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). |
|
| 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. |
|
| 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:
-
WHENdidWHICH CUSTOMERcallWHICH SERVICE? -
WHEREwas the callTRANSFEREDto? -
WHICHNimbusUSERStook the call? -
WHEREdid the call originally come from? -
WHATwas theRESULTof 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 TOPICdid the customer callWHICH INITIAL SERVICEabout? -
HOW LONGhas the call been ongoing, and how manyPRIOR TRANSFERS? -
WHO ELSEhas spoken to the customer before? -
WHAT FURTHER INFORMATIONwas provided in prior calls? -
HOW CAN WE HELPin 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:
|
| 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:
|
| User | Correctness: Getting the appropriate information into the hands of the right user. |
Context to allow Agents to work efficiently:
|
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.
Nimbus