> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nimbata.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

| If you're looking for the basic setup guide, go here: https://help.nimbata.com/en/article/quick-setup-guide-basic-nimbata-setup-day-1-1slm7xu/

### Step 1. Connect your tools

* Go to [Integrations > Manage](https://app.nimbata.com/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](https://help.nimbata.com/en/category/integrations-1dv5hp1/).

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_g6gyv8.png)

### Step 2. Create and enable your workflows

* Go to [Workflows](https://app.nimbata.com/workflows) in the left-hand menu.
* Then, read our [guide on how to set up your first workflow(s)](https://help.nimbata.com/en/article/how-to-set-up-your-first-workflow-q8c5v5/).
* Manual workflows too complicated? Browse our [list of workflow templates instead](https://help.nimbata.com/en/category/workflows-1hrn936/).

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.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_1oyuv7v.png)

### Step 3. Analyze and optimize

Once your calls are flowing, it's time to measure what's working. 

* Go to [Analytics > Dashboard](https://app.nimbata.com/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

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_1v93ci9.png)

### Step 4. Check everything works before launch

**1. Test your integrations**
Go to [Integrations > Manage](https://app.nimbata.com/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](https://app.nimbata.com/activity/calls).
Confirm the call was captured.
Confirm tags, conversions, and/or field values were applied correctly.

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