prompt Templates to create reusable prompts your team can apply quickly in chat and analysis workflows.
- [Edit a Prompt Template](https://help.nextapp.co/docs/settings/teamspace/chat-with-ai/prompt-templates/edit-a-prompt-template.md): Use Prompt Templates to improve an existing template as your team learns which prompts produce the best output.
- [Create a Skill](https://help.nextapp.co/docs/settings/teamspace/chat-with-ai/skills/create-a-skill.md): Use Skills to create reusable instructions that help chat respond consistently in recurring team scenarios.
- [Edit a Skill](https://help.nextapp.co/docs/settings/teamspace/chat-with-ai/skills/edit-a-skill.md): Use Skills to refine the name, trigger, or instructions of an existing skill as your team workflows evolve.
- [Add Subscription](https://help.nextapp.co/docs/settings/teamspace/connect-data/add-subscription.md): Use Connect data to add a subscription for a connected provider.
- [Connect Data Source](https://help.nextapp.co/docs/settings/teamspace/connect-data/connect-data-source.md): Use Connect data to link NEXT with a source system like Gong so your team can bring customer calls into the teamspace.
- [Import Subscription](https://help.nextapp.co/docs/settings/teamspace/connect-data/import-subscription.md): Use Connect data to trigger an import for an existing subscription when you want data to sync into NEXT right away.
- [General Teamspace Settings](https://help.nextapp.co/docs/settings/teamspace/general.md): General Teamspace Settings defines the structure your team works with before data starts flowing into NEXT.
- [Add Account](https://help.nextapp.co/docs/settings/teamspace/general/accounts/add-account.md): Use Accounts to add a new company or customer record to your teamspace in NEXT.
- [Delete Accounts](https://help.nextapp.co/docs/settings/teamspace/general/accounts/delete-accounts.md): Use Accounts to remove account records your team no longer needs.
- [Edit Account](https://help.nextapp.co/docs/settings/teamspace/general/accounts/edit-account.md): Use Accounts to update an existing account when company details change.
- [Import Accounts from File](https://help.nextapp.co/docs/settings/teamspace/general/accounts/import-accounts-from-file.md): Use Accounts to import account records from a CSV file when you want to add many accounts more quickly.
- [Change Currency](https://help.nextapp.co/docs/settings/teamspace/general/project/change-currency.md): Use Teamspace Profile to choose the currency used for teamspace account values in NEXT.
- [Change Teamspace Name](https://help.nextapp.co/docs/settings/teamspace/general/project/change-teamspace-name.md): Use Teamspace Profile to rename the shared workspace your team uses in NEXT.
- [Configure Notifications](https://help.nextapp.co/docs/settings/teamspace/general/project/configure-notifications.md): Use Teamspace Profile to control whether NEXT emails teamspace members about completed records.
- [Delete Teamspace](https://help.nextapp.co/docs/settings/teamspace/general/project/delete-teamspace.md): Use Teamspace Profile to permanently delete a teamspace you no longer need.
- [Export Teamspace Data](https://help.nextapp.co/docs/settings/teamspace/general/project/export-teamspace-data.md): Use Teamspace Profile to export teamspace data from NEXT.
- [Configure Access](https://help.nextapp.co/docs/settings/teamspace/general/security/configure-access.md): Use Security & Privacy to control who can open the teamspace and who can view shared stories.
- [Create an API Token](https://help.nextapp.co/docs/settings/teamspace/general/security/create-api-token.md): Use API tokens when another app or script needs secure programmatic access to data in your NEXT teamspace.
- [Redact PII](https://help.nextapp.co/docs/settings/teamspace/general/security/redact-pii.md): Use Security & Privacy to reduce the amount of personal data stored in your teamspace.
- [Tags](https://help.nextapp.co/docs/settings/teamspace/general/tags.md): Tags help your team organize memories so filtering, reporting, and AI workflows stay focused on the right data.
- [Add Tag](https://help.nextapp.co/docs/settings/teamspace/general/tags/add-tag.md): Use Tags to add a new tag for the records and memories your team tracks in NEXT.
- [Assign Tag Group](https://help.nextapp.co/docs/settings/teamspace/general/tags/assign-tag-group.md): Use Tags to place multiple tags into a group so related tags stay organized together.
- [Delete Tags](https://help.nextapp.co/docs/settings/teamspace/general/tags/delete-tag.md): Use Tags to remove a tag your team no longer needs.
- [Edit Tag Group](https://help.nextapp.co/docs/settings/teamspace/general/tags/edit-tag-group.md): Use Tags to rename a tag group or change its color when your team wants clearer grouping.
- [Rename Tag](https://help.nextapp.co/docs/settings/teamspace/general/tags/rename-tag.md): Use Tags to rename an existing tag when your taxonomy changes or when AI should treat a tag differently.
- [How to Set Up an Effective Tag Taxonomy](https://help.nextapp.co/docs/settings/teamspace/general/tags/taxonomy.md): Tags allow NEXT to automatically structure unstructured feedback from surveys, interviews, chats, and reviews. When designed well, tags enable powerful analysis such as:
- [Use Tag for AI Focus](https://help.nextapp.co/docs/settings/teamspace/general/tags/use-for-ai-focus.md): Use Tags to decide which tags NEXT AI can use when it automatically narrows the chat focus to the most relevant memories.
- [Prepare With AI](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai.md): Prepare With AI is the workflow that turns raw records into structured insight your team can search, tag, and reuse.
- [General Memory Settings](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/memories/general-settings.md): Adjust the general AI guidance so memory extraction reflects your teamspace context and priorities.
- [Generate Memories from Records](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/memories/generate-from-records.md): Choose what memory generation should optimize for when NEXT AI processes records.
- [How to Optimize Memory Extraction](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/memories/railways.md): To get high-quality insights from NEXT AI, you need to carefully define two things:
- [Create Simulation](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/playground/create-simulation.md): Use Playground to define sample inputs that help you test how NEXT AI prepares memories before you rely on the setup in production workflows.
- [Run Simulation](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/playground/run-simulation.md): Use Run Simulation to see how NEXT AI interprets your sample, which tags it applies, and whether the result passes the success criteria you set.
- [Create an AI Tagging Rule](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/tagging-jobs/create-ai-tagging-rule.md): Use Assign Tags to create AI tagging rules when simple keywords are not enough and the tag depends on context or intent.
- [Create a Keyword Tagging Rule](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/tagging-jobs/create-keyword-tagging-rule.md): Use Assign Tags to create keyword-based rules when the memories you want to classify use repeatable terms or phrases.
- [Reassign Tags](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/tagging-jobs/reassign-tags.md): Use Reassign Tags after you update a tagging rule and want existing memories to be processed again with the latest logic.
- [How to Optimize Tagging Jobs](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/tagging-jobs/tagging-jobs-guide.md): Tagging Jobs automatically classify memories using AI. Well-designed jobs can help with more accurate tagging and meaningful analysis.
- [Add Custom Vocabulary](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/transcriptions/add-vocabulary.md): Add custom terms so transcriptions recognize product names, technical words, and uncommon vocabulary more accurately.
- [Configure Translation](https://help.nextapp.co/docs/settings/teamspace/prepare-with-ai/transcriptions/configure-translation.md): Choose whether transcripts stay in their original language or are translated after transcription.
- [Company Settings](https://help.nextapp.co/docs/settings/tenant.md): Company Settings controls the rules and defaults that apply across the organization, not just inside one teamspace.
- [Configure Single Sign-On](https://help.nextapp.co/docs/settings/tenant/access/configure-single-sign-on.md): Use Access to connect your SAML identity provider for company sign-in in NEXT.
- [Control User Signup And Invites](https://help.nextapp.co/docs/settings/tenant/access/control-user-signup-and-invites.md): Use Access to control which email domains can join your company in NEXT and which domains non-admin users can invite.
- [Configure AI Engine](https://help.nextapp.co/docs/settings/tenant/ai/configure-ai-engine.md): Use AI Settings to choose which AI engine your company uses for analysis tasks in NEXT.
- [Configure Transcribe Engine](https://help.nextapp.co/docs/settings/tenant/ai/configure-transcribe-engine.md): Use AI Settings to choose which transcription engine your company uses in NEXT.
- [Create Usage Alert](https://help.nextapp.co/docs/settings/tenant/billing/create-usage-alert.md): Use Billing & Usage to create an alert that warns your team when feature usage reaches a threshold in NEXT.
- [Review Current Usage](https://help.nextapp.co/docs/settings/tenant/billing/review-current-usage.md): Use Billing & Usage to see how much of your current company entitlement has been used in NEXT.
- [Configure Default Teamspace](https://help.nextapp.co/docs/settings/tenant/general/configure-default-teamspace.md): Use Company Profile to choose the teamspace new users join by default in NEXT.
- [Configure Profile](https://help.nextapp.co/docs/settings/tenant/general/configure-profile.md): Use Company Profile to keep your company name and profile image aligned with the brand your users recognize in NEXT.
- [Change a User Role](https://help.nextapp.co/docs/settings/tenant/users/change-a-user-role.md): Use Users to update what level of access a person has in your company account in NEXT.
- [Deactivate a User](https://help.nextapp.co/docs/settings/tenant/users/deactivate-a-user.md): Use Users to turn off access for someone who should no longer be active in your company account in NEXT.
- [Export Users](https://help.nextapp.co/docs/settings/tenant/users/export-users.md): Use Users to export the current user list from your company workspace in NEXT.
- [Sanitize User](https://help.nextapp.co/docs/settings/tenant/users/sanitize-user.md): Use Users to sanitize a user when personal data must be removed from the tenant in NEXT.

### troubleshooting

Resolve common issues and find quick answers to frequent questions.

- [Troubleshooting](https://help.nextapp.co/docs/troubleshooting.md): Resolve common issues and find quick answers to frequent questions.
- [Clear redirect cache of browser](https://help.nextapp.co/docs/troubleshooting/clear-redirect-cache-of-browser.md)
- [Firewall configuration](https://help.nextapp.co/docs/troubleshooting/firewall-configuration.md)
- [It takes a long time to receive magic link emails](https://help.nextapp.co/docs/troubleshooting/it-takes-a-long-time-to-receive-magic-link-emails.md)
- [Providing debug info to NEXT AI Support](https://help.nextapp.co/docs/troubleshooting/providing-debug-info-to-next-ai-support.md)

### use

Use NEXT to explore your research, customer feedback, and AI outputs in the product workflows your team uses every day.

- [Use NEXT](https://help.nextapp.co/docs/use.md): Use NEXT to explore your research, customer feedback, and AI outputs in the product workflows your team uses every day.
- [Chat](https://help.nextapp.co/docs/use/chat.md): Use Chat when you want to explore feedback, records, memories, and connected sources with a guided AI workflow inside NEXT.
- [Start Chat](https://help.nextapp.co/docs/use/chat/create-chat.md): Use the homepage chat box when you want to start a new question quickly and shape the analysis before you send it.
- [Chat Data Sources](https://help.nextapp.co/docs/use/chat/data-sources.md): Data sources define which information a chat message can use. They are stored in one data_sources list instead of separate fields for focus, selected clusters, and external sources.
- [Chat Focus Suggestions](https://help.nextapp.co/docs/use/chat/focus-suggestions.md): A focus suggestion is the chat's recommendation for which data it should work on. That scope affects much more than loading memories. The same focused scope is also used for tasks such as creating clusters, assessing hypotheses, and collecting evidence.
- [Chat Modes](https://help.nextapp.co/docs/use/chat/modes.md): Use chat modes when you want NEXT to shape the output before it starts analyzing your prompt.
- [Use Clusters Mode](https://help.nextapp.co/docs/use/chat/modes/clusters-mode.md): Use Clusters mode in Chat when you want NEXT to group related memories into quantified themes you can compare and explore further.
- [Use Evidence Mode](https://help.nextapp.co/docs/use/chat/modes/evidence-mode.md): Use Evidence mode in Chat when you want to collect concrete memories for a specific topic at scale.
- [Use Hypothesis Mode](https://help.nextapp.co/docs/use/chat/modes/hypothesis-mode.md): Use Hypothesis mode in Chat when you want NEXT to test a specific claim, assumption, or theory against the data in your teamspace.
- [Use Podcast Mode](https://help.nextapp.co/docs/use/chat/modes/podcast-mode.md): Use Podcast mode in Chat when you want NEXT to turn findings into an audio-friendly recap that is easier to review, present, or share.
- [Use Slides Mode](https://help.nextapp.co/docs/use/chat/modes/slides-mode.md): Use Slides mode in Chat when you want NEXT to turn findings into a presentation-ready structure you can review, refine, and share.
- [Use Web Search Mode](https://help.nextapp.co/docs/use/chat/modes/web-search-mode.md): Use Web search mode in Chat when you want NEXT to bring in outside web context alongside the data already available in your teamspace.
- [Quantify Survey Responses](https://help.nextapp.co/docs/use/chat/quantify-surveys.md): Use survey response quantification when you want NEXT to turn large volumes of short, open-ended survey answers into structured themes with counts.
- [Search Chats](https://help.nextapp.co/docs/use/chat/search.md): Use search in Chats to find the conversations, prompts, and answers you want to revisit.
- [How to Select the Right Focus in Chat](https://help.nextapp.co/docs/use/chat/search-vs-filtering.md): To get accurate and useful answers in NEXT AI Chat, you need to ensure that the system retrieves the right memories.
- [Create Chat with Extra Data Sources](https://help.nextapp.co/docs/use/chat/use-data-sources.md): Use homepage sources when you want NEXT to include connected feedback systems or knowledge sources before you send the chat.
- [Create Chat from Prompt Template](https://help.nextapp.co/docs/use/chat/use-prompt-template.md): Use homepage prompt templates when you want to start with a proven question format instead of writing the full prompt yourself.
- [Inspect Quantified Clusters](https://help.nextapp.co/docs/use/chat/use-quantification.md): Use quantified clusters in Chat when you want to inspect generated cluster counts and keep exploring the strongest themes.
- [View Chat Activity](https://help.nextapp.co/docs/use/chat/view-chat-activity.md): Use chat activity when you want to see the detailed steps NEXT is taking while working through a chat response.
- [Dashboards](https://help.nextapp.co/docs/use/dashboards.md): Use dashboards to monitor patterns in your memories, compare trends across business dimensions, and start follow-up analysis without leaving the page.
- [Change Dashboard Focus](https://help.nextapp.co/docs/use/dashboards/change-dashboard-focus.md): Use dashboard focus when you want the dashboard to reflect a narrower slice of your data instead of the entire workspace.
- [Explore Dashboard](https://help.nextapp.co/docs/use/dashboards/explore-dashboard.md): Use the dashboard when you want to review headline trends, change how the data is grouped, and quickly spot follow-up questions worth exploring.
- [Start Chat From Dashboard](https://help.nextapp.co/docs/use/dashboards/start-chat-from-dashboard.md): Use this workflow when you want to start an AI chat directly from a dashboard instead of leaving the dashboard to open Chat first.
- [Evaluate Matching](https://help.nextapp.co/docs/use/evaluate-matching.md): The evaluate-matching maintenance tool checks the quality of memories that are already matched to a tagging rule.
- [Evaluate Matching Coverage](https://help.nextapp.co/docs/use/evaluate-matching-coverage.md): The evaluate-matching-coverage maintenance tool checks coverage gaps for a tagging rule.
- [Can I log in with two accounts in the same workspace at the same time and in the same browser?](https://help.nextapp.co/docs/use/faq/can-i-log-in-with-two-accounts-in-the-same-workspace-at-the-same-time-and-in-the-same-browser.md): No, per workspace and browser window you can only be logged in with one account at the same time.
- [How to get the best search results in the memories library and "focus"](https://help.nextapp.co/docs/use/faq/search-terms.md): Make sure you're getting great search results in the memories library and "Focus" of your AI threads by writing good searches.
- [System requirements](https://help.nextapp.co/docs/use/faq/system-requirements.md): Client-side
- [How NEXT Works](https://help.nextapp.co/docs/use/how-next-works.md): Use this page when you want the clearest overview of how customer feedback moves through NEXT, from connected systems to AI-assisted analysis.
- [Key Concepts In NEXT](https://help.nextapp.co/docs/use/key-concepts.md): Use this page when you want a clear definition of the core concepts that shape how data is organized and analyzed in NEXT.
- [Memories](https://help.nextapp.co/docs/use/memories.md): Use Memories when you want to work with the key insights extracted from your records in NEXT. Memories are the analyzed moments from raw customer evidence such as interviews, customer success calls, support conversations, survey responses, and usability tests.
- [Assign Tags To Memories](https://help.nextapp.co/docs/use/memories/assign-tags.md): Use memory tags when you want to organize several insights at once around themes such as user pain, feedback, product area, or research topic.
- [Bulk Edit Memories](https://help.nextapp.co/docs/use/memories/bulk-edit.md): Use bulk edit when you need to update the same metadata on several memories at once, such as the linked account or source.
- [Search Memories](https://help.nextapp.co/docs/use/memories/search.md): Use search in Memories to find the exact customer moments, quotes, and evidence snippets you want to review, share, or group into clusters.
- [Start Chat From Memories](https://help.nextapp.co/docs/use/memories/start-chat-from-memories.md): Use this workflow when you want AI chat to focus on a specific set of memories instead of the full memories library.
- [Use Table Layout](https://help.nextapp.co/docs/use/memories/table-layout.md): Use table layout when you want to view memories as rows and columns instead of cards, especially when metadata matters as much as the memory text itself.
- [Translate Memory](https://help.nextapp.co/docs/use/memories/translate-memory.md): Use memory translation when you want to quickly understand, copy, or share a memory in another language without leaving the dialog.
- [Records](https://help.nextapp.co/docs/use/records.md): Use Records when you want a central library for raw customer interaction data in NEXT. The records library is where your team uploads, imports, reviews, and manages source material such as interviews, sales calls, support conversations, survey responses, and other customer evidence.
- [Assign Tags To Records](https://help.nextapp.co/docs/use/records/assign-tags.md): Use record tags when you want to organize several records at once around a topic, workflow, customer segment, or research theme.
- [Edit Record Transcript](https://help.nextapp.co/docs/use/records/edit-transcript.md): Use transcript editing when you need to clean up speaker assignments or fix transcript text in a record.
- [Retranscribe Record](https://help.nextapp.co/docs/use/records/retranscribe-record.md): Use retranscription when you need to rerun a record transcript with different language or speaker settings.
- [Sanitize Records](https://help.nextapp.co/docs/use/records/sanitize-records.md): Use record sanitization when you need to remove personal audio or video data from multiple records without deleting the transcript itself.
- [Search Records](https://help.nextapp.co/docs/use/records/search.md): Use search in the Records Library to find the customer calls, interviews, and uploaded notes you need.
- [Start Chat From Records](https://help.nextapp.co/docs/use/records/start-chat-from-records.md): Use this workflow when you want AI chat to focus on a specific set of records instead of the full library.
- [Upload a text transcript with speaker names](https://help.nextapp.co/docs/use/records/text-transcript.md): NEXT lets you upload written transcripts as records, just like audio and video files. This is useful when you already have a transcript of an interview, sales call, support conversation, or other customer interaction and want to analyze it in NEXT.
- [Audio- and Video Transcriptions](https://help.nextapp.co/docs/use/records/transcriptions.md): NEXT lets you bring all your product discovery data into NEXT in its rawest form; audio or video records from customer interactions, text data from surveys or support tickets and more. This "raw data" goes into the "Records Library" in NEXT.
- [Upload Records](https://help.nextapp.co/docs/use/records/upload-records.md): Use record upload when you want to bring new interviews, calls, or other customer conversations into NEXT for transcription and analysis.
- [Share Data Out](https://help.nextapp.co/docs/use/share-data-out.md): Use Share Data Out when you want to move evidence from NEXT into the tools where your team collaborates, plans, or tracks work.
- [Share to GitHub](https://help.nextapp.co/docs/use/share-data-out/share-to-github.md): Use Share to GitHub when you want to turn evidence from NEXT into a GitHub issue without rewriting the context by hand.
- [Share to Jira](https://help.nextapp.co/docs/use/share-data-out/share-to-jira.md)
- [Share to Linear](https://help.nextapp.co/docs/use/share-data-out/share-to-linear.md): Use Share to Linear when you want to turn a chat or memory in NEXT into a Linear issue with the original context attached.
- [Share to Miro](https://help.nextapp.co/docs/use/share-data-out/share-to-miro.md): Use Share to Miro when you want to move feedback from NEXT onto a Miro board for visual synthesis, workshops, or planning sessions.
- [Share to Productboard](https://help.nextapp.co/docs/use/share-data-out/share-to-productboard.md): Use Share to Productboard when you want evidence from NEXT to become a Productboard note that product teams can review and prioritize.
- [Share to Slack](https://help.nextapp.co/docs/use/share-data-out/share-to-slack.md): Use Share to Slack when you want customer evidence from NEXT to appear in the Slack conversations where your team already collaborates.
- [Share to Teams](https://help.nextapp.co/docs/use/share-data-out/share-to-teams.md): Use Share to Teams when you want NEXT to post customer evidence into Microsoft Teams as part of a workflow.
- [Teamspace](https://help.nextapp.co/docs/use/teamspace.md): Use a Teamspace as the shared workspace where your team collects feedback, explores evidence, and works together on the same customer knowledge.
- [Create New Teamspace](https://help.nextapp.co/docs/use/teamspace/create-new-teamspace.md): Create a new teamspace when you need a fresh, empty place for a new stream of customer evidence.
- [Manage Members](https://help.nextapp.co/docs/use/teamspace/manage-members.md): Use teamspace member management when you need to control who can access a teamspace and what they can do inside it.
- [Switch Teamspace](https://help.nextapp.co/docs/use/teamspace/switch-teamspace.md): Use the teamspace switcher when you need to move between different teamspaces in NEXT.
- [Workflows](https://help.nextapp.co/docs/use/workflows.md): Workflows help your team turn repeatable tasks into automated processes that run from events, schedules, or manual triggers.
- [Create Workflow](https://help.nextapp.co/docs/use/workflows/create-workflow.md): Use Workflows to create a new workflow for repeatable teamspace tasks.
- [Set Up Workflow](https://help.nextapp.co/docs/use/workflows/set-up-workflow.md): Use Workflows to define the trigger and follow-up actions that make a workflow useful.
- [AI Agent](https://help.nextapp.co/docs/use/workflows/steps/aiQuery.create.md): The AI Agent step creates a chat from a prompt and optional AI search context.
- [Chat created](https://help.nextapp.co/docs/use/workflows/steps/aiQuery.processed.md): The Chat created trigger starts an workflow when a chat is created from a
- [Comment Confluence page](https://help.nextapp.co/docs/use/workflows/steps/confluence.page.comment.md): The Comment Confluence page step adds inline comments to selected text on a
- [Read Confluence page](https://help.nextapp.co/docs/use/workflows/steps/confluence.page.read.md): The Read Confluence page step loads a Confluence Cloud page and converts it to
- [Scheduled task](https://help.nextapp.co/docs/use/workflows/steps/cron.job.md): The Scheduled task trigger starts an workflow on a recurring schedule. Use it
- [Send email](https://help.nextapp.co/docs/use/workflows/steps/email.md): The Send email step sends an email to one or more recipients. Use it for
- [Comment on GitHub issue](https://help.nextapp.co/docs/use/workflows/steps/githubIssue.comment.md): The Comment on GitHub issue step posts a comment to a GitHub issue. Use it to
- [GitHub issue created](https://help.nextapp.co/docs/use/workflows/steps/githubIssue.created.md): The GitHub issue created trigger starts an workflow when a new issue is
- [React to GitHub issue](https://help.nextapp.co/docs/use/workflows/steps/githubIssue.reaction.md): The React to GitHub issue step adds or removes a reaction on a GitHub issue. Use
- [Read Google file](https://help.nextapp.co/docs/use/workflows/steps/google.file.read.md): The Read Google file step loads a Google Docs file and exports its contents to
- [Publish web page](https://help.nextapp.co/docs/use/workflows/steps/html.publish.md): The Publish web page step stores a complete HTML document as a public page and
- [Create Hubspot task](https://help.nextapp.co/docs/use/workflows/steps/hubspot.md): The Create Hubspot task step creates a task in Hubspot. Use it to hand off
- [If](https://help.nextapp.co/docs/use/workflows/steps/if.md): The If step checks whether a value is truthy and stops the workflow path when
- [Jira issue created/updated](https://help.nextapp.co/docs/use/workflows/steps/jiraIssue.changed.md): The Jira issue created/updated trigger starts an workflow when a Jira issue is
- [Comment to Jira issue](https://help.nextapp.co/docs/use/workflows/steps/jiraIssue.comment.md): The Comment to Jira issue step posts a comment to a Jira issue. Use it to add
- [Comment to Linear issue](https://help.nextapp.co/docs/use/workflows/steps/linearIssue.comment.md): The Comment to Linear issue step posts a comment to a Linear issue. Use it to
- [Linear issue created](https://help.nextapp.co/docs/use/workflows/steps/linearIssue.created.md): The Linear issue created trigger starts an workflow when a new issue is
- [React to Linear issue](https://help.nextapp.co/docs/use/workflows/steps/linearIssue.reaction.md): The React to Linear issue step adds or removes a reaction on a Linear issue. Use
- [Ask AI model](https://help.nextapp.co/docs/use/workflows/steps/llm.call.md): The Ask AI model step sends a prompt directly to a model without creating a full
- [Select markdown section](https://help.nextapp.co/docs/use/workflows/steps/markdown.select.md): The Select markdown section step extracts one heading section from a larger
- [Create memory](https://help.nextapp.co/docs/use/workflows/steps/memory.create.md): The Create memory step saves text as a memory in the teamspace. Use it to
- [Create breakdown table](https://help.nextapp.co/docs/use/workflows/steps/memory.pivot.md): The Create breakdown table step summarizes memories into a markdown table
- [Read memories](https://help.nextapp.co/docs/use/workflows/steps/memory.search.md): The Read memories step searches saved memories and returns matching content
- [Create Salesforce CRM task](https://help.nextapp.co/docs/use/workflows/steps/salesforce_crm.md): The Create Salesforce CRM task step creates a task in Salesforce. Use it to
- [Post to Slack](https://help.nextapp.co/docs/use/workflows/steps/slack.md): The Post to Slack step sends a message to one or more Slack channels. Use it for
- [Post to Teams](https://help.nextapp.co/docs/use/workflows/steps/teams.md): The Post to Teams step sends a message to one or more Microsoft Teams channels.
- [Compose text](https://help.nextapp.co/docs/use/workflows/steps/template.compose.md): The Compose text step renders fixed text and variables into one deterministic
- [Post to Webhook](https://help.nextapp.co/docs/use/workflows/steps/webhook.md): The Post to Webhook step sends a JSON payload to an external URL. Use it to
- [Use Variables in Workflows](https://help.nextapp.co/docs/use/workflows/use-variables-in-workflows.md): Use variables to insert values from the workflow trigger, earlier step
- [View Executions From Editor](https://help.nextapp.co/docs/use/workflows/view-executions-from-editor.md): Use the Executions view inside a workflow when you want to inspect recent executions without leaving the editor.
- [View Workflow Executions](https://help.nextapp.co/docs/use/workflows/view-workflow-executions.md): Open Workflows from the left-hand menu and use the Executions tab to review recent workflow activity.