My Sessions
Precondition
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.
Overview
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 <
>
Please Note
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.
Available Widgets
Note: Widgets might not be shown unless enabled in your Service Service Settings.
Widget Name | Description |
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Interactions | A list of your most recent interactions.
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Caller Information | When found within your Directory / Database this widget will display additional details about the caller.
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.
Known Limitation 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:
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Codes and open Tasks Enterprise Routing | 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 |
Tagging Enterprise Routing | Allows you to add descriptive tags to this customer which can act as either reminder or notes for future conversations.
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Interactions History
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
Entry Details
Interaction entry details are explained in the following:
Entry Element | Functionality |
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Pulsing Icon | Indicates icoming/ live call sesson:
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Colored bar (left border) | Indicates the session outcome:
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Info Icon |
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Interaction Time | Shows the date and time when the customer / service user interaction started. |
Caller Details | Caller details.
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Service Display name | Name of the service being called by the customer.
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