Features of this view can be toggled on or off within the Service Settings > Extensions Tab. Due to this your view may vary from the screenshots shown below.
The "My Sessions" Tab will remain dormant when you are not part of any Nimbus conversation. When a customer is calling any team you are a "active" member of the tab will show content.
The "My Sessions" tab provides information on both your current and past user sessions.
In here you can:
- View session entries of both "Accepted" and "Missed" calls (RONA, Declined, Cancelled)
- Add Codes or descriptive Tags on entries are marked with <>
This is a mockup screenshot to showcase some possibilities. The My Sessions view varies based on your configuration, such as Extension Service Settings, Codes, Conversation Context, Address Books and the Microsoft Power Automate Connector.
Note: Widgets might not be shown unless enabled in your Service Service Settings.
A list of your most recent interactions.
You can click on interactions marked with an to conclude work on them, e.g. by adding Codes. → Read more below in chapter " Interaction History "
When found within your Directory / Database this widget will display additional details about the caller.
If available a google-maps location will be shown based on either the address or IP information of the caller. Depending on the available info this map will provide more specific or general details.
The Context link opens an URL that is dynamically generated out of User details, e.g. for usage of a 3rd-party CRM or Ticketing system.
Context is defined in the Service Settings by a team owner.
Caller information of ongoing calls can provide more details, as the info is provided by your CRM (e.g by using the Nimbus Power Automate Connector).
However, historical entries selected from the "Interactions" widget may show no caller information as Nimbus does not permanently store customer-sensitive data.
Task Status / Time Display
Changes base on on the state of the conversation and entry clicked in "Interactions":
Outbound Calls are also signaled in this area:
Results shown after call termination:
Codes and open Tasks
Allows you to select from a pre-defined list of Primary and Secondary Codes:
Note: Codes are required to be filled out before you can save an "Interaction " and remove the Icon.
Allows you to add descriptive tags to this customer which can act as either reminder or notes for future conversations.
Tags have no functional dependency in Nimbus so you can use them as you like. Tags are visualized in in Power BI reporting, allowing you to filter reports.
Tag suggestions will be made as you type, based on existing tags stored from previous calls sessions.
The interaction history is the central element of the session view, providing you with entries of your recent interactions and their call (task) resolution.
The most recent interaction updates are always sorted on top. Additionally you can filter the list of interactions via Search, e.g. by Service called or the (avaialble) Caller information
Interaction entry details are explained in the following:
Indicates icoming/ live call sesson:
|Colored bar |
Indicates the session outcome:
Indicates that the interaction is still "open" and can be resolved. Clicking a marked entry will update your view and widget information details.
To complete an interaction:
|Interaction Time||Shows the date and time when the customer / service user interaction started.|
|Service Display name|
Name of the service being called by the customer.
Interactions from different services may be distributed to you, depending on which services you are set "Active" within My Services view.