Rules and tasks

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 OR logic.

AI

Free Text Question (AI): Ask Nimbata AI any call-related yes/no question. For example: “Was the caller a returning customer?”

Call Details

• 1st Time Caller (1yr): Identifies whether a caller is new or repeat within the past 365 days.
• Call Duration: Filters by call length in seconds (equal to, more than, less than, or within a range).
• Call Outcome: Filters by outcome: Answered, Not Answered, Answered or Voicemail, or Blocked.
• Call Type: Filters by how the call flow routed the call. The rule’s labels differ from the call flow builder’s: Regular is a single Dial, Multi is Multiple (ring several numbers at once), Priority is Sequential (ring numbers in order), Weighted is Weighted (split calls by percentage), and Round robin is Round robin (take turns between destinations).
• Caller: Filters by caller number (equal to, begins with, ends with, contains, includes, or excludes one or more prefixes).
• Caller Name: Filters by caller name using the same string match options.
• Calling Country: Filters by one or more countries based on calling prefixes.
• Destination: Filters by destination number using string match options.
• Digits Pressed by Caller: Filters by digits the caller pressed during the call.
• Digits Pressed by Destination: Filters by digits the destination pressed during the call.
• Call Capping: Filters by whether the call’s destination was capped (Call Ends, inbound calls).
• Call History: Filters by the caller’s past calls.
• Hangup Cause: Filters by termination reason: Call Rejected, Capped, Hangup, Incompatible Destination, Invalid Key Entry, Lose Race, No Answer, No Call Flow, Normal Clearing, Originator Cancel, Spam Filter, Unallocated Number, User Busy, or Other.
• Recording: Filters by whether a recording is present.
• Recordings (stopped): Filters by whether the recording was stopped mid-call.
• Talk Duration: Filters by active talking time in seconds.
• Time: Filters by time of day (before, after, or within a time window).
• Times Called: Filters by how many times a caller’s number has called (equal to, more than, less than, or within a range).
• Tracking Number: Filters by specific tracking numbers using string match options.
• Transcriptions: Filters by whether a transcription is present.
• Voicemail: Filters by whether a voicemail is present.

Attribution*

• Call Page: Filters by the page the call originated from.
• Click ID: Filters by the click ID associated with the call.
• Device type: Filters by device: Desktop, Mobile, Tablet, or Unknown.
• Source Type: Filters by ad source type (All Digital, Custom Parameters, Direct, Email/Newsletter, Google Ads Call Extension, Google My Business, Impression, Offline, Online Paid, Organic Search, Other, Print, Radio, Referrers (All), SMS, Social, or TV).
• UTM Campaign: Filters by campaign ID string.
• UTM Medium: Filters by UTM medium string.
• UTM Source: Filters by UTM source string.

Fields**

• Notes^: Filters by the text of the call’s notes: equals, not equals, begins with, ends with, contains, does not contain, is empty, is not empty, is in list or is not in list.
• Rating^: Filters by call rating (0.5 to 5 stars).
• Tag^: Filters by Call Status tags (Appointment Booked, Call Back Requested, Follow-up Scheduled, Call Dropped / Technical Issue, Conversion, Existing Customer, No Answer, Not Interested, Qualified Lead, Sale Confirmed, SPAM, or Wrong Number) or Sentiment tags (Angry, Frustrated, Happy, Mixed, or Satisfied).
• Value^: Filters by monetary value assigned to a call.

Conversation

• Word & Phrase Spotting: Filters by words or phrases spoken by the caller, the destination, or both. Define the terms and choose whether all or any must appear.

Other

• Form: Filters by which form was submitted (form triggers only).
• Call Flow: Connects a workflow to one or more call flows.
• Swap Group: Connects a workflow to one or more swap groups.

Tasks (actions)

Tasks define what Nimbata does when a call passes all the rules.

Transcribe Call: Converts call recordings into text. This is the foundation for all AI-powered tasks.

Update Field**

• Tags: Apply tags to the call. With Generate with AI, instruct Nimbata AI how to tag and which tags it can apply.
• Notes: Add notes to the call. With Generate with AI, instruct Nimbata AI what to capture.
• Rating: Assign a star rating. With Generate with AI, instruct Nimbata AI how to score the call.
• Value: Assign a monetary value. With Generate with AI, instruct Nimbata AI how to calculate it.
• Action Plan, Coaching and Smart Follow-Up: AI write-ups of next steps, feedback for the agent, and a follow-up message. See AI call analysis.

Perform an Action

• Summarize Call: Generates an AI summary of the call.
• Add to Spam Filter: Adds the caller’s number to your Blocked Callers list, for this project or for all projects.

Integrations

To set up a CRM action, follow your CRM’s guide, listed in CRMs.

Detailed guide: Cookie capture
Detailed guide: Create a custom field
Detailed guide: Create a workflow
Detailed guide: Firing order