✅ Requires one or several configured Direct Call Templates to assign.

By clicking "+Add", template items under the same Organization Units (or higher) can be assigned to this user.

💡 Note that the templates will be called in the order they were added to the list. You can drag and drop template items to change the order.

🤔 Can I also assign Templates to Services?

Yes Service Call Templates are similar in design to Direct Call templates, but are configured separatedly and applied on service level.

🤔 What is Conversation Context and how is it different to Templates?

• Conversation Context can be seen as "common ground" URLs to be opened for all service users within the Nimbus portal or Assistant. Context is applied via Extension Service Settings.
• Compared to Context, Call Templates allow for more control and can also execute sequential actions in the background, invisible to users (e.g. to perform a ticket-creation while triggering a status update).
• Context has no functional reliance or dependency to either service or direct call templates. Both features can be used in combination or standalone. ☝ However, be aware that your users might get duplicate websites opened when they are defined as context / templates and assigned on both service and user level.