Keep callback character actions aligned with lead needs
Review the calls your team handles and keep the agent's available actions current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Define or Update Character Actions
Why this helps
Character capabilities can fall behind as callback scenarios and team processes change.
- Review action needs on a recurring schedule.
- Adjust the character's available actions as your process changes.
- Keep capability updates focused on scenarios you provide.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Convolo AI once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation.
- 3In one instruction, describe which supplied callback scenarios to review and how to update the character's actions.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example of a callback scenario and review the updated actions.
Questions about this workflow
Does this workflow infer every capability from Agile CRM?
No. Supply the scenarios or capability requirements you want reviewed; the action updates a character's list of actions.
Can it run without an Agile CRM event?
Yes. A Notis cron schedule starts it because Agile CRM exposes no trigger events in this workflow package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Convolo ai. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Agile CRM and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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