Give ChatbotKit useful context about your prospects
Carry relevant prospect research into future chatbot interactions with a scheduled memory update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Memory
Stores a memory entry for later retrieval.
Why this helps
Useful enrichment can be hard to find again when a prospect conversation starts.
- Makes returned research easier to retrieve later
- Reduces repeated prospect research
- Keeps each memory associated with the relevant contact when available
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and ChatbotKit once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, identify the prospects to review and the returned facts worth saving as ChatbotKit memories.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real prospect and inspect the saved memory.
Questions about this workflow
Can the memory include facts AeroLeads does not return?
No. The automation can save returned information, or details you supply in its instruction or prompt.
Does this create a ChatbotKit contact too?
This workflow uses the Create Memory action. A contact association can be used when the relevant contact is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chatbotkit. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Aeroleads and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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