How to score and tag calls with post-call surveys

Post-call surveys let agents score, tag, and classify calls directly from the dial pad after a call ends.

The caller hangs up, the agent hears the survey prompt, and pressing a digit triggers an action in Nimbata, such as applying a tag, assigning a rating, or recording a value.

Always assign the call flow you create to at least one tracking number for the survey to fire.

Step 1. Go to Call Flows

Go to Tracking > Call Flows.
Click + Create to start a new call flow, or open an existing one you want to add a survey to.

Step 2. Select From Scratch

In the Create a New Call Flow menu, select From Scratch.

Step 3. Add a Greeting

Click the + plus sign in the call flow builder.
Select Greeting.
Choose Text to Speech or Audio File for your greeting message.

Step 4. Add a Dial destination

Click the + plus sign again.
Select Dial.
Choose your preferred destination number.

Step 5. Add a Call Survey

Click the + plus sign a third time.
Select Call Survey from the menu.

Step 6. Configure the survey message

Choose Audio File to play a pre-recorded prompt, or Text to Speech to type your message.

🎉 Your call survey is set up. After each call ends, agents will hear the survey prompt and can respond by pressing a digit.

How the survey is triggered

The survey starts automatically when the caller hangs up.
The agent can also trigger it early by pressing * on the dial pad.
Pressing * immediately ends the call and starts the survey.

Automating tagging with call surveys

To assign tags, ratings, or values to the digits agents press, set up a workflow that listens for the Digits Pressed by Destination rule.

Detailed Guide: How to create new call tags

Detailed Guide: How to tag calls: workflows and manual tagging

Detailed Guide: How to set up call flows

Updated on: 14/04/2026

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