Get a short pulse on chatbot conversations
Turn a recurring conversation review into a focused summary you can use when planning customer follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Conversations
Retrieves conversations related to a bot.
Why this helps
Reading conversation threads one by one takes time away from customer work and makes recurring review hard to sustain.
- Summarize returned conversation threads for a faster review.
- Create a recurring checkpoint for chatbot activity.
- Send a focused report to the channel your team uses.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Botsonic once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, identify the Botsonic bot and request a concise summary of returned conversation threads for planning.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and verify the summary is actionable.
Questions about this workflow
Does this retrieve all conversation details in one call?
The action retrieves a paginated list of conversation threads. Results may be limited by its pagination behavior.
Can it identify customers who need follow-up?
Notis can flag follow-up signals in returned data, but identity or criteria must be present in that data or provided in the instruction.
Does it send follow-up messages?
No. The listed action retrieves conversations and does not send customer messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Botsonic. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Botsonic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Upload Bot URLs
Adds or updates multiple URLs in a bot’s training data at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Starter Question
Creates a preset question and answer for users to select.
Delete Starter Question
Permanently deletes a starter question from a bot.
Delete Uploaded File
Permanently removes an uploaded file from a bot’s training data.
Get All Bot Data
Retrieves all files and resources associated with a bot.
Get All Bots
Retrieves the bots associated with your account.
Get All Conversations
Retrieves conversations related to a bot.
Get All FAQs
Retrieves the frequently asked questions associated with a bot.
Connect any two apps with Notis in the middle.
Agile CRM and Botsonic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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