Prepare campaign reference material for voice calls
Package supplied documents or URLs into a Bolna knowledgebase for an agent to reference in conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Bolna Knowledgebase
Creates a knowledge base for voice agents; it is initially processing and must finish before use.
Why this helps
Preparing consistent answers from campaign material can take time when reference documents are scattered.
- Create a knowledgebase from specified URLs or PDFs.
- Give the campaign agent a defined reference source.
- Reduce manual setup for repeated campaign materials.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Bolna once in Notis.
- 2Create an automation describing the knowledgebase and supplying its PDFs or web URLs.
- 3Pick a Notis schedule and provide the target setup details in the instruction.
- 4Choose where run reports should go.
- 5Test with one real source and check processing status before relying on it.
Questions about this workflow
Can the agent use the knowledgebase immediately?
Not necessarily. The action initially returns a processing status. Check that processing has completed before relying on the knowledgebase.
Can it automatically collect all content from Agility CMS?
No. The listed action accepts PDFs or web URLs, and no Agility CMS content trigger is provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bolna. A trigger fires from one place; an action lands in another.
Agility cms triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
Agility cms and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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