Home | Nectar Desk Knowledgebase

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

Bring Your Own Carrier/Number (BYOC)

Do you want to use your current phone number with Nectar Desk? It’s totally possible at Nectar Desk with the BYOC option. The use case when you may need BYOC If you want to utilize the features of Nectar Desk … 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

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

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

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

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

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

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

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

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

How to set up Zingtree Integration

In this article we will provide step-by-step guide on How to set up Zingtree Scripts and Decision trees to pop up within Nectar Desk’s screen Pop. If you are interested to learn more about this integration please refer to video … 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

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

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

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

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

Agent Level

There are 3 User Categories in Nectar Desk : Admin, Normal and Supervisor. Admin and Supervisor can do everything within the system. Here is how Nectar Desk Account looks with Admin or Supervisor : Admin and Supervisor have access to … Continued

API Format & Base URL

The default response format is JSON, but nonetheless, the API also supports HTML, XML AND CSV. Your methods will be the standard HTTP methods like GET, POST and DELETE. Because the REST API is based on open standards, you can … Continued

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”

Agent Status: Setting Your Availability

Agent Status is a helpful way to show your entire team whether or not you are free to take a call. Nectar Desk offers seven default status settings which are Available, On a Call, Working on Other Tasks, Break, Ringing, … Continued

Direct Integrations

The administrator will have the ability to add the built integrations offered through Nectar Desk. We currently offer direct integration with Zendesk, Shopify, Pipedrive, Salesflare, Vonigo, Salesforce, Buyer Zone, ZingTree, Zoho and Active Campaign. Nectar Desk also has integration with Zapier. … Continued

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 … Continued

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

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. Typically, the admin can see all the Voicemails … Continued

Voicemail Recordings

All voicemails are stored securely in MP3 format on the Microsoft Azure cloud. Under the Actions button: there are Call contact, Send SMS and Send Email buttons directly, so if you’d like to take an action right after checking the … Continued

Call History Filter

Call History displays all the information about calls : Call-ID (sequential number of all the calls listed) Type of the call (outbound, inbound) Contact (DID of the person you called\received call from) VIA (Number on which call was received or … Continued

Calling campaign: Creating a contact list

Calling Campaigns can be created by your Administrator. They are used to initiate a call based on a contact list. The calls can be automatic or manual. If the calls are automatically dialed, once you start a campaign Nectar Desk … Continued

Email Templates from Outbound Dialer

During an outbound Calling Campaign, if you are unable to connect by phone, you are able to send an email directly from the calling screen. To send an email the contact need to have an email address associated … Continued

Call Queue Dashboard

As an administrator, you would have an access to the Call Queue Dashboard. *(To find it go to Left-side Menu->> Dashboards->>Call Queue Dashboard) On the Call Queue Dashboard, you can track calls waiting in the queue. You can also view … Continued

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