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# How to set up Nimbata AI for automatic call analysis

|| This guide covers the full manual setup. For the quick 3-step template, see: [Template: how to create an AI Call Analysis workflow](https://help.nimbata.com/en/article/template-how-to-create-an-ai-call-analysis-workflow-3j0xpe/).

||| Available on Marketing and Agency plans only.

Nimbata AI analyses every call automatically after it ends; transcribing, tagging, rating, summarizing, and assigning value without you listening to a single recording. 
This guide walks through each AI feature and how to enable it.

# 1. Enable call transcriptions and AI summaries

Transcriptions are the foundation. All other AI features depend on them.

### Step 1. Create a new workflow

* Go to [Workflows](https://app.nimbata.com/workflows).
* Click **+ Create** in the top-right corner.

### Step 2. Select From Scratch

* In the Create a New Workflow menu, select **From Scratch**.

### Step 3. Confirm the trigger

* Confirm that **Trigger Enrollment** is set to **Inbound Call > Call Ends**.

### Step 4. Add the Transcribe Call action

* Click the **+** plus sign.
* Click **Perform action**.
* Select **Transcribe Call** from the task menu.

### Step 5. Accept the consent prompt

* Click **Agree** on the Enable Transcriptions pop-up.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_yw84ww.png)

# 2. Enable AI auto-tagging

Tags identify the purpose and outcome of each call. Nimbata AI applies them based on what was said.

Available **Call Status** tags: Appointment Booked, Callback Requested, Callback Scheduled, Call Dropped / Technical Issue, Conversion, Existing Customer, No Answer, Not Interested, Qualified Lead, Sale Confirmed, SPAM, Wrong Number.

Available **Sentiment** tags: Angry, Frustrated, Happy, Mixed, Satisfied.

| You can also create custom tags tailored to your business.

### Step 6. Add a Tags action

* Click **+ Add task**.
* Select **Tags** from the task menu.

### Step 7. Toggle Fill with AI and configure

* Toggle on **Fill with AI**.
* Optionally, add tags and write instructions for how the AI should apply them.
* Click **OK**.

You can leave the fields empty and click **OK** immediately; the AI will use conversational context to tag calls automatically.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_1hfopqg.png)

# 3. Enable AI star ratings

Nimbata AI rates call quality on a 1-5 star scale.

### Step 8. Add a Rating action

* Click **+ Add task**.
* Select **Rating** from the task menu.

### Step 9. Toggle Fill with AI and configure

* Toggle on **Fill with AI**.
* Optionally, write instructions for how the AI should score calls.
* Click **OK**.

The AI uses conversational context, tone, and outcome to assign a rating.

# 4. Enable AI-generated call notes

Nimbata AI extracts key points from each call and displays them as structured notes.

### Step 10. Add a Notes action

* Click **+ Add task**.
* Select **Notes** from the task menu.

### Step 11. Toggle Fill with AI and configure

* Toggle on **Fill with AI**.
* Optionally, write instructions for what the AI should capture (for example: booking details, customer intent, follow-up steps).
* Click **OK**.

# 5. Enable AI call value estimation

Nimbata AI estimates the monetary value of each call based on conversation content.

### Step 12. Add a Value action

* Click **+ Add task**.
* Select **Value** from the task menu.

### Step 13. Toggle Fill with AI and configure

* Toggle on **Fill with AI**.
* Optionally, write instructions for how the AI should calculate value (for example: based on quoted price, product mentioned, or appointment type).
* Click **OK**.

The AI assigns a value where applicable, such as a quoted service price or a booked appointment cost.

### Step 14. Enable the workflow

* Click **Enable** in the top-right corner of the workflow builder.
---

🎉 Nimbata AI will now automatically analyse every future inbound call; transcribing, tagging, rating, taking notes, and assigning value.
Here's what a fully processed call looks like in the call details view:

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_ket2s9.png)

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: [**Template: how to create an AI Call Analysis workflow**](https://help.nimbata.com/en/article/template-how-to-create-an-ai-call-analysis-workflow-3j0xpe/) 
Detailed Guide: [**Post-call actions: what happens after a call ends**](https://help.nimbata.com/en/article/post-call-actions-what-happens-after-a-call-ends-17lnmjz/) 
Detailed Guide: [**How to set up keyword and phrase spotting**](https://help.nimbata.com/en/article/how-to-set-up-keyword-and-phrase-spotting-1d3iw0q/)