Spot policy status questions your bot cannot answer
See the policy status questions that need clearer answers, without hunting through chat history yourself.
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
When customers ask about policy status, unanswered questions can reveal missing or unclear guidance that is easy to overlook.
- Highlight policy status questions from the bot's question history.
- Help prioritize documentation improvements based on customer questions.
- Reduce the chance that recurring support gaps go unnoticed.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and ask Notis to list relevant unanswered questions and summarize policy status themes.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go, then test with one real question-list example.
- 5Provide the DocsBot team and bot identifiers and specify which policy status terms to look for.
Questions about this workflow
Can this report questions that were answered too?
The listed List Questions action retrieves bot questions. Specify your desired analysis in the instruction and use only any filters supported by the action.
Will it change policy records in AgencyZoom?
No. This workflow reviews DocsBot question history and reports themes. It does not update AgencyZoom records.
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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