Articles on: Workflows

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.

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.
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.

Click Agree on the Enable Transcriptions pop-up.

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.

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.