Instant Messaging

An overview of the Instant Messaging modality.

The Nimbus Task Queue and Distribution algorithm can also distribute Instant Messaging (IM) modality tasks to users. Such tasks are created as a customer uses Interact website widgets or sends messages via WhatsApp to a service. By the use of specific IM Workflows, an IM task is fed into the queue of the service which has the modality enabled in their Service Settings.

Integration Methods

Instant Messaging can be be set up for user and for services, so either distributing tasks directly or via service workflow. Prior integration setup is required before customer messages can be fed into the Nimbus environmennt.

INC Instant Messaging Preconditions

PRECONDITIONS

✅ Instant Messaging (IM) is a user modality (channel of communication) to be enabled for your tenant. This is done during initial setup with your Luware Customer Success representative and in tandem with License Management for your users and services.

IM Integration paths

INC Instant Messaging Integration Channels

There are currently two integration paths to route Instant Messages to Nimbus users: via Luware Interact or via WhatsApp.

Path Path Description Related Pages
via Interact
  1. The customer reaches out to either services or users directly via contact widgets on a website.
  2. The widgets are HTML code containing a service or user-unique code. They  that are embedded by a website admi
  3. The Interact SDK provides the multimodal chat functionality behind the website widget. The SDK can also be used to implement customer-specific UIs or functionality.
  4. The Nimbus Interact configuration determines individual service and user settings, allowed modalities.
  5. Depending on the path, incoming customer chats are now distributed by the service or directly routed through to users. The interaction is handled directly in MS Teams.

✅Getting started:


🔎Additional sources:

Instant Messaging Integration path, showcasing how the customer interacts with Nimbus services and users
via WhatsApp
  1. The customer reaches out via their WhatsApp client. The Service is represented via WhatsApp Business account.
  2. The Twilio Integration validates authenticity of the WhatsApp Business account and phone number, then provides a messaging Service API to use by Nimbus
  3. The Nimbus Provider Connector authenticates with the Twilio Service API.
  4. Service Owners embed the configuration in their service settings, distributing incoming chats via workflows. The chat interaction is handled in the Nimbus UI.

✅Getting started:


🔎Additional sources:

✅User access

  • Tenant Admin rights are needed to handle Tenant and service settings and apply related licenses.
  • Additional roles and permissions may be involved as per integration scenario → See specific use cases below.

✅Nimbus service and user licensing

Instant Messaging can be enabled and licensed per user or service. Note that 

For Applicable Licenses When to apply Configuration areas
Service Contact Center
license
  • When you want to allow Instant Messaging workflows for your services.
  • Also applies when you want to use WhatsApp as your service touchpoint.

Interact Service

(optional)

  • When you want to use your website as service touchpoint.
  • Optional addon to a Contact Center service.
User Instant Messaging modality license
  • When you want to distribute Instant Messaging tasks via service workflows.
  • Also applies when you want to use WhatsApp as your touchpoint.
  • General User Settings (License)
  • Users need to be part of the service with the Instant Messaging modality enabled.

Interact User

(optional)

  • When you want to use your website as user touchpoint.
  • Optional addon, works outside of Contact Center and Instant Messaging workflows.

💡Show some licensing examples

  • Your Service A shall be reachable via WhatsApp - you need:
    • The Contact Center service license → Enables the "WhatsApp" channel and according workflow options in the Modalities Service Settings in order to distribute the Instant Messaging tasks.
    • At least one user as member of this service, with the Instant Messaging modality enabled to receive the tasks.
  • Your Service B shall be reachable via Website - you need: 
    • The Contact Center license on the service → Enables the “Interact” channel and according workflow options in the Modalities Service Settings in order to distribute the Instant Messaging tasks.
    • The Interact service addon → Enables the “Interact” tab for configuration of the integration and restrictions.
    • At least one user as member of this service, with the Instant Messaging modality enabled to receive the tasks.
      💡As long as the user should not be directly reachable, no extra user Interact license is required. → see next point.
  • Your User Y shall be directly reachable via Website (and is not necessarily part of Service B)
    • The Interact User license → Enables the “Interact” tab for configuration of integration and restrictions.
    • Use this method if you want the user to be directly exposed on a website instead of going via service workflows.
 
 
 

Example: IM Task Creation

The following refers to the scenario when Instant Messages are received and distributed by a service via Interact. The customer on the website needs to provide a display name and an email address, and accept the privacy policy. Optionally, the customer can provide an initial message as well. 

For quick verification or testing purposes, the Preview page can be used. This can be found on top of the code box on the user/services interact tab. This applies for users (users can be exposed and enabled as well) and services.

🔍 Refer to Use Case - Setting Up Interact for detailed steps on how to set up Interact.

 

IM Task Distribution

Incoming Instant Messaging tasks are distributed according to Instant Messaging Workflow definitions, e.g. to allow to:

  • Introduce artificial delays in the Workflow itself, e.g. to run background Flow Actions to run and retrieve the necessary context.
  • Perform a simple “Queue” and task distribution or to check on task positions and act accordingly, e.g. by transferring the task to another service.
  • Perform other Workflow Activities related to the task, such as checking in further customer inputs, looking up data or changing the task priority.
1701781465967-image-2023-6-15_16-55-45.png

IM Task Handling

Nimbus users remain in their known MS Teams environment, get notifications via in Attendant Console or Assistant and can leverage the Nimbus UI (e.g. My Sessions) to directly chat with the customer. The chatroom and related reporting session is then steered by a Nimbus bot.

🔍 For information about IM task handling, refer to Instant Message Handling.

 

Known Limitations

INC Instant Messaging Limitations

BY DESIGN

💡Customer data visibility: During an ongoing Instant Messaging session, any messages that customer enters into the chat will be visible to the Nimbus user, including information entered during Workflow Activities such as “Collect Information”.

 

KNOWN INSTANT MESSAGING LIMITATIONS

💡The following limitations are currently known to the Nimbus development team. We are actively working on improvements.

General limitations

  • Supervision is currently not supported for Instant Messaging sessions.
  • Instant Messaging modality support for Workflow Activities is currently limited. Workflows with incompatible activities cannot be selected in the service settings.

    Show list of supported WF activities

    INC Instant Messaging supported WF activities

    Currently the following Workflow activities are supported for Instant Messaging workflows:

    Workflow Activity | Chat Integration path via ►

    Interact1

    WhatsApp1

    Conversation Handling

    Accept

    Announcement

    Collect Information

    Delay

    Disconnect

    Disconnect as Handled

    Forward

    Input Customer

    Input Customer (Advanced)

    Mark as Handled

    Message

    Play Music

    Reply

    Save to Parameter

    Standby Duty

    Transfer 

    ✅ (to service only)

    ✅ (to service only)

    Virtual User

    Voice Message

    Web Request

    Check

    Availability-based Routing

    Check Opening Hours

    Check Parameter

    Get Available Users

    Get Queue Position

    Wait for Parameter

    Queue

    Cancel Task

    Check Task

    Distribution Priority

    Queue

    Queue Task

    1 If a workflow is edited in post using unsupported activities, the Nimbus Reporting session will terminate with a “failed” outcome.

     
     
  • Reporting: IM Sessions are currently not differentiated by the Integration method used (either WhatsApp or Interact). 
    → A workaround is to use dedicated IM services for either integration method.

Interact specific limitations

  • Directly contacting a user via Interact will block a user depending on the incoming modality. The user stays “available” during an Instant Messaging session because a chat is non-blocking, but Audio/Video will result in the user being “not available” because they are in a blocking call.
  • Nimbus Reporting Model - There isn't a service nor user session reported when a user is directly contacted.

WhatsApp specific limitations

  • Provider Connectors > Twilio - Currently the integration works with “United States” region only.
  • Chat functionality is currently limited to the essential only. 
    • HTML text formatting, inline images and attachments are not supported yet.
    • Message editing & deletion, reactions and replies are not supported and will not be supported (Twilio API limitation)
  • Unsupported workflow activities: If a workflow is edited in post using unsupported Workflow Activities, the Nimbus Reporting session will terminate with a “failed” reporting outcome.
 

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