Review chatbot conversations alongside CRM activity
See conversation volume and engagement metrics in a repeatable report, with relevant CRM activity included when available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Conversation Analytics
Retrieves conversation totals and engagement metrics for a project.
Why this helps
Conversation metrics are easy to overlook when they require a separate manual check from CRM activity.
- Review conversation counts and engagement metrics on a schedule.
- Reduce manual analytics lookups.
- Include CRM context only when the run can access it.
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 conversation analytics for the chosen agent and summarize them with available Agile CRM activity for the same review period.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review period and confirm any missing CRM data is identified.
Questions about this workflow
Can the workflow filter CRM activity to the same dates?
Only if the relevant activity and dates are available to the scheduled run. Include the desired period in the instruction and have Notis report gaps.
What does conversation analytics include?
It returns conversation metrics such as total conversations and average queries per conversation, plus other engagement statistics.
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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