Quick setup guide: advanced Nimbata setup (Day 2)
Welcome back to Nimbata 👋
This guide will walk you through the advanced Day 2 setup.
If you hit a wall and need some guidance, our support team is always here to help.
Step 1. Connect your tools
- Go to Integrations > Manage.
- Explore our list of integrations and connect Nimbata to the tools you already use.
- Click on the tool you wish to integrate and follow the setup instructions.
- For our list of integration setup guides, visit our integrations category in the help center.
Step 2. Create and enable your workflows
- Go to Workflows in the left-hand menu.
- Then, read our guide on how to set up your first workflow(s).
- Manual workflows too complicated? Browse our list of workflow templates instead.
Use the Workflow Builder to set rules like:
- If a call is marked as high-value, send a Slack alert.
- If AI detects a sales opportunity, notify your CRM.
- If a call includes a complaint, tag for follow-up.
Step 3. Analyze and optimize
Once your calls are flowing, it's time to measure what's working.
- Go to Analytics > Dashboard and use Nimbata's reports to:
- View which channels deliver the most valuable calls
- Analyze call intent and sentiment
- Track revenue impact by keyword, ad, or campaign
- Create clean dashboards to share performance
Step 4. Check everything works before launch
1. Test your integrations
Go to Integrations > Manage.
Confirm your connected tools show an active status.
2. Trigger a test workflow
Place a test call and verify the expected action fires.
E.g. a Slack alert arrives, a CRM record is created.
3. Review your data
Check Activity > Calls.
Confirm the call was captured.
Confirm tags, conversions, and/or field values were applied correctly.
🎉 That's it. Always remember to place test calls to ensure that everything works fine!
Updated on: 20/03/2026
Thank you!