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Notis

See what is in your Botsonic knowledge base at review time

Get a readable inventory of the bot's files and resources as part of your recurring customer operations review.

Trigger

Recurring schedule

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

Action

Get All Bot Data

Retrieves all files and resources associated with a bot.

Why this helps

Chatbot knowledge assets accumulate without a clear review moment, making it easy to miss outdated files during regular CRM upkeep.

  • Bring the bot's existing data into a reviewable inventory.
  • Make knowledge upkeep part of a predictable operating rhythm.
  • Receive a report without manually navigating the bot repository.

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 ask Notis to summarize its returned files and resources for review.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real example and confirm the inventory is useful.

Questions about this workflow

Does this workflow change or delete bot data?

No. It retrieves bot data for inspection and reporting.

Can the report identify stale files automatically?

It can summarize the returned assets, but age or relevance criteria must be available in the data or supplied in the instruction.

Why use a schedule?

Agile CRM has no listed native trigger events, so a Notis cron trigger provides a recurring review point.

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.

TriggerScheduled

Bulk Upload Bot URLs

Adds or updates multiple URLs in a bot’s training data at once.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Starter Question

Creates a preset question and answer for users to select.

ActionInstant

Delete Starter Question

Permanently deletes a starter question from a bot.

ActionInstant

Delete Uploaded File

Permanently removes an uploaded file from a bot’s training data.

ActionInstant

Get All Bot Data

Retrieves all files and resources associated with a bot.

ActionInstant

Get All Bots

Retrieves the bots associated with your account.

ActionInstant

Get All Conversations

Retrieves conversations related to a bot.

ActionInstant

Get All FAQs

Retrieves the frequently asked questions associated with a bot.

ActionInstant

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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