Understand the path behind a client escalation
Bring source information and conversation metadata into the review when a client issue reaches an escalation point.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Conversations With Source
Retrieves conversations with source information and metadata.
Why this helps
An escalation is harder to resolve when the original conversation source and user context are not at hand.
- Retrieve conversations with source information and user form data.
- Include comprehensive metadata in the escalation review.
- Give the investigation context about how the conversation began.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Botsonic once in the Notis portal.
- 2Create an automation from any channel or Automations, New Automation.
- 3Tell Notis to retrieve source-aware conversations for the bot and review them using the Agiled escalation details in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real escalation and a known conversation.
Questions about this workflow
Does the action retrieve only one conversation?
It retrieves all conversations with source information for the bot. The action description does not specify a single-thread lookup.
Can this resolve the escalation automatically?
It provides detailed conversation information for review. It does not change Agiled records or Botsonic settings.
What should the webhook request include?
Include the bot and escalation context available to you so Notis can focus its review appropriately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Botsonic. A trigger fires from one place; an action lands in another.
Agiled triggers
Botsonic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Upload Bot URLs
Adds or updates multiple URLs in a bot’s training data at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Starter Question
Creates a preset question and answer for users to select.
Delete Starter Question
Permanently deletes a starter question from a bot.
Delete Uploaded File
Permanently removes an uploaded file from a bot’s training data.
Get All Bot Data
Retrieves all files and resources associated with a bot.
Get All Bots
Retrieves the bots associated with your account.
Get All Conversations
Retrieves conversations related to a bot.
Get All FAQs
Retrieves the frequently asked questions associated with a bot.
Connect any two apps with Notis in the middle.
Agiled and Botsonic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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