To Send an SMS Message

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

Receiving SMS Messages

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

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
SMS History

SMS History

You can get a quick overview of all the SMS messages received by viewing the SMS History screen. In the screen you will see a truncated version of messages received. You can see the full message by putting the customer’s … Continued
SMS Templates

SMS Templates

We have added a new cool function for our SMS Feature – SMS Templates. To create an SMS Template please follow these steps : Go to SMS in the left side menu Click on SMS Settings Enter a text Save … Continued
SMS Dispositions

SMS Dispositions

SMS Dispositions are very useful for Nectar Desk clients who are actively using our 2-way Business Text Messaging / SMS Feature     Where to find configuration page? – Under Settings there is a tab SMS Dispositions. It’s pretty much … Continued
Calling campaign: Email templates

Calling campaign: Email templates

Email templates feature is 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 name, email … Continued
Giving Agents SMS Capabilities

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
Nectar Desk API

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
Making a Call

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 version. You can … Continued
Receiving calls

Receiving calls

When receiving phone call, 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. A notification will also pop out informing the user that there … Continued
Voicemails

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.     The admin can see all the Voicemails … Continued