AI Feature
AI Action Plan: the next steps from every call, written for you
Add the Action Plan step to a workflow and AI turns each call into numbered next steps, each with an owner, a priority, a deadline and anything blocking it. It's saved on the call, ready for your team.
14-day free trial · No credit card · Billed per answered call
CallsBright Air
- CallerWe need three AC units replaced in our office before June. Do you offer financing?
- AgentI'll send a written quote by Friday. Can we come out Monday at 10?
- CallerMonday works. I'll need my landlord to sign off first.
- CallerOur walk-in cooler stopped cooling this morning, and we open at five.
- AgentWe can have someone there before two. Can you text me a photo of the unit?
- CallerHow much is a furnace tune-up? It's getting cold out here.
- AgentI'll email you our prices and two times this week.
- Call Ends
- Transcribe Call
- Action Plan
Action PlanFilled with AIMaria L. · 3 steps
Tell AI how to fill this fieldGenerate with AI
Create an action plan that strictly reflects the caller's actual needs, concerns, and goals. Each step: Description, Owner, Priority or urgency, Deadline, Follow-up requirements, Dependencies or blockers, Recommended communication strategy.
Send a written quote
Quote the three office AC units, with the financing options she asked about.
Owner AgentPriority HighDeadline By Friday
- Follow-up
- Financing terms in the quote
- Communication
- Warm and direct, as Maria was
Confirm Monday's site visit
Text Maria the day before to confirm the 10 am visit.
Owner AgentPriority MediumDeadline Sunday
- Follow-up
- A reminder text
- Communication
- Short and friendly
Get the landlord's sign-off
The landlord must approve before the install can be booked.
Owner Maria L.Priority HighDeadline Before the install
- Follow-up
- Written approval from the landlord
- Blockers
- The install waits on it
- Communication
- Offer a one-page spec she can forward
Send a technician today
The walk-in cooler at Devon's restaurant stopped cooling this morning.
Owner DispatchPriority CriticalDeadline Today by 2 pm
- Follow-up
- A photo of the unit by text
- Blockers
- The back door code for the technician
- Communication
- Calm and quick, with a clear arrival time
Quote the repair
Price the repair, or a new compressor if the technician finds one is needed.
Owner AgentPriority MediumDeadline After the visit
- Follow-up
- The technician's diagnosis
- Blockers
- The visit comes first
- Communication
- Plain numbers, no jargon
Offer a maintenance plan
Devon asked how to keep this from happening again.
Owner Sales managerPriority LowDeadline Next week
- Follow-up
- Plan details by email
- Communication
- Friendly, once the repair is done
Email the tune-up prices
Send the yearly furnace tune-up price and two open times this week.
Owner AgentPriority MediumDeadline Today
- Follow-up
- Price list and two time slots
- Communication
- Upbeat, as Kim was
Call back to book
Kim will check her calendar and pick a time.
Owner AgentPriority LowDeadline Thursday
- Follow-up
- A second call
- Blockers
- Kim's calendar
- Communication
- Short, name the two times
On the call under Fields, and sent with it to
What is an AI action plan?
An AI action plan is a numbered list of next steps written from a call. In Nimbata you add the Action Plan step to a workflow, after Transcribe Call, and AI reads the conversation and writes what needs to happen next. Each step says who owns it, how urgent it is, when it's due, the follow-up it needs, what's blocking it and how to talk to the caller. The plan is saved on the call, in its own Action Plan field.
The prompt comes written for you. Edit it to change what each step lists, or leave it as it is.
How does an AI action plan work?
Add one step to a workflow, and every call it runs on gets a plan.
Add the Action Plan step
In a workflow that runs when a call ends, add Transcribe Call, then Update Field > Action Plan. It comes set to Generate with AI.
1Add
Keep the prompt, or make it yours
The prompt is already written, asking for an owner, a priority, a deadline, follow-up, blockers and a communication strategy for each step. Change any of it.
2Prompt
Read it on the call
The plan lands in the call's Action Plan field, under Fields, marked Filled with AI. Your team can edit it right there.
3Read
A plan your team can act on
Every step has someone on it, a date and a reason.
Numbered next steps
AI turns the conversation into a numbered list of steps, each tied to what was said on the call, not a generic checklist.
Who, how urgent, and by when
Every step says who owns it, how urgent it is and when it's due, from low to critical, so nothing waits for someone to decide.
Blockers named up front
Each step lists what has to happen first, so a missing approval or document shows up before it stalls the job.
Make the prompt your own
Edit the prompt in the workflow step to drop a part you don't need, or ask for one of your own, like the quote number or the products discussed.
The plan where your team works
Send the plan with the call to HubSpot, Salesforce, Slack, Google Sheets or a webhook, so each owner sees their step without opening Nimbata.
Only the calls that need one
Add rules to the workflow, like the source or the call's length, so plans are written for the calls worth acting on.
One call, and the plan AI wrote from it
The preset prompt asks these questions of every call. Your own prompt can ask more.
- What does the caller need?
- What happens next?
- Who owns it?
- How urgent is it?
- When is it due?
- What's needed to follow up?
- What's blocking it?
- How should we talk to them?
Switch between the transcript and the action plan
- Agent: Thanks for calling Bright Air, how can I help?
- Caller: Hi, I saw your ad on Google. We need three AC units replaced in our office before June.
- Agent: We can do that. Is the budget set, or are you still comparing?
- Caller: It's approved. Do you offer financing?
- … 3 more minutes about models, financing and the building …
- Agent: I'll send a written quote by Friday. Can we come out Monday at 10?
- Caller: Monday works. I'll need my landlord to sign off before the install.
From hang-up to next steps
The plan is written while your team takes the next call.
- The call ends
Nimbata transcribes it
Only the calls your workflow rules pick.
- Moments later
The plan is on the call
Numbered steps in the Action Plan field, and sent on to your CRM or Slack if your workflow says so.
- Follow-up
Each owner takes their step
Send the quote, book the visit, chase the approval. Pair it with AI Smart Follow-Up for the email to the caller.
No plan vs AI call notes vs AI action plan
Notes keep what was said. An action plan says what happens next, and who does it.
| No plan | AI call notes | AI action plan | |
|---|---|---|---|
| What it writes | Nothing until someone types it | The details your prompt asks for | Numbered next steps |
| Who does what | Decided later, or not at all | Only if your prompt asks | An owner on every step |
| Urgency and deadlines | Remembered, or not | Only if your prompt asks | A priority and a deadline on every step |
| What's in the way | Found out late | Only if your prompt asks | Blockers named on each step |
| In Nimbata | Typed notes on the call | Call Notes | AI Action Plan |
Who uses AI action plans?
Sales teams
Leave every call with the next step, its owner and its date.
Home services
Turn a booking call into the jobs dispatch and the office need to do.
Agencies
Show clients what each lead needs next, call by call.
Support teams
Keep what was promised, who promised it and by when.
Frequently asked questions
What is an AI action plan?
It's a numbered list of next steps that AI writes from a call's transcript. In Nimbata it's saved on the call in its own Action Plan field, and each step says what to do, who owns it, how urgent it is, when it's due, the follow-up it needs, what's blocking it and how to talk to the caller.
How do I set up an AI action plan in Nimbata?
Create a workflow for inbound or outbound calls that runs when a call ends. Add a Transcribe Call step, then add Update Field > Action Plan. It comes set to Generate with AI, with its prompt written. When you save the workflow, Nimbata adds the Action Plan field to your project.
What does each step of the plan include?
A description of what needs to be done, an owner, a priority (low, medium or high, or not urgent, urgent or critical), a deadline, the follow-up it needs such as documents, approvals or another call, any dependencies or blockers, and a recommended communication strategy that mirrors the caller's tone when it's positive. AI keeps each plan within 1,000 characters.
Can I change the prompt?
Yes. The preset prompt sits in the step's "Tell AI how to fill this field" box, and you can edit any of it, drop a part you don't need or ask for something of your own.
Does an action plan need a call transcript?
Yes. The Action Plan step uses AI only with a Transcribe Call step in the same workflow, which runs when a call ends or when a team member updates a call. It isn't available for form submissions.
Where do I see a call's action plan?
In the call's details, under Fields, in the Action Plan field, marked Filled with AI. It's written in the language spoken on the call, and your team can edit it there.
Can I send the action plan to my CRM?
Yes. The Action Plan field can go with the call to HubSpot, Salesforce, Slack, Google Sheets, webhooks and your other integrations, sent by a workflow, on the plans that include them.
Which plans include the AI action plan?
Pro, Marketing and Agency, the plans with workflows and call transcription. Pro runs one active workflow, Marketing five.
Still unsure? Talk to a human
Everything you need for call tracking.
Let AI write the next steps, and spend the time after each call doing them.
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- Billed per answered call
- 24/7 expert support
- No long-term contracts