INC Context Definition

In a modern Call Center environment the term “Context” can have a very wide meaning and be interpreted differently by various stakeholders. A Business Analysist has different expectations on context as an individual Service Owner managing a team, or an individual Specialist (Agent) handling the tasks.

💡Good to know:

To keep it simple for the following Nimbus definition:

  • All  “Context” in Nimbus is part of “Session Data”.
  • During an existing Session, Nimbus creates, updates, and stores Session Data in System Fields and Parameters.
  • Whenever a Nimbus Service or User is involved, a new Session will be created to store all “Session Data”, including the Context.
 

Context and Session Data

During a Session lifetime, Session Data (including Context Parameters) get updated by either the Nimbus System itself or external actors by leveraging the Nimbus Power Automate Connector. This allows to connect to external sources (e.g. a CRM or Ticketing System) to add, display or update rich context during ongoing Nimbus session.

All Session Data (stored in fields and parameters) are treated equally in a large JSON object. In order to get a clearer grasp on its structure, it is therefore helpful to define:

  • … the type of data for differentiation, … 
  • … the purpose of each data object and what it consists of, and …
  • … which actors accessing or updating the data during an ongoing session.
Type of Data Consists of Purpose Actors
Call Data Customer Identification Data Basic Customer Identification (Name, PSTN, SIP, UPN).

Nimbus

Power Automate

Customer Custom Fields Additional Context on a Customer.
System Data Service, Customer, User data fields. Identify Caller, Service, and Users to manage a session. Usually kept up-to-date automatically by Nimbus. Nimbus
Custom Context Parameters Handling parameters that are critical for Task routing (e.g. Queue Time, IVR choices, Customer Priority). They are “custom” placeholders for any Service Team requirement which is not already covered by the other types of data.

Nimbus

Power Automate

Address Book Fields Address Book fields of internal or external contacts. Used to extend the search capabilities for Nimbus UI, e.g. within Attendant Console.
 
 

Viewpoints on Context 

General Context Questions

To better understand which data provides the best context in a given situation, it helps to distinguish context data by viewpoint. Nimbus structures and stores some Context (e.g. Call and System Data) as part of its Reporting Model to allow clear attribution to questions like: 

  • WHEN did WHICH CUSTOMER call WHICH SERVICE?
  • WHERE was the call TRANSFERED to?
  • WHICH Nimbus USERS took the call?
  • WHERE did the call originally come from?
  • WHAT was the RESULT of this call?

This Nimbus Reporting approach reflects these Viewpoints with it's Session structure. For example: 

  • Unified Sessions - A combination of multiple Service and User Sessions as a given interaction with a Customer.
  • Service Sessions  - A Customer interaction with a Nimbus Service, e.g. IVR and Queue.
  • User Sessions - A Customer interaction with one or multiple Nimbus User (Agents).

On that matter it is important to now that Context can also be added, updated and stored on each Session level, by leveraging the Nimbus Power Automate Connector. In some cases, Nimbus automatically provides certain context automatically by itself, e.g. in the form of “System Data”.

Adding Context to a Session

During an ongoing session this System Context Data can be “enriched” with Custom Context Parameters and Fields to be displayed in (or intentionally hidden from) the user's UI, as the customer interaction is ongoing. A typical Use Case would be a Service Manager or IT Administrator connecting to external systems to help Agents with additional Parameters to be shown on the UI. 

This allows to tackle user level questions, such as:

  • ON WHAT TOPIC did the customer call WHICH INITIAL SERVICE about?
  • HOW LONG has the call been ongoing, and how many PRIOR TRANSFERS?
  • WHO ELSE has spoken to the customer before?
  • WHAT FURTHER INFORMATION was provided in prior calls?
  • HOW CAN WE HELP in the best way, given the current situation?

Showing and handing over the right context at the right time is a challenge. The following table is therefore meant to show considerations depending on the Viewpoint.

Viewpoint Core Focus Context Handover considerations:
Session

Comprehensiveness: Multiple transfers between services and users require tracking of multiple task results in Sessions List   

as well summarizing combined KPI metrics and data collected by different agents.

Context to evaluate customer handling efficiency:

  • Call Metrics, such as time spent in Sessions, Waiting times, Transfers.
  • Session History: Previous interactions the customer has had with one or multiple related services and users.
  • Customer identifier: To quickly check and potentially fast-track the customer to the right service and its workflows.
  • Last connected user / Preferred Users (e.g. to avoid having to pick up previous calls from scratch, blocking both user and customer longer than necessary)
  • Collected Data, e.g. Tags and Codes for a comprehensive Power BI Report.
Service Scope: Some customer details may be relevant for Service A, but should not be disclosed to Services B and C.

Context that helps with individual Service efficiency:

  • (First) Service called (e.g. an Emergency Line or regular Service).
  • (First) Service / Original Entry Point called (e.g. an Emergency Line, regular Service, or personal Teams number that forwarded to a service).
  • Amount of (previous) User Sessions.
  • Overall session time (across multiple users, or when transferring to a different service).
  • Privacy settings: Any collected Custom Context must be either handed over or scrubbed in between transfers.
  • Task Priority, which can be different per service, maybe influenced by the aforementioned context.
User Correctness: Getting the appropriate information into the hands of the right user.

Context to allow Agents to work efficiently:

  • Need-to-know: Determine which information is relevant to this user in particular (depending on call situation, background, etc.)
  • Timeliness: Each user needs to be informed with the correct and latest information.
  • (Previous) Users called - e.g. for efficient internal follow-ups.
  • Original Called Number - which Teams number or identity the call first arrived on, enabling agents to understand forwarding context and prioritize accordingly.
  • Overall Call duration, to keep an eye on KPIs and user satisfaction.
  • Issue at hand: Customer reasons for calling, including context and notes already provided by other Agents.
  • Conclusions: Observations made during the conversation, technical or product-specific codes, decisions, follow-ups, tickets, etc.

Configuring Nimbus Context in the UI

💡In summary: It is noteworthy that the Context shown in the UI is “Viewpoint-agnostic”, so it can consist of Service & System Data, mixed with Customer Details and (manually enriched) Custom Context Parameters. The average Nimbus Users will not necessarily see where this information is originally coming from – they only care that is presented up-to-date and correctly.

Nimbus may show Context in different UI areas, either as popups, widgets, or sidebars. The UI approach for Context however is primarily focused My Sessions, Assistant and Attendant Console,  where live interactions between Service User and Customers occur. 

🔎 The Configuration details and their UI examples are further explored within the Nimbus Configuration > Conversation Context.

 
 
 

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