Review your chatbot's opening experience quarterly
Keep the greeting and first suggested questions in view as your agency's customer needs evolve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Starter Presets
Retrieves a bot’s welcome message and starter questions.
Why this helps
The first chatbot interaction can fall behind changing agency priorities when nobody revisits it.
- Review greeting and prompts together on a set cadence.
- Keep customer-facing opening content visible to agency owners.
- Create a simple checkpoint for updates and feedback.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Botsonic once in the Notis portal.
- 2Create an automation and describe the quarterly opening review.
- 3Tell Notis to retrieve the welcome message and starter questions and summarize them for review.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real bot and confirm both greeting and prompts appear.
Questions about this workflow
Does this action include all FAQs?
No. It retrieves the welcome message and starter questions. Bot FAQs are available through a separate action.
Will the workflow update the opening text?
No. The action retrieves the configured presets for review but does not edit them.
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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