Keep chatbot instructions aligned with support policy
When support policy changes, send the approved instruction update from Agile CRM and apply it to the intended CustomGPT agent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Project Settings
Updates an agent’s behavior, appearance, or deployment settings.
Why this helps
Policy changes can reach the support team before chatbot instructions are updated, leading to inconsistent answers.
- Shorten the gap between approved policy and agent instructions.
- Apply changes to a specific agent.
- Keep run reports for visibility into updates.
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, say to apply only the explicit approved persona change and target agent identifier included in each webhook.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one approved policy update and confirm the intended persona settings changed.
Questions about this workflow
Will this decide what the new policy should say?
No. The approved instruction change must be supplied in the webhook payload or your automation instruction.
Can it change other agent settings too?
The action supports project configuration settings. Tell Notis to change only the specified persona or settings fields.
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.