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Notis

Spot recurring concerns in AgencyZoom customer questions

Find the questions that keep coming up, so your team can address the underlying customer concern once.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Questions

Lists the questions asked of a bot.

Why this helps

Repeated concerns can be hard to recognize when questions arrive across many conversations and no one has time to compare them.

  • Group repeated questions into themes for review.
  • Help distinguish a one-off issue from a recurring information gap.
  • Give the team a useful starting point for improving guidance.

Setup

Build it in a few focused steps.

  • 1Connect DocsBot and AgencyZoom in Notis once.
  • 2Create an automation and instruct Notis to list bot questions and group recurring AgencyZoom customer concerns.
  • 3Choose a recurring Notis cron schedule.
  • 4Choose where run reports should go and test with one real question-list example.
  • 5Provide the DocsBot team and bot identifiers and name the concern topics to look for.

Questions about this workflow

Does this detect complaints from full conversation transcripts?

No. The action lists questions, not necessarily full conversations or transcripts. Use the returned question data and avoid assuming additional context.

Will it change FAQs or policy documents?

No. It produces a review summary from questions. Updating source material is a separate workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Docsbot ai. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Docsbot ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Bot

Creates a bot within a team.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Capture Conversation Lead

Saves lead information in conversation metadata, whether or not the conversation exists.

ActionInstant

Delete Bot

Permanently deletes a bot; this action cannot be undone.

ActionInstant

Generate Conversation Ticket

Turns a Chat Agent conversation into a structured support ticket.

ActionInstant

Create Bot Source

Creates a source for a bot’s knowledge base.

ActionInstant

Get Bot Details

Retrieves details about a bot in a team.

ActionInstant

Create Webhook

Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.

ActionInstant

Get Team Details

Retrieves details about a team, including its members and settings.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Docsbot ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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