Check whether chatbot knowledge covers current support topics
Compare the agent's indexed content with the support topics the team is handling, and make gaps easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Agent Documents
Lists indexed documents in an agent’s knowledge base.
Why this helps
Teams can add support topics in Agile CRM without knowing whether the chatbot's knowledge base covers them.
- See which documents are currently indexed for an agent.
- Compare coverage with available support topics.
- Identify candidate knowledge gaps for human review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to list documents for the chosen agent and compare them with available Agile CRM support topics, reporting possible gaps without assuming coverage.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real agent and verify that the report separates observed documents from inferred coverage gaps.
Questions about this workflow
Will this add missing content automatically?
No. This workflow audits and reports. Content owners should approve any new source before it is added.
Can it see every support topic in Agile CRM?
Only topics available to the scheduled run. If the source data is incomplete, the report should state that limitation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Customgpt. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agile CRM and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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