Workflows
Automate tagging, alerts, AI analysis, and conversion uploads with workflow rules.
Basics
- Workflow basicsWhat a workflow is, how its trigger, filters and actions work, how to create one from scratch or from a template, and how to copy or delete it.
- Workflow logicWhen a workflow fires and in what order, how to build AND/OR conditions, true/false branches and split paths, with examples, and how to re-run a workflow.
- Rules and tasksReference list of every workflow rule (filter criteria) and task (action), from call details and attribution to AI fields and integrations.
AI and tagging
- AI call analysisLet Nimbata AI transcribe, tag, rate, value and take notes on every call, set it up by hand or from a template, and get coaching, follow-ups and action plans.
- TranscriptionsTurn on call transcriptions and AI summaries with a workflow, see how transcripts and summaries differ, and spot keywords and phrases in your calls.
- Tagging and scoringTag calls automatically with a workflow or by hand in your call list, and let agents score and tag calls from the dial pad with a post-call survey.
Automations
- AlertsGet an email the moment a call is missed, built from scratch or from the Missed Call Email Alert template, and email alerts when a call ends or an SMS arrives.
- Conversion workflowsWorkflows that send calls and form submissions to Google Ads, GA4 and Meta, approve Google Ads conversions by tagging, and send several conversion types.