Lera Dupliychuk, Author at Nectar Desk Knowledgebase

ActiveCampaign Automation to Create a Contact in Nectar Desk

Nectar Desk presents a new feature for ActiveCampaign users. We have created a handy option for ActiveCampaign Automation. It can send contacts from ActiveCampaign to any list in your Nectar Desk account automatically. It means that you can seamlessly … 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

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

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

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

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 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

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

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

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

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

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

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

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Author Archives: Lera Dupliychuk

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