Keep character capabilities aligned with prospect needs
Use lead research to review what your Convolo AI character should be able to do in prospect conversations.
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 away from the questions and needs showing up in current prospect research.
- Use current lead research when reviewing character capabilities.
- Keep a character's available actions relevant to prospect conversations.
- Automate a recurring capability review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Convolo AI once in the Notis portal.
- 2Create a scheduled automation in Automations, New Automation.
- 3Tell Notis to review available Aeroleads prospect context and define or update the selected character's actions to address the recurring needs it reveals.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with real lead research and review the resulting action list.
Questions about this workflow
Does this deploy the character?
The listed action defines or updates character actions. The available event description does not say that it deploys the character.
What if lead research does not show a clear recurring need?
Tell Notis to avoid adding unsupported actions and report that the available research did not support a change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Convolo ai. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convolo ai.