Turn callback sessions into a focused performance review
Review a conversation against the criteria your team cares about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Why this helps
Useful coaching points get missed when conversation reviews happen inconsistently or without a clear prompt.
- Evaluate a session against supplied criteria.
- Make recurring conversation reviews easier to run.
- Surface focused feedback for the next callback.
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 how to fetch the relevant conversation session and provide the evaluation prompt and criteria.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real session and review the evaluation.
Questions about this workflow
What does the evaluation need?
The action is intended for use after fetching a conversation session and constructing the evaluation prompt.
Does Agile CRM provide the conversation session automatically?
No Agile CRM trigger events are listed here. Specify how the relevant session should be obtained or provide it as 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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