Understand where chatbot conversations come from
Bring source details and conversation metadata into a focused review so customer follow-up has better context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Conversations With Source
Retrieves conversations with source information and metadata.
Why this helps
Conversation totals alone leave founders guessing which sources and context are behind chatbot interactions.
- Review conversation sources alongside available metadata.
- Reduce manual collection for customer operations planning.
- Get a recurring summary in a chosen report channel.
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 for a concise source and metadata summary for review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and check that the returned source details answer your review question.
Questions about this workflow
What information can this action retrieve?
It retrieves conversations with source information, including source tracking, user form data, and metadata.
Does it update Agile CRM?
No. The supported action retrieves Botsonic conversation information for analysis and reporting.
Can it report on historical trends?
It can summarize data returned by the action. A comparison baseline or time period must be available or specified in the request.
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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