Prepare onboarding dialogue for new Zendesk users
Give every new user a thoughtful first conversation without writing the script from scratch.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
Why this helps
Onboarding conversations are easy to delay when the first questions and next steps are not prepared.
- Improves first contact consistency
- Reduces script writing
- Makes onboarding easier to start
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Convolo ai in Notis.
- 2Create a new onboarding dialogue automation.
- 3Tell Notis to use the new user's available context to request a welcoming starter conversation for the chosen character.
- 4Choose the Zendesk New User Created trigger.
- 5Select where reports should go and test with one real user.
Questions about this workflow
Can this create a character too?
This workflow generates starter conversation suggestions. Use a separate character creation workflow when a new character record is needed.
What user information is used?
Only the information available from the Zendesk event and your instruction is used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Convolo ai. A trigger fires from one place; an action lands in another.
Zendesk triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
New User Created
Triggered when a new user is created in Zendesk.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
Get Character Response
Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Connect any two apps with Notis in the middle.
Zendesk and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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