AI NOTES
AI Notes adapts to you - showing only the insights you care about, so you stay on top of every call without the noise. You set the rules and AI takes the notes.
Custom notes made easy
Create and apply custom note values - capture call information exactly the way you want.
Automate with control
Pick the calls you want to note down by source, duration, or any custom rule, keeping your call data clear and useful.
Let AI take the notes
Set your prompts, tell Nimbata’s AI what matters, and get clear notes from every call automatically.
Capture insights based on caller intent
Easily trigger caller intent and key factors - like a quality lead or sales outcomes - and automatically generate notes tailored to your custom prompts.
Get appointment details
Booked an appointment? Access every appointment detail through AI Notes and stay fully prepared.
Surface customer issues
Whenever a customer issue or complaint comes up, you get immediate insight into the problem, its urgency, and previous actions taken - all in one view.
Always keep your CRM aligned
Push precise notes to your CRM automatically - keep it updated and never lose important data.
CAPABILITIES FOR FAST MOVING TEAMS
Flexible
Define exactly what you want captured in notes so every call is logged on your terms.
Sharable
Share concise call notes across teams so everyone stays aligned.
Actionable
Turn call notes into clear next steps, follow-ups, and insights you can act on immediately.
Transferable
Copy and reuse your note rules and prompts across clients and campaigns in seconds to scale faster.
Comparable
Identify trends across campaigns or reps to adjust your messaging and maximize impact.
Integratable
Push insightful call notes directly into your CRM, ad platforms, or dashboards to enrich reporting.
Your call notes go beyond Nimbata.
Deliver them into your CRM, analytics, and other daily tools,
and trigger next steps automatically.
Flows wherever you work
Send AI Notes directly into the tools you use every day - from CRMs and Slack to Google Sheets and the rest of your stack - giving your team instant access to the same call context and keeping everyone aligned.
Turn your notes into workflow actions
With Nimbata, the notes you capture can instantly kick off actions across your stack. Note a high-value lead and watch a CRM contact be created, a Slack alert sent, and a Google Ads conversion updated - no manual steps needed.
Here's a little FAQ
A call note is a short snapshot of the key details mentioned in a call. You can type your own notes for each call, or let AI do the work for you by prompting the insights you want to see captured automatically.
AI makes call notes faster and smarter. Instead of replaying calls or typing everything yourself, you can simply tell Nimbata’s AI what to capture - like intent, follow-ups, or requirements - and it automatically generates concise, accurate notes. This saves time, highlights the insights that matter most, and keeps your team aligned without extra effort.
Yes. In Nimbata you can set your own prompts or criteria for each call, telling the AI exactly what to capture - such as intent, follow-ups, requirements, or any other insight you need. This way your notes are tailored to your goals and contain only the details that matter most.
AI Notes save time and surface the insights that actually matter. Instead of replaying calls or combing through transcripts, businesses get concise, accurate notes instantly. You can define exactly what to capture - like intent, follow-ups, or requirements - so your team focuses on high-value leads, optimizes campaigns faster, and keeps everyone aligned without extra effort.
Book your 30-minute personalized demo
with the team!
We’ll actually show you the product and how it can work for you – not a slide deck!
Combine Nimbata call tracking features to create the solution
that matches how your team operates.
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