Keep customer conversation skills fresh each month
Set a monthly practice reminder through Notis that retrieves your chosen Chatfai character for a customer scenario you select from Twenty.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
Conversation practice tends to be postponed until a difficult customer moment makes it urgent.
- Give practice a regular cadence without daily overhead.
- Choose one customer scenario to keep the session manageable.
- Start with the same character details each time.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create a monthly scheduled automation in the portal or ask Notis for a recurring customer conversation practice.
- 3Give Notis one plain-language instruction to retrieve the selected public character and frame a session around the customer scenario you provide.
- 4Choose a monthly schedule and run-report channel.
- 5Run one real scenario to confirm the retrieved character fits your practice.
Questions about this workflow
Does the monthly run select a customer from Twenty?
No automatic Twenty event is available. Choose a customer scenario and make its relevant context available to Notis.
Can I make the cadence less frequent?
Yes. Select a recurring schedule that suits your working rhythm.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Twenty to Chatfai. A trigger fires from one place; an action lands in another.
Twenty triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Twenty and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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