Find unanswered Docsbot questions that matter to Agile CRM customers
See which Docsbot questions need attention, with the Agile CRM segment or topic you provide as context for the review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Questions
Lists the questions asked of a bot.
Why this helps
Unanswered bot questions are easy to miss when support conversations and CRM customer context live in separate places.
- Bring unanswered Docsbot questions into a recurring review.
- Prioritize questions against a customer segment or topic you supply.
- Reduce the effort of manually scanning bot question history.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsbot AI in the Notis portal once.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to review Docsbot questions for unanswered items relevant to a named Agile CRM segment or topic, which you provide.
- 4Pick a notis_cron schedule for the review.
- 5Choose a report channel, then test with one real example and confirm the review has the bot and context it needs.
Questions about this workflow
Does this workflow automatically read Agile CRM contacts or segments?
The available Docsbot action lists bot questions. Provide any relevant Agile CRM segment or topic as context; do not assume the workflow can retrieve CRM records without a supported trigger or action.
Can it produce a review on a schedule?
Yes. Use a Notis cron trigger to run the question review on a recurring schedule you select.
Does the action answer or delete questions?
No. List Questions retrieves question history. The automation can summarize or prioritize the returned information, but it does not answer or delete questions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsbot ai. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Agile CRM and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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