Services Overview

The "Services Overview" tab is gives you a brief overview on all your current services, pending tasks and available users. 

💡On this view you can do the following:

  • Get a quick overview on all services you have Portal Role for (which allows you to see other service users, incoming calls and data)
  • Quickly inspect users, their User States, supported modalities and capacity additional, parallel tasks.
  • 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).
  • Make Calls On Behalf of a service (when “Outbound Conversations” are enabled in Modalities Service Settings)

🔎Related:

  • As a Team / Service owner: You can directly access Service Settings and toggle the “Active” state of each user.
  • As Service / User Supervisors: As you may need specific details (KPI, per-modality limits, supervisor controls, connected tasks), you may want consider creation of a Personal Dashboards instead.
 

UI Overview

💡Services Overview - Annotated example. What services and controls you see depends on individual service configuration
Area What it does
Header
(Service name + per-service controls)
In Queue / Readiness
(Counter widgets)
  • In Queue — count of tasks currently waiting for this service.
  • Readiness — count of team members in an “Ready” 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.

The User List contains a lot of information: Which users are Ready / Not Ready, with tooltips shown for further reasoning. 
The resulting “User State” indicator (Red or Green) indicates indicates this Readiness based on multiple Factors (Modality, Task Capacity, MS Teams Presence) 
Column What it tells you
MS Teams Presence
(badge on the avatar)

On the Avatar Picture: Mirrors the user's presence in MS Teams.

💡 Note that this is a separate indicator, but related to the → User State


🔎 Some services still distribute to Busy or Away users — controlled per service in Distribution Service Settings.🔎

Modalities
Modality Icons

Shows the available modality slots and capacity per user:

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

💡Good to know: A modality icon shows only when the service has it enabled in the 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).

💡Good to know

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 and Service Owners: The amount and supported modalities and capacity are determined by General User Settings. If you need exact, summarized task counts during live operation, use Personal Dashboards instead.

 
User State (Readiness)

Can either be “Ready" (green) or “Not Ready" (red):

  • Shows if Nimbus considers the user available for (new or additional) tasks.
  • Is a combination from Teams Presence, Duty Profile, Skill match, and the → "Active" toggle that steers service

✅ Service Owners: “Readiness” criteria for MS Teams Presence can be defined individually in the Distribution Service Settings. Advanced features such as Task Parallelization settings may also impact user Readiness.
✅ Tenant Admins: Extended presence and Readiness status tooltips can be enabled via Data Privacy Tenant Settings.

🔎 Note that your current User State signals “Readiness” to receive tasks from any of your services . It is a combined status from all your Nimbus services. Based on these criteria, each service can individually consider you as “Ready” or “Not Ready” to receive new tasks. 

🔎 See Not Ready Reasons (NRR) for the complete list of reasons.

Ready Users who are "Ready" and not handling other tasks. 
Not Ready Users busy in a call or another Nimbus blocking task.
Inactive Users that are “Offline” in their MS Teams presence.
Active toggle

Per-service On / Off switch. 

  • When On the user is considered Ready for tasks (provided the → 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 
  • The user's currently selected Responsibility Profile steers if the service can consider the user as “Ready" for tasks (and at which escalation level).

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