Turn chatbot conversations into a clear agency review
Have Notis bring conversation threads into a scheduled summary so follow-up needs are easier to notice.
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
Customer conversations can pile up while agency teams focus on policy and sales work.
- Review conversation threads in a single report.
- Surface recurring customer questions for team attention.
- Reduce the effort of manually checking chatbot activity.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Botsonic once in the Notis portal.
- 2Create an automation and describe the conversation review outcome.
- 3Ask Notis to retrieve Botsonic threads and summarize recurring themes or follow-up signals.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real bot and verify the summary against its conversations.
Questions about this workflow
Does this action include source tracking and form metadata?
No. This action retrieves paginated conversation threads. Use the separate conversations-with-source action when source tracking and comprehensive metadata are needed.
Will the summary create Agencyzoom follow-up tasks?
No. The allowed target action only retrieves Botsonic conversations; it does not create or update Agencyzoom records.
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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