Understand chatbot engagement around Agile CRM campaigns
Review chatbot engagement patterns beside campaign context, so you can see when conversations and queries shift over time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Analytics Chart Data
Retrieves chart-ready usage metrics over daily or weekly periods.
Why this helps
Campaign activity and chatbot usage are often reviewed in separate places, making changes in customer engagement harder to connect.
- See daily or weekly trends in conversations and queries.
- Review usage alongside available campaign context.
- Make recurring engagement checks easier to follow.
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 retrieve chart data for the chosen CustomGPT agent and compare it with available Agile CRM campaign context, noting that correlation is not proof of cause.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real reporting period and confirm the report includes only available campaign and chart data.
Questions about this workflow
Does the chart data prove a campaign caused a change in usage?
No. It provides time-series metrics. Any relationship to campaign timing is observational unless you supply additional evidence.
Which metrics can the chart include?
The action provides time-series metrics such as conversation counts, query counts, and queries-per-conversation ratios, with daily or weekly breakdowns.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customgpt.