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 project, you can copy it rather than rebuilding it from scratch. Step 1. Open the workflow you want to copy. Go to Workflows. Find the workflow you want to copy. Click the *Few 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 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

  What are workflow rules & tasks? In Nimbata, workflows come with a set of filter criteria or 'rules' and a set of actions or 'tasks': help you filter through incoming calls based on your preferred parameters. let you deciFew readers

Call Scoring & Lead Qualification

• How to score and tag your 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

  Tag colors Colored tags provide a quick and intuitive way to assess the of your calls at a glance. For instance, you could assign to indicate high-quality leads, for medium-quality leads, and for low-quality leads. Use these tags to prioritize leads with color intensity. *E.g. select brighter shades for higher-priority leads and lighter shaFew 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

  Setting up a missed call workflow Missing a call happens. Whether you’re stuck on another line, dealing with a technical glitch, or it's just after-hours, you can't always be there to pick up. The goal is to make sure that when you do miss a call, you know about it instantly so you can save the lead. How it works The simplest setup is a templated Missed Call Email Alert workflow: https://help.nimbata.com/en/article/template-how-to-create-a-missed-call-email-alert-workflow-ifctoi/ AltFew readers

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

  Missed Call Email Alert Missed calls happen whether you’re busy, dealing with technical issues, or simply away from the phone. A Missed Call Email Alert workflow makes sure you find out immediately, so you can follow up fast and avoid losing leads. In this workflow, Nimbata triggers an email notification when a call ends as not answered, and sends it to your connected email recipient(s). With a Missed Call Email Alert workflow, you can: Get notified instantly every time a call is misFew readers

• Template: how to create an SMS Email Alert workflow

  SMS Email Alerts Stay on top of your inbound activity (Calls & SMS) with SMS and Email Alerts. Alerts let you instantly notify yourself, your team, or your clients when specific call or SMS events happen, so you can respond faster, never miss leads, and keep everyone aligned. With SMS & Email Alerts, you can: Get real-time notifications for key call events like missed calls, first-time callers, or conversions Respond faster to leads by alerting the right people as soon as a calFew readers

AI Call Analysis

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

  Use Post-Call Actions to automate call results, highlights, and next steps Post-call actions in Nimbata are automated tasks that run after a phone call ends. They are configured using Nimbata’s Workflow Builder and can be triggered by call events such as: A call ending A missed call A call with specific duration A call with tags or AI-derived attributes Prerequisites for Post-Call ActionsFew 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

  Manually set up Nimbata AI Call Analysis and benefit from the strongest tool of its kindFew readers

• Template: how to create an AI Call Analysis workflow

  AI Call Analysis An AI Call Analysis workflow lets Nimbata automatically analyze every call after it ends, so you can get instant, structured insights without listening to recordings or reading full transcripts. Using AI Summaries, AI Notes, AI Tags, Ratings, and Call Value, you can turn conversations into measurable data that’s ready for reporting, attribution, and optimization. With an AI Call Analysis workflow, you can: Summarize and extract key details from every call automaticalFew readers

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

  Explaining the difference between call summaries and call transcripts When you enable call transcriptions in Nimbata, you gain two ways to review what was said during a call - call transcripts and call summaries. Each serves a different purpose and provides different levels of detail. TL;DR: Call transcripts are the full text of the conversation, written word-for-word Call summaries are shorter overviews derived from the transcript Both help you understand calls witFew readers

Conversion Workflows

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

  Google Ads Call Conversion The Google Ads Call Conversion workflow lets you send call conversions from Nimbata directly to Google Ads as offline conversions. This helps you see which campaigns, ad groups, and keywords drive not just calls, but qualified, revenue-driving calls, and gives Smart Bidding the conversion data it needs to optimize toward better leads. With the Google Ads Call Conversion workflow, you can: Push call conversions to Google Ads automatically using triggers andFew readers

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

  Google Ads Form Conversion The Google Ads Form Conversion workflow lets you automatically send tracked form submissions from Nimbata into your Google Ads account as conversion actions. This ensures your paid campaigns measure not just clicks, but real form leads, helping you optimize bids and budget based on what’s actually generating conversions. With the Google Ads Form Conversion workflow, you can: Send form submissions directly to Google Ads as conversions so your campaigns refleFew readers

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

  Google Analytics Call Event The Google Analytics 4 (GA4) Call Event workflow lets you send 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 (such as source / medium or campaign), helping you understand what’s driving conversions. With the GA4 Call Event workflow, you can: Send calls to GA4 as events, either for all calls or only thoseFew readers

• Template: how to create a Facebook Call Event workflow

  Facebook Call Events Facebook Call Events let you send your Nimbata call conversions to Meta Events Manager, so you can see which Facebook campaigns actually drive calls, and optimize based on real outcomes, not just clicks. It’s the easiest way to connect your offline phone leads with your online adFew readers

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

  While Nimbata usually handles conversions automatically, there are times when you need more control. Whether you're dealing with Google Ads API delays or simply want a human to vet a lead before it hits your ad reports, manual tagging is your best friend. This guide covers how to set up a workflow that only sends a conversion to Google Ads when you manually approve it. When to use this setup: Quality Control: You only want to pay for qualified leads, not every 30-second call. GFew 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