See what customers are asking about across CRM and CustomGPT
Bring customer context and chatbot conversation insights together on a schedule, so recurring questions and emerging themes are easier to notice.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer Intelligence Report
Returns AI-analyzed insights on user intent, sentiment, topics, and trends.
Why this helps
Customer questions can be scattered between CRM activity and chatbot conversations, making patterns hard to spot without a manual review.
- Surface common intents and topics from CustomGPT conversations.
- Review customer signals on a predictable cadence.
- Reduce manual searching across customer records and chatbot analytics.
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 review available Agile CRM customer context and retrieve a CustomGPT customer intelligence report for the specified agent, calling out data gaps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test once with a real agent and confirm the report reflects available data and names any missing CRM context.
Questions about this workflow
Does the report automatically combine all Agile CRM records with CustomGPT analytics?
Only if the scheduled run can access the relevant CRM data. Ask Notis to identify missing context rather than assume CRM fields or history are available.
What does the CustomGPT report provide?
The action returns AI-analyzed conversation insights such as common intents, sentiment, frequently discussed topics, and emerging trends.
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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