Rehearse customer renewal conversations
Send a renewal preparation request to Notis and retrieve the character you use to practice a clear, thoughtful conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Renewal conversations often require reviewing scattered account context and planning the discussion while other deadlines compete for attention.
- Focus practice on the customer and renewal context provided with the request.
- Start with a known Chatfai character instead of searching for one.
- Make preparation easier to repeat across renewal conversations.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create a webhook automation in the portal or ask Notis to prepare renewal conversation rehearsals.
- 3Give Notis one plain-language instruction to retrieve the selected public character and use the renewal context included in each request.
- 4Pick an incoming webhook trigger and a channel for run reports.
- 5Test with one real renewal scenario and confirm the character details are relevant to your practice.
Questions about this workflow
Does Twenty send renewal events to Notis?
No Twenty trigger events are available for this workflow. A Notis webhook starts it when a request is sent.
What customer information should I include?
Include only the context that helps you rehearse, such as the account situation and the renewal topic.
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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