Keep callback agent actions aligned with current workflows
A recurring review can surface a changed ActiveMerge workflow and help update the actions an existing Convolo character is allowed to perform.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Define or Update Character Actions
Why this helps
Character capabilities can drift as document and callback processes change, leaving teams to remember a separate manual review.
- Review capability changes on a predictable schedule.
- Update actions for an existing character based on supplied workflow context.
- Keep an audit trail in Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Convolo AI once in the Notis portal.
- 2Create an automation in Notis Automations, New Automation.
- 3Tell Notis to review the available ActiveMerge workflow context and update actions only for an identified existing character with a confirmed character ID and approved action list.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real workflow change and an existing character ID.
Questions about this workflow
Can the schedule find changes that ActiveMerge does not provide?
No. The schedule can review context available to Notis or supplied in ActiveMerge data. Provide the change history or current action requirements if they are not returned.
Can this create a new character?
No. This workflow uses the action for defining or updating actions on a character. The character must already exist and be identified.
What should the test cover?
Use one real change request, confirm the character ID and intended action list, then review the run report and resulting update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Convolo ai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
ActiveMerge and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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