Articles on: Call Flow Features

Template: How to create a Simple Call Flow

This guide shows you how to create a templated Simple Call Flow. To set this up manually with the Call Flow Builder follow this guide instead: https://help.nimbata.com/en/article/using-the-call-flow-builder-1731pv5/

Call Flows

Call flows define what happens to an incoming call from the moment it reaches your business until it ends. They let you control how calls are routed, tracked, and handled, ensuring each caller reaches the right destination while capturing the data you need for accurate attribution and reporting.

With call flows, you can:

Route calls intelligently based on rules like source, campaign, time of day, or caller location
Customize the caller experience using steps such as IVR menus, greetings, or call forwarding
Measure and optimize performance by tracking call outcomes, conversions, and agent activity

How to set up a Simple Call Flow

Step 1. Go to Tracking > Call Flows and click on 'Create'.

Step 2. In the Create a New Call Flow menu, select 'From Template'.

Step 3. In the Call Flow Templates menu, hover over to 'Simple Call Flow' and click on 'Use template'.

Step 4. Your Simple Call Flow has been created and automatically named. All you have to do is select the destination number and you're good to go!

Step 5. Your Simple Call Flow is ready!

Updated on: 23/12/2025

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