Nimbata AI analyzes every call automatically after it ends: transcribing, tagging, rating, summarizing, and assigning value without you listening to a single recording. This page shows how to set it up step by step or from the AI Call Analysis template, and what post-call actions it generates.

Set up AI call analysis

Note

This section covers the full manual setup. For the quick 3-step template, see: Start from a template.

Warning

AI call summaries and AI tagging and scoring are available on Pro, Marketing and Agency plans; keyword spotting on Marketing and Agency plans. Each runs in a workflow: Pro includes 1 workflow, Marketing 5 and Agency unlimited.

This section walks through each AI feature and how to enable it.

Enable call transcriptions and AI summaries

Transcriptions are the foundation. All other AI features depend on them.

  1. Create a new workflow

    • Go to Workflows.
    • Click + Create in the top-right corner.

  2. Select From Scratch

    • In the Create a New Workflow menu, select From Scratch.

  3. Confirm the trigger

    • Confirm that Trigger Enrollment is set to Inbound Call > Call Ends.

  4. Add the Transcribe Call action

    • Click the + plus sign.
    • Click Perform action.
    • Select Transcribe Call from the task menu.

  5. 1Accept the consent prompt

    • Click Agree on the Enable transcriptions pop-up.
    The consent prompt: click Agree (1) to turn on transcriptions.

    The builder now shows a Transcribe Call step above an empty Action group:

    New workflowWorkflow is valid.
    Enable
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall EndsUser Updates Property
    Transcribe Call✕
    Language:Tracking number country
    Action group
    Add task
    Finish
    Transcription is on. The Action group below it is where you add the AI tasks in the next sections, with Add task.

Enable AI auto-tagging

Tags identify the purpose and outcome of each call. Nimbata AI applies them based on what was said.

Available Call Status tags: Appointment Booked, Call Back Requested, Follow-up Scheduled, Call Dropped / Technical Issue, Conversion, Existing Customer, No Answer, Not Interested, Qualified Lead, Sale Confirmed, SPAM, Wrong Number.

Available Sentiment tags: Angry, Frustrated, Happy, Mixed, Satisfied.

Tip

You can also create custom tags tailored to your business.

  1. Add a Tags action

    • Click Add task in the Action group.
    • Select Tags from the task menu.

  2. 1Select Generate with AI and configure

    • Select Generate with AI at the top of the dialog.
    • Optionally, add tags under Limit tags to (optional) and write instructions for how the AI should apply them.
    • Click OK.

    You can leave the fields empty and click OK immediately; the AI uses conversational context to tag calls automatically.

    The Tags dialog: select Generate with AI (1), optionally limit the tags and tell the AI when to add them, then click OK.

Enable AI star ratings

Nimbata AI rates call quality on a 1 to 5 star scale.

  1. Add a Rating action

    • Click Add another action in the Action group.
    • Select Rating from the task menu.

  2. Select Generate with AI and configure

    • Select Generate with AI.
    • Optionally, write instructions for how the AI should score calls.
    • Click OK.

    The AI uses conversational context, tone, and outcome to assign a rating.

Enable AI-generated call notes

Nimbata AI extracts key points from each call and displays them as structured notes.

  1. Add a Notes action

    • Click Add another action in the Action group.
    • Select Notes from the task menu.

  2. Select Generate with AI and configure

    • Select Generate with AI.
    • Optionally, write instructions for what the AI should capture (for example: booking details, customer intent, follow-up steps).
    • Click OK.

Enable AI call value estimation

Nimbata AI estimates the monetary value of each call based on conversation content.

  1. Add a Value action

    • Click Add another action in the Action group.
    • Select Value from the task menu.

  2. Select Generate with AI and configure

    • Select Generate with AI.
    • Optionally, write instructions for how the AI should calculate value (for example: based on quoted price, product mentioned, or appointment type).
    • Click OK.

    The AI assigns a value where applicable, such as a quoted service price or a booked appointment cost.

  3. Enable the workflow

    • Click Enable in the top-right corner of the workflow builder.

🎉 Nimbata AI now automatically analyzes every future inbound call: transcribing, tagging, rating, taking notes, and assigning value. Here’s what a processed call looks like in the call details view:

Call Activity

MCMaya Chen
(415) 555-0171
Booked job
Recording
01:28 / 04:12
Call DataAttributionTranscript
Tags
Booked job
Call Rating
Follow-up Date
Oct 21, 2026
Call Value
350

Notes & Comments

Burst pipe under the kitchen sink. Booked for Thursday morning.
A processed call: its tags, rating, value and notes are filled in for you. Fields such as Coaching and Smart Follow-Up appear below them.

Detailed guide: Turn on transcriptions and summaries
Detailed guide: Start from a template
Detailed guide: Post-call actions
Detailed guide: Keyword and phrase spotting

Start from a template

An AI Call Analysis workflow lets Nimbata automatically analyze every call after it ends. You get instant, structured insights, such as summaries, notes, tags, ratings, and call value, without listening to recordings or reading full transcripts.

  1. Go to Workflows and click Create

    • Go to Workflows.
    • Click Create in the top-right corner.

  2. Select From Template

    • In the Create a New Workflow menu, select From Template.

  3. 1Choose the AI Call Analysis template

    • In the Workflow Templates menu, find AI Call Analysis.
    • Click Use template.
    Workflow TemplatesStart with a template, customize as you go.
    Search templates...
    AIAdvertisingAnalyticsCallsFormsMessagingNotifications
    AI Call Analysis
    Transcribe calls and auto-set tags, notes, rating, and value.AICallsAnalytics
    Missed Call Email Alert
    Get an email whenever a call is missed.NotificationsCalls
    Google Ads Call Conversion
    Track phone calls as conversions in Google Ads.AdvertisingCalls
    Google Ads Form Conversion
    Track form submissions as conversions in Google Ads.AdvertisingForms
    Google Analytics Call Event
    Send call events to Google Analytics.AnalyticsCalls
    Facebook Call Event
    Send call events to Facebook for tracking.AdvertisingCalls
    SMS Email Alert
    Get an email whenever an SMS is received.NotificationsMessaging
    The Workflow Templates page: click Use template (1) on the AI Call Analysis card.

  4. Enable the workflow

    • Click Enable in the top-right corner of the workflow builder.

    Alternatively, go back to the main Workflows list, find the workflow titled AI Call Analysis, and toggle it on.

🎉 For every qualifying call, Nimbata AI now automatically generates:

  • Tags: such as Conversion or Qualified Lead
  • Call value: for example, $50 dental cleaning appointment
  • Notes: a summary of the call, with relevant context
  • Star rating: based on sentiment and outcome, on a scale of 1 to 5
  • Action plan: with a description, owner, priority, deadline, follow-up requirements, and recommended communication strategy for each call participant
Action Plan
1. Description: Confirm the Thursday morning visit to fix the burst pipe under the kitchen sink. - Owner: Agent - Priority or Urgency: Urgent - Deadline: Wednesday, the day before the visit - Follow-up requirements: Text the caller the arrival window. - Dependencies or blockers: None - Recommended communication strategy: Keep it short and reassuring, and confirm the details by text. 2. Description: Load a replacement pipe kit on the van before the visit. - Owner: Technician - Priority or Urgency: High - Deadline: Before Thursday's appointment - Follow-up requirements: None - Dependencies or blockers: None - Recommended communication strategy: Tell the caller if the part is not in stock.
The Action Plan field in the call's details, filled in by Nimbata AI.
  • Coaching plan: covering strengths observed, improvement opportunities, actionable coaching steps, and recommended coaching style
Coaching
1. Strengths observed: - Calm, clear reassurance: the agent acknowledged the emergency and explained the next step right away. - Effective call control: the agent took the address and booked the visit before the call ended. 2. Improvement opportunities: - Confirming the visit fee earlier: the caller asked about cost near the end of the call. 3. Actionable coaching steps: - What to practice: state the call-out fee as soon as a visit is booked. - Why it matters: callers who know the cost up front are less likely to cancel. 4. Recommended coaching style: Supportive. The agent handled the call well, so frame the tip as a way to make good calls even smoother.
The Coaching field in the call's details, filled in by Nimbata AI.
  • Smart email follow-up template: ready to send based on the call’s context
Smart Follow-Up
Subject: Your Harbor & Pine Plumbing visit on Thursday Hi Maya, Thank you for calling Harbor & Pine Plumbing today. As discussed, we have booked a visit for Thursday morning to fix the burst pipe under your kitchen sink. We will text you when the technician is on the way. If anything changes before then, reply to this email or call us. Best regards, Harbor & Pine Plumbing
The Smart Follow-Up field in the call's details, filled in by Nimbata AI.

Detailed guide: Set up AI call analysis
Detailed guide: Post-call actions
Detailed guide: Turn on transcriptions and summaries

Post-call actions

Note

Post-call actions are not enabled by default. They require a workflow with both Call Recordings and Call Transcriptions enabled, on a Pro, Marketing or Agency plan. See: Turn on recording and Turn on transcriptions and summaries.

Post-call actions are automated tasks that run after a phone call ends. They are generated by Nimbata AI as part of the AI Call Analysis workflow and appear inside the call details alongside your transcript, tags, rating, and notes.

The three post-call action components

Coaching helps managers train agents based on real call performance.

  • Strengths observed: what the agent did well, such as effective call control or clear pricing communication.
  • Improvement opportunities: specific situations the agent could have handled better.
  • Actionable coaching steps: concrete advice on what to change in future calls and why it matters.

Smart Follow-Up drafts ready-to-use messages based on the call’s context.

  • Contextual templates: AI generates a complete message with a subject line, personalized greeting, summary of what was discussed, and agreed-upon next steps.
  • Closing the loop: every lead receives a professional confirmation of their inquiry or appointment without manual typing.

Action Plan breaks down the conversation into specific, manageable tasks.

  • Description: a clear summary of the task, such as Book an appointment or Prepare parts.
  • Owner & Priority: assigns responsibility and urgency (for example, High or Urgent).
  • Deadline & Follow-up requirements: sets a timeframe and any additional steps needed.

Other post-call automation you can configure

Beyond the three AI components, workflows can trigger a wide range of actions after a call ends, including: sending email or Slack notifications, creating or updating CRM contacts in HubSpot, Salesforce, or Zoho, applying call tags based on outcomes or AI insights, pushing qualified conversions to Google Ads or Meta, and updating custom fields with metadata.

Set up post-call actions

  1. Go to Workflows and click Create

    • Go to Workflows.
    • Click Create in the top-right corner.

  2. Select From Template

    • In the Create a New Workflow menu, select From Template.

  3. Choose the AI Call Analysis template

    • Find AI Call Analysis.
    • Click Use template (the Workflow Templates page is shown under Start from a template).

  4. 1Review the generated workflow

    The template sets the trigger to Call Ends, enables transcription, and preconfigures seven AI actions that generate all post-call outputs.

    AI Call AnalysisWorkflow is valid.
    Enable
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall Ends1User Updates Property
    Transcribe Call✕
    Language:Tracking number country
    Action group7
    Set Tag with AI✕
    Set Notes with AI✕
    Set Rating with AI✕
    Set Value with AI✕
    Set Action Plan with AI✕
    Set Coaching with AI✕
    Set Smart Follow-Up with AI✕
    Add another action
    Finish
    The AI Call Analysis template: it fires on Call Ends (1), transcribes the call, then fills seven fields with AI.

  5. Enable the workflow

    • Click Enable in the top-right corner.

🎉 Post-call actions are now generated automatically after every qualifying call.

Tips for getting the most from post-call actions

  • Set clear filter criteria so only meaningful calls trigger actions.
  • Combine multiple actions, for example tag + notify + push to CRM, in the same workflow.
  • Test with a sample call to confirm the workflow fires as expected.

Detailed guide: Start from a template
Detailed guide: Set up AI call analysis
Detailed guide: Turn on transcriptions and summaries