Workflow Activities Overview

Everything for building your workflows at a glance

🔎New to workflows? Read the following!

The following page will list all workflow activities and their configurable properties. Please note:

  • Terminology: "Workflow Step", "Workflow Element" and "Workflow Activity" are used synonymously.
  • Certain workflow activities are retricted by license / and modality. See Nimbus Features for a comparison. A License Downgrade may not be performed until you remove the according activities from your workflows.
  • Certain workflow activities have required predecessors - ensure to have them connected in your workflow to avoid errors in call handling.
  • All workflows heavily rely on prepared Configuration data entities
  • Activities with Text-to-Speech (TTS) generators use engines provided by Microsoft.
    • We dynamically update the list of available languages. Any old or outdated selections may therefore be marked with a warning that disappears until you select a different TTS-engine.
    • Your existing "outdated" TTS-activities still remain intact as a working copy on the Nimbus infrastructure until you change them.
 
 
 

🔎Changed licenses recently? Learn about activity availability here!

This workflow activity list below shows license dependencies and is an excerpt from the Nimbus Features Matrix. Note that the Workflow Editor will list all activities, ignoring any license constraints. However, you may not apply workflows (in Modalities Service Settings) that use such activities if your service isn't licensed for it. Accordingly – when you perform a License Downgrade you must remove those activities which require a specific license. 

 
 
 

List of Workflow Activities

Tabs below contain a list of all workflow activities. If you need to consume this content in smaller size, head to the respective subpages: 

 

Conversation Handling

Conversation Handling Activities

This page lists all Workflow activities that relate to customer interaction, e.g. by informing the customer via text message, resource audio files, receiving input via IVR, storage of data in Parameters, or transferring an existing interaction.

💡Note that activities below are listed in alphabetical order, which is not necessarily the order of their intended use.

 

Accept

Add Virtual User

Announcement

Collect Information

Delay

Disconnect

Disconnect as Handled

Initiate Callback

Input Customer

Input Customer (Advanced)

Mark as Handled

Message

Play Music

Reply

Save to Parameter

Standby Duty

Transfer

Voicemail

Web Request

 
 

Check

Check Activities

This page lists all Workflow activities that checking on an existing service status, e.g. by service queue availability or Opening Hours, queue position, or based on a previously stored Parameter values. 

💡Note that activities below are listed in alphabetical order, which is not necessarily the order of their intended use.

 

Availability-based Routing

Check Opening Hours

Check Parameter

Get Available Users

Get Queue Position

Origin Routing

Wait for Parameter

 
 

Queue

Queue Activities

This page lists all Workflow activities that take influence on the Nimbus Service Task Queue and Distribution. Note that Distribution Service Settings of your services (e.g. Conversation Distribution, Task Priority, ACW, RONA) share dependencies with these activities.

💡Note that activities below are listed in alphabetical order, which is not necessarily the order of their intended use.

 

KNOWN LIMITATION

Several queues during the same session are not supported. If a task enters the queue once (with the Queue or the Queue Task activity), it can't enter it again. Using multiple Queue/Queue Task activities subsequently might therefore lead to undesirable behavior.

 

Cancel Task

Check Task

Distribution Priority

Queue

Queue Task

 

 
 

Workflow Troubleshooting

☝ The workflow editor is a very powerful tool, but also allows for misconfigurations and lost calls. Listed below are the most common issues our users report, and how to avoid them:

 

✅ Workflows: Best Practice

  • Make sure to use Workflow Templates as pointers on how your workflows should be structured. Gradually expand and test your configurations to avoid mistakes.
  • We provide Power Automate Use Cases examples that also include examples using the workflow editor. Read them to get the most out of Nimbus and your external systems.
  • Keep in mind that any workflow changes take effect immediately – either in Modalities Service Settings or the workflow itself. We therefore recommend to test larger changes on copies or a (hidden) service, using test calls.
 
Issue Caused by How to Avoid
🤔 Calls are not getting accepted at all "Start" node wasn't connected to any other Workflow Activity node.
  • Always ensure that the "Accept Conversation" activity is used as soon as possible.
🤔 Calls are accepted but not handled (to completion) Announcements or similar activities have exit nodes which are not handled, resulting in stuck calls.
  • Always make sure to handle exit cases of activities.
  • Always end calls with an escape - e.g. "Disconnect Conversation" (even after "transfer" scenario).
🤔 Calls are stuck in an infinite loop Steps redirecting on themselves with no exit condition.
  • Always end calls with an escape - e.g. "Disconnect Conversation" (even after "transfer" scenario).
🤔 Calls were not re-entered in the same Queue

Calls reaching the end of a Queue e.g. "Timeout" getting re-inserted into the same queue. 

This causes inconsistent reporting states for the call and sometimes Infinite loops.

  • Always end calls with an escape - e.g. "Disconnect Conversation" (even after "transfer" scenario).
  • "Queue" each caller only once per service.
  • Use Multiple "Queue" activities within a workflow by clearly separating them, e.g. by "Input Customer (IVR)" so each path can only be taken once.
  • Use the "Check Task" and "Cancel Task" activities to play announcements or react otherwise to calls already in a (long) queue.
🤔Parameter checks fail or the default exit is always taken Either the parameter is not written correctly (or not in time) or the validation with regular expression fails to find a pattern. In either case the workflow activity takes the default exits.
🤔I want to select a certain Configuration data item but don't see it in my workflow

Visibility data entities in your workflows follows the Organization Unit (OU) → "Reading along the path" rule. 

 

When workflow-dependent items are moved to a different OU, your workflow will continue to operate. However, once deselected away from, a moved entity cannot be selected again.

  • Place commonly shared configuration items (Opening Hours, Parameters, Playlists and Resources (Audio files) in higher level Organization Units (OU) to avoid redundancies.
  • For each item, check the “Used in” column within the Configuration before making changes to the OU placement.
  • Note that the workflow itself is also in an OU, which determines the other data entities “visible”.

 

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