AI NOTES

Get every call detail you need
and act faster with AI Call 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.

AI Notes: Enrich your call activity view with AI Notes and gain full visibility on your leads.

forget replays. keep the core insights.

Create and apply custom note values on your calls.

Custom notes made easy

Create and apply custom note values — capture call information exactly the way you want.

Build your workflows including AI notes on calls that follow your custom rules.

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 automatically and set your prompts to capture what matters most.

Let AI take the notes

Set your prompts, tell Nimbata’s AI what matters, and get clear notes from every call automatically.

from call chaos, to clear notes

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.

Capture insights based on caller intent including AI Notes to your workflow builder.

CAPABILITIES FOR FAST MOVING TEAMS

built to flex with your workflow

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.
Integratable
Push insightful call notes directly into your CRM, ad platforms, or dashboards to enrich reporting.

share notes across platforms &
trigger actions in seconds

Your call notes go beyond Nimbata.
Deliver them into your CRM, analytics, and other daily tools,
and trigger next steps automatically.

Send your AI Notes directly to your favorite tools and keep everyone aligned.

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.

Trigger actions based on your call notes insights and keep your tools updated

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.

want to go deeper into how it works?

Here’s a little FAQ

What is a call note?

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.

How does AI enhance call notes?

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.

Can I customize prompts for capturing specific call?

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.

Why should businesses use AI Notes?

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.

CTM vs Nimbata- Nimbata customizable dashboard
team

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!

  • No ghosting
  • No cookie-cutter decks
  • Deep Call Tracking Knowledge

your process, your modules
check out our toolbox & take what works for you

Combine Nimbata features to create the solution
that matches how your team operates.

Push Attribution data such as GCLID, Click ID and Keyword from Nimbata to your CRM

Dollar Values

Drive better ROI with real revenue tracking

Push Attribution data such as GCLID, Click ID and Keyword from Nimbata to your CRM

Rating

Score calls your way with customizable star ratings

Push Attribution data such as GCLID, Click ID and Keyword from Nimbata to your CRM

Custom Fileds

Create unlimited fields to capture and track what matters most

Your call tracking tool
doesn’t have to suck!

Flexible Product, Expert Support, Transparent Pricing.