Pages in this category

• Use Case - Adding External Address Books via Power Automate

  It is possible to add an external address book to Nimbus with the use of the Nimbus Power Automate Connector. In this example,...

  November 30th, 2023 5589 views 0 likes
• Use Case - Adding Custom Data to Luware Power BI Reports

  In this Use Case we cover the following scenario: The Nimbus service workflow asks the caller for an input, we'll trigger on a Parameter...

  November 30th, 2023 3616 views 0 likes
• Use Case - Answering a Dynamics Customer Voice Survey within the IVR

  "Microsoft Customer Voice" is an easy to use customer survey tool providing text-based surveys via forms. Surveys can be sent out to...

  December 1st, 2023 5331 views 0 likes
• Use Case - Building a Priority Service in Enterprise Routing

  This use case illustrates how to distribute "priority" calls quicker than "non-priority" calls, without making use of the Workflow Activities - Distribution...

  December 1st, 2023 3137 views 0 likes
• Use Case - Property Management Customer Service with Nimbus, Teams, and HubSpot

  Consider, we are a property management company. We have the following Use Cases: When a NEW Customer calls, ... the...

  December 1st, 2023 3243 views 0 likes
• Use Case - Collecting Data from Customers in an Automated IVR without Agents

  In this Use Case, Clients want to report their energy usage to their energy provider. They want to call an IVR...

  December 4th, 2023 2995 views 0 likes
• Use Case - Creating a Callback Task in Dynamics 365

  This Use Case describes the following situation: In Nimbus, we want to ask the caller if he wishes to be...

  December 4th, 2023 4525 views 0 likes
• Use Case - Creating a Custom Settings Page for a Workflow

  The Problem: Agents are only members in a service team and - as per default permissions - cannot change the service...

  December 4th, 2023 2595 views 0 likes
• Use Case - Creating a Dynamic Emergency Message Routing Scenario

  In this use case, we're going to tackle a scenario where your service can enable an emergency/special announcement that lasts for...

  December 4th, 2023 2826 views 0 likes
• Use Case - Creating a ServiceNow Ticket Based on User Input

  🔍Related Page:  This use case is a more complex extension to Use Case - Creating an incident task in ServiceNow.   ...

  December 4th, 2023 5722 views 0 likes
• Use Case - Creating an Incident Task in ServiceNow

  We want to create an incident Record in ServiceNow based on the information the caller gives us. The flow is as follows:...

  December 4th, 2023 5355 views 0 likes
• Use Case - Creating an IVR Ticket Service with Zendesk

  In this use case, we're going to create an IVR for a helpdesk ticketing line. When a call comes in, the...

  December 4th, 2023 3606 views 0 likes
• Use Case - Creating Tasks in Planner for All Nimbus Service Calls

  In this Use Case we want to create different tasks in Microsoft Planner depending on the call outcome: Missed Calls without leaving...

  December 4th, 2023 3715 views 0 likes
• Use Case - Extending the Standard Power BI Report with IVR Choices

  In this Use Case, we want to collect the IVR choices of callers and evaluate them in the Power BI...

  December 4th, 2023 3371 views 0 likes
• Use Case - Forwarding Voicemails Received in Nimbus to Email

  In this use case we want to tackle the following scenarios: When a voice message is received in Nimbus, we...

  December 4th, 2023 4389 views 0 likes
• Use Case - Looking Up a Caller to Open Dynamics 365 Contact Context

  In this use case, we want to look up information about a caller in Microsoft Dynamics and show it in...

  December 4th, 2023 4196 views 0 likes
• Use Case - Looking Up Caller Data From a Simple Excel List

  In this use case, we want to use the Nimbus Power Automate Connector to retrieve caller information data that has been stored...

  December 4th, 2023 3745 views 0 likes
• Use Case - Looking Up Caller Information from Zendesk

  In this Use Case, we're going to look up caller information in Zendesk (CRM) and display it in Nimbus. We...

  December 4th, 2023 3001 views 0 likes
• Use Case - Looking Up Caller Information in BSI CRM

  In this use case, we're going to create a BSI CRM lookup. PRECONDITIONS A service is set up in Nimbus....

  December 4th, 2023 3442 views 0 likes
• Use Case - Looking Up Caller Information in HubSpot

  In this use case, we're going to create a connection to HubSpot CRM: We want to look up the Nimbus...

  December 4th, 2023 4334 views 0 likes
• Use Case - Looking Up Phone Numbers via Search.ch API

  Local.ch and search.ch are services of the Swisscom Directories (https://www.localsearch.ch/). The platform’s core product is basically Switzerland’s phone directory and services range from...

  December 4th, 2023 8444 views 0 likes
• Use Case - Managing Caller Data in SharePoint Lists

  Using the Nimbus Power Automate Connector, you can retrieve caller data to fill in a call list for your team. This...

  December 4th, 2023 4093 views 0 likes
• Use Case - Planning After-Call Work with Teams, Office and Nimbus

  In this Use Case, we want to make use of the Microsoft Office 365 suite to tackle our after-call work. When...

  December 5th, 2023 4372 views 0 likes
• Use Case - Posting Interactive Custom Adaptive Cards to Agents

  In this use case, we want to show you how to implement a custom adaptive card  (🔍 See: https://adaptivecards.io/). We want to...

  December 5th, 2023 5534 views 0 likes
• Use Case - Retrieving Called Agent Information from O365

  Using the Nimbus Nimbus Power Automate Connector, you can retrieve the internal Nimbus user (Agent) that your caller (Customer) was connected to. This...

  December 5th, 2023 2432 views 0 likes
• Use Case - Sending SMS through ACS in Nimbus

  This Use Case demonstrates the capability of sending SMS to Customers using Azure Communication Services. We will set up a...

  December 5th, 2023 4043 views 0 likes
• Use Case - Set Preferred Agent from CRM

  This Use Case provides step-by-step instructions on how to set preferred Agents from a 3rd party system like a CRM...

  December 5th, 2023 3323 views 0 likes
• Use Case - Showing a Dynamic List of Ticket Links in Nimbus Assistant

  This use case shows how to build a  "CustomContextParameters"  array dynamically based on a collection of tickets of a caller....

  December 5th, 2023 2379 views 0 likes
• Use Case - Storing External CRM Data in Custom Parameters

  Using the Nimbus Power Automate Connector, you can retrieve customer input, look up data (e.g. in an internal CRM) and store the...

  December 5th, 2023 3429 views 0 likes
• Use Case - Routing after-hours calls to Standby Duty numbers

  In this Use Case, we want to set up a simple logic in our service workflow to route incoming calls...

  December 5th, 2023 3691 views 0 likes
• Use Case - Using Save to Parameter Activity to Create Custom Triggers in the Workflow

  In this use case, we're going to show how you can create your own (additional)  Trigger Events  in a Nimbus workflow....

  December 5th, 2023 2960 views 0 likes
• Use Case - Waiting for a Parameter to be Updated via Power Automate

  This use case describes how to implement the same logic for all other modalities as a workaround to populating Nimbus...

  December 5th, 2023 2549 views 0 likes
• Use Case - Working with Blacklists or Whitelists in Nimbus

  In this article, we will show how to black- or whitelist specific numbers to improve our routing decisions. Blacklisting numbers...

  December 5th, 2023 3594 views 0 likes
• Use Case - Integrating a Customer Satisfaction Survey with Nimbus

  In this Use Case, we explore how Customers should be given the opportunity to rate the Services they called. We are...

  December 5th, 2023 3698 views 1 likes
• Use Case - Caller Information from Graph

  In this use case, we're going to describe how you can set up Nimbus to look up internal user numbers...

  December 15th, 2023 4261 views 0 likes
• Use Case - Connecting to Azure Table Storage Inside a Flow

  The Problem: Iterating through Excel rows inside a Power Automate flow can become time-consuming when the sheet exceeds a certain...

  December 15th, 2023 4438 views 0 likes
• Use Case - Collecting Customer Survey Values from a Workflow

  In this Use Case we create a workflow for a customer satisfaction survey and gather the responses to be able...

  December 15th, 2023 2899 views 0 likes
• Use Case - Creating a Dynamic IVR with TTS

  In this Use Case we tackle the following scenario: Your call center offers lots of options in an IVR. For...

  December 18th, 2023 2905 views 0 likes
• Use Case - Scheduling a Callback Task in Nimbus for Missed Calls on Demand

  When a service misses a call, we want that the whole Nimbus service team gets a notification, and any agent...

  December 18th, 2023 3768 views 0 likes
• How to use the "Save to Parameter" Workflow Activity

  This how to explains what you can do with the Workflow Activity "Save to Parameter". We cover the following topics:  How to...

  December 18th, 2023 3236 views 0 likes
• Use Case - Creating Nimbus Outbound Calls from a List of Scheduled Tasks

  In this use case, you will learn how to do outbound call campaigns and run outbound calls on a scheduled...

  December 18th, 2023 3833 views 0 likes
• Use Case - Looking Up Caller Information and Creating a Task in Salesforce

  In this use case, we want to cover the following scenario: When a call comes in, then populate the caller...

  December 4th, 2023 4196 views 0 likes
• Use Case - Connecting to OData Feed Using Excel

  In this use case we explore how you can connect to the Nimbus OData Feed API using Excel. This is...

  February 12th, 2024 3709 views 0 likes
• Use Case - Routing WhatsApp Messages Through Nimbus

  Related Use Case This Use Case shows how to make use of Use Case - Running your Nimbus Flows From...

  March 18th, 2024 4603 views 0 likes
• Power Automate Connector

  INC Power Automate Connector Change Notice 📆Upcoming change: Power Automate connector validation We're introducing an import 📆Upcoming change: New Power...

  December 3rd, 2023 16908 views 0 likes
• Use Case - Analyzing a Transcript

  INC Use Case Preview Feature This use case showcases features that are in PREVIEW and may not yet be available...

  July 19th, 2024 2720 views 0 likes
• Use Case - Schedule Automatic Callbacks from a Nimbus Queue

  In this scenario we demonstrate how to schedule a Callback out of a Nimbus queue, when a caller has chosen...

  August 7th, 2024 3284 views 0 likes
• Use Case - Creating a Callback Task for Missed Calls in Salesforce

  In this scenario we demonstrate how to create a callback task in Salesforce for missed calls using the Nimbus Power Automate Connector. The...

  December 4th, 2023 4165 views 0 likes
• Use Case - Updating a Task for a Known Contact in Salesforce

  In this use case, we want to use the Nimbus Power Automate Connector to log a new call task in Salesforce in...

  December 5th, 2023 3959 views 0 likes
• Use Case - Triggering Power Automate Flows from anywhere

  In this Use Case, we describe how to securely run Power Automate flows from anywhere. Whether it is a custom...

  March 15th, 2024 5111 views 0 likes
• Use Case - Integrating a Copilot Chatbot with Nimbus via Direct Line API

  In this use case, we describe briefly how to configure Copilot in Copilot Studio for integration with Nimbus. We describe...

  October 29th, 2024 5940 views 0 likes
• Use Case - Expected Queue Waiting Time Announcement

  In this scenario we demonstrate how to create a dynamic announcement using the current Queue Position of a customer, to...

  November 12th, 2024 3014 views 0 likes
• Use Case - Setting On-Call Agents via Outlook 365 Calendar Entry

  In this use case, we want to use a shared calendar in Outlook 365. The supervisor creates calendar entries with...

  October 22nd, 2024 1838 views 0 likes
• Use Case - Analyzing Email Content With AI

  This use case briefly shows how to set up email AI analysis via Power Automate. Before you start The Nimbus...

  July 26th, 2024 3955 views 0 likes
• Use Case - Token-Based 2FA to verify a phone number via SMS

  Two-factor authentication (2FA) enhances security by requiring users to provide two different authentication factors: a password and a PIN code...

  December 18th, 2024 2610 views 0 likes
• Use Case - Sending Voicemails to SMS

  In this Use Case, we are going to create a Nimbus workflow and Power Automate flow which will do the...

  March 21st, 2025 1479 views 0 likes
• Use Case - Building an automated Survey Service

  When a call terminates we want to make sure to catch the Customer's opinion about our Service. We can achieve...

  June 5th, 2025 1279 views 0 likes
• Use Case - Sending a summary and follow-up Tasks to an Agent

  INC Use Case Preview Feature This use case showcases features that are in PREVIEW and may not yet be available...

  August 6th, 2025 1476 views 0 likes
• Use Case - Using Web Requests to Block Callers on a Blacklist

  In this use case, we will show you how to automatically reject calls of callers on a blacklist. For this...

  November 7th, 2025 768 views 0 likes