Restore a known-good chatbot persona when support policy calls for it
Make an approved rollback request actionable while keeping the agent's persona history intact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Why this helps
When a recent instruction change causes confusion, finding and restoring a known-good version can take several manual steps.
- Reduce the time needed to restore a known-good persona.
- Preserve an audit trail through version history.
- Tie the change to an explicit authorized request.
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, require an authorized webhook request with the exact agent and prior persona version identifiers before restoring that version.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a safe, authorized rollback request and confirm the newly activated version appears in history.
Questions about this workflow
Does activation overwrite the current persona history?
No. Activating a previous version creates a new version entry and preserves the history.
Can the workflow choose a version based on a CRM note alone?
Require exact agent and version identifiers in the request. Ambiguous rollback requests should be reported for review.
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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