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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
HubSpot Integration
HubSpot is a leading inbound marketing and sales software platform. It offers tools for CRM, marketing automation, content management, and analytics, helping businesses attract, engage, and delight customers. If you’d like to integrate your Nectar Desk account with HubSpot, please … 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
Insightly Integration
Insightly is a popular CRM software designed for small and medium-sized businesses. It helps manage contacts, tasks, projects, and sales, enhancing organizational efficiency and customer relationships. If you’d like to integrate your Nectar Desk account with Insightly, please contact our … 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
Ontraport Integration
Ontraport is an all-in-one business automation platform that combines CRM, marketing, and automation tools. It streamlines operations by helping companies manage contacts, engage leads, and create targeted marketing campaigns. With its customizable features, it is a popular choice for growing … Continued
Warm Transfer Feature
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
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
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
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
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
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
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
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
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
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
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
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