A recorded call in Nimbata has an audio recording and, when a workflow transcribes it, a transcript and an AI-generated summary, all accessible from the same place: ActivityCalls. This page shows how to play and download recordings, read transcripts and summaries, download transcripts, and share calls to train your team.

Play and download recordings

Note

To enable call recordings, see: Turn on recording. Recording must be enabled on the call flow associated with the call. To enable transcriptions, see: Turn on transcriptions and summaries.

The calls log lets you replay any recorded conversation, download it, and review the call’s details, including tags, attribution, notes, transcripts, and summaries. You download recordings one at a time from the player, or many at once with Download recordings in the view’s menu: Nimbata prepares a zip file (up to 300 MB) and sends you a link that works for 12 hours.

  1. Open the calls log

    • Go to ActivityCalls.
    • You land on the Completed Calls tab by default.

  2. Play the recording

    • Locate the call in the list.
    • Click the Play button on the call row to open the audio player. The Play button shows in views with Show audio player turned on in their settings (the All Calls view has it off).
    RecordingCaller NameTracking NumCall DurationCall Tag
    MCMaya Chen(415) 555-014204:12Booked job
    DODaniel Ortiz(415) 555-015702:48Quote request
    -PPPriya Patel(415) 555-016300:36Missed opportunity
    TBTom Becker(800) 555-011805:21Existing customer
    ARAisha Rahman(415) 555-014203:05Booked jobQuote request
    -DODaniel Ortiz(415) 555-015701:54
    6 calls
    Calls with a recording have a Play button in the Recording column: click it (1) to listen.

  3. Download the recording (optional)

    • Click the download icon in the audio player to save the recording to your device.
    MCMaya Chen
    (415) 555-0171
    Booked job
    Recording
    11x
    01:28 / 04:12
    Call DataAttributionTranscript2
    Tags
    Booked job
    Call Rating
    Follow-up Date
    Oct 21, 2026
    Call Value
    350

    Notes & Comments

    Burst pipe under the kitchen sink. Booked for Thursday morning.
    The expanded call: download the recording from the player (1), and read the conversation on the Transcript tab (2).

  4. Review call details (optional)

    • Open the call’s details: click the expand arrow on the call row (in views set to Expand Row, such as Completed Calls), or click the row in views set to Open Pop-up, such as All Calls.
    • Check the Call Data tab (tags, rating, value and Notes & Comments) and the Attribution tab for context.
    • Read the Notes & Comments for anything you may have missed.
    • Open the Transcript tab, with its Conversation and Summary tabs, for a full written record of the conversation.

Note

Recordings are only available for calls where recording was active at the time of the call. If no Play button appears on a call row, recording was not enabled for that call, the view’s Show audio player setting is off, or your role can’t access call recordings.

🎉 You can now play any recording and download what you need, all from ActivityCalls. A downloaded recording is ready to review, share, or archive. Use the transcript and the call notes alongside the audio for maximum insight.

See Read transcripts and summaries below.
See Share calls for training below.
Detailed guide: Turn on recording
Detailed guide: Turn on transcriptions and summaries
Detailed guide: Transcripts and summaries compared

Read transcripts and summaries

Note

To learn how to activate transcriptions first, read: Turn on transcriptions and summaries.

Call transcriptions let you quickly find what your phone leads are talking about, without listening to the full recording. Nimbata gives you access to the transcript and the AI-generated summary of every recorded call. There are two ways to read them: use the Transcription column when you want to scan quickly across many calls, and the expanded call panel when you want to read a specific transcript in full or switch to the AI summary.

Transcription column

  1. Open the calls log

    • Go to ActivityCalls.

  2. Open the column editor

    • Click the three-dot menu in the upper right of the calls list.
    • Select Edit columns from the pop-up menu.
    • Edit columns2
    • Edit Settings
    • Export data
    • Download recordings
    • Save as
    • Copy link
    • Close view
    Click the three-dot menu (1), then Edit columns (2).

  3. Add the Transcription column

    • Find Transcription in the Available list.
    • Click it (its arrow appears when you hover) to move it to the Selected list.
    • Close the dialog with its X.
    Click Transcription (1) in the Available list to add it, then close the pop-up.

  4. Open a transcript

    • The Transcription column now appears in your call list.
    • Click the transcript icon (a book) on any call row to read that call’s transcription.
    TranscriptionRecordingCaller NameCall Duration
    1MCMaya Chen04:12
    DODaniel Ortiz02:48
    -PPPriya Patel00:36
    TBTom Becker05:21
    ARAisha Rahman03:05
    -DODaniel Ortiz01:54
    6 calls
    Click the book (1) in the Transcription column to read the call's transcript.

Tip

Transcriptions are processed after the call ends. Allow a few minutes before they appear.

Expanded call panel

  1. Open the calls log

    • Go to ActivityCalls.

  2. Filter to calls with recordings (optional)

    • Click Filters, then + Add filter.
    • Select Recording and set the value to Yes.
    • Click Apply Changes.

    This limits the list to calls that have recordings. Not every recording is transcribed: to see only transcribed calls, use the Transcriptions filter instead.

    Filters2
    Showing records where:✕
    Call Outcome
    Answered or Voicemail
    Recording
    Yes
    Clear all filters
    With Recording set to Yes, click Apply Changes (1) to keep only the recorded calls.

  3. Expand the call

    • Find the call whose transcript or summary you want to read.
    • Click the arrow at the start of that call row to open the call detail panel.

  4. Open the transcript

    • In the call detail panel, click Transcript to read the full written record of the conversation.
    • Nimbata displays the full transcript (Conversation) by default.
    • The call summary is derived from the transcript, so both are accessed from the same panel.
    MCMaya Chen
    (415) 555-0171
    Booked job
    Recording
    01:28 / 04:12
    Call DataAttributionTranscript1
    ConversationSummary2
    Caller

    Hi, our basement has water coming up through the floor drain. Can someone come out today?

    Agent

    Thanks for calling Harbor & Pine Plumbing. We can have a plumber there this afternoon. What is the address?

    Caller

    It is 214 Alder Street. How soon could someone arrive?

    Agent

    Our emergency crew can be there between two and three o'clock. I will book that for you now.

    The Transcript tab (1) opens on the Conversation; the Summary tab (2) sits beside it.

  5. Switch to the summary

    • Click Summary to read the AI-generated overview of the call.
    MCMaya Chen
    (415) 555-0171
    Booked job
    Recording
    01:28 / 04:12
    Call DataAttributionTranscript
    ConversationSummary

    Summary

    The caller reported water coming up through the basement floor drain and asked for a visit the same day. The agent booked the emergency crew for 214 Alder Street between two and three o'clock that afternoon.

    The Summary tab shows the AI-generated overview of the call.

🎉 You can now read transcripts directly in your call list or from the expanded call panel, and the transcript or summary you opened is ready to review.

Detailed guide: Turn on transcriptions and summaries
Detailed guide: Transcripts and summaries compared
See Download transcripts below.

Download transcripts

Tip

Before you start: transcriptions must be enabled and the call must already have been processed. If you haven’t set up transcriptions yet, follow: Turn on transcriptions and summaries.

Transcripts can be read one by one in a call record, and downloaded by exporting your call activity data with the Transcription column, for one call or in bulk.

Download a single transcript

The Transcript tab of a call has no download button. To save one call’s transcript, export that call with the Transcription column. An export with that column always covers the whole view and its filters (ticked rows are ignored), so first narrow the view down to the one call.

  1. Narrow the view to the call

    • Go to ActivityCalls.
    • Set the date range to the day of the call, and filter the view (or a column, with Show columns filters on) by the caller’s number, until only that call is listed.

  2. Export it with the Transcription column

Download transcripts in bulk

Transcripts are included in a full call data export as a column alongside other call fields.

  1. Open the calls view

    • Go to ActivityCalls.
    • Apply any date range or filters to narrow the calls you want to export.

  2. Add the Transcription column

    • Click the three-dot menu in the upper right.
    • Select Edit columns.
    • Find Transcription in the Available list.
    • Click it (its arrow appears when you hover) to move it to the Selected list.
    • Close the dialog with its X.
    Add Transcription (1) to the Selected list so the export includes it.

  3. Export the data

    • Click the three-dot menu above the list and select Export data.
    • In the Export Calls dialog, pick .xlsx or .csv under Format, then click Export.
    • If every row is already loaded on screen, or you ticked the rows you want, the file downloads straight away (unless it includes the Transcription column). Otherwise Nimbata prepares it on the server and gives you a download link, in the app and by email. The link works once and expires after 24 hours.
    • The Transcription column is only included if your role can access call recordings in every project in the export.

Note

Transcripts exported in bulk appear as plain text within the spreadsheet column. For the full formatted transcript view, open the individual call record.

🎉 Your transcript is downloaded and ready to review or share.

Detailed guide: Turn on transcriptions and summaries
Detailed guide: Download charts

Share calls for training

Note

Recordings require call recording to be enabled on your call flow. Transcripts require the transcription workflow to be active. See: Turn on recording and Turn on transcriptions and summaries.

Nimbata captures a full record of every call: audio, transcript, AI summary, tags, rating, and notes. Filter your call list down to the calls worth reviewing, then play, download, or export what you need to bring to your team for coaching and training.

Find the right calls

  1. Open the calls log

    • Go to ActivityCalls.

  2. Filter to calls with recordings

    • Click Filters, then + Add filter.
    • Select Recording and set the value to Yes.
    • Click Apply Changes.

    This removes calls without audio from the list.

    Filters1
    Showing records where:✕
    Recording
    Yes
    Clear all filters
    Set Recording to Yes, then click Apply Changes (1).

  3. Narrow by the signals that matter for training

    Add further filters to surface the most instructive calls. Useful combinations include:

    • Call Duration: filter for calls above a minimum threshold to focus on substantive conversations.
    • Tag: filter by a specific Call Status tag (such as Sale Confirmed or Call Back Requested) to find calls worth replicating or reviewing.
    • Rating: filter by star rating to find either high-quality model calls or low-quality calls that need coaching.
    • Talk Duration: focus on calls where significant conversation occurred.

    Tip

    You can stack multiple filters. All conditions must be met for a call to appear in the results.

Review a call before sharing

  1. Open the call detail panel

    • Find the call in the filtered list.
    • Click the expand arrow on the call row to open the call detail panel.

  2. Review the call content

    • Click Play on the call row to listen to the recording.
    • Click the Transcript tab in the detail panel to read the full conversation.
    • Click the Summary tab, beside Conversation in the Transcript tab, to read the AI-generated summary.
    • Check Notes & Comments on the Call Data tab for your team’s notes, or the AI’s, if a workflow fills them in (marked Filled with AI).

Share with your team

  1. Download the recording

    • Click the Play button on the call row to open the audio player.
    • Click the download icon in the player to save the audio file to your device.
    • Share the file by email, Slack, or your team’s preferred channel.

  2. Download the transcript

    • Export the call with the Transcription column: see Download a single transcript above.
    • Share the file alongside the recording for full context.

Tip

To share multiple transcripts at once, export them in bulk. Go to ActivityCalls, apply your filters, add the Transcription column via the three-dot menu, then select Export data in the same menu and pick .xlsx or .csv. Each transcript appears as a column in the export.

🎉 You now have the recordings and transcripts ready to use in your training sessions.

See Play and download recordings above.
Detailed guide: Set up AI call analysis
Detailed guide: Post-call actions
Detailed guide: Tag calls automatically or by hand