Give customer escalations useful contact context
Make it easier to move from an escalation signal to the right customer profile without searching for an ID twice.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Why this helps
Escalation handoffs slow down when customer context has to be reconstructed across separate systems.
- Retrieve a profile using the valid contact ID in the request.
- Give a handoff more customer context from the start.
- Reduce repeated lookups during a high-priority issue.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create a webhook automation through the portal or a plain-language request to Notis.
- 3In one instruction, ask Notis to retrieve the Insighto ai contact profile using the valid contact ID and include the escalation context for review.
- 4Select the incoming webhook trigger and a channel for run reports.
- 5Test with one real escalation example and verify the returned contact.
Questions about this workflow
What does the request need to include?
It needs a valid Insighto ai contact ID. The analytics process can include additional context for the review.
Does the automation contact the customer?
No. It retrieves the contact profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Metabase to Insighto ai. A trigger fires from one place; an action lands in another.
Metabase triggers
Insighto ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Intent
Tool to create a new intent in insighto.ai. use when adding custom intents before training or deployment. call after confirming intent attributes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Provider
Tool to create a new provider. use after obtaining org id to register the provider.
Create Widget
Tool to create a new widget with specified attributes. use after confirming assistant id and widget type.
Get Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Get List Of Contacts
Tool to fetch a paginated list of contacts. use after confirming a valid api key to iterate through pages of contacts.
Get List Of Conversations
Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.
Get List Of Datasources
Tool to list all existing data sources. use when you need to fetch the complete set of data sources.
Read Contact Custom Field List
Tool to retrieve a list of custom fields associated with contacts. use when you need to inspect or sync contact metadata definitions.
Connect any two apps with Notis in the middle.
Metabase and Insighto ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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