Make chatbot follow-up easier to spot
Scan conversation threads for possible next steps and give your agency team a compact follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Conversations
Retrieves conversations related to a bot.
Why this helps
Potential customer follow-ups can be lost when conversations remain in the chatbot instead of reaching the right person.
- Surface conversation threads that may need attention.
- Reduce manual scanning of chatbot activity.
- Help staff prioritize human review of customer questions.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Botsonic once in the Notis portal.
- 2Create an automation describing the follow-up signals your team wants to review.
- 3Ask Notis to retrieve conversations and flag possible follow-ups based on criteria you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real conversations and review whether the suggested follow-ups are useful.
Questions about this workflow
Will this create follow-up activity in Agencyzoom?
No. It retrieves Botsonic conversations and can summarize possible follow-ups; the allowed actions do not create Agencyzoom records.
Can it know your agency's follow-up criteria?
Provide the criteria in your automation instruction. Without them, Notis can summarize conversations but should not assume what merits follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Botsonic. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Botsonic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Upload Bot URLs
Adds or updates multiple URLs in a bot’s training data at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Starter Question
Creates a preset question and answer for users to select.
Delete Starter Question
Permanently deletes a starter question from a bot.
Delete Uploaded File
Permanently removes an uploaded file from a bot’s training data.
Get All Bot Data
Retrieves all files and resources associated with a bot.
Get All Bots
Retrieves the bots associated with your account.
Get All Conversations
Retrieves conversations related to a bot.
Get All FAQs
Retrieves the frequently asked questions associated with a bot.
Connect any two apps with Notis in the middle.
Agencyzoom and Botsonic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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