The Operations > Customer view allows administrators to export and anonymize data on a customer tenant. In order to list data, a source identifier (PSTN, Customer Name) needs to be known and specified via search.
Customer Operations - Showing an example historical sessions by a selected Source (Customer)
The following elements are available:
Element
Description
Customer
Contains a search / selection field for Tenantand Source.
💡No history results are shown until both entries are selected.
💡 The search field makes suggestions after the 3rd character entered:
Typing "ray" will find users like "Raymond" or "Dorain Gray"
Typing PSTN numbers like "4567" will show +412345678910
Results are shown
Last Interaction
Highlights the last → History interaction and task resolution.
💡 Also persists when the History is currently filtered to another view.
✅ Tenant Admin: Use the download trace files option to get a JSON file attachment for support cases.
🔎 Filters can narrow down the results shown:
Learn more about Filtering…
INC Filtering
When your current Nimbus view offers filters:
Click the filter iconfor a filter selection menu.
Click on a filter name to directly add it and start.
Click the toggles to show or hide a filter.
When filters are already active:
Unless “All” is shown as filter content, your results are filtered.
Click ✖ inside a filter to clear its contents.
The filter itself will remain available for use.
To hide a filter again, use the filter menu. ⮑ Doing so will also clear the filter from your search results.
🔎Task Results are the same as used in the Nimbus Frontent Portal UI, e.g. Statistics.
Show Task Results Legend…
INC Task Result Legend
Voicemail
Conversation was recorded by workflow as a voice message.
Hangup before Accept
Customer hung up before Nimbus could answer the call
Hangup in IVR
Customer hung up during announcements or IVR prompts before the call entered the queue
Hangup in Queue
Customer hang up the call during the time the task was queued
Hangup in IVR after Queue
Session left the waiting queue and then Customer hung up during the following announcements
Hangup by Workflow
Workflow has performed the disconnect of a session
Accepted by User
A Nimbus user has answered the call
Reachability SLA
KPI metric, percentage of queued tasks handled by Nimbus users
Acceptance SLA
KPI metric, percentage of tasks accepted in waiting queue within the defined SLA interval
Hangup SLA
KPI metric, percentage of calls that the Customer hung up in waiting queue before the defined SLA interval had elapsed
Transferred by Workflow
Workflow executed the transfer action
Transferred by User
User executed the transfer action
Transfer failed
Workflow or User tried to execute the transfer action but it didn't succeed
Destination Accepted
Outbound Task / Calls on behalf: the callee (destination) has accepted the call
Destination Declined
Outbound Task / Calls on behalf: the callee (destination) has declined the call
Destination Not Reached
Outbound Task / Calls on behalf: the callee (destination) did not pick up in time
User aborted
Outbound Task / Calls on behalf: Aborted by user during dialout
Lost In Queue
Outbound Task only: When max queue time reached
Cancelled by External System
External Task only: Task was cancelled via Dashboard widget or Power Automate
Marked as Handled by User
Email only: Task was marked as handled by Nimbus user
Marked as Handled by Workflow
Email only: Task was marked as handled by Nimbus workflow
Standby Duty Accepted
The call was accepted by a number from the list of Standby Duty numbers.
Callback Scheduled
An inbound call ended and Nimbus successfully scheduled an outbound callback for the customer, via the “Initiate Callback”Conversation Handling Activity. The outbound callback itself is tracked as a separate task, with its own Outcome (e.g. Destination Accepted, Destination Not Reached).
GPDR - Note that via Data Privacy Tenant Settings can be set to to hide customer identifiers, effectively removing a customer's tenant name from listings.