Turn Agiled Client Briefs into Convolo Characters
Start each client conversation with a character grounded in the project brief you already keep in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Character
Creates a new character.
Why this helps
Client context is scattered across CRM records and project notes, so preparing a conversation character takes extra review and setup.
- Reduce repeated review of client context
- Start with a character tailored to the engagement
- Keep onboarding details close to the work
Setup
Build it in a few focused steps.
- 1Connect Agiled and Convolo ai in the Notis portal once.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation.
- 3In one instruction, ask Notis to use the supplied Agiled client brief to create a Convolo character with a name, voice type, backstory, and suitable optional actions.
- 4Pick the notis_webhook trigger and arrange for a request containing the client brief to start the automation.
- 5Choose where run reports go, then test with one real client brief.
Questions about this workflow
What information should the webhook include?
Include the client name and relevant onboarding or project context. The brief must also provide or make clear the character's name, voice type, and backstory.
Does this run automatically when an Agiled record changes?
Agiled triggers are not listed for this package. The workflow starts when Notis receives an HTTP webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Convolo ai. A trigger fires from one place; an action lands in another.
Agiled triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Agiled and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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