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Knowledge Base

Nectar Desk Knowledge Base

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Calls

  • Voicemail Drop
  • How to configure Notifications
  • Dispatching calls to Pipedrive contact owners
  • Automated Call Campaigns
  • Voice Broadcast
  • Whisper in and Barge in options
  • Predictive Dialer
View all 16 articles

SMS

  • Giving Agents SMS Capabilities
  • To Send an SMS Message
  • Messaging History
  • Things you need to know about the SMS Campaign
  • Messaging (new)
  • Receiving SMS Messages
  • Messaging Canned Responses
View all 22 articles

Emails

  • Sending SMS and Email right after the call
  • The Email Campaign
  • Messaging (new)
  • Do Not Contact list
  • Sender signature in Email Campaign
  • Email Templates for Your Campaigns
  • Introducing Ticket Dispositions
View all 10 articles

Live Chat

  • Live Chat Feature
  • Ability to add attachments via the Live Chat
  • Callback request for the Live Chat
  • Ability to send an email via the Live Chat
  • Send User’s Events to Google Analytics
  • Messaging (new)
  • Canned Responses for the Live Chat
View all 11 articles

Features

  • Forms
  • Warm Transfer Feature
  • Multiple Agents Calling Campaign: how to set up
  • Calling campaign: Email templates
  • Voicemail Drop
  • Automation to Create a Call Back Request
  • Call History: secure storage of all your calls
View all 42 articles

Integrations

  • Obtaining your API Key From Active Campaign
  • Setting up ActiveCampaign in Nectar Desk
  • Active Campaign: Create Contact
  • Active Campaign: Add Note
  • Active Campaign: Create Deal
  • Active Campaign: Log Every Call
  • How to set up Zingtree Integration
View all 34 articles

Miscellaneous

  • Screen pop
  • Calls in Australia appear as “Anonymous”
  • Things you need to know about the SMS Campaign
  • Send User’s Events to Google Analytics
  • Messaging (new)
  • How to configure Notifications
  • Configuring Zoiper with Nectar Desk
View all 41 articles

Troubleshooting Nectar Desk

  • Browser Extension Incompatibilities
  • The Key to Call Quality Is Internet Speed
  • Calls in Australia appear as “Anonymous”
  • Denied Media Access
  • Send User’s Events to Google Analytics
View all 5 articles

Setup

  • Agent Environment
  • Setting Up Your Browser
  • Advanced Setup
  • Nectar PBX
  • Receiving calls
  • How to add a new agent
  • How to create a ring group
  • How to upload a recording
  • Send User’s Events to Google Analytics
  • How to set up an IVR
  • Multiple Agents Calling Campaign: how to set up
View all 21 articles

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