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Give compliance conversations a clearer opening

Set a recurring prompt to have Convolo AI suggest useful openers and follow-up lines for the compliance conversations your team handles.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Generate Starter Conversation

Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.

Why this helps

Starting every compliance conversation from scratch adds friction and makes follow-up easy to postpone.

  • Reduce the effort of preparing conversation openings.
  • Give the team a repeatable source of follow-up dialogue ideas.
  • Review suggested language on a cadence that suits your process.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Convolo AI once in the Notis portal.
  • 2Create a new automation in Automations, New Automation, and name it.
  • 3Tell Notis which compliance conversation context to use and ask Convolo AI to generate starter and follow-up lines.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real conversation topic and review the suggestions.

Questions about this workflow

Does this automatically send the generated lines to leads?

No. The listed action generates starter conversation suggestions; it does not send them to leads.

What context should the prompt include?

Supply the compliance topic, audience, and any approved language or relevant 21risk details that Convolo AI should use.

Why use a schedule?

A recurring schedule can prepare suggestions for a regular review or planning routine without relying on someone to remember to ask.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Convolo ai. A trigger fires from one place; an action lands in another.

21risk triggers

Convolo ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Character

Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Define or Update Character Actions

Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.

ActionInstant

Evaluate Character Performance

Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.

ActionInstant

Generate Starter Conversation

Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.

ActionInstant

Get Character Response

Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.

ActionInstant

List Voices

Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.

ActionInstant

Set Core AI Settings

Tool to set core AI settings for a character. Use after confirming character existence.

ActionInstant

Update Character Backstory

Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Convolo ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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