Pages in this category

• Use Cases Introduction

  USE CASES - COMMON SCENARIOS As Nimbus gets more features and complexity added, our Knowledge Base will expand alongside with...

  December 3rd, 2023 1005 views 0 likes
• Use Case - Creating an External Task

  In this use case, we're going to showcase how you can create and manage External Tasks , including setting up your service...

  December 4th, 2023 970 views 0 likes
• Use Case - Retrieving Azure AD Fields via Agent Token

  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 650 views 0 likes
• Use Case - Using Example Direct Call Templates with HubSpot CRM

  This example shows how to create a call template to identify callers for direct calls and pop the HubSpot contact...

  December 5th, 2023 572 views 0 likes
• Use Case - Creating a Call Workflow

  In this use case, we're going to create an example workflow with the following learning goals: Learn basic rules on...

  December 4th, 2023 1120 views 0 likes
• Use Case - Defining and Using Codes

  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 851 views 0 likes
• Use Case - Defining and Using Conversation Context

  In this use case, we explain how you can provide additional call context to your Nimbus users, such as opening a...

  December 4th, 2023 913 views 0 likes
• Use Case - Connecting to OData via Postman

  You can connect to the OData API with various clients. Postman is very handy when it comes to exploring the...

  December 4th, 2023 1843 views 0 likes
• Use Case - Distinguishing External from Internal Calls

  In this use case we build a workflow in which we work with regular expressions to identify the incoming call...

  December 4th, 2023 743 views 0 likes
• Use Case - External Task in Combination with Nimbus Assistant

  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 811 views 0 likes
• Use Case - Creating and Opening a Salesforce Task as Agent Accepts a Call

  ➕ This use case is an extension to Use Case - Creating a callback task for missed calls in Salesforce. When a...

  December 4th, 2023 619 views 0 likes
• Use Case - Adding a Nimbus Click to Call Button in Salesforce

   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 896 views 0 likes
• Use Case - Building a Voicemail Handler

  Advanced Routing Enterprise Routing Workflows with the Voice Message workflow activity are only available for services with Advanced Routing or...

  June 20th, 2024 57 views 0 likes

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