Documentation index

All articles

645 articles — the complete internally linked documentation map.

A

149 articles

About AI Assistant for Operatorsoperatorline
About Auto Distribution of Dialogs Between Operatorsoperatorline
About Automatic Connection of Free Operator to New Dialogoperatorline
About Configuring Alias for Outgoing Dialogscenariodialog
About Connecting Chat with Operator Through Operator Paneloperatorline
About ConnectiveOne Integration with Corezoid Through Operator Panelscenariodialog
About Copying Existing Bot Scenarioscenariodialog
About Custom Data compared to other approachescustomdata
About Custom Data in ConnectiveOnecustomdata
About Displaying Images to Userscenariodialog
About Email Categorization Using AIscenariodialog
About Facebook Ads Referral Tagsscenariodialog
About HTML Text Formatting in Telegram and Widgetscenariodialog
About Inline Keyboard in Telegram and Widgetscenariodialog
About large Custom Data tablescustomdata
About Launching Scenario from Facebook Adsscenariodialog
About Payment via Botscenariodialog
About Processing Requests in ConnectiveOneoperatorline
About Redistribution of Chats from Operatoroperatorline
About Registered Contacts and Visitors Without a Profilebroadcastusers
About Telegram Group Botsscenariodialog
About Telegram WebApp in Scenariosscenariodialog
About this documentationabout documentation.md
About Using autobroadcast create Action in Scenariosscenariodialog
About Viber Keyboard Stylingscenariodialog
About Viber Start Messagescenariodialog
Access Recovery — Scenarios Hubauth
Action add_to_cartactionjail
Action api__callnodeactionjail
Action apple_google_payactionjail
Action autobroadcast__createactionjail
Action autobroadcast__removeactionjail
Action broadcast__subscribeactionjail
Action broadcast__subscribedactionjail
Action broadcast__unsubscribeactionjail
Action call_nodeactionjail
Action card_payactionjail
Action card_pay_block_scenarioactionjail
Action chatroom_updateactionjail
Action check_languageactionjail
Action check_scheduleactionjail
Action clear_constantactionjail
Action close_chatroomactionjail
Action create_hashactionjail
Action create_messageactionjail
Action custom_modules__exportactionjail
Action custom_modules__getactionjail
Action custom_modules__setactionjail
Action custom_modules__updateactionjail
Action custom_modules_listactionjail
Action esputnik__push_contactactionjail
Action existing_chatroomactionjail
Action fastlineactionjail
Action fastline_completionactionjail
Action fastline_proactionjail
Action fastline_searchactionjail
Action fastline_summarizeactionjail
Action fastline_transcribeactionjail
Action files__getactionjail
Action fl_transfer_to_operatoractionjail
Action fl_transfer_to_skill_groupactionjail
Action generate_barcodeactionjail
Action generate_listactionjail
Action get_channelactionjail
Action get_chat_room_messagesactionjail
Action get_client_by_chat_room_idactionjail
Action get_commandactionjail
Action get_languageactionjail
Action get_ticket_infoactionjail
Action get_user_inputactionjail
Action goto_aliasactionjail
Action if_elseactionjail
Action interval__endactionjail
Action interval__end_allactionjail
Action interval__lastactionjail
Action interval__startactionjail
Action Jail Editor Sectionsactionjail
Action language__getactionjail
Action language__setactionjail
Action logactionjail
Action loop__endactionjail
Action loop__startactionjail
Action loop_endactionjail
Action loop_startactionjail
Action menu_slideractionjail
Action meta_typeactionjail
Action my_chatrooms_listactionjail
Action operator_panel__clear_dataactionjail
Action operator_panel__connect_to_operator_with_msgactionjail
Action operator_panel__get_last_dialogactionjail
Action operator_panel__nps_confirm_answeractionjail
Action registered_users__check_phoneactionjail
Action registered_users__getactionjail
Action registered_users__setactionjail
Action remove_from_cartactionjail
Action return_to_chatroomactionjail
Action scan_barcodeactionjail
Action scan_qractionjail
Action schedule__checkactionjail
Action send_emailactionjail
Action send_fileactionjail
Action send_meactionjail
Action send_photoactionjail
Action send_requestactionjail
Action send_stickeractionjail
Action send_videoactionjail
Action setactionjail
Action set_current_dateactionjail
Action set_languageactionjail
Action sleepactionjail
Action statistic__setactionjail
Action subscription__checkactionjail
Action subscription__removeactionjail
Action subscription__setactionjail
Action switchactionjail
Action test_listactionjail
Action testing__searchactionjail
Action tickets_clear_inputactionjail
Action tickets_createactionjail
Action tickets_create_v2actionjail
Action tickets_create_wrappedactionjail
Action tickets_listactionjail
Action tickets_updateactionjail
Action validateactionjail
Action verify_online_paymentactionjail
Action widget__calloutactionjail
Actions in Scenarios — What They Are and How They Workscenariodialog
Actions Referenceactionjail
Activate KB Pluginfastlinepro
Administrator — BroadcastUsers Scenarios Hubbroadcastusers
Administrator — Custom Data hubcustomdata
Administrator — FastLinePro Scenarios Hubfastlinepro
Administrator — Profile Scenarios Hubprofile
Administrator — Quality Assurance Scenarios Hubquality_assurance
Administrator — Statistics Scenarios Hubstatistics
Administrator — System Settings Hubsettings
Advanced Custom Data Casescustomdata
Advanced Model Options Referencecustomdata
AI Assistant (Instance Agent) — overviewlearn
AI Generator Setup in Action Jail (Administrator)actionjail
AI Quality Assessment Overviewlearn
Analyst — Broadcast Analytics Hubbroadcast
Analyst — Custom Data hubcustomdata
Analyst — Quality Assurance Scenarios Hubquality_assurance
Analyst — Statistics Scenarios Hubstatistics
API Reference — ConnectiveOne API Referenceintegrations
Apply Filters to Reportstatistics
Assess Requestquality_assurance
Authentication and Security — Scenarios Hubauth

B

2 articles

Branching by rules without cluttering the canvasscenariobuilder
Built-in actions reference for scenariosscenariobuilder

C

35 articles

Calling Scenario Sections from AI Assistants (MCP)scenariodialog
Change Request Statusoperatorline
Check Synchronization Statusfastlinepro
Client Card Sectionsbroadcastusers
Client Portal — administrator hubclientportal
Client Portal — end user hubclientportal
Conduct Quality Checkquality_assurance
Configure agent promptfastlinepro
Configure Foldersprofile
Configure KB Plugin Synchronizationfastlinepro
Configure Knowledge Synchronizationfastlinepro
Configure notifications in your profileprofile
Configure Operator Panel for a support teamoperatorline
Configure Operator Settings in Profileprofile
Configure Quick Repliesprofile
Configure Signatureprofile
Configure your ConnectiveOne operator profileprofile
Connect and configure agent toolsfastlinepro
Connect communication channels to ConnectiveOnechannels
Connect to Operator Node Parametersscenariobuilder
ConnectiveOne Documentationindex.md
ConnectiveOne instance MCPlearn
ConnectiveOne Terms and Statuses Referenceproduct glossary.md
Constructor — home screen and navigationconstructor
Copilot — AI Assistant for Operatorslearn
Create agentfastlinepro
Create Detailed Reportstatistics
Create Filteroperatorline
Create Folderoperatorline
Create Funnelstatistics
Create Outbound Requestoperatorline
Create Segment by Filtersbroadcastusers
CSAT Node Parametersscenariobuilder
Custom Data Field JSON Configuration Referencecustomdata
Custom Data patterns and examplescustomdata

D

1 articles

Deactivate KB Pluginfastlinepro

E

8 articles

Edit Client Databroadcastusers
Editorial policyeditorial policy.md
Email View Modes in Conversationsoperatorline
Entry Point Node Parametersscenariobuilder
Exit Point Node Parametersscenariobuilder
Export Assessmentsquality_assurance
Export Client Databroadcastusers
Export Reportstatistics

F

4 articles

Fast Line Pro — AI Agent for Customer Supportlearn
Filter Assessmentsquality_assurance
Filter Clientsbroadcastusers
First Steps with Automatic Check: Create Your First Schedulesettings

G

1 articles

Getting text back from the clientscenariobuilder

H

250 articles

Handing the chat to a live operatorscenariobuilder
HEIC/HEIF image support (photos from iPhone)operatorline
How Action Jail Data Flows to Scenario Builderactionjail
How Do Calendars, Priorities, Statuses, and Auto Distribution Work Together?settings
How the process library worksscenariobuilder
How the scenario editor worksscenariobuilder
How to Activate a Scheduled Broadcast?broadcast
How to Activate or Deactivate a Bot?settings
How to Add a Field to a Table?customdata
How to Add Images to Broadcasts?broadcast
How to add translations to a scenario in Scenario Builderscenariobuilder
How to Add Translations to a Scenario?scenariodialog
How to Adjust AI Assessment Criteria?quality_assurance
How to Approve Assessment?quality_assurance
How to bind a Scenario MCP Tool section to a Fast Line Pro agentfastlinepro
How to bulk edit records?customdata
How to Change Interface Language?profile
How to Check AI Agent Response in Scenario?fastlinepro
How to Check Broadcast Status?broadcast
How to Clone an Action in ActionJailactionjail
How to comment on a ticket?clientportal
How to configure a «List by API» (ActionJail) field?customdata
How to Configure a Bot?settings
How to configure a notification for an event typenotifications
How to Configure a Scheduled Broadcast?broadcast
How to configure a telephony channeltelephony
How to Configure Agent Variables in FastLinePro?fastlinepro
How to configure AI Assistant accessconstructor
How to Configure Alias in Broadcasts?broadcast
How to Configure an Automatic Broadcast?broadcast
How to Configure an Instagram Scenario in Scenario Builderscenariobuilder
How to Configure Authentication and Access Management?settings
How to configure Automatic Check schedule parameterssettings
How to Configure Broadcast Limits?broadcast
How to configure browser notificationsnotifications
How to configure channels for the Start nodescenariobuilder
How to Configure Chat Parameters?settings
How to Configure Chunking in FastLinePro Knowledge Base?fastlinepro
How to Configure Client Fields?settings
How to Configure CSAT (Customer Satisfaction) in Statistics?statistics
How to Configure Dialogue Statuses?settings
How to configure email templates (header and footer)?settings
How to Configure Field Display in the Client Card?settings
How to configure field display?customdata
How to configure field type?customdata
How to Configure File Parameters?settings
How to Configure General System Settings?settings
How to Configure Hot Keys?settings
How to Configure Instance Parameters?settings
How to configure internal events for the Start nodescenariobuilder
How to Configure IP Blocking Message?channels
How to configure MCP Tool for the Start nodescenariobuilder
How to Configure MCP Tool Parameters in a Scenarioscenariodialog
How to Configure Metrics?settings
How to configure notifications for the instance (administrator)notifications
How to Configure Operator Calendars?settings
How to Configure Operator Panel Webhookintegrations
How to configure operator queue cascadescenariobuilder
How to Configure Operator Statuses?settings
How to Configure Operators in Chats?settings
How to configure process start (no trigger)scenariobuilder
How to Configure Product Name for Zoho CRMintegrations
How to configure quick repliessettings
How to Configure Quick Reply Categories?settings
How to Configure Roles and Access Rights?settings
How to configure row highlighting in Custom Datacustomdata
How to Configure Segments in FastLinePro?fastlinepro
How to Configure Sending SMS via Alpha SMSchannels
How to Configure Sending Viber/SMS via Infobipchannels
How to Configure Skill Groups?settings
How to configure staff access to Client Portalclientportal
How to configure Start node triggersscenariobuilder
How to Configure Styles and Scripts?settings
How to Configure Subscription to Broadcast Topics?broadcast
How to configure system field types?customdata
How to Configure Tags?settings
How to configure ticket creation in Client Portal?clientportal
How to Configure Ticket Parameters?settings
How to Configure Ticket Priorities?settings
How to Configure Ticket Topics?settings
How to Configure Timers for Chats?settings
How to Configure User Fields?settings
How to Configure User Subscription to Notificationsintegrations
How to configure webhook enrichmenttelephony
How to configure webhook for the Start nodescenariobuilder
How to Configure Widget in Settingschannels
How to connect a corporate email domainchannels
How to Connect an ActionJail Action to a Bot Scenario (Integrator)actionjail
How to Connect an AI Assistant to a Scenario via MCPscenariodialog
How to Connect Facebook Messenger and Instagram to ConnectiveOnechannels
How to Connect Gmail to ConnectiveOnechannels
How to Connect Knowledge Base to AI Agent in FastLinePro?fastlinepro
How to Connect Numbered Viber, Telegram, and WhatsApp via e chatchannels
How to Connect Outlook to ConnectiveOnechannels
How to Connect Telegram to ConnectiveOnechannels
How to Connect Viber to ConnectiveOnechannels
How to Connect WhatsApp to ConnectiveOnechannels
How to Connect WhatsApp via Maytapichannels
How to Connect Widget to Websitechannels
How to Copy a File Link?filemanager
How to Create a Broadcast Template?broadcast
How to Create a Broadcast Topic?broadcast
How to Create a Broadcast?broadcast
How to Create a Chatbot?fastlinepro
How to Create a Custom Action in Action Jailactionjail
How to Create a Knowledge Base?fastlinepro
How to create a new bot scenario in Scenario Builderscenariobuilder
How to Create a New Bot Scenario?scenariodialog
How to Create a New Bot?settings
How to Create a New Dialogue Assessment?quality_assurance
How to create a record card field group?customdata
How to Create a Record in Custom Data from Scenario Data?customdata
How to create a scenario section in Scenario Builderscenariobuilder
How to Create a Scenario Section?scenariodialog
How to create a table?customdata
How to create a ticket in Client Portalclientportal
How to create a ticket in OperatorLineoperatorline
How to Create an Association Between Tables in Custom Data?customdata
How to Create and Configure a Funnel in Statistics?statistics
How to Create and Edit Users?settings
How to Create and Maintain an Action in ActionJail (Administrator)actionjail
How to Customize Widget Colorschannels
How to Deactivate a Broadcast Topic?broadcast
How to Delete a File or Folder?filemanager
How to Download Attachments from the Dialog?operatorline
How to Edit a Broadcast Draft?broadcast
How to Edit a Broadcast Topic?broadcast
How to edit a scenario in Scenario Builderscenariobuilder
How to edit a scenario together with colleaguesscenariobuilder
How to edit a table?customdata
How to Edit an Existing Bot Scenario?scenariodialog
How to Edit Ticket Fields?operatorline
How to enable internet search and URL reading for the AI Assistantconstructor
How to Enable Password Recovery Flow (Administrator)auth
How to enable self registration in Client Portal?clientportal
How to enable the new Custom Data UIcustomdata
How to enable the Notification Center on the instance (root)notifications
How to enable two-factor authentication (2FA)auth
How to export a chat to PDF?operatorline
How to export and import a scenario in Scenario Builderscenariobuilder
How to Export Broadcast Results to Excel?broadcast
How to Export Filtered Data?customdata
How to Export or Import a Scenario?scenariodialog
How to Export Statistics Data?statistics
How to Export Table Data?customdata
How to Extend Client Contacts Table Through Custom Data?customdata
How to filter records?customdata
How to Find a Client?broadcastusers
How to find a node on the canvas in Scenario Builderscenariobuilder
How to Find Contacts by File?broadcast
How to Format Messages in Broadcasts?broadcast
How to Generate a Password Reset Link Manually (Administrator)auth
How to Generate Gemini API Key for FastLine Profastlinepro
How to Get a Record from Custom Data by Search Criteria?customdata
How to get an MCP token for your ConnectiveOne instancesettings
How to get API data with send_requestintegrations
How to import data from a file?customdata
How to import from Google Sheets?customdata
How to Integrate ConnectiveOne with eSputnikintegrations
How to Integrate External System via Custom Channelintegrations
How to Integrate Operator Panel as Widget in CRM/ERPintegrations
How to Integrate the Widget into a Mobile App (WebView)channels
How to Launch a Broadcast Immediately?broadcast
How to Launch Bot Scenario via API call nodeintegrations
How to link Telegramnotifications
How to Link Tickets to Each Other?operatorline
How to link Vibernotifications
How to Log In as a User?settings
How to manage Client Portal organizations?clientportal
How to Manage Email Reply Recipients?operatorline
How to manage scenario secretssettings
How to Manage Ticket Watchers?operatorline
How to Manage Widget from Websitechannels
How to Navigate to a Folder?filemanager
How to Pass Parameters from Website to Scenariochannels
How to Prepare a File for FastLinePro Knowledge Base?fastlinepro
How to Quickly Find an Action in ActionJailactionjail
How to read duration and reaction metrics on the Appeals tabstatistics
How to register in Client Portal?clientportal
How to Rename a File?filemanager
How to Reply to a Client?operatorline
How to Reset Password Through "Forgot Password?"auth
How to Save a Broadcast as a Draft?broadcast
How to Save Data from Scenario to Custom Data?customdata
How to Search and Merge Similar Contactsbroadcastusers
How to Send a Broadcast from the Clients Module?broadcast
How to send a client an HTML email from a scenarioscenariobuilder
How to send ConnectiveOne data with send_requestintegrations
How to Send Phone Broadcast via Routeintegrations
How to Set Up Two Factor Authentication (2FA) on Login?auth
How to sign in to Client Portal?clientportal
How to sort records?customdata
How to speed up sorting on a large table?customdata
How to split a Fast Line Pro knowledge-base file with Ask AIfastlinepro
How to submit a CSAT rating?clientportal
How to switch the active process in the main menuconstructor
How to Switch the Email View Mode in a Conversation?operatorline
How to test a notification channelnotifications
How to test a scenario in Scenario Builderscenariobuilder
How to Upload a New File?filemanager
How to Use action fastline pro Action in Scenario?fastlinepro
How to use an action in a Scenario Builder scenarioscenariobuilder
How to Use an Action in a Scenario?scenariodialog
How to use Ask AI for Custom Data?customdata
How to Use Autocomplete Search in Custom Data?customdata
How to use Client Portalservice desk portal.md
How to Use ConnectiveOne APIintegrations
How to Use Custom Code for Widgetchannels
How to use kanban view (board)?customdata
How to use model starters?customdata
How to use notifications?clientportal
How to use row macros?customdata
How to use saved scenario secrets in a custom Action Jail actionactionjail
How to use saved views?customdata
How to use scenario secrets in Send Requestscenariobuilder
How to use the AI Assistantconstructor
How to use the Constructor home screen?constructor
How to use the distribution audit screenoperatorline
How to use the instance knowledge baseconstructor
How to use the process libraryscenariobuilder
How to use the process tab on a table?customdata
How to use trash and restore tables?customdata
How to use web search and site reading in the AI Assistantconstructor
How to Validate Data?customdata
How to View a Broadcast Report?broadcast
How to View a Client Card?broadcastusers
How to View Active Dialogs in Client Card?operatorline
How to View and Restore Scenario Versions?scenariodialog
How to View Assessments List and Find the Needed One?quality_assurance
How to View Bots List?settings
How to View Broadcast Results?broadcast
How to View Click Statistics?broadcast
How to View Delivery Statistics?broadcast
How to View Metabase Dashboards in Statistics Module?statistics
How to view notificationsnotifications
How to View Open Statistics?broadcast
How to View Operator Schedule in Statistics?statistics
How to view scenario C1 Flow (YAML) in Scenario Builderscenariobuilder
How to view scenario version history in Scenario Builderscenariobuilder
How to View System Status?settings
How to view table records?customdata
How to View the File List?filemanager
How to view the quality period summary?statistics
How to view the settings change log?settings
How to view the ticket list?clientportal
How to View Ticket Logs?operatorline
How to View Ticket SLA Metrics?operatorline
How to View Users List?settings
How to Work with Widget on SPA Applicationschannels
Hybrid ticket analytics: how to read the dashboardstatistics

I

10 articles

Instagram Content Display in Chatsoperatorline
Integrator — Broadcast Settings Hubbroadcast
Integrator — BroadcastUsers Scenarios Hubbroadcastusers
Integrator — ConnectiveOne Integrations Hubintegrations
Integrator — Custom Datacustomdata
Integrator — FastLinePro Scenarios Hubfastlinepro
Integrator — Operator Panel Hub for OperatorLineoperatorline
Integrator — Scenario Dialog Scenarios Hub (Legacy)scenariodialog
Integrator Overviewlearn
Internal events trigger referencescenariobuilder

K

1 articles

Knowledge base sources in chat (CITATIONS block)operatorline

L

2 articles

Launch Scenario via Deeplinkintegrations
Learnlearn

M

7 articles

Manage Foldersoperatorline
Manage Subscriptionbroadcastusers
MCP — Tools for Fast Line Prolearn
Menus and buttons in the chat flowscenariobuilder
Message with Buttons Node Parametersscenariobuilder
Monitor Operator Statusesoperatorline
Moving between sections: entry and exitscenariobuilder

N

2 articles

Note Node Parametersscenariobuilder
Notification Centernotifications

O

10 articles

Open Requestoperatorline
Operator — ActionJail Scenarios Hubactionjail
Operator — Broadcast Hubbroadcast
Operator — BroadcastUsers Scenarios Hubbroadcastusers
Operator — FileManager Scenarios Hubfilemanager
Operator — OperatorLine Scenarios Huboperatorline
Operator Overviewlearn
Operator queue cascadescenariobuilder
Operator queue cascade parametersscenariobuilder
Organization and ticket scope in Client Portalclientportal

P

1 articles

Processes and Scenarios — Scenario Builderlearn

Q

1 articles

Queue monitoring and distribution auditoperatorline

R

101 articles

S

19 articles

Scenario Builder — Integrator Hubscenariobuilder
Scenario version history: why it exists and how it worksscenariobuilder
Search Clients by Filebroadcastusers
Security and privacysecurity and privacy.md
Semantic field types referencecustomdata
Send Broadcast to Selected Clientsbroadcastusers
Set Node Parametersscenariobuilder
Set Target Metricsstatistics
Set Topic and Tagsoperatorline
Slider Node Parametersscenariobuilder
Staff view in Client Portalclientportal
Standard bot constants (Operator Panel)actionjail
Statistics Metrics — Referencestatistics
Storing values for later stepsscenariobuilder
Supervisor — Operator Panel Settings Hubsettings
Supervisor — OperatorLine Scenarios Huboperatorline
Supervisor — Quality Assurance Scenarios Hubquality_assurance
Supervisor — Statistics Scenarios Hubstatistics
Support and service statussupport and status.md

T

4 articles

Telegram Keyboard Button Stylingscenariodialog
Test a Checklist on a Real Dialoguequality_assurance
Transfer UTM Tags Through Messagesintegrations
Translate a Client Messageoperatorline

U

6 articles

Update KB Filesfastlinepro
Upload Files to KBfastlinepro
Use Checklistquality_assurance
Use Copilotoperatorline
Use instance toursconstructor
Use Quick Repliesoperatorline

V

13 articles

View Assessment Detailsquality_assurance
View Chat Listoperatorline
View Chats in Tableoperatorline
View Client Channelsbroadcastusers
View Daily Reportstatistics
View Dashboardstatistics
View knowledge base sources in chatoperatorline
View Quality Assessment in Chatoperatorline
View Quality Dashboardquality_assurance
View Quality Reportsquality_assurance
View Request Queueoperatorline
View Shift Reportstatistics
View Visitors Without a Client Profilebroadcastusers

W

17 articles

Wait for Input Node Parametersscenariobuilder
What are ConnectiveOne Integrationsintegrations
What Are Filters and Why You Need Themoperatorline
What are instance tours in the knowledge baseconstructor
What Are Metrics?settings
What are scenario secrets?settings
What Are Server Requirements for Hosting ConnectiveOne?settings
What Are Tags and Dialogue Statuses?settings
What Are Topics and Skill Groups?settings
What is C1 Flow (YAML) in Scenario Builderscenariobuilder
What is ConnectiveOne Widgetchannels
What is the AI Assistantconstructor
What is the ConnectiveOne Client Portalclientportal
What is the instance knowledge base in Constructorconstructor
What is the Start nodescenariobuilder
Why Does One Client Have Many Channels?broadcastusers
Widget JavaScript APIchannels

#

1 articles

⚠️ DEPRECATED: How to Create a Jira Task with a File?filemanager