Call Survey (for Brands)

Call Surveys allow you to enter additional information to each call. Simply wait for the customer to hang up and the agent will hear a survey, allowing her to tag the call through the use of the keypad. In the survey, you can tag a call as a conversion, a lead, or any other value of your choice.

Before activating the call survey, you'll first need to set up and assign tags to specific keys.

Step 1 : Set up Tags

Navigate to "Activity - Post Call" from the menu.
Click on the "Call Tag Setup".



There will appear a pop-up box where you can assign, add, delete or re-arrange tags.



Your Nimbata account comes with predefined tags that you can use.

If you want to add new ones:

Click on the “+ New Tag” button
Click on the new tag to name it and then confirm clicking on the check button. In case you want to cancel, you should click on the red button.



If you want to change the sequence of the tags in your dialpad, hover your mouse over the
  icon and drag them upwards or downwards.

Once done with the setup, click on the “Save” button.

If you want to copy tags from other brands, click the “Copy From Brand” button and select from the drop-down menu the brand to copy tags from. Click on the “Save” button.



You can now proceed to activate the add-on.

Step 2: Enabling Call Survey

Navigate to "Setup - Add-ons".
Click on the "Call Survey" box.



Activate the Status slider for the Call Survey Service.



Add your message either by clicking the button or by drag and drop. Use any tool you prefer to record your message in every language you wish.



Please note that:
Τhe maximum file size for uploads is 2 MB.
Only audio files (MP3) are allowed.
Once uploaded, you can hear the recorded message.



Call Survey is now active!

Updated on: 22/11/2021