Understand how DocsBot handles AgencyZoom questions
Turn bot performance numbers into a focused review of the customer questions that matter to your agency.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bot Statistics
Retrieves a bot’s performance and conversation analytics for a period.
Why this helps
Resolution metrics are easy to collect but harder to connect to the policy and service topics your customers actually ask about.
- Review bot resolution and escalation metrics on a schedule.
- Connect performance trends to AgencyZoom customer question topics where data allows.
- Give the team a regular basis for deciding what to improve.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to retrieve bot statistics for a chosen date range and summarize relevant resolution trends.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real statistics example.
- 5Provide the DocsBot team, bot, date range, and AgencyZoom topic context to analyze.
Questions about this workflow
Can the statistics action isolate AgencyZoom topics by itself?
The action returns bot statistics over a period or date range. Topic-level analysis depends on the data returned; specify the topic context and report missing breakdowns.
Does this change the bot or its content?
No. It retrieves statistics for review and does not update bot settings or sources.
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.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
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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