Administrator — System Settings Hub
Page for system administrators who manage all ConnectiveOne platform settings. Here you configure bots, users, roles, instance, authentication, and other system parameters.
Quick Navigation
High-Level Goals and Scenarios
Bot Management
Goal — configure bots for handling client dialogues.
- View bots list — how to see all bots in the system and their statuses. → ./how-to/view-bots-list.md
- Create new bot — how to add a new bot to the system. → ./how-to/create-bot.md
- Configure bot — how to change parameters of a specific bot (channels, webhooks, languages). → ./how-to/configure-bot.md
- Activate/deactivate bot — how to enable or disable a bot without deleting it. → ./how-to/activate-deactivate-bot.md
User and Role Management
Goal — configure system users and their access rights.
- View users — how to see a list of all system users. → ./how-to/view-users.md
- Configure roles — how to create and edit roles with different access rights. → ./how-to/configure-roles.md
- Assign roles to users — how to grant users appropriate access rights.
Instance Settings
Goal — configure general system parameters.
- Configure instance — how to change general system parameters (name, domain, etc.). → ./how-to/configure-instance.md
- Manage scenario secrets — saved API keys and tokens for Send Request and custom actions (after the instance administrator enables the feature). → ./how-to/manage-action-credentials.md
Field Settings
Goal — configure custom fields for users and clients.
- Configure user fields — how to add additional fields to user profile. → ./how-to/configure-user-fields.md
- Configure client fields — how to add additional fields to client card. → ./how-to/configure-client-fields.md
- Client fields JSON reference (
custom_fields_json) — full list of field properties for integrators. → ./reference/client-fields-json.md
System Settings
Goal — prepare the operator panel for work and configure all necessary parameters.
- Configure general settings — how to configure bots, users, operator panel, settings, and quick replies. → ./how-to/configure-system-settings.md
- Configure email templates — how to set HTML header and footer for emails per sender address. → ./how-to/configure-email-templates.md
Authentication and Access
Goal — configure user authentication and access management.
- Configure authentication — how to configure SSO Google and Microsoft Active Directory for access management. → ./how-to/configure-authentication.md
- Get MCP instance token — how to open
/mcp/token, copy the token and Cursor configuration to connect an AI assistant to your instance. → ./how-to/get-mcp-instance-token.md
Monitoring and Diagnostics
Goal — monitor system status and quickly diagnose issues.
- View system status — how to check the health of all platform components (messengers, modules). → ./how-to/view-system-status.md
- View settings change log — who changed critical settings (topics, roles, client fields, etc.) and when; enable the feature in instance settings first. → ./how-to/view-settings-audit-log.md
Automatic Check
Goal — run selected Action Jail functions on a schedule.
- Create your first Automatic Check schedule — tutorial for the first setup. → ./tutorials/first-automatic-check-schedule.md
- Configure schedule parameters — optional values for Action Jail (form or JSON). → ./how-to/configure-automatic-check-params.md
Infrastructure
Goal — prepare infrastructure for deploying ConnectiveOne.
- Check server requirements — how to verify technical requirements for infrastructure to host ConnectiveOne. → ./reference/server-requirements.md
Where to Work in the Interface
Main work with settings happens in the Settings module in Constructor:
/settings-page— main settings area after you open it from the menu or home screen.- Sidebar: sections are grouped in an accordion — expand a group header to see its items. Typical groups include Bots, Users, Operator Panel (topics, skill groups, statuses, tags, metrics, calendars, and more), a nested Settings block for detailed operator-panel options (operators, timers, hot keys, files, chats, tickets, and more), plus Instance settings and other system entries depending on permissions. Labels may appear in Ukrainian or English depending on your UI language.
- Bots — bot and bot group management.
- Users — users, roles, and related screens (for example, extra user fields).
- Operator Panel — configurable lists (topics, skill groups, statuses, tags, and similar).
- Settings (under Operator Panel) — detailed operator-panel screens (files, styles, timers, hot keys, client card fields, and more); changes are usually saved with the Save action on that screen’s header.
- General system settings (bots, users, operator panel, quick replies, and related categories) are opened from the matching sidebar groups — see also configure general settings.
- Authentication (SSO, Active Directory): setup and changes are usually coordinated with technical support and your administrator.
Quick Links
Bots
Users and Roles
- View users
- Configure roles (includes Operator Line table column presets — subsection near the end of that guide)
System Settings
- Configure instance
- Manage scenario secrets
- Configure user fields
- Configure client fields
- Client fields JSON reference
- Configure general settings
Authentication
Monitoring and Diagnostics
Automatic Check
Infrastructure
Operator Panel Settings
- Configure topics
- Configure skill groups
- Configure operator statuses
- Configure dialogue statuses
- Configure tags
- Configure priorities
- Configure metrics
- Configure calendars
- Configure operators
- Configure timers
- Configure hot keys
- Configure styles and scripts
- Configure files
- Configure client card fields
- Configure chats
- Configure tickets
- Configure email templates
- Notification settings (instance, mandatory channels and types, bot)
Settings Structure
The Settings module is organized into several main sections:
1. Bots
Management of bots, bot groups, and their settings.
2. Users
Management of system users and their roles.
3. Operator Panel
Operator panel work settings:
- Topics
- Skill groups
- Operator and dialogue statuses
- Tags and priorities
- Metrics and calendars
- Categories and quick replies
4. Detailed operator panel settings
Screens for operator panel parameters (opened from the sidebar):
- Operator settings (name in chat, Viber parameters)
- Notification settings (mandatory channels and types, bot and scenario for messengers) — see guide
- Timers (response time, processing time)
- Hot keys
- Styles and scripts (CSS, JavaScript)
- File settings
- Client card fields
- Chat and ticket settings
5. System Settings
Technical settings and infrastructure:
- Authentication (SSO, Active Directory)
- General system settings
- Server and infrastructure requirements
Important Notes
- ⚠️ Some settings may affect the operation of the entire system — be careful when changing parameters
- 💾 Always save changes after editing settings
- 🔒 Check access rights before changing critical settings
- 📝 Some settings may require system restart or cache update
- 🔧 Authentication and infrastructure settings are configured by technical support