Make chatbot ownership handoffs easier
Give the next person a clear inventory of bot resources so they can pick up agency chatbot work with less digging.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Bot Data
Retrieves all files and resources associated with a bot.
Why this helps
A change in ownership can leave the incoming person searching across the bot to understand what it contains.
- Provide a single inventory of bot resources for handoffs.
- Reduce the time needed to understand existing chatbot content.
- Make ownership transitions easier to organize.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Botsonic once in the Notis portal.
- 2Create an automation describing the handoff summary the next owner needs.
- 3Ask Notis to retrieve all bot data and summarize the available files and resources.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real handoff and confirm the summary is clear to a new owner.
Questions about this workflow
Does this include bot conversations?
No. Get All Bot Data retrieves bot assets and resources. Conversation retrieval uses a separate action.
Can the report explain why each resource was added?
Only if that context is present in the returned data or supplied by the agency. The action retrieves data associated with the bot.
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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