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