Outbound calls

Nimbata’s outbound calling feature lets your team call prospects back using your tracking numbers. It keeps a consistent caller ID while capturing the same recording, attribution, and AI-powered analytics you get on inbound calls.

Connect the softphone

1. Open the dialer

   • Click the floating phone button at the right edge of your screen, near the bottom.

2. Connect the dialer

   • Click the blue Connect button in the pop-up.
   • Wait for the status to change from Connecting… to Connected (shown in green).

   Disconnected

   KeypadRecents

   Ready to make callsConnect to start your phone sessionConnect1

3. Select your caller ID number

   • Click Select number… at the top of the dialer.
   • Your project’s tracking numbers that support calling out appear in the list automatically, along with any caller ID you have verified.
   • Click it to select it.

   Connected

   KeypadRecents

   (415) 555-0142Emergency Repairs

   Search numbers...

   • (415) 555-0142Emergency Repairs1
   • Add new Caller ID

   USEnter number

   12ABC3DEF4GHI5JKL6MNO7PQRS8TUV9WXYZ*0+#

   Note

   If no verified number appears, complete the verification steps below before continuing.

Verify your caller ID

If none of your tracking numbers is in the caller ID list, verify a number before making outbound calls. This confirms ownership and ensures compliance.

You verify numbers on Workspace› › Verified Numbers, and the softphone takes you there.

1. Open the verification prompt

   If this is your first number:

   • Click Select number…. The list shows a Verify Caller ID prompt.
   • Click Verify Number.

   Connected

   KeypadRecents

   Select number...

   Verify Caller IDYou need a verified number to make outbound calls.Verify Number1

   USEnter number

   12ABC3DEF4GHI5JKL6MNO7PQRS8TUV9WXYZ*0+#

   If you are adding an additional number:

   • Click Select number… at the top of the dialer.
   • Click Add new Caller ID at the bottom of the drop-down menu.

   Either way, Workspace› › Verified Numbers opens. Click Add caller id to start the verification.

2. Enter your number details

   • Under Receive code via, pick Call or SMS.
   • Pick your country with the flag in the Phone number box, and enter your Phone number.
   • Optionally enter a Friendly name.
   • Click Send code to receive a 5-digit verification code by call or SMS.

   Verified Numbers

   Your own phone numbers, verified to show as the caller ID when you call from the softphone.

   Verify a Number✕

   1Number2Code3Success

   Receive code viaCallSMS

   Phone number

   (415) 555-0110

   Friendly name (optional)

   Main office

   CancelSend code1

3. Enter the verification code

   • Type the 5-digit code into the code boxes.
   • Click Verify.

4. Finalize and select your number

   • Click Done on the Number verified screen.
   • Your verified number now appears in the Select number… drop-down menu.
   • Click it to select it.

   Connected

   KeypadRecents

   Select number...

   Search numbers...

   • (415) 555-0110Main office1
   • (415) 555-0142Emergency Repairs
   • Add new Caller ID

   USEnter number

   12ABC3DEF4GHI5JKL6MNO7PQRS8TUV9WXYZ*0+#

Make your first call

1. Dial the number

   • Enter the destination number on the keypad.
   • Click the green phone button to start the call.

🎉 Your outbound call is now live and being tracked in Nimbata.

Quick-dial from the calls log

Instead of typing a number manually, you can dial directly from call activity:

• Go to Activity› › Calls.
• Click directly on the caller’s phone number in the log.
• The softphone launches with that number pre-loaded.
• Click the dial button to call them back. If that call’s tracking number is in your caller ID list, it is selected for you.

Softphone settings

Click the gear icon in the top-right of the dialer to open Softphone Settings and customize your experience:

• Auto-Minimize: automatically hides the softphone when you click outside it.
• Dialpad Sound: toggles the tones played when pressing dialpad buttons.
• Call recording: shows whether calls on this project are recorded. Change takes you to the project’s settings, where it’s switched on or off.
• Connect a SIP client: lets you make calls from your own softphone app instead (see below).

Connect your own SIP client

If your team already uses a desktop or mobile softphone app, such as Zoiper or Bria, you can sign it in to Nimbata and call from there instead of the browser.

SIP client access is turned on per project by Nimbata. Until it is, the section says “SIP client access isn’t enabled for this project.”

1. Ask for access

   Click the gear icon on the softphone, open Connect a SIP client and click Request SIP client access. This opens a support request that already names your organization and project, so you only have to send it.

2. Generate your credentials

   Once access is on, open Connect a SIP client again and click Generate credentials. Nimbata shows your Auth username, SIP password (click the eye to show it) and SIP domain, each with a copy button.

3. Sign in from your SIP client

   In your softphone app, add a new SIP account with the username, password and domain. Use port 5061 for TLS, or 5060 for TCP or UDP.

4. Set your caller ID

   Set your app’s caller ID (its “Display name”, “From” or “Username” field, depending on the app) to one of the verified numbers listed under Caller ID. Outbound calls need a verified caller ID: with none, the section says “No verified number. Calls won’t connect until you verify one.” and Verify takes you to Workspace› › Verified Numbers.

Good to know:

• Your credentials expire every night. They’re valid until midnight in the project’s time zone (the section shows Valid until with the date and time). After that they show Expired: click Regenerate credentials and enter the new password in your app.
• Regenerating replaces the password. Any app using the old one has to be updated, and the softphone in Nimbata reconnects. You can’t regenerate during a call.
• Recording follows the project. The section says whether calls on this project are recorded, using the same Call recording setting as the Nimbata softphone.
• The softphone’s checks don’t apply. Calls placed from a SIP client aren’t logged in the softphone and skip its caller ID and international call checks.

Choose your caller ID

Select which number the recipient sees from the Select number… drop-down menu:

Tracking number (recommended)

• The prospect sees the same number they originally called, keeping your outreach consistent.

Verified business line

• Your own verified business number, if you added one during setup.

Outbound calls in reports

Outbound calls are fully integrated into your Nimbata data alongside inbound calls.

• They appear in your Activity› › Calls log.
• They are marked with a blue outbound badge in the Direction column.
• They have no tracking number or UTM data, so filtering a view or report by those leaves outbound calls out.

AI summaries and recordings

Outbound calling is available from the Pro plan up (a trial includes up to 10 outbound calls).

• Recording: outbound calls aren’t recorded through a call flow. Turn on Call recording in the Softphone card of the project’s settings (Account› › Projects, then edit the project). It is off by default.
• Transcripts, summaries and other actions: use a workflow with the Outbound Call trigger.
• You can also add manual notes, values, and tags directly from the activity log.

Important considerations

Pricing
Outbound calls are billed at the same rates as inbound calls for the country being dialed.

Regional support
Your caller ID and the number you dial must be in the same country, unless your plan or project allows international calls. Otherwise the softphone says International calls are not allowed. Caller ID and destination must be from the same country.

Legal compliance
Agents are responsible for informing recipients that the call is being recorded, in line with local telecommunications regulations.

Detailed guide: Turn on transcriptions and summaries
Detailed guide: Play and download recordings