Dispatch agreements during chat handoffs

Whenever a chat conversation is handed off to an agent in IsOn24 AI Voice Assistant, automatically issue a standard agreement document for signature via LunaNotes.

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See all IsOn24 AI Voice Assistant + LunaNotes integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

IsOn24 AI Voice Assistant Explore IsOn24 AI Voice Assistant →

Triggers

New conversation started

Fires when a new chat or conversation begins in IsOn24 AI Voice Assistant.

Lead captured in chat

Fires when IsOn24 AI Voice Assistant captures a lead during a conversation.

Conversation handed off

Fires when IsOn24 AI Voice Assistant escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through IsOn24 AI Voice Assistant.

Generate an answer

Asks IsOn24 AI Voice Assistant a question against its knowledge base and returns the answer.

Summarize a conversation

Uses IsOn24 AI Voice Assistant to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an IsOn24 AI Voice Assistant conversation.

LunaNotes Explore LunaNotes →

Triggers

New note created

Fires when a new note or document is created in LunaNotes.

Note updated

Fires when an existing note or document changes in LunaNotes.

Document sent for signature

Fires when a document in LunaNotes is sent out for signature.

Actions

Create a document from a template

Generates a new document in LunaNotes from a saved template.

Create or append to a note

Creates a note in LunaNotes or adds text to an existing one.

Convert a document to PDF

Converts a file in LunaNotes to PDF.

Send a document for signature

Sends a document from LunaNotes out for signature.

Log captured chat leads into client notes When a new lead provides their details in IsOn24 AI Voice Assistant, automatically append their information to a running contact note in LunaNotes. See details

Notify chat users when a document is issued When a contract is sent for signature in LunaNotes, automatically send a follow-up message in IsOn24 AI Voice Assistant to confirm receipt. See details

See all IsOn24 AI Voice Assistant + LunaNotes integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch agreements during chat handoffs” between IsOn24 AI Voice Assistant and LunaNotes?

Yes — describe it in the box above and Knit's Integrations Agent researches IsOn24 AI Voice Assistant and LunaNotes's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can information gathered by IsOn24 AI Voice Assistant be saved directly into LunaNotes?

Yes, lead details and chat summaries captured in IsOn24 AI Voice Assistant can automatically create or update customer notes and generate template documents in LunaNotes.

How can document activities in LunaNotes affect chat conversations in IsOn24 AI Voice Assistant?

Sending a document for signature in LunaNotes can initiate automated status updates or follow-up messages in IsOn24 AI Voice Assistant to keep conversations moving forward.