USE CASES - COMMON SCENARIOS As Nimbus gets more features and complexity added, our Knowledge Base will expand alongside with...
December 3rd, 2023 576 views 0 likes
In this Use Case we're going to showcase how you can create and manage External Tasks. How to set up your service (settings,...
December 4th, 2023 501 views 0 likes
In this use case, we're going to tackle the following topics: Get a directly called agent's token by defining a Direct Call...
December 5th, 2023 367 views 0 likes
This example shows how to create a call template to identify callers for direct calls and pop the HubSpot contact...
December 5th, 2023 294 views 0 likes
On this page we're going to create an example workflow with the following learning goals: Learn basic rules on how...
December 4th, 2023 590 views 0 likes
In this use case, we're going to describe how you can set up Nimbus codes either for sales or call conclusion,...
December 4th, 2023 386 views 0 likes
In this use case, we explain how you can provide additional call context to your Nimbus users, such as opening a...
December 4th, 2023 404 views 0 likes
You can connect to the OData API with various clients. Postman is very handy when it comes to exploring the...
December 4th, 2023 917 views 0 likes
In this use case we build a workflow in which we work with regular expressions to identify the incoming call...
December 4th, 2023 364 views 0 likes
In this use case, we're going to tackle External Tasks in combination with Nimbus Assistant. The goal is to open My Sessions automatically,...
December 4th, 2023 405 views 0 likes
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 488 views 0 likes
➕ This use case is an extension to Use Case - Creating a callback task for missed calls in Salesforce. When a...
December 4th, 2023 312 views 0 likes
In this use case, we want to use the Nimbus Power Automate Connector for the following Salesforce interaction scenarios: When a call...
December 5th, 2023 442 views 0 likes
The main goal is to showcase how Click to Call works in conjunction with Salesforce via the Contact view. PRECONDITIONS A Nimbus...
December 18th, 2023 384 views 0 likes