Quick guide: How to complete your basic Nimbata setup

Welcome to Nimbata 👋


This guide will walk you through the essential Day 1 setup so you can begin capturing call data and routing conversations from the very beginning. If you hit a wall and need some guidance, our support team is always here to help.


Step 1. Set up your tracking numbers


Go to Tracking > Numbers and select the type of channel(s) you wish to track.


  1. Select your preferred number type (Toll Free or Local & National) and calculate the amount of numbers you need.
  2. On the pop-up window, insert the number of peak visitors on your website and let the calculator generate the size of your tracking number pool. Click on 'Use pool'.
  3. Make sure the recommended tracking number pool is displayed next to 'Quantity'. Then, fill out the rest of your number preferences and click on 'Finish'.


NOTE: It is better to use local call tracking numbers for local campaigns. Using local numbers can enhance the credibility and relevance of your business within a specific community or region.


Step 2. Set up your destination number(s)


Your destination number is the number where calls will be routed, usually your business line. You can set one or multiple destinations.


  1. Go to Tracking > Destinations.
  2. Click on the '+ Add' button.
  3. On the pop-up menu, select your target country, fill in the destination number and name, and click on 'Add Destination'.


Step 3. Build and Assign your call flow(s)


Go to Tracking > Call Flows. The Call Flow Builder lets you define what happens when someone dials a tracking number.


Build your flow:


  1. Click '+ Add New' to open the builder.
  2. Give your flow a name and use the '+' icon to add steps. You can:
  • Play Greeting Messages: Record a message or use text-to-speech.
  • Record Calls: Enable this to listen back to conversations later.
  • Route Calls: Set the flow to ring the destination number you created in Step 2.
  • Add Whispers: Play a short message only the agent hears (e.g., "Call from Google Ads").


IMPORTANT: Once you create your call flows, you must assign them to your tracking numbers!


  1. In the Call Flows list, click on the 'Link' icon (Assign to Numbers) next to your flow.
  2. Select the tracking numbers you want to follow this specific flow.
  3. Click 'Save'.


Step 4. Enable the DNI script


Dynamic Number Insertion (DNI) is key to matching calls with online sessions. To manage this, go to Tracking > Tracking Code.


1. Install the Script:

  • Option A: Manual Installation: Copy the script at the top of the page and paste it as the last item before the </body> of every page you want calls tracked from.
  • Option B: WordPress Plugin: Download the Nimbata WordPress plugin and activate it. Enter your API key in the settings to enable DNI without coding.
  • Option C: Google Tag Manager: Create a Custom HTML tag in GTM, paste your script, and set the trigger to 'All Pages'.


2. Configure Number Swapping: Under the Number Swapping menu, choose your Swap Type:

  • Phone Number: Matches and replaces the exact phone number text on your site.
  • Span Tag: Replaces numbers based on a specific CSS class.


3. Monitor Script Status: Use the Script Status section to see when the configuration was last updated and when the last visit was detected on your site.


Check everything works before launch


  • Use the Website URL Checker: In the Tracking > Tracking Code menu, enter your website URL in the "Website URL" field and click 'Check'. Nimbata will automatically verify if the script is active and working correctly.
  • Test your Routing: Call your tracking number from a separate phone to confirm it rings your destination number.
  • Review Activity: Check your Nimbata Activity > Calls log to see if your test call was captured.



🎉 That's it. Always remember to place test calls to ensure that everything works fine!



Updated on: 13/03/2026

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