External Task Handling

How to handle incoming External tasks

Nimbus services handle External Tasks within their regular queue, e.g. the My Sessions view or Attendant Console . For example, a Nimbus user is notified that the customer requested a requirements discussion. Nimbus shows the task to create a meeting with the responsible subject matter experts to discuss details.

🔎 Alongside with these tasks, Nimbus can open Conversation Context URLs, or simply display System Fields and Parameters within My Sessions > Session details widget.

A user being notified of a pending External Task

As the user accepts the task, they can finalize the details or – if configured by the Service Settings – extend the available ACW (after call work) time for this task to finish related clean-up work (e.g. to conclude and mark the customer response in a CRM or ticket system).

External Time extension or Abort

Once the External Task is closed, the user becomes available for any other (external or internal) task.

Pickup behavior

INC Pickup behavior

🔎Pickup behavior

If your administrator configures the Pickup Distribution Type in the service Workflow (within the Queue / Queue Task activity), you can instead pick up tasks from the queue yourself, deciding when to take on additional work.

Modality Audio / Video Calls External Task / Email / Instant Messaging
Pickup behavior Pickup & Accept in two steps: selecting Pickup signals the Nimbus bot to invite you to a Conference call. You can choose to Accept or receive RONA on timeout. Pickup & Accept in one step: selecting Pickup assigns the task to you immediately — there is no separate Accept action and no RONA timeout.
Where The Pickup button appears wherever the task is listed — My Overview, Services List, Live View and Attendant Console.
Condition1
  • On Skill-based services: Pickup is only enabled for users whose Skills and Responsibilities match the service's current Distribution Policy level (including preferred / last users during the initial preference phase).
  • On MS Teams-based services: Pickup is only enabled for all “active” and therefore “available” users in the service.

1🔎Also see User States for more details on the conditions how Nimbus considers users as selectable for tasks.

Conflicts

If several users pick up the same task at once, the first request to reach Nimbus wins.

⮑ A small banner will inform else if the task was already taken.

Adaptive Cards Adaptive Cards option supported in MS teams-based services. No Adaptive Card option supported for this these modalities.
Reporting After clicking “Pickup" the user gets the call invitation. The User Session reports the Ring Time and includes it in the Average Ring Time KPIs. Because the task is accepted instantly, it has no ring time — these sessions report a Ring Time of 0 and are excluded from Average Ring Time KPIs.
 

External Tasks in other areas

Other areas to handle External Tasks involve Attendant Console.

External Task handled in Attendant Console
Personal Dashboards can showcase External Task within the "External Task Tabular"  widget. Via Dashboard Supervision users with the corresponding permissions can cancel the task.
External Tasks in the Dashboard - A task can be cancelled by Supervisors

Known Limitations

INC External Task Limitations

External Task - KNOWN LIMITATIONS

"Last Users" routing is ignored for the External Task modality, even if enabled in the Distribution Policy.

 

 

 

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