✅ Codes are a Enterprise Routing and Contact Center Feature.

Primary and secondary Codes can be used to mark off task completion results, highlight upselling opportunities or track any other details you want reflected in your Nimbus Reporting. Codes will visible as PrimaryCodes and SecondaryCodes in the OData Feed are reflected in the Nimbus Power BI Template. 

Notes on Codes

• Code Configuration is possible either Nimbus Portal or the Administration UI.
• Aside from their naming, primary and secondary Codes have no technical difference. You can define freely decide how you name them. Their categorization will re-appear in the Power BI Template > Primary / Secondary Codes area.
• Refer to Use Case - Defining and using Codes shows the usage of Codes context with other Nimbus features.

 

Defining Primary and Secondary Codes

✅ Codes are configured via Configuration > Codes section. By clicking "Create New" you can add new primary or secondary Codes → a dialog will open to configure your new code.

• Note that Codes are Organization Unit specific, so Nimbus users will only see Codes that are made available to their respective team.
• Define a short code name. 💡This is how the entry will be shown in the Nimbus UI, e.g. when assigning the code to a service and using it in 
• Add an optional description which will be used in listings and tables to tell the codes apart.

Configuring Codes in your Service

✅ In order to use your defined Codes they must be assigned via Extension Service Settings > Codes

Using Codes in the UI

Afterwards Codes will be available to users in the Portal UI (e.g. My Sessions). As long as no Codes have been assigned to a session already, Users with access to this Session can directly assign and save them.