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See which sources appear in Botsonic conversations

Use conversation source details to spot where your document knowledge may need attention.

Trigger

Recurring schedule

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

Action

Get All Conversations With Source

Retrieves conversations with source information and metadata.

Why this helps

Conversation reviews take longer when source tracking and user details are not gathered together.

  • Retrieve conversation details with source tracking.
  • Include form data and metadata in the review.
  • Help find recurring questions that may call for document updates.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Botsonic once in Notis.
  • 2Create an automation and describe what source and conversation patterns to summarize for review.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose where Notis run reports should go.
  • 5Test with one real run and check that the returned source details support the review.

Questions about this workflow

Does the action include conversation source information?

Yes. It retrieves conversations with source tracking, user form data, and metadata.

Can it prove that a particular ActiveMerge document caused an answer?

It provides the source information Botsonic returns. Any specific connection should be based on those returned details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Botsonic. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Botsonic actions

Recurring trigger

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

TriggerScheduled

Bulk Upload Bot URLs

Adds or updates multiple URLs in a bot’s training data at once.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Starter Question

Creates a preset question and answer for users to select.

ActionInstant

Delete Starter Question

Permanently deletes a starter question from a bot.

ActionInstant

Delete Uploaded File

Permanently removes an uploaded file from a bot’s training data.

ActionInstant

Get All Bot Data

Retrieves all files and resources associated with a bot.

ActionInstant

Get All Bots

Retrieves the bots associated with your account.

ActionInstant

Get All Conversations

Retrieves conversations related to a bot.

ActionInstant

Get All FAQs

Retrieves the frequently asked questions associated with a bot.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Botsonic, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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