Add campaign reference files to a Convolo knowledge bank
Put a supplied campaign reference file where a Convolo character can draw on it, when the account is eligible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Why this helps
Campaign reference material can be left outside the character's knowledge bank, requiring people to repeat context manually.
- Move supplied campaign reference material into the knowledge bank
- Keep relevant campaign context available to characters
- Report when account eligibility or file input is missing
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Convolo ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to upload the supplied campaign reference file to the intended Convolo knowledge bank and report if the account is not eligible.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real file on an account eligible for the Enterprise-only feature.
Questions about this workflow
Is the knowledge bank upload available on every plan?
No. The Convolo action is Enterprise plan only.
Does ActiveTrail automatically provide a file?
Not necessarily. The webhook request or connected workflow must supply a file that is ready to upload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Convolo ai. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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