Prepare a ChatbotKit conversation for a selected prospect
Create a conversation record for prospects your team is ready to handle in ChatbotKit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conversation
Creates a conversation to start a bot chat and store its message history.
Why this helps
Starting a prospect conversation can involve several manual setup steps before follow-up begins.
- Creates a conversation record for selected prospects
- Keeps conversation setup closer to prospect research
- Can include an initial message when supported by the available details
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, the existing ChatbotKit bot, and any required contact or initial-message details.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real prospect and verify the conversation is associated correctly.
Questions about this workflow
Can this create a bot too?
No. This action creates a conversation and can reference an existing bot. Identify that bot in the instruction.
Will it send a prospect message?
Conversation creation establishes the conversation record. Use an appropriate message or completion action when you want to send content.
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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