Workflow Setup & Rules
How to copy a workflow into another project
Workflow order and firing logic
Examples of complex workflows
How to re-run a workflow or part of it
What are workflows?
Resolve 'Workflow in use' issue when trying to delete a workflow
How to set up your first workflow
Workflow rules and tasks: what's available and how they work
Call Scoring & Lead Qualification
Alerts & Notifications
AI Call Analysis
Post-call actions: what happens after a call ends
AI call transcriptions: how to activate transcriptions and summaries
How to set up keyword and phrase spotting
How to set up Nimbata AI for automatic call analysis
Template: how to create an AI Call Analysis workflow
Call summaries vs. call transcripts: what's the difference
Conversion Workflows
Template: how to create a Google Ads Call Conversion workflow
Template: how to create a Google Ads Form Conversion workflow
Template: how to create a Google Analytics Call Event workflow
Template: how to create a Facebook Call Event workflow
Google Ads call conversions: how to manually tag and send calls
Multiple conversions setup: Google Ads, Meta Ads, and Microsoft Ads