Get a scheduled view of chatbot conversations
Set aside a predictable moment to review conversation history and catch questions that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Conversations
Retrieves a paginated list of conversations.
Why this helps
Chatbot conversations can accumulate between reviews, making follow-up harder to keep track of.
- Create a regular checkpoint for conversation review.
- Surface conversations that may need a human follow-up.
- Reduce the effort of opening conversation history manually.
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve the available conversations and summarize unresolved questions or apparent follow-up needs, noting when the conversation data is insufficient.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real schedule run and review the retrieved conversations.
Questions about this workflow
Can this identify unresolved questions with certainty?
Notis can summarize signals in the conversation data, but it may not know whether a question was resolved elsewhere. Review the report before acting.
Can the workflow retrieve all conversations?
Chatbotkit conversation retrieval is paginated. The workflow can review the data returned through the available conversation listing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Chatbotkit. A trigger fires from one place; an action lands in another.
Active campaign triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Active campaign and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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