Keep a clear history of chatbot instruction changes
Review the agent's persona history beside policy updates, so configuration changes stay easier to understand and audit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Persona Versions
Lists saved persona versions; requires a Custom plan.
Why this helps
When instructions change over time, it can be hard to connect the current chatbot behavior with earlier support policies.
- Review saved persona versions for an agent.
- Compare configuration history with available policy context.
- Make rollback candidates easier to identify 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 persona versions for the chosen agent and summarize their timing alongside available Agile CRM policy updates.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real agent and confirm the report distinguishes history from causal claims.
Questions about this workflow
Will this restore an older persona automatically?
No. It lists persona versions for review. A separate activation action is required to restore a version.
Can it prove which policy caused a persona change?
No. It can compare available dates and context, but correlation does not establish that a policy change caused a configuration update.
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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