This article explains Nimbata's Post-Call Actions, which are the actionable components of our Conversational Intelligence suite. By using AI to analyze your conversations, Nimbata helps your team move from simply hearing a call to taking the right next steps immediately.

Transform raw call data into actions you can take with Post-Call Actions

While Nimbata AI provides standard analysis like sentiment, tagging, and summaries, Post-Call Actions focus on what happens next. These are divided into three distinct sections: Coaching, Smart Follow-Up, and Action Plan.

1. Prerequisites for Post-Call Actions

1. Workflow Configuration: You must have a workflow created that includes both Call Recordings and Call Transcriptions.
2. AI Analysis: These actions are part of the Nimbata AI analysis and require a Marketing or Agency plan.

Need some help? Use the following guides: How to set up Call Recordings | How to set up Call Transcriptions

2. Understanding the three actionable components

Coaching: Developing your team

The Coaching section is designed to help managers train agents and improve call quality based on actual performance.

• 'Strengths observed': Highlights what the agent did well, such as effective call control or clear communication of pricing.
• 'Improvement opportunities': Identifies specific areas where the agent could have handled a situation better, such as clarifying appointment urgency earlier.
• 'Actionable coaching steps': Provides concrete advice on what the agent should adjust in future calls and why it matters for the customer experience.

Smart Follow-Up: Automated communication

The Smart Follow-Up section saves your team time by drafting ready-to-use messages based on the call's context.

• Contextual Templates: AI generates a full message including a 'Subject' line, a personalized greeting, a summary of what was discussed, and the agreed-upon next steps.
• Closing the Loop: These templates ensure that every lead receives a professional confirmation of their inquiry or appointment without manual typing.

Action Plan: Task management

The Action Plan section breaks down the conversation into specific, manageable tasks to ensure nothing falls through the cracks.

• 'Description': A clear summary of the task (e.g., Book an appointment or prepare parts).
• 'Owner' & 'Priority': Assigns responsibility to an agent and defines the urgency level (e.g., High or Urgent).
• 'Deadline' & 'Follow-up requirements': Sets a specific timeframe and details any additional steps needed, such as sending an address via text.

3. Accessing Post-Call Actions

Step 1. Go to 'Activity > Calls' in your Nimbata dashboard.

Step 2. Click on a specific call entry to expand the details.

Step 3. Scroll down past the 'Call Data', 'Notes', and 'Recording' sections to find the Post-Call Action tabs.

1. Coaching:

2. Smart Follow-Up:

3. Action Plan:

4. Integrated AI Analysis

Post-Call Actions exist alongside other critical data points in your call entry, including:

• 'Call Tags': Key themes applied automatically (e.g., Appointment Booked).
• 'Call Rating': A star rating (1–5) based on lead quality or sentiment.
• 'Call Value': The estimated or actual dollar amount of the lead.
• 'AI Notes': A comprehensive list of details extracted by the AI from the call transcript.

Updated on: 03/03/2026