Transcribe calls: How to activate AI call transcriptions and summaries

Transcriptions help you find what your phone leads are talking about

Transcribed conversations make it easier for you to review and analyze your phone calls, identify key talking points, and extract actionable insights for improved customer interactions and marketing strategies.

Analyze and search for patterns: Use call transcripts to identify customer preferences, assess agent performance, and gather data for market research.
Use transcripts to train agents: New agents can review transcripts to learn best practices and supervisors can give feedback based on them.
Locate important conversation information: Search for information within conversations.

Set up Call Trascriptions

Step 1. Click on Workflows on the left-hand side menu in your Nimbata account and then click the '+ Add' button on the top-right corner.

Step 2. Make sure the Trigger is set to 'Call Ends' and click on the plus '+' sign.

Step 3. Click on the 'Perform action' button.

Step 4. From the menu on the right, select the 'Transcribe Call' task.

Step 5. Click on 'Agree' on the 'Enable transcriptions' pop-up message.

Your workflow should look like this:

🎉 That's it!

To read the transcriptions, follow the steps here: https://help.nimbata.com/en/article/read-transcriptions-1klphls/To set up Nimbata's AI features, follow the steps here: https://help.nimbata.com/en/article/how-to-set-up-nimbata-ai-for-automatic-call-analysis-183hu0b/?bust=1752581789414

Updated on: 21/08/2025

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