Bring chatbot message history into client follow-up
Get the relevant conversation messages in view before deciding how to follow up with a client.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List conversation messages
Retrieves messages from a conversation.
Why this helps
A client follow-up can stall while you search for the prior chatbot exchange and piece together what was said.
- Retrieve message history for a known conversation
- Use client follow-up reviews to prioritize context gathering
- Reduce time spent manually searching chat records
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Chatbotkit once in the Notis portal.
- 2Create an automation and describe which clients should be reviewed.
- 3Tell Notis how to identify a related conversation id from available data.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real client and a known conversation id.
Questions about this workflow
Can the workflow retrieve history without a conversation id?
No. Listing messages requires a conversation id, so the workflow needs a way to identify one.
Does it summarize the messages?
Notis can analyze returned messages and report a summary if you ask for one in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chatbotkit. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Agencyzoom and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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