Workflow Setup & Rules

• How to copy a workflow into another project

  If you have a workflow set up in one project and want to reuse the same logic in another, you can copy it rather than rebuilding from scratch. Step 1. Open the workflow you want to copy Go to Workflows. Find the workflow you want to copy. Click the three-dot menu on that workflow row. Step 2. Select the copy option Click Copy to project from thFew readers

• Workflow order and firing logic

  Understanding when and how workflows fire helps you predict exactly which calls will be processed, in which order, and what happens when multiple workflows apply to the same call. When a workflow fires A workflow fires when a call, form submission, or SMS event matches its trigger and passes all its filters. Nimbata evaluates workflows at the moment the trigger event occurs E.g. At call end for a Call ends trigger, or at the moment a form is submitted for a Form submiFew readers

• Examples of complex workflows

  The workflow builder supports more than simple one-trigger, one-action rules. By combining conditional logic, split paths, and multi-step sequences, you can build workflows that mirror the full complexity of how your business qualifies and acts on leads. This article shows how the advanced builder features work and provides real examples of what you can build with them. Advanced builder features AND/OR logic in filters By default, every rule you add to a filter block uses AND logicFew readers

• How to re-run a workflow or part of it

  Workflows run automatically when a trigger event occurs. They do not re-run automatically on past calls. If you need to apply a workflow action to a call that has already happened, you can trigger the relevant action directly from the call record. E.g. To send a missed conversion or manually push a tag. Re-run an action on a single past call The most reliable way to re-run a workflow action on a past call is to use the User updates property trigger pattern. Update a field on the callFew readers

• What are workflows?

  A workflow is an automated rule that runs in the background whenever a specific event occurs in Nimbata: E.g. A call ending, a form being submitted, an SMS arriving, or a field being updated manually. You define what triggers it, which calls it applies to, and what it should do. Workflows handle repetitive data tasks so you don't have to: E.g. Sending a conversion to Google Ads, transcribing a call, alerting your teamFew readers

• Resolve 'Workflow in use' issue when trying to delete a workflow

  If you try to delete a workflow and see a Workflow in use message, the workflow is referenced somewhere else in your account; most commonly by a tracking number or a call flow. Nimbata prevents deletion to avoid breaking that dependency. Step 1. Find what is using the workflow Go to WorkfFew readers

• How to set up your first workflow

  A short guide on workflows, what they are and how you can activate and use them.Some readers

• Workflow rules and tasks: what's available and how they work

  Each workflow has two components: rules (filter criteria that control which calls qualify) and tasks (actions that run on qualifying calls). Rules (filter criteria) Rules narrow the set of calls a workflow acts on. All rule conditions must be met unless you configure ORFew readers

Call Scoring & Lead Qualification

• How to score and tag calls with post-call surveys

  What are and how to use call surveys in Nimbata.Some readers

• How to change call tag colors for lead classification

  Colored tags let you assess call quality at a glance. E.g. You could use green for high-quality leads, yellow for medium, and red for low. Brighter shades can indicate higher priority; lighter shades can indicate lower priority. To edit an existing tag Step 1. Go to Tags Go to Data Tools Tags. Step 2. Open the tag you want to edit Under Call Status, click the tag you want to change. (https://storage.crisp.chat/users/heFew readers

• How to tag calls: workflows and manual tagging

  How to enable and use tags for calls in NimbataSome readers

Alerts & Notifications

• How to create a workflow for missed calls

  Missing a call can mean losing a lead. This guide shows you how to build a missed call workflow from scratch. The workflow triggers the moment a call goes unanswered and sends an alert to your email or phone. Step 1. Open the workflow builder Go to WorFew readers

• Template: how to create a Missed Call Email Alert workflow

  A Missed Call Email Alert workflow notifies you the moment a call is missed. It triggers when a call ends unanswered and sends an email to your connected recipient(s). You can also add filters to make alerts fire only under the conditions that matter to you; by source, time of day, caller type, and more. Step 1. Go to Workflows and click Create Go to Workflows. Click Create in the top-right corner. Step 2. Select From Template In the CFew readers

• Template: how to create an SMS Email Alert workflow

  An SMS Email Alert workflow sends real-time notifications when specific call or SMS events happen. Use it to alert yourself, your team, or your clients instantly without logging into Nimbata or running reports. Step 1. Go to Workflows and click Create Go to Workflows. Click Create in the top-right corner. Step 2. Select From Template In the Create a New Workflow menu, select From Template. Step 3. Choose the SMS Email Alert temFew readers

AI Call Analysis

• Post-call actions: what happens after a call ends

  Post-call actions are automatedFew readers

• AI call transcriptions: how to activate transcriptions and summaries

  What are call transcriptions and how to use them.Some readers

• How to set up keyword and phrase spotting

  Word and phrase spotting in Nimbata, its benefits and how to set it upFew readers

• How to set up Nimbata AI for automatic call analysis

  Nimbata AI analyses every call automatically after it ends; transcribing, tagging, rating, summarizing, and assigning value without you listening to a single recording. This guide walks through each AI feature andFew readers

• Template: how to create an AI Call Analysis workflow

  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. Step 1. Go to Workflows and click Create Go to Workflows. Click Create in the top-right corner. Step 2. Select From Template In the Create a New Workflow menu, select From Template. SteFew readers

• Call summaries vs. call transcripts: what's the difference

  When you enable call transcriptions in Nimbata, each processed call has two ways to review what was said: a transcript and a summary. They serve different purposes. Call transcripts are the full text of the conversation, word for word. Call summaries are shorter overviews derived from the transcript. Both let you understand calls without replaying the audio.Few readers

Conversion Workflows

• Template: how to create a Google Ads Call Conversion workflow

  The Google Ads Call Conversion workflow sends call conversions from Nimbata directly to Google Ads as offline conversions. It shows you which campaigns, ad groups, and keywords drive qualified calls, and gives Smart Bidding the data it needs to optimize toward better leads.Few readers

• Template: how to create a Google Ads Form Conversion workflow

  The Google Ads Form Conversion workflow sends tracked form submissions from Nimbata to Google Ads as conversion actions. This ensures your campaigns measure form leads so you can optimize bids and budget based on what's generating conversions. Step 1. Go to Workflows and click Create Go to Workflows. Click Create in the top-right corner. Step 2. Select From Template In the Create a New Workflow menu, select From Template. StepFew readers

• Template: how to create a Google Analytics Call Event workflow

  The Google Analytics 4 (GA4) Call Event workflow sends Nimbata calls to Google Analytics as events, so phone leads appear alongside your website and campaign data. When session-based tracking is available, calls can be associated with the originating session, helping you understand what's driving conversions. Step 1. Go to Workflows and click Create Go to Workflows (https://app.nimbata.coFew readers

• Template: how to create a Facebook Call Event workflow

  The Facebook Call Event workflow sends Nimbata call conversions to Meta Events Manager. You can see which Facebook campaigns actually drive calls, and optimize based on real outcomes. Step 1. Go to Workflows and click Create Go to Workflows (htFew readers

• Google Ads call conversions: how to manually tag and send calls

  Nimbata usually handles conversions automatically, but sometimes you need more control. This guide shows you how to build a workflow that only sends a converFew readers

• Multiple conversions setup: Google Ads, Meta Ads, and Microsoft Ads

  Multiple conversions for Google Ads, Facebook and Meta ads and how to set them upSome readers