Get a monthly snapshot of Docsbot support performance
Replace dashboard hopping with a recurring summary of the bot metrics that help you decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bot Statistics
Retrieves a bot’s performance and conversation analytics for a period.
Why this helps
Bot performance data is easy to postpone reviewing when it means opening dashboards and assembling metrics by hand.
- Bring key support metrics into a single recurring review.
- Spot changes in resolution, ratings, and escalations over time.
- Make performance review easier to fit into a founder's routine.
Setup
Build it in a few focused steps.
- 1Connect Docsbot in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that the monthly review should retrieve statistics for the selected bot and summarize the available metrics for the reporting period.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real bot and confirm the summary reflects the returned statistics.
Questions about this workflow
Which metrics can the review include?
The action describes resolution rate, deflection rate, time saved, question and rating time series, feedback and escalation distributions, and agent mode conversation analytics, depending on returned data.
Does it compare with a previous month automatically?
Not unless you ask Notis to compare periods and the necessary reports are available. The action can retrieve statistics for a time period or date range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsbot ai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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