Post-call actions are automated tasks that run after a phone call ends.

They are generated by Nimbata AI as part of the AI Call Analysis workflow and appear inside the call details alongside your transcript, tags, rating, and notes.

The three post-call action components

Coaching

The Coaching section helps managers train agents based on real call performance.

• Strengths observed: What the agent did well, such as effective call control or clear pricing communication.
• Improvement opportunities: Specific situations the agent could have handled better.
• Actionable coaching steps: Concrete advice on what to change in future calls and why it matters.

Smart Follow-Up

The Smart Follow-Up section drafts ready-to-use messages based on the call's context.

• Contextual templates: AI generates a complete message with a subject line, personalized greeting, summary of what was discussed, and agreed-upon next steps.
• Closing the loop: Every lead receives a professional confirmation of their inquiry or appointment without manual typing.

Action Plan

The Action Plan section breaks down the conversation into specific, manageable tasks.

• Description: A clear summary of the task, such as Book an appointment or Prepare parts.
• Owner & Priority: Assigns responsibility and urgency (e.g., High or Urgent).
• Deadline & Follow-up requirements: Sets a timeframe and any additional steps needed.

Other post-call automation you can configure

Beyond the three AI components, workflows can trigger a wide range of actions after a call ends, including: sending email or Slack notifications, creating or updating CRM contacts in HubSpot, Salesforce, or Zoho, applying call tags based on outcomes or AI insights, pushing qualified conversions to Google Ads or Meta, and updating custom fields with metadata.

How to set up post-call actions

Step 1. Go to Workflows and click Create

• Go to Workflows.
• Click Create in the top-right corner.

Step 2. Select From Template

• In the Create a New Workflow menu, select From Template.

Step 3. Choose the AI Call Analysis template

• Hover over AI Call Analysis.
• Click Use template.

Step 4. Review the generated workflow

The template sets the trigger to Call Ends, enables transcription, and preconfigures seven AI actions that generate all post-call outputs.

Step 5. Enable the workflow

• Click Enable in the top-right corner.

🎉 Post-call actions will now be generated automatically after every qualifying call.

Tips for getting the most from post-call actions

• Set clear filter criteria so only meaningful calls trigger actions.
• Combine multiple actions, e.g. tag + notify + push to CRM, in the same workflow.
• Test with a sample call to confirm the workflow fires as expected.

Detailed Guide: Template: how to create an AI Call Analysis workflow

Detailed Guide: How to set up Nimbata AI for automatic call analysis

Detailed Guide: AI call transcriptions: how to activate transcriptions and summaries

Updated on: 14/04/2026