Extensions Service Settings

In Extensions Service Settings, you can manage extended Nimbus Features such as Codes and Conversation Context displayed on the My Sessions overview. Enabled features are immediately available to all Nimbus service team members.

💡 Note: This page is split between Nimbus Unify (Classic Nimbus UI) and Nimbus Nimbus Extend (Standalone integration with Luware NimbusOne) to account for settings differences between the two Service Types. More information can be found in our Integration Model Comparison.

 

Nimbus Extend (Nimbus)

Nimbus Extend (Nimbus UI)

Preconditions

This tab manages settings of a Nimbus Extend service, steering what context users see next to a conversation in the Nimbus UI, e.g. Attendant Console, My Sessions.

✅ Note that some options below are only visible when you have the according License Type applied via the Service Administration. Refer to Nimbus Features for an overview and get in contact with Nimbus customer success if you require a demonstration.

 

Direct Call Preferences

Setting Description

Allow users to edit their Direct Call preferences

✅ Precondition: This toggle only applies to Direct Call Handling services. 


Codes

Enterprise Routing Contact Center This Feature requires either an Enterprise Routing or Contact Center license on the service. Codes are selectable entries can be defined by service owners to appear in My Sessions or Nimbus Assistant to help users specify the contents or task conclusion during and after a call (After-Call Work).

Good to know

  • Codes selected by users after completing task will be stored as part of historic reporting and made visible via BI Template. 
  • Unlike Tags a code must be predefined via this list to appear for users of the service. This also means that users of multiple services will see different codes for selection, depending on the service that was handling the task.
  • The usage of codes as either “Secondary” or “Primary” is purely cosmetic, without system-relevant differences.
 
Code selection in “My Sessions” view

✅ Preconditions: Primary and Secondary Codes must be defined via Configuration beforehand and made available on the service's respective Organization Unit (or higher) before they appear in this list.

Learn more…

Once Codes are configured, click “Add” to add any available code to either the Primary or Secondary list. You can also sort the entries via drag-and-drop to change their order of appearance for users.

Defined Primary and Secondary Codes will be made available 
 
 
 

Nimbus Assistant

✅Precondition: All features described in the following requires Assistant to be installed and running on the user's PC.

Automatically open tabs

💡 Good to know: With Assistant, opening Nimbus in a browser (e.g. My Sessions) is not required anymore to get Conversation Context. 

 

Assistant works standalone App and can also provide Conversation Context to users. As Administrator you can define multiple items Context items can be specified and applied in the Extensions Service Settings > Assistant section. These context items will open for all service users that have Assistant installed.

Defining Context that open when Assistant is running on the User's PC

Service & User Templates as (dynamic) Context

In combination with opening regular “Conversation Context”, Assistant can run Service and/or User-specific Templates which trigger data requests or run local apps, web requests or scripts before or during an incoming call. 

For Assistant this configuration is done as follows:

Context target Configuration items How to Configure

Single Users (Agents)

(With Assistant License)

Direct Templates are assigned and triggered by Assistant for an individual user, opened in their system-default browser during an incoming direct call. ✅ Assistant Configuration. Once created, User Templates can be added via Assistant User Settings.

All Service Users

(Enterprise and Contact Center Licensed Services)

 

Service Templates are assigned and triggered by Assistant during an incoming Service call. ✅ Assistant Configuration. Once created, Service Templates can be added via Extension Service Settings.1 
The regular Conversation Context (e.g. Websites) can also be opened in the default browser of your Service Users during an incoming Service call. ✅ Configuration. Once created, Context Items can be added to the via Extension Service Settings > Assistant.2

 

Attendant Console

A single Conversation Context  item may be added to show within Attendant Console. Note that you cannot add more than one Context item at a time, as it wouldn't fit into the sidebar.

Attendant Console Context configuration

Once you select an active session (card) in Attendant, the globe icon appears right-hand side. Clicking it will show conversation Conversation Context within the sidebar. ☝Note that general Website embedding limitations apply (see bottom of this page).

Conversation Context shown in the Attendant console Sidebar during an ongoing session.

My Sessions

🔎 This section controls Widgets, Parameters and other information shown in My Sessions. We also offer a related Context Handover concept page for more detailed considerations on handling, displaying and transferring context in Nimbus.

Conversation Context

✅Context Preconditions

 Enterprise Routing Contact Center This Feature requires an Enterprise Routing or Contact Center license.

 

This section steers which (previously defined) Conversation Context should be shown on My Sessions during an incoming task, in the order specified. The usual business case are additional websites opening alongside with a new task, to assist the user their daily work (e.g. a CRM system, Search, Ticketing systems, Glossaries)

Multiple context items that will open in the specified order whenever a Nimbus task is incoming

☝Please keep in mind that this setting applies service-wide. In high-frequency task scenarios, your users might get spammed with “Context” tabs.

  • Context applied opens equally for all service users. For a more fine-tuned experience, consider using Service Templates in combination with Nimbus Assistant.
  • Context will always (re)open on each incoming task, regardless if the user's browser window already had the same tabs open. If you want a more fine-tuned user experience, consider using Direct Templates in combination with Nimbus Assistant.
  • Conversation Context opens task-agnostic, equally for any modality. When your service handles multiple modalities, keep the opened Context “baselevel” for either scenario.

Store Conversation Context Data

Keep Custom Context Parameters on transfer

Widgets

Widgets extend the My Sessions UI with additional functionality.

✅ Individual Preconditions: Note that widgets rely to features which are separately licensed. The widget toggles may not show in your UI if preconditions are not met. 

 

The following widget settings can be configured:

Setting Description

Codes and Tags

✅ Preconditions:

💡 Tags can be freely defined by users during incoming calls. Suggestions will be auto-completed based on previously provided tags.

 

Codes and Tags in the My Sessions view

Embedded Context

✅ Preconditions:

Example website shown as embedded context in the widget

☝Please note:

  • Using this widget only one Context item can be shown at a time.
  • Functionality is identical as described in → chapter Conversation Context above.
  • General website embedding limitations apply (see bottom of this page).
 

Companion

Displays a widget to show various Companion related features, further configured in Companion Service Settings:

💡This widget is not only relevant for Companion features on human-user calls: it is also where a "Virtual User - Summary" tab appears once an interaction is escalated from a Virtual User (bot) to a human user. Enabling this widget is therefore also required to surface that handed-over Virtual User context, even on services that don't otherwise use Companion Transcription or Summarization for human-user calls.

Transcription

The Transcription feature transcribes call contents using Voice-to-Text capabilities.


✅ Preconditions:

  • Transcription must be enabled in the Companion Service Settings (Companion Tab). Head there for detailed instructions.
  • If enabled with no Companion license is assigned to the user, the error message “Transcription not available. User Transcription License missing.” is shown in the widget.

Transcription processing in ACW

💡If you have ACW configured in Distribution Service Settings and need it for session closure, you may need to wait for an ongoing saving process of your session's transcription to finish.

 
 
 

Live Caption

The Live Caption feature converts ongoing call participant voices directly into text, using Voice-to-Text capabilities. 


✅ Preconditions:

  • Live Caption must be enabled in the Companion Service Settings (Companion Tab). Head there for detailed instructions. Note that Live Caption can only be used with both Live Caption and Voice Transcription enabled.
  • If enabled with no Companion license assigned to the User, a “Missing License” error message will be shown in the Frontend.
 
 

Summarization

Summarization processes the transcript to generate a summary containing the most important aspects of a session.


✅ Preconditions:

 
 

Virtual User Summary

Shows a structured summary of the customer's prior Virtual User conversation, once the interaction is escalated to a human user. This lets users immediately see what the customer already explained, without asking them to repeat themselves.


✅ Preconditions:

  • Virtual User Transcription and Virtual User Summarization must be enabled and consented to on the service (see AI-driven Features > Virtual Users).
  • The "My Sessions" handover toggle under AI Service Settings > Virtual Users > Summarization must be enabled to show this tab. If disabled, or if no summary is available, this tab is hidden or shows an explanatory message instead.

💡This is a separate concept from the "Conversation Context" described above on this page: Conversation Context surfaces external websites or CRM data, while Virtual User Summary specifically carries over what the customer already told the Virtual User during the same interaction.

 
 

💡Hiding features in the background

If you want to process these features in the background  (e.g. via Power Automate Use Cases), you can toggle it off My Sessions, effectively hiding it from the Nimbus User Portal.

 

Session Details

✅ Preconditions: Basic session details can be shown for any service, but extended license features (→ see below) are available.
⮑ Shows a "Session Details" widget  in My Sessions with a set of of default System Fields and Parameters. This data is retrieved and shown during an incoming task. With the "Session Details" settings you change these entries order of appearance and greatly expand the available information.

Retrieved and non-available parameters shown as “Session Details”

 

✅ Extended License Features: The amount of available Custom Parameters is greatly extended with higher Nimbus Feature license tiers. 

Advanced Routing

✅ Advanced Routing My Session Parameters: 

  • A list of default parameters available to the My Sessions view.
  • Default entries are: Display Name, Phone and Moble numbers, Email, SIP Address, Company and Department of the caller.
Default List of “My Session Parameters” 

💡Good to Know:  If you remove any of the existing entries, they will re-appear in the "My Session Parameters" list and can be re-added.

 
 

Enterprise Routing / Contact Center

Enterprise Routing Contact Center Additional System Fields and Custom Parameters for your "Session Details" become available with an Enterprise Routing or Contact Center license on your service:

Mixture of My Session, System and Custom Parameters

🔎Notes on Parameters in Session Details

 Any custom/writable Custom Parameter data is retrieved using the Microsoft Power Automate Connector.

  • Your own Custom Parameters can also be referenced via Workflows, and update during Trigger Events depending on the service being called.
  • System Parameters are mostly updated automatically by Nimbus as the Service session progresses.
  • Multiple services can make use of the same Parameters (shared Organization Units) to standardize the “Session Details” widget look and feel within My Sessions.
  • Privacy of Session Details (e.g. between Service Transfers) can be steered via “Store Conversation Context Data” option. By default, the details get deleted after a session ends. More on this can be found on Context Handover.
 
 
 

🔎 Example - Original Called Number

The Original Called Number and Original Called Target Type system parameters can be added to your My Sessions view to give users immediate context about where a call originated.
When visible, users can see:

  • The Teams number or identity the call was originally received on (e.g. a colleague's personal number)
  • Whether the original target was a User, Resource Account, or Service

Typical use cases:

  • Preferred User Routing - If a call was originally received by a specific employee, that employee can be prioritized for callbacks or routing decisions.
  • Call flow transparency - users immediately understand that the call was not originally intended for them, but was forwarded or escalated.
  • Process Automation - Power Automate flows can branch based on where the call initially entered the organization.
  • Resource analysis - Gain insight into which MS Teams numbers are actually used, even if calls end up in services.

🔍 Both parameters are read-only and set once when the call enters Nimbus. See System Fields and Parameters for more information.

 

License Downgrade: Note that a service License downgrade is being prevented when you still have custom or system parameters in use. Before attempting to downgrade your service license, remove additional parameters first and return the view to "My Session" defaults.

Map

✅Preconditions: Map locations are only shown when previously retrieved from an external directory, e.g. by using the Microsoft Power Automate Connector to look up caller data. 

  • This requires either an external CRM / Directory that associate an incoming UPN/PSTN with the customer to retrieve the necessary fields.
  • System Fields > Call Data > CustomerStreetAddress, PostCode, City, State, Country are read to render the position data on a map.
  • Custom Parameters are not considered nor required.

⮑  When successfully retrieved, an 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.

 
 

Nimbus Unify (NimbusOne)

Nimbus Unify (Nimbus One)

Preconditions

This tab manages settings of a Nimbus Unify service, steering what context users see next to a conversation in Luware NimbusOne.

✅ Note that some options below are only visible when you have the according License Type applied via the Service Administration. Refer to Nimbus Features for an overview and get in contact with Nimbus customer success if you require a demonstration.

 

The Extensions tab of a Nimbus Unify service has two sections. NimbusOne currently handles audio and video conversations.

Session Details

This section steers which information users see in the session details of NimbusOne. Each toggle carries the hint “Show widget in the NimbusOne client”.

Setting Description

Call Flow

Shows or hides the call flow of the conversation (the routing and handling steps) in Luware NimbusOne. 
💡 Enabled by default.

Context Information

Shows or hides the Context Information section in Luware NimbusOne, which lists the → Session Parameters below with their current values. 

  • Enabled by default. 
  • Turning it off hides the section from users; the configured → Session Parameters are kept.

Participant Failed Call Flow Steps

Controls whether failed participant steps appear in the Call Flow widget in Luware NimbusOne. 

  • When enabled: the call flow shows the failed attempts to add a participant to a session and failed transfers, alongside the successful steps. 
  • When disabled: the call flow lists only successful participant joins. It depends on the Call Flow toggle: if Call Flow is off, this toggle is disabled and a tooltip says "Call Flow must be enabled to show failed participant steps".

Session Parameters

The list of parameters shown under Context Information in NimbusOne. 

✅ Preconditions: 

Enterprise Routing Contact Center Parameters and related workflow actions may be limited to Enterprise Routing and Contact Center licensed services. 


You can Add entries with the System Parameters or Custom Parameters buttons and drag them into the order you want users to see.

  • System Parameters — values Nimbus creates and updates during the conversation.
  • Custom Parameters — your own parameters from Configuration, set by Workflows or Power Automate flows. A default value is shown from the start of the call until it is changed.

💡Values update while the conversation is active. For concluded conversations they are only available if Store Conversation Context Data is enabled (see below).

Codes & Tags

Enables a "Codes & Tags" widget in Luware NimbusOne

✅ Preconditions:

Enterprise Routing Contact Center license Nimbus Feature. 


  • Codes must be defined via Configuration beforehand and made available on the service's respective Organization Unit (or higher) before they appear in this list. The usage of codes as “Primary” or “Secondary” is purely cosmetic, without system-relevant differences
  • Tags can be freely defined by users during incoming calls. Suggestions will be auto-completed based on previously provided tags.
  • Codes and Tags are selected by users are stored as part of the historic reporting and made visible via BI Template.

Conversation Context

Setting Description

Conversation Context Tabs

Opens additional Context Tabs the Session view of Luware NimbusOne. Select the entries and drag them into the order in which the tabs should appear. The hint in the UI reads: “Each context opens a tab in the session view”.

✅ Enterprise Routing Contact Center This Feature requires an Enterprise Routing or Contact Center license.

🔎 Note:

  • Tabs appear equally for all users of the service. Users cannot reorder, hide or add tab, so keep order and relevance in mind.
  • There is no limit on the number of tabs.
  • Websites that forbid being embedded show an error in the tab with an Open in Browser button. See General Limitations below.
 

 

Store Conversation Context Data

Keep Custom Context Parameters on transfer

 
 

General Limitations

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