Each template type can consist of one or multiple data handling actions (HTTP Requests with header and body) which get executed in order.
Web Request action
General
| Item | Description |
|---|---|
| Name | Name of the action (as shown in listings) |
| Trigger ID | Randomly generated ID, not changeable. |
| HTTP Method |
The HTTP request method (GET, POST, POST-multipart/form-data, PUT, DELETE, PATCH) 💡 Only available when "Open in default browser is not selected". |
| Open in Default Browser |
Opens the "URL" specified in your default browser as a tab. 💡 Will ignore the HTTP Method setting and disable tabs accordingly. |
| URL (required) |
URL to call or open depending on the options chosen above. 🔍 Allows to include Custom Parameters as well as System Fields and Parameters as part of the URL. |
| BodyRequest (bodyForm) |
✅ Enabled when HTTP Method "POST-multipart/form-data" is selected. 🔍 Allows to include Custom Parameters as well as System Fields and Parameters as part of the URL. |
Headers
Key / Value header pairs for your request (specified in the "General" Tab).
| Header | Description |
|---|---|
| Key | e.g. "Service UPN" |
| Value | e.g. "$(Service.Upn)" |
You can add Parameters and Context / System Fields to be part of this request header.
Authorization
Authentication details sent alongside with your request.
| Item | Description |
|---|---|
| Authentication |
|
| Username / Password | For basic authentication |
| Scopes | 🔍 Uses -Scopes: See official microsoft documentation: https://learn.microsoft.com/en-us/azure/active-directory/roles/assign-roles-different-scopes |
| Use Agent Token | 🔍 Use Agent Token: Allows to query Graph API with the token acquired for Nimbus Assistant, based on the Required App Permissions for the Assistant app (delegated permissions). Refer to our Use Case - Retrieving Microsoft Entra ID fields via Agent token for a usage example. |
Response
| Item | Description |
|---|---|
| Wait for response | Waits for a response from the web request. |
| Wait Timeout |
hh:mm:ss Timeout to wait before the next action trigger starts. |
Application action
General
| Item | Description |
|---|---|
| Name | Name of the action (as shown in listings) |
| Trigger ID | Randomly generated ID, not changeable. |
| Path (required) | URL to local script, batch file or application. ☝ UNC network paths are not supported. |
| Parameters | 🔍 Allows to include Custom Parameters as well as System Fields and Parameters to be passed to the app specified in the path. |
Response
| Item | Description |
|---|---|
| Wait for response | Waits for a response from the application |
| Wait Timeout |
hh:mm:ss Timeout to wait before the next action trigger starts. |
💡 Note that either action can be sorted in their order of execution via the handles. However, certain requests may create dependencies on each other which will cause a warning.
USING PARAMETERS IN YOUR TEMPLATE ACTIONS
The following parameters are supported within any action template:
| Parameter | Value | Body | URL | Header | Service Call Templates | Direct Call Templates |
|---|---|---|---|---|---|---|
| Caller Display Name | $(Caller.DisplayName) | ✅ | ✅ | ✅ |
Supports these parameters the following action types:
Additionally you can add and mix your own custom Parameters and Context / System Fields into your request. The parameters also work in Attendant - Service Transfer and Workflow-transfer scenarios. In these cases, the "Caller" name persists but the target "User." type parameters get updated. 🔍 Refer to Use Case - Chaining of Assistant requests for a hands-on example. |
Supports these parameters the following action types:
|
| Caller Id | $(Caller.Id) | ✅ | ✅ | ✅ | ||
| Caller Tel Number | $(Caller.TelNumber) | ✅ | ✅ | ✅ | ||
| Random Guid | $(Random.Guid) | ✅ | ✅ | ✅ | ||
| User Display Name | $(User.DisplayName) | ✅ | ✅ | ✅ | ||
| User Email | $(User.Email) | ✅ | ✅ | ✅ | ||
| User Id | $(User.Id) | ✅ | ✅ | ✅ | ||
| User Upn | $(User.Upn) | ✅ | ✅ | ✅ | ||
| Service UPN | $(Service.Upn) | ✅ | ✅ | ✅ |
💡 Note: Caller refers to the customer side, User is the Agent/Member of the service.