Setup

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

Setting Up Nectar Desk for 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

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

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

Send 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

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

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

WhatsApp Messages

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

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

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

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:

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

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

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

How to set up an IVR

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

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

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

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”

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