Prepare a response with lead context at hand
Bring the lead details into the conversation response so the next reply has context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Character Response
Generates a text or voice response from a character in an ongoing session.
Why this helps
Switching between the CRM and an active conversation makes it easy to lose the thread.
- Use supplied CRM details alongside incoming text or audio.
- Draft a response for an ongoing character session.
- Reduce context switching while preparing a reply.
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, specify the lead context to include and how the character should respond to the supplied text or audio input.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real conversation input and review the generated response.
Questions about this workflow
Does this action place a call or update a CRM record?
No. The listed action generates a character response from text or audio input for an ongoing session.
Can it use lead details?
Yes. Include the relevant Agile CRM context in the instruction or supplied input.
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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