Give chatbot conversations better contact context
Carry useful relationship details from Affinity into Chatbotkit memories so future conversations have more context.
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 contact details may live in Affinity while chatbot conversations start without that background.
- Reuse relevant contact context in chatbot interactions
- Keep durable facts close to Chatbotkit
- Reduce repeated lookup across apps
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chatbotkit once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review accessible Affinity contact details and save only useful, durable context as Chatbotkit memories associated with the matching contact.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and verify the memory and contact association.
Questions about this workflow
Will every Affinity field become a memory?
No. Describe which durable context is useful. Notis should save only relevant information available from Affinity.
What if there is no matching Chatbotkit contact?
The workflow should report that the contact association is missing. This action creates a memory and does not create a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chatbotkit. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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