Adapt Character Details to an Affinity Investor Segment
Keep a Convolo AI character aligned with the audience you are working with by using an Affinity segment as the context for a focused update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Character
Why this helps
A single character setup may not fit the investor audience you need to address today.
- Use an identified Affinity segment to guide a character detail update.
- Reduce manual rework when preparing a character for a particular investor audience.
- Base changes on available contact and deal context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the webhook request to identify the Affinity segment, review its available context, and update specified details on an existing Convolo AI character.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real segment and confirm the character ID and intended changes.
Questions about this workflow
What must the webhook request include?
Include a segment name or another reference Notis can use to find the relevant Affinity contacts, along with the character to update.
Does this change the character's backstory?
The selected action updates character details. Use the separate backstory action when the intended change is specifically to the backstory.
Will it create different characters for each segment?
No. This workflow updates an existing character. Creating characters is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Convolo ai. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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