USE CASES - COMMON SCENARIOS As Nimbus gets more features and complexity added, our Knowledge Base will expand alongside with...
December 3rd, 2023 816 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 770 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 516 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 450 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 887 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 641 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 666 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 1432 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 566 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,...
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 799 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 489 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 742 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 672 views 0 likes