Services Overview

The "Services Overview" tab is where you act inside the services you are a member or owner of. It is a user-individual view on services. 
💡Supervisors: If you need full details (slot counts, per-modality limits, supervisor controls, connected tasks), leverage Personal Dashboards instead.

Overview

On Services Overview you can:

  • Get a quick overview on all services you have Portal Role for (to see service users, incoming calls and data)
  • Make Calls On Behalf of a service (when “Outbound Conversations” are enabled in Modalities Service Settings)
  • Toggle your Activity On / Off per service — independent of your MS Teams presence.
  • Check Queued tasks and Available members
    Optionally: Pick Up queued tasks from any service queue (when its Workflows are configured for “pickup” Distribution Types, otherwise tasks are auto-distributed).
  • Inspect the users for each service, their User States, supported task modalities and remaining capacity for parallel task handling.
  • As a team / service owner: access General Service Settings and toggle the “Active” state of each user.
💡Services Overview - Annotated example. What services and controls you see depends on individual service configuration

UI Elements

Area What it does
Header
(Service name + per-service controls)
In Queue / Available
(Counter widgets)
  • In Queue — count of tasks currently waiting for this service.
  • Available — count of team members in an “Available” User State. 
Queue List
(Pending tasks for this service)
  • Source — caller name when resolvable, otherwise "Anonymous".
  • Info icon - with caller details, if previously retrieved via Power Automate Connector.
  • Queue time — showing longest-waiting tasks on top.
  • Distribution level — only on Contact Center services with Distribution Policies.
  • Pickup controls — only when the service's Workflow uses a Queue Activity of type "Pickup". → See Distribution Types.
User List
(One row per service member)
→ See chapter “User List” below.
Pagination
(Footer)
Switches between pages when you are a member of more services than fit in the current view.

User List

The User List indicates several independent layers of availability, summarized as a User States. They can resolve differently per Service Type — e.g. a user can be "Available" for one service and "Off duty" for another. This is also impacted by each individual Distribution Service Settings.

Column What it tells you
MS Teams Presence
(badge on the avatar)
Mirrors the user's presence in MS Teams. Some services still distribute to Busy or Away users — controlled per service in Distribution Service Settings.
Modalities

Shows the available modality slots per user:

  • Grey: Modality not assigned to user
  • Black: Modality used, free capacity
  • Red: Modality used, no free capacity
Modality Icons

💡Note:  A modality icon only shows if the service is configured for it within Modalities Service Settings.

Task Capacity

(info-popup, shown on mouse-over)

Shows, at a glance, how much of the user's task capacity is already in use. 

Task Capacity, example for only “Audio / Video” tasks.

The popup shows total capacity, plus a breakdown for the modalities the user is configured for:

  • Total — overall task slots across all modalities.
  • Audio — voice calls.
  • Instant Messaging — chat / IM tasks.
  • External Task — third-party tasks fed in via API (e.g. CRM-triggered work items).
  • Email — email tasks (when the service is configured for email).

💡 The Task Capacity column is always visible, even for users who are not enabled for Task Parallelization. Those users have an effective limit of 1 task in total, so their row simply shows a single slot that is either empty (free) or filled (busy).

💡For Supervisors: The amount and supported modalities and capacity are determined by General User Settings. If you need exact slot counts during live operation, use Personal Dashboards instead.

 
User State

Whether Nimbus considers the user available for task distribution at all. Computed from Teams Presence, Duty State, Skill match, and the "Active" toggle. Open the accordion below for the full factor table.


💡This is a simplified view which does not distinguish a user "On Duty with no skill match" from "On Duty and selectable" — use the Distribution Level column for that.

Active toggle

Per-service On / Off switch. When On the user is considered for tasks (provided their User State allows it).

  • Your own toggle here is the same control as the Active toggle in the Service header.
  • Service Owners can override a member's toggle — the change syncs everywhere in their Nimbus UI.
  • Disabled on skill-based services — availability there is governed by Duty States instead.
Distribution Level Nimbus Feature: Contact Center only. The escalation level at which this user is considered for tasks, set via Distribution Policies and the user's currently selected Responsibility Profile
🔍 Background: Distribution Order.
 

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