Refresh the context behind your callback character
Keep an existing character's background aligned with the callback scenarios it handles.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Character Backstory
Why this helps
Outdated background details can make an agent's callback guidance feel disconnected from the current process.
- Revise the backstory of a confirmed existing character.
- Use supplied process context to keep character guidance current.
- Limit the change to the backstory fields provided.
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, identify the existing character and describe the backstory fields to update using supplied callback context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real character example and review the updated backstory.
Questions about this workflow
Can this update an unknown character?
The action is for modifying an existing character after confirming its ID.
Will it change other character details?
The listed action updates only the fields provided for the backstory.
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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