How to set up Nimbata AI for automatic call analysis

Note: If you have already enabled Call Transcriptions & AI Summaries, skip to section 2, Select Tags for AI Auto-Tagging, of this guide.

Nimbata AI helps you get instant thorough insights from every call without listening to recordings or reading full transcripts. In just a few steps, you can enable powerful AI features that transcribe, tag, rate, summarize, and assign value to calls, automatically.

Here’s how to set it up:

1. Enable Call Transcriptions & AI Summaries

First, make sure call transcriptions are turned on. This allows Nimbata AI to:

• Transcribe each call in full
• Generate a concise, AI-powered summary of the conversation

To enable Call Transcriptions & AI Summaries:

Step 1. Click on Workflows on the left-hand side menu in your Nimbata account and then click the 'Add+' button on the top-right corner.

Step 2. Make sure the Trigger is set to 'Call Ends' and click on the plus '+' sign.

Step 3. Click on the 'Perform action' button.

Step 4. From the menu on the right, select the 'Transcribe Call' task.

Step 5. Click on 'Agree' on the 'Enable transcriptions' pop-up message.

Your workflow should look like this:

2. Select Tags for AI Auto-Tagging

Tags help you understand the purpose and outcome of each call at a glance. Nimbata AI automatically applies relevant tags based on what was said during the conversation.

Call Status Tags

Let AI apply them automatically or choose the ones that matter to your business.

Sentiment Tags

AI can detect tone and emotion during a call. Select the sentiments you'd like tracked, add your own, and let AI do the rest.

To enable Auto-Tagging:

Step 1. Click on the '+ Add task' button and select Tags from the right-hand menu.

Step 2. Toggle the 'Fill with AI' button.

Step 3. Add any tags you like and describe when and how the AI should add them to a call and click 'OK'. You can also leave these fields empty and select 'OK' right after you have toggled the 'Fill with AI' button.

3. Enable AI Star Ratings

Nimbata AI can rate the overall quality of a call on a 1–5 star scale, helping you quickly identify high-quality interactions.

To turn this on:

Step 1. Click on the '+ Add task' button and select Rating from the right-hand menu.

Step 2. Toggle the 'Fill with AI' button.

Step 3. Set conditions on how the AI should go about rating the call and click 'OK'. You can also leave this field empty and select 'OK' right after you have toggled the 'Fill with AI' button. The AI will use conversational context, tone, and outcome to assign a star rating.

4. Turn On AI-Generated Call Notes

Let AI handle note-taking. When enabled, Nimbata AI will extract key points from each call and display them as clear, actionable notes.

To enable:

Step 1. Click on the '+ Add task' button and select Notes from the right-hand menu.

Step 2. Toggle the 'Fill with AI' button.

Step 3. Set conditions on how the AI should go about taking notes during the call and click 'OK'. You can also leave this field empty and select 'OK' right after you have toggled the 'Fill with AI' button. These notes often include booking details, customer intent, follow-up instructions, and more, so your team can act fast without re-listening.

5. Enable AI-Powered Call Value Estimation

Want to track ROI from every call? Nimbata AI can estimate the monetary value of each call based on conversation content.

To enable:

Step 1. Click on the '+ Add task' button and select Value from the right-hand menu.

Step 2. Toggle the 'Fill with AI' button.

Step 3. Set conditions on how the AI should go about assigning value to the call and click 'OK'. You can also leave this field empty and select 'OK' right after you have toggled the 'Fill with AI' button. The AI will assign a dollar amount where applicable, based on context (e.g. quoted service price, product mention, or booked appointment cost).

What You’ll See After Setup

Once these features are enabled, each call will be automatically analyzed and summarized. Here’s what a fully processed call will look like:

1. AI Notes

• Caller booked an appointment for plumbing due to a burst pipe
• The appointment cost is $150
• Plumber scheduled to arrive within the next few hours
• Caller was satisfied with the arrangement

2. Tags

• Qualified Lead
• Appointment Booked
• Satisfied

3. Rating

5/5 Stars

4. Call Value

$150

5. Summary

A concise AI-written overview of the conversation

6. Transcription

Full call transcript with speaker separation and timestamps

Updated on: 15/07/2025