• You must be a team / service owner or Nimbus tenant administrator to access settings and configuration items shown below. Team members (as regular Nimbus users) will not see these options.
• Context used in this example depends on your external systems (CRM or Ticket System such as Jira, Zendesk, Microsoft Dynamics). The steps below are just an example. 🔍 Refer to our List of Use Cases for inspiration.

Define Context

In the first step we define context items to open during a call.

✅ Note that this step may rely on an external System or Directory within your company which you can freely access with your current user.

1. Head to the Configuration of the Service you want to define context for.
2. Select  Conversation Context from the list of Service entries.
3. Click on "Add New" or edit existing entries.
4. Define a Name and Description for your 
5. The  Organization Unit determines the visibility of the context, potentially hiding it from other services.
6. Define an URL that should open alongside with a call:
   1. You can insert dynamic parameters as described on Fields and Parameters > “Call Context Parameters”
   2. An example calling URL could be constructed to look up customer details as follows: 

CODE
                                                        https://mycopany.crm.com/en-us/$(Caller.Upn)/callerEvent?email=$(Customer.Email)

💡 Please note that context URLs open only when you use Nimbus in your browser.   
🔍 For more advanced parameter handling you might want to read the Use Case - Storing external CRM data in custom parameters.

💡 These URLs rely on your available data storage and lookup systems. Some possible ideas for context could be: 

• A ticket being created to take notes in during a Call using the "$(CallId)" parameter behind a "create" action.
• A customer info being opened based on the "$(Caller.Upn)" or "$(Customer.Email)" from a CRM system.
• A customer address being looked up on a map based on "$(Customer.State)" and $(Customer.StreetAddress)"

Apply Context in the Service Settings

Now that our base elements are defined, they need to be applied in the Service to take effect.

✅ This step needs to be done in the Extension Service Settings of Nimbus.

1. Head tothe Service Settings of the Service you want to apply your context for.
2. Open the Extensions tab.
3. Within the Click "Add" in the "Conversation Context" section to add your new (previously configured) items.   
   💡 Note that during a future call these items will be opened in the order specified. You can drag and drop to change their order
    
   Context opened in order
4. "Save and Apply" your changes.

See Context in action

✅ After everything has been set up, make or wait for an incoming call to your service. Your Context should now open in the form of one or multiple browser windows, as specified in the previous step.

🤔 Context not opening? To open Conversation Context in extra tabs you must open and run Nimbus in your browser. 

• If your context still does not open, check that y our browser allows pop-ups to be opened.
• Context tabs will only be opened while you are in the My Sessions view. → Instead of extra tabs you can also embed context as described in the "Optional" step below.
• The Microsoft Teams app does not allow dynamic opening of extra tabs due to security limitations. You can use Assistant to open Service context automatically. 🔍 Refer to Assistant Service Context for details.

🤔 Your context is part of the URL but shown with unresolved Context Fields and Parameters? Please note:

• Nimbus relies on a stable connection to your tenant's user directory and any external CRM system connected via the Microsoft Power Automate Connector to fill in caller data and store info in parameters. Check that external Flows (still) have your delegated permissions and that performance is sufficient to retrieve data in time. → Test your incoming call scenarios accordingly during high load hours to ensure that your data source and flows are keeping up. Otherwise the parameters will be shown with their default values.
• Trigger Events define when parameter data is updated during a call. To keep Workflows uninterrupted, Nimbus will not attempt to retry or wait for delays and errors in external systems. If a call gets routed to users before the CRM data was retrieved, the Context URL might open up unresolved. → You can account for extra delays, e.g. by letting your customers wait with an announcement Workflow Activity.

🤔 Is my context or customer data stored or cached for faster retrieval?

Due to data privacy and security reasons Nimbus will not keep personal / customer data stored. All data is queried/refreshed during each new call session. → If you wish to keep a permanent record of incoming caller information, you need to store it into a CRM or database or output file of your choice.  
🔍 Refer to our example: Use Case - Managing Call Data in Sharepoint lists and read our [White

Optional: Show embedded Context in the Nimbus App

OPTIONAL CASE: When Nimbus is not open in your browser, context tabs cannot be opened . However, you can still provide your MS Teams users with context, by adding Conversation Context items in the My Sessions view of the Nimbus Personal App . 

✅ Setup Steps:

1. Within your Configuration define a Conversation Context item which you want to show in the My Sessions view (→ see "Define Context" Step 1 above).
2. Head to Extension Service Settings. Within there:
   1. ... activate the "Embeded Context" feature within your My Sessions widgets.
   2. .. select your embedded context item from the pulldown and save.

→ During an incoming call, your context will now be opened automatically in the My Sessions widget.  
💡 Remember that the context is service-specific, so all users (Agents) of that service need access to the URL being opened.

☝ Limitations:

• Only one embedded context item can be open within My Sessions at one time, depending on the service being called.
• The context display size is limited to the widget constraints. Ensure and test that your opened website can scale down dynamically fit the widget.

Context will not be shown if the referenced source does not allow embedding.