Make approved callback guidance available to Convolo
Add a prepared reference file so callback agents can use the guidance your team has approved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Why this helps
Callback guidance stays scattered when agents do not have a shared reference file available.
- Add a prepared guidance file to the knowledge bank.
- Give agents a shared reference for callback conversations.
- Reduce repeated manual context in callback preparation.
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 prepared file and describe the callback guidance it should add to the knowledge bank.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one approved file and review the upload result.
Questions about this workflow
Can this create the knowledge file for me?
No. The listed action uploads a file that is already ready.
Is this available on every plan?
The action description specifies that knowledge bank file upload is for the Enterprise plan.
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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