Keep callback character settings aligned with your process
Apply the AI settings your team has chosen for an existing callback character.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Set Core AI Settings
Updates a character’s core AI settings.
Why this helps
Core settings can drift from the behavior your team expects during lead conversations.
- Apply a supplied configuration to an existing character.
- Keep callback behavior aligned with team requirements.
- Reduce manual settings updates.
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 specify the core AI settings to apply.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real character and review the applied settings.
Questions about this workflow
Can this create a character first?
No. The listed action sets core AI settings after confirming the character exists.
What should I provide?
Specify the existing character and the core settings you want applied.
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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