Make document knowledge available to voice agents
Turn prepared reference material into a Bolna knowledgebase without re-entering its details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Bolna Knowledgebase
Creates a knowledge base for voice agents; it is initially processing and must finish before use.
Why this helps
Reference information created or gathered during document workflows can be difficult to make available to a voice agent quickly.
- Reduce repeated copying of reference details.
- Give agents a prepared knowledge source for conversations.
- Keep a webhook-started handoff connected to document work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bolna once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe that a webhook request carrying supported document or web URL information should create a Bolna knowledgebase.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real reference source, then check its processing status in Bolna before relying on it.
Questions about this workflow
Can the agent use the knowledgebase immediately?
Not necessarily. Bolna initially reports the knowledgebase as processing; check that it is processed before using it.
What does the webhook need to provide?
Provide the document or web URL information needed to create the knowledgebase. This action does not itself detect an ActiveMerge completion event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bolna. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
ActiveMerge and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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