Search Results | 57 | Nectar Desk Knowledgebase

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

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

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

Messaging History

You can get a quick overview of all received messages by viewing the Messaging History screen. The Messaging History tab is located in the left side menu. On the screen, you will see a truncated version of messages received. It is … Continued

Active Campaign: Log Every Call

To learn how to log calls in Active Campaign using the Nectar Desk integration, watch this video: Enabling “Automatically log every call associated with Active Campaign” in the settings for Active Campaign will automatically log every call (that has … Continued

Nectar Desk Click-to-Call Extension

You can click to call or SMS directly from any website with the help of our Google Chrome Click-to-Call Extension. It is called Nectar Desk for North America. To install it you should: Login to your Nectar Desk account Expand … Continued

Messaging Canned Responses

We have a great function for our Messaging Feature – Messaging Canned Responses. You can create quick replies to common questions that you can save in your Nectar Desk account and refer to whenever needed. It significantly simplifies your work … 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Live chat dispositions

We at Nectar Desk now have the live chat dispositions that work with the same logic as the call dispositions and SMS disposition codes. To set up this feature, you need to go to Messaging Settings and activate it. 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

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

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

How to enable Tickets functionality

The Nectar Desk Ticket System allows ensuring efficient interpersonal communication between your customers and company staff members. This is an effective instrument to keep in touch with clients, deal with all their questions and concerns, and be at hand once … Continued

How to configure Notifications

Nectar Desk allows users to configure their accounts in a few clicks. You can mute all sound notifications when an agent has On A Call status. How to do that? Under General Settings, you will be able to see one more … Continued

External links

External links manager is an efficient tool for users who need extra pages to be opened during the call. You can find this option under the Tools section in the left menu in your Nectar Desk account. If it is … Continued

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