Setting up Pipedrive in Nectar Desk

Setting up Pipedrive in Nectar Desk

  Integrating Pipedrive and Nectar Desk will add features for users and supervisors to log every call associated with Pipedrive and add a “Log Last Call” button in Nectar Desk which logs your calls into Pipedrive. With the log call feature of this integration active, when you … Continued
Calling campaign: Email templates

Calling campaign: Email templates

Email templates feature is useful in case you need to send an email during campaign but don’t want to type message manually for every contact. To create an email template hit Calling Campaigns > Email Templates Enter template name, email … Continued
Voicemail Drop

Voicemail Drop

Voicemail Drop feature allows you to leave pre-recorded message every time you hit voicemail box   General Overview of the feature   How to set it up: Navigate to Settings –>> Recordings and Upload voicemails for each of your agents. … Continued
Why my calls in Australia appearing as “Anonymous”?

Why my calls in Australia appearing as “Anonymous”?

Australian Toll Free Numbers (1800) or Shared Cost lines (1300) are considered as invalid CLIDs (Callers IDs) in Australia , as a consequence CLID is transformed to ‘anonymous’ on used path.   Unfortunately this is something we can not change or impact. … Continued
Sending links over SMS

Sending links over SMS

The entire text you send out doesn’t go through?   Carriers don’t allow to send links. That’s why we created shorten URL option.   If you have Nectar Desk Click to Call Extension installed, all numbers in your Active Campaign account … Continued
Denied Media Access

Denied Media Access

Denied Media Access Receiving error while attempting to make a call? It constantly shows you Call Failed: Denied Media Access?     That means that you didn’t allow to use microphone at the page   There are two possible ways … Continued
Softphone for Nectar PBX

Softphone for Nectar PBX

This is an article for Nectar PBX users who would like to have it on IOS or Android device   Download the App from the Google Play Store or Apple App Store. Search “GrandStream Wave”   Launch App on your … Continued
SMS Templates

SMS Templates

We have added a new cool function for our SMS Feature – SMS Templates. To create an SMS Template please follow these steps : Go to SMS in the left side menu Click on SMS Settings Enter a text Save … Continued
Screen pop

Screen pop

Incoming Call  Pop Up is used to enhance the customer experience and agent efficiency as it  can provide  agents with the key information about the contacts, their status with the organization,history of their interactions and call scripts, which will make … Continued
Nectar Desk and HIPAA COMPLIANCE

Nectar Desk and HIPAA COMPLIANCE

Important: Nectar Desk is not a covered entity and doesn’t consider itself as a business associate Nectar Desk Software does help our HIPAA-compliant customers to be aligned with PHI (Protected Health Information) requirements by providing customized solution for Call Recording. … Continued
Nectar Desk Click-to-Call Extension

Nectar Desk Click-to-Call Extension

You can click to call or SMS  directly from any website with the help of our Google Chrome Extension. It is called Nectar Desk for North America. To install it you should: Login to your Nectar Desk account Expand “Tools” … Continued
Receiving calls

Receiving calls

When receiving phone calls, in addition to hearing the phone ring you will see a summary of the customer profile and the options to accept or reject the call. To activate Incoming Call Pop Up you should follow these steps: … Continued
Zoiper 5 for Nectar PBX

Zoiper 5 for Nectar PBX

Please download and install the software from the link provided. https://www.zoiper.com/en/voip-softphone/download/current   Please use appropriate version for your computer – Select proper version version. ( 32bit or 64bit ).    Once the application is installed , launch the application. 1.You will receive … Continued
Browser Extension Incompatibilities

Browser Extension Incompatibilities

Nectar Desk should be used with Chrome Browser. Specific browser extensions can block some of our software’s  functionalities, including the audio, and cause the interface to behave unexpectedly. Here is a list of extensions you should avoid when using our … Continued
Giving Agents SMS Capabilities

Giving Agents SMS Capabilities

In order for agents to send and receive SMS messages, access needs to be granted to their account. You can grant access using the following steps: Log in as an administrative user Click on Settings in the left side menu … Continued
To Send an SMS Message

To Send an SMS Message

To send a new SMS message to a client or customer you must first be logged in as an agent that has access to send SMS messages. If you have access to send messages you will see an SMS menu … Continued
Receiving SMS Messages

Receiving SMS Messages

When messages arrive outside of the SMS chat session they are placed in the SMS Inbox. The currently signed in Agents that have access to SMS will receive a notification  in the top left corner of the screen. Clicking on … Continued
SMS History

SMS History

You can get a quick overview of all the SMS messages received by viewing the SMS History screen. In the screen you will see a truncated version of messages received. You can see the full message by putting the customer’s … Continued
Nectar Desk API

Nectar Desk API

Our system offers its own RESTful API that allows for integration with external platforms. The REST APIs provides access to resources (data entities) via URL paths. To use a REST API, your application will make an HTTP request and parse … Continued
Adding Additional Phone Numbers

Adding Additional Phone Numbers

Administrators are able to purchase additional phone numbers for their business.  If you’re targeting a certain geographical area you can purchase a local number for that region or if you have a limited time campaign you can purchase a custom number … Continued
What is “Voice over IP”?

What is “Voice over IP”?

When you speak, the microphone picks up your voice, and your computer then converts this analogue information into a digital stream.This stream is chopped up into packets of data. It’s these packets that then head out to travel on the … Continued
Authentication

Authentication

The REST API is authenticated using an API key, you can find your unique secure api key under the “API Page” in the Settings menu in your Our system Account. Authentication: <> Example: “X-API-KEY” : “skge2EREa9a345@ee!a85”
Zendesk Integration

Zendesk Integration

Nectar Desk offers a direct integration with Zendesk for data transfer and ticket creation. By hovering over the Zendesk icon under the integrations page, a modify icon will pop out that will direct to the setup page. To setup the … Continued
Zapier Integration

Zapier Integration

Zapier is a platform that allows for integration with hundreds of app at once including, Salesforce, Shopify, Active Campaign and much much more. Zapier acts as a middleman, allowing for integration with multiple platforms without the need for a direct … Continued
Making a Call

Making a Call

Browser ( Chrome Browser ) Chrome usually updates in the background, but can cause a lot of unexpected issues in our system if it fails to do so. Please always make sure that you have it updated to the latest version. You can … Continued
Receiving calls

Receiving calls

When receiving phone call, in addition to hearing the phone ring you will see a summary of the customer profile and the options to accept or reject the call. A notification will also pop out informing the user that there … Continued
Voicemails

Voicemails

The ‘Voicemails’ section  is where you can see and access the list of all recent voicemails that your company or team has received, in chronological order. Or Sorted by date Range.     The admin can see all the Voicemails … Continued