Workflow Setup & Rules

• How to set up Workflows

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

• What workflow rules and tasks are available? How do 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 Call Surveys

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

• How to change your 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 do I set up workflows to tag calls? How do I tag existing calls?

  How to enable and use tags for calls in NimbataSome readers

Alerts & Notifications

• Can I create a workflow for missed calls?

  Workflow for missed calls Missing calls is something no one can avoid completely. Sometimes you might be too busy, face technical issues, or simply be absent. In that case, creating a workflow that will notify you of any missed calls will make sure you know immediately and take action. Below you can see a barebones, missed calls workflow. It's very simple. You set it to trigger at the end of a not-Few 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

• Transcribe calls: How to activate AI Call Transcriptions and Summaries

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

• How to set up Keyword and Phrase Spotting [Call flows + workflows + tracking numbers]

  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 [manual]

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

• How to set up Nimbata AI for automatic call analysis fast [ready-made template]

  Quickly 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 in Nimbata

  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

• Manual Google Ads Call Conversions: How to tag and send calls from Nimbata

  Manual call conversion governance in Nimbata (regular use + Google issues backup) This guide explains how to use Nimbata workflows and manual call tagging to control which calls are sent to Google Ads as conversions. This approach is useful both for everyday quality control and as a fallback when automatic conversion tracking is unreliable. Use this guide when Use this setup when: Google Ads is experiencing delays or issues with conversion processing Your automatic call coFew readers

• Multiple conversions setup [Google Ads + Meta Ads + Microsoft Ads]

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