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# How to make and track outbound calls with Nimbata

# How to make and track outbound calls with Nimbata

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

### Step 1. Open the dialer

* Click the floating **phone button** at the bottom-right of your screen.

### Step 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).

### Step 3. Select your caller ID number

* Click **Select number**.
* If you have already verified a caller ID, it will appear in the list. 
* Click it to select it.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/imageqe4tg0_1s2d5j8.png)

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

# Verify your caller ID

You must verify at least one number before making outbound calls. 
This confirms ownership and ensures compliance.

### Step 4. Open the verification prompt

**If this is your first number:**
* The dialer shows a **Verify caller ID** prompt automatically.
* Click **Verify number**.

**If you are adding an additional number:**
* Click **Select number…**
* Click **+ Add new caller ID** at the bottom of the drop-down menu.

### Step 5. Enter your number details

* Select your **Country**.
* Enter your **Phone number**.
* Optionally enter a **Friendly name**.
* Click **Send code** to receive a 5-digit verification code by call or SMS.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image178wg3l_1ttfzp0.png)

### Step 6. Enter the verification code

* Type the 5-digit code into the **Verification code** boxes.
* Click **Verify**.

### Step 7. Finalize and select your number

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

# Make your first call

### Step 8. Dial the number

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

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/imagehexpo8_t9kasr.png)

🎉 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](https://app.nimbata.com/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.

# Softphone settings

Click the **gear icon** in the top-right of the dialer to customize your experience:
* **Auto-minimize**: Automatically hides the softphone when you click outside it.
* **Dialpad sound**: Toggles the tones played when pressing dialpad buttons.

# Choosing 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image14f312h_vkxjrl.png)

# How outbound calls appear in reports

Outbound calls are fully integrated into your Nimbata data alongside inbound calls.
* They appear in your [Activity > Calls](https://app.nimbata.com/activity/calls) log.
* They are marked with a blue **Outbound** tag in the **Direction** column.
* Attribution and analytics work the same way as for inbound calls.

# AI summaries and recordings

On **Marketing** and **Agency** plans, outbound calls receive the same automation as inbound calls: 
Call recording, AI transcripts, summaries, sentiment analysis, and post-call workflow actions. 
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**
Outbound dialing is available in every country where Nimbata offers inbound tracking.

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


||| Users must operate the outbound dialler in compliance with their local recording and privacy laws. Nimbata assumes no liability for users who fail to meet these legal requirements.
---

Detailed Guide: [**How to enable a call recording**](https://help.nimbata.com/en/article/how-to-enable-a-call-recording-1dtkuq8/) 
Detailed Guide: [**AI call transcriptions: how to activate transcriptions and summaries**](https://help.nimbata.com/en/article/ai-call-transcriptions-how-to-activate-transcriptions-and-summaries-bmjguu/) 
Detailed Guide: [**How to listen to call recordings**](https://help.nimbata.com/en/article/how-to-listen-to-call-recordings-1jo9cmf/)