Assistant works standalone App and can also provide context during calls to individual users. As Administrator you can configure the following:
- Define (Service or User) specific Call Templates that trigger data requests and can open other local apps or scripts on an incoming call.
- Re-use or define specific conversation context context opened as the call is ringing or accepted. By doing so, users do not need tohave
💡 Once Assistant is installed and running in the background of a user's PC, a permanently opened Nimbus browser tab (e.g. My Sessions view) is not required anymore to get call context.
Within a Service you can configure context for Assistant individually as follows:
| Target Audience | What can be applied | How to Configure |
|---|---|---|
| For Users (Agents) | Direct Call Templates are assigned and triggered by Assistant for an individual user, opened in their system-default browser during an incoming direct call. |
✅ Direct Call Templates containing the trigger points and actions and must be defined via Administrator-side Configuration first. Once created, Templates can be added to a user via Assistant User Settings . 🔍 Our Use Case - Chaining of Assistant requests provides a step-by-step example. |
| For Services | Service Call Templates are assigned and triggered by Assistant during an incoming service call. |
✅ Service Call Templates containing the trigger points and actions must be defined via Administrator-side Configuration first. Once created, Templates can be added to a user via Extension Service Settings. 🔍 Our Use Case - Chaining of Assistant requests provides a step-by-step example. |
| Conversation Context is opened by Assistant in the Nimbus users default browser during an incoming service call. |
✅ Conversation Context items containing the URLs to open must be defined in the Administrator-side Configuration first. Once created, they can be added to a user via Extension Service Settings. 🔍 Our Use Case - Defining and using Conversation Context provides a step-by-step example on how to configure this. |