See how CustomGPT conversations support AgencyZoom sales
Get a periodic view of chatbot conversation patterns and use it to decide where sales follow-up needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Conversation Analytics
Retrieves conversation totals and engagement metrics for a project.
Why this helps
Sales teams may lack a simple recurring view of whether chatbot conversations are creating useful engagement.
- Review conversation volume and engagement on a recurring schedule.
- Put chatbot activity into the context of AgencyZoom sales work.
- Spot changes that deserve a closer look without compiling a report manually.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CustomGPT once in Notis.
- 2Create an automation that retrieves CustomGPT conversation analytics and summarizes them for AgencyZoom sales review.
- 3Choose a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test with one real reporting period and confirm the summary uses the returned metrics.
Questions about this workflow
Does this report prove that chatbot conversations became sales?
No. Conversation analytics report engagement metrics. AgencyZoom outcome data must be available separately before drawing conversion conclusions.
Can I choose the reporting period?
Describe the period you want in the automation instruction and verify the available analytics support it during the test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customgpt. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agencyzoom and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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