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Messaging Dispositions

Messaging Dispositions are very useful for Nectar Desk clients who are actively using our 2-way Business Text Messaging / Messaging Feature. This function allows agents to tick the results of their conversations with clients. How to configure Messaging Dispositions? Go … Continued

Messaging Campaigns

Nectar Desk offers an automated text-messaging solution, which assists you to manage two-way business interactions with your customers. With the aid of our Messaging Campaigns, you can text hundreds of clients worldwide within a few minutes. How to initiate the … Continued

Automated Call Campaigns

Automated Call Campaigns have long been a popular lead generation tactic, primarily because they create their own content that in turn can be used for inbound marketing, lead generation and can help you handle more calls without the live agents … Continued

SMS Short Code

If you used to communicate with your clients with the help of text messages and usually send a lot of SMS from regular numbers, in most cases, they may be getting flagged as spam by carriers. Thus, if you’ll be … Continued

Placeholders

Simplify the way you send the SMS and emails with the help of placeholders ??Placeholders substitute for every custom field you have in your account and save your time when you communicate with your clients using Nectar Desk.Let us demonstrate … Continued

Voice Broadcast

Nectar Desk Voice Broadcasting software extremely saves your time making calls instead of the live agents. It works the next way: our system automatically calls a list of contacts and plays your message when the person answers the phone. Tell … Continued

Predictive Dialer

How to set up the Predictive Dialer In Automated Campaigns settings, you need to enable Agent Call Ratio and select Ring Group to determine agents: Once the action is enabled, Nectar Desk Predictive Dialer will automatically dial your contacts from the list only … Continued

Share your Nectar Desk Contact

Share the information about your contacts in a few clicks with Nectar Desk Share Contact button.In CRM > View all Lists near every contact there is a button that allows you to pass the information about the contact via the … Continued

Forms

Forms Communicating with clients often requires collecting their personal data for further cooperation. For this purpose, we created the advanced forms inside of Nectar Desk so call answering services could gather and process the information quickly and efficiently. Let’s consider … Continued

The Email Campaign

We hope you know well how to use our Tickets which substitute for the email inbox. We didn’t stop here and would like to present to you our Email Campaign so you could reach out to hundreds of clients via … Continued

Multiple Agents Calling Campaign: how to set up

Multiple Agents Calling Campaigns can be created by the Administrator of Nectar Desk Account.They are used to initiate calls based on a contact list so that you shouldn’t copy and paste to the Dial Pad clients’ phone numbers to call … Continued

Local Presence

Local Presence dialing is the Nectar Desk option which automatically chooses the Outbound ID from the numbers you have in your account so that it could match the area code of your clients’ home town or state.The feature is highly … Continued

SMS Notes

Simplify your workflow – add internal notes to the required SMS conversation so your colleagues could see your comments. How you may leave a note If you used to communicate with your clients with the help of text messages, SMS … Continued

Bring Your Own Carrier/Number (BYOC)

The use case when you may need BYOC If you want to utilize the features of Nectar Desk without losing your carrier, BYOC is the option you’ll definitely like. With BYOC (or Bring Your Own Number) you get to keep … Continued

Call History: secure storage of all your calls

Call History: secure storage of all your calls If you would like to have access to your calls and find all the information about agents involved, date, duration, and many others in one place, then hurry up: Call … Continued

Permissions

Add Custom Field – thanks to this option, except for the basic fields in Contact List, such as first and last name, phone number, and email address, the agent can create some additional fields prior to uploading the list to … Continued

Automation to Create a Call Back Request

Once there is a new contact added to one of your CRM lists, the system can call back this client automatically, previously creating a Call Back Request.All you need is to merge the trigger (Contact Added) with the required action (Create … Continued

Activities

Need to call back the client in a few days, send him a text message or email later on, but are afraid you’ll forget to do this in time? It’s no longer a problem as we have a new feature called Activities. … Continued

Dispatching calls to Pipedrive contact owners

Thanks to Nectar Desk & Pipedrive integration, all your calls and text messages are logged under the required deal and contact in Pipedrive as an activity or a note. It’s a highly efficient and convenient way to keep all the … Continued

Manage your personal CRM inside of Nectar Desk

In this article, you will get to know how to increase the productivity of your company with the help of our CRM. Customer relationship management (CRM) allows you to manage customer relationships through marketing. Nectar Desk CRM is designed to reduce … Continued

Setting up Zoho in Nectar Desk

Watch the video to know the way Nectar Desk integrates with Zoho: If you are using Zoho CRM, we have good news for you – now all your calls and SMS will be logged into Zoho in a few seconds. … Continued

Auto Call Answer

With the Nectar Desk Auto Call Answer option the agents may automatically answer the calls once they enter the system. This is a very useful way of call answering in case it is not possible to be distracted to accept the … Continued

Nectar Desk Reports

Nowadays, the majority of companies worldwide appreciate their time and use to take everything under control. They monitor the workflow of the whole company and their staff, create reports, optimize the analytics and pay attention to customer experience as the … Continued

Setting up Salesflare with Nectar Desk

Nectar Desk takes into consideration the preferences and needs of all our clients. From now, among the other CRM solutions we cope with, we integrate with Salesflare? Your benefits from this integration active ✔️ You can make calls to your … Continued

Setting up amoCRM in Nectar Desk

Nectar Desk cares about its customers who are using amoCRM and is glad to present to you our common integration! Integration of amoCRM and Nectar Desk will give users an opportunity to automatically log every call and SMS into the CRM as a note … Continued

Do Not Contact list

Sometimes it happens so that you don’t need to contact the particular client in terms of Calling Campaigns as you’ve already had a conversation with him. Or you’re going to initiate an Email Campaign based on the previously uploaded list, … Continued

Callback request for the Live Chat

Nectar Desk Live chat became more advanced! Now your website visitors can request a callback directly from the Livechat window. All they need to do is to fill in the form, where they should enter a name and a phone … Continued

Ability to send an email via the Live Chat

Now all your website visitors can leave you a message via the Live Chat. To make it possible, you just need to enable Ticket Form under the Livechat Settings: Then create the Welcome message for your customers and select the … Continued

Canned Responses for the Live Chat

Canned Responses for the Live chat is the Nectar Desk feature, that will simplify the way you handle your chats with clients. Canned responses are predetermined responses to common questions. In text-based technical support systems, the agent may insert a … Continued

Chat Rating

Measure visitor satisfaction with the Nectar Desk live chat rating. From now you can get a better sense of website visitor satisfaction by allowing them to provide their feedback about their chat experience. Visitors can rate a chat as either … Continued

Agent’s Profile

What does Agent’s Profile mean? An agent’s profile is a collection of settings and information associated with a Nectar Desk user. The user profile helps in associating characteristics with a user and helps in ascertaining the interactive behavior of the user along … Continued

Webhooks

Nowadays, webhooks are rapidly growing in popularity. Interest in webhooks has increased over the past five years, so today we’ll get acquainted with them and figure out how to set them up at Nectar Desk. What is a webhook? Webhooks … Continued

SMS Auto Replies

Set up your SMS Auto Replies for the incoming messages to your Nectar Desk account. Once customers send you messages, they will receive the answer immediately and feel that they are cared for even if you’re outside of the office. This … Continued

Live chat dispositions

We at Nectar Desk now have live chat dispositions that work with the same logic as call dispositions and SMS disposition codes. To set up this feature, you need to go to Messaging Settings and activate it. The ability to … Continued

Tasks

Let us present you the new way of tracking the agents’ activity in Nectar Desk – the Tasks feature. Tasks give the administrators of the account the possibility to create different task categories with the ability to edit or delete … Continued

How to send Nectar Chat user’s events to Google Analytics

Google Analytics is one of the most popular digital analytics software. It allows you to analyze in-depth detail about the visitors on your website and provides valuable insights that can help you to shape the success strategy of your business. In this … Continued

Ability to add attachments via the Live Chat

Good news! Now it’s possible to add the attachments via the Nectar Desk Live chat. Both ND agents and website visitors can add different attachments (doc., CSV. files, images, audio, etc.) while using our Live chat. Also, there is an … Continued

Audit Form feature

The Nectar Desk audit form feature is created to assess properly call agents’ skills and progress. How can you implement the feature for your business? Thanks to the audit forms feature, you’ll have easy access to all forms created by … Continued

Powerpack for Messaging Campaign

If you’re running the Messaging Campaign, you might face with the spam detection issue when the recipients’ carriers block the incoming texts. In our last article, we’ve prepared useful tips on how to avoid it. Today we’re going to … Continued

Call Types

Call Types define different types of calls measured in call center statistics. There are many call types in Nectar Desk. Let’s review them all so you could be well versed in them. Inbound Calls – these are direct calls to … Continued

Things you need to know about the SMS Campaign

If you’ve already got acquainted with Nectar Desk SMS Campaigns functionality and want to become a more advanced user, this article is for you.Let’s review the most common questions about the SMS Campaign. How many messages does the campaign send … Continued

Integrating Nectar Desk & Salesforce

Thanks to Nectar Desk & Salesforce integration, it becomes possible to make calls directly from your Salesforce account and have them being logged in CRM right after the call. To make the integration active, you need to have both Nectar … Continued

ActiveCampaign Tags

We’ve already spotted some light on the way Nectar Desk integrates with ActiveCampaign CRM.Today we suggest you see how to trigger the automations in ActiveCampaign based on the outcome of the phone call. Imagine one of your sales guys was … Continued

Sender signature in Email Campaign

Running an Email Campaign is easier than ever before!You can send campaigns from any email address with your sender signature directly from your Nectar Desk account: we’ll just send you the verification link to make sure the email address belongs … Continued

Email Templates

Good news – we have the advanced email templates in Nectar Desk!Make your emails more attractive and prof-oriented within a few minutes. Setup Go to Email Campaign – Email Templates: 2. Press 3. Now you have access to the free … Continued

Live Chat

Nectar Desk Live chat feature is the reliable help desk for your website. If you have an account with Nectar, you can embed this function to your website and chat with its visitors 24/7 – there is no need to … Continued

Dial Pad: Things You Probably didn’t Know

In this article, we will discuss the seemingly pretty clear but meantime so necessary benefits of using the Nectar Desk Dial Pad. Let’s go! What is a Dial Pad? Dial Pad is the small window in your Nectar account for … Continued

Ticketing System

Let’s get acquainted with Nectar Desk Tickets Interface As soon as you’ve created the email inbox inside of your Nectar Desk account, the Ticket functionality is fully accessible. Our tickets are very user-friendly and easy to use. Once you’ve received … Continued

Whisper in and Barge in options

Call whisper in and call barge in options allow the company’s supervisors to teach the new stuff and give them hints during their calls with clients. 1. Whisper in option Call whispering is a phone system feature that gives managers … Continued

Introducing Ticket Dispositions

Use ticket dispositions the same way as we use them for SMS and Live chat. At Nectar Desk we use the disposition codes as the outcome of the conversation. To enable this option, please go to Tickets – Ticket Settings … Continued

Service Titan Integration

Service Titan Integration Service Titan is a software and CRM for the trades that help grow your contracting business. We’ve received many requests from our customers to build integration with this solution and as thought, we always listen to our … Continued

WhatsApp Integration

WhatsApp Integration Thanks to Nectar Desk integration with WhatsApp Business, medium and large businesses can provide customer support and deliver important notifications to customers. Integrate your business WhatsApp account with Nectar Desk and handle your WhatsApp conversations directly from the … Continued

How to integrate Nectar Desk with ZOHO CRM: Step-by-step instruction

Here is a step-by-step instruction on how to integrate Nectar Desk with ZOHO CRM: STEP 1. Get Client ID and Client Secret Go to Zoho Developer Console. Use this link https://api-console.zoho.com/ to get your Zoho OAuth credentials. Choose a client … Continued

WhatsApp Instructions

WhatsApp Instructions We can’t wait to tell you more about Nectar Desk Whatsapp Integration. So how can the integration be set up? Request for access to WhatsApp Please send an email to [email protected] and our Customer Success department will help … Continued

Call recording and sharing with the team

Nectar Desk provides you the ability to record all call types. With the Call Recording feature, you can always have access to the required call in order to get some details from the conversation – we store Recordings as long … Continued

Warm Transfer

Click on warm transfer button. Select where you want to transfer the call from the drop down menu. You can transfer a call to an extension, an agent or to an external number. After making your selection, click on “Transfer Now” button. … Continued

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 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

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

Messaging History

You can get a quick overview of all received messages by viewing the Messaging History screen. The Messaging History tab is located in the left side menu. On the screen, you will see a truncated version of messages received. It is … Continued

Obtaining your API Key From Active Campaign

From the drop-down menu in the top right of the screen (1), select the menu item My Settings (2). Next, on the left of the screen click on Developer (3) which will display the developer settings screen. Here you will … Continued

Jabra Headsets Integration

Jabra Headsets Integration The clearance of the sound is the top priority for every Call Center. We at Nectar Desk care a lot about our customers’ comfort, hence, we’ve made your Nectar Desk usage more comfortable thanks to the integration … Continued

Two-factor authentication

Two-factor authentication Nectar Desk is going to be more secure as we care about our customers. Today we’re adding two-factor authentication (2FA) to Nectar Desk. 2FA is a security system that requires two distinct ways of identification to access the … Continued

Nectar Desk SMS Mobile App

Reach your customers in the most direct way, with Nectar Desk SMS Mobile App. It provides 2-way SMS messaging. The pricing for messages is the same as for your current pricing plan. The app is free with no advertising. Let’s … Continued

Call and SMS Logs with ActiveCampaign

Now it becomes much easier to log calls and SMS to ActiveCampaign. Thanks to the Nectar Desk integration with ActiveCampaign, log your calls and SMS details into the CRM and keep all agents’ activity under control. Just quickly integrate it … Continued

Sending WhatsApp messages through Nectar Desk integration with ActiveCampaign

Sending WhatsApp messages through Nectar Desk integration with ActiveCampaign You can send WhatsApp messages to your customers directly from ActiveCampaign via Nectar Desk. Let’s have a look at how to make it possible. How it works Once you integrate your … Continued

Facebook Integration

Integrate your Facebook Business account with Nectar Desk and handle your conversations directly from the Nectar account without opening the Facebook tab with the possibility to have calls, SMS, email, and other functionality. There is no need to communicate with … Continued

Messaging (new)

Easily manage all your messaging channels with Nectar Desk. Handle your WhatsApp and Facebook conversations directly from the Nectar account and send text messages and MMS to your customers from a single interface. With Nectar Desk, all is at hand. Active Messages In the left-side … Continued

Integration Hub

An admin of the Nectar Desk account can see the Integration Hub tab. It allows install and manage popular integrations easily. With this feature, you can quickly connect your Nectar Desk account with CRM systems, email platforms, and more. Everything … Continued

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

WhatsApp Media Messages

WhatsApp Media Messages WhatsApp divides outgoing messages into two categories: template messages and session messages. Template messages are the initial messages you send to users and must follow a pre-approved template cleared by WhatsApp. Once a user starts a “session” … Continued

WhatsApp Template

Nectar Desk offers WhatsApp integration for business accounts. Now it’s possible to handle WhatsApp conversations directly from your account. In this case, you can use canned responses (to find them go to the left-side menu > SMS > SMS Settings). … Continued

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

WhatsApp Campaign

Have you heard about our WhatsApp Campaign? It’s time to level up your business with the help of it. Nectar Desk offers you the possibility to stay connected with your customers even via WhatsApp. The set-up of the campaign is … Continued

Setting up ActiveCampaign in Nectar Desk

To learn how to integrate ActiveCampaign with Nectar Desk, watch the video or follow the instructions below: Thanks to this integration, log your calls and SMS details into the CRM and keep all agents’ activity under control. Before starting the process … Continued

Active Campaign: Create Contact

To learn how to create contacts in Active Campaign directly from the Nectar Desk dial pad, watch this video or follow the instructions below: Enabling the “Add Contacts button which creates contacts into Active Campaign from Nectar Desk Dial Pad” … Continued

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 … Continued

Messaging Canned Responses

We have a great function for our Messaging Feature – Messaging Canned Responses. You can create quick replies to common questions that you can save in your Nectar Desk account and refer to whenever needed. It significantly simplifies your work … Continued

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

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

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

Configuring Nectar Desk to work with Polycom devices

! Please be advised that Nectar Desk‘s functionality outside of Chrome browser is limited. Functions like cold and warm transfers, dispositions and others will not be available. Step 1. Please locate your SIP credentials under Settings – Agents – … Continued

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

Sending SMS and Email right after the call

Good news! Using our software you will be able to send SMS or Email depending on the outcome of the call Right after choosing disposition you can send a message to the customer without wasting time to manual typing To … Continued

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

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

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 solutions for Call Recording. … Continued

The Key to Call Quality Is Internet Speed

Call quality issues with VoIP generally come down to the Internet speed. Bandwidth describes the maximum data transfer rate of a network or Internet connection. It measures how much data can be sent over a specific connection in a given … Continued

Nectar Desk Click-to-Call Extension

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

Active Campaign: Add Note

To learn how to add notes to contacts in Active Campaign directly from the Nectar Desk dial pad, watch this video or follow the instructions below: Enabling the “Add Notes button which creates notes into Active Campaign from Nectar Desk … Continued

Active Campaign: Create Deal

To learn how to create deals in Active Campaign directly from the Nectar Desk dial pad, watch this video: Enabling “Add Deals button which creates deals into Active Campaign from Nectar Desk Dial Pad” in the settings for Active … Continued

Active Campaign: Log Every Call

To learn how to log calls in Active Campaign using the Nectar Desk integration, watch this video: Enabling “Automatically log every call associated with Active Campaign” in the settings for Active Campaign will automatically log every call (that has … Continued

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

How to add a new agent

In order to add a new agent to your Nectar Desk account, please follow the example in the video below:

How to create a ring group

To create a ring group in Nectar Desk, please follow the example in the video below:

How to upload a recording

This video will show you how to upload a recording in Nectar Desk. You can use your recordings for voicemails, greetings, and much more. New Section for Recordings Nectar Desk has created a new section in Settings for Recording. It … Continued

How to set up an IVR

This video will show you how to set up an integrated voice response protocol in Nectar Desk.

Configuring Zoiper with Nectar Desk

How to set up Zoiper for IOS : 1) Having Zoiper app opened go Settings > 2) Choose Accounts > Add new ( cross at the top right corner ) > (it will ask about availability of the … Continued

Calling campaign: Email templates

Email templates in Calling campaign are 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 … Continued

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