Documentation
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  • Getting Started

    • ConnectiveOne Documentation
  • Channel Configuration

    • Channels

      • Integrator — Channels Configuration Hub
      • Explanations

        • What is ConnectiveOne Widget
        • Widget JavaScript API
      • Instructions

        • How to Configure IP Blocking Message?
        • How to Configure Widget in Settings
        • How to Connect Facebook Messenger and Instagram to ConnectiveOne
        • How to Connect Gmail to ConnectiveOne
        • How to Connect Outlook to ConnectiveOne
        • How to Connect Telegram to ConnectiveOne
        • How to Connect Numbered Viber, Telegram, and WhatsApp via e-chat
        • How to Connect Viber to ConnectiveOne
        • How to Connect WhatsApp to ConnectiveOne
        • How to Customize Widget Colors
        • How to Manage Widget from Website
        • How to Pass Parameters from Website to Scenario
        • How to Configure Sending SMS via Alpha SMS
        • How to Configure Sending Viber/SMS via Infobip
        • How to Connect Widget to Website
        • How to Use Custom Code for Widget
        • How to Work with Widget on SPA Applications
  • Request Processing

    • Operator Panel (OperatorLine)

      • Operator — OperatorLine Scenarios Hub
      • Supervisor — OperatorLine Scenarios Hub
      • Administrator — OperatorLine Scenarios Hub
      • Integrator — Operator Panel Hub for OperatorLine
      • Explanations

        • About Processing Requests in ConnectiveOne
        • About Auto-Distribution of Dialogs Between Operators
        • About Automatic Connection of Free Operator to New Dialog
        • About Connecting Chat with Operator Through Operator Panel
        • About Redistribution of Chats from Operator
      • Instructions

        • Change Request Status
        • Create Filter
        • Create Folder
        • Create Outbound Request
        • How to Create a Ticket?
        • How to Link Tickets to Each Other?
        • Manage Folders
        • How to Edit Ticket Fields?
        • How to Manage Ticket Watchers?
        • Monitor Operator Statuses
        • Open Request
        • Reorder Folders
        • How to Reply to a Client?
        • Set Topic and Tags
        • Use Copilot
        • Use Quick Replies
        • How to View Active Dialogs in Client Card?
        • View Chat List
        • View Chats in Table
        • View Request Queue
        • How to View Ticket Logs?
        • How to View Ticket SLA Metrics?
    • Profile

      • Operator — Profile Scenarios Hub
      • Administrator — Profile Scenarios Hub
      • Instructions

        • How to Change Interface Language?
        • Configure Folders
        • Configure Notifications
        • Configure Quick Replies
        • Configure Signature
    • BroadcastUsers (Clients)

      • Operator — BroadcastUsers Scenarios Hub
      • Integrator — BroadcastUsers Scenarios Hub
      • Administrator — BroadcastUsers Scenarios Hub
      • Instructions

        • Create Segment by Filters
        • Edit Client Data
        • Export Client Data
        • Filter Clients
        • Manage Subscription
        • How to Find a Client?
        • Search Clients by File
        • Send Broadcast to Selected Clients
        • How to View a Client Card?
        • View Client Channels
  • Broadcasts

    • Broadcast

      • Operator — Broadcast Hub
      • Integrator — Broadcast Settings Hub
      • Analyst — Broadcast Analytics Hub
      • Instructions

        • How to Activate a Scheduled Broadcast?
        • How to Add Images to Broadcasts?
        • How to Check Broadcast Status?
        • How to Configure an Automatic Broadcast?
        • How to Configure Alias in Broadcasts?
        • How to Configure Broadcast Limits?
        • How to Create a Broadcast Template?
        • How to Create a Broadcast?
        • How to Create a Broadcast Topic?
        • How to Deactivate a Broadcast Topic?
        • How to Edit a Broadcast Draft?
        • How to Edit a Broadcast Topic?
        • How to Export Broadcast Results?
        • How to Format Messages in Broadcasts?
        • How to Launch a Broadcast Immediately?
        • How to Save a Broadcast as a Draft?
        • How to Find Contacts by File?
        • How to Send a Broadcast from the Clients Module?
        • How to Configure a Scheduled Broadcast?
        • How to Configure Subscription to Broadcast Topics?
        • How to View a Broadcast Report?
        • How to View Broadcast Results?
        • How to View Click Statistics?
        • How to View Delivery Statistics?
        • How to View Open Statistics?
  • Automation

    • Scenario Dialog (Legacy)

      • Integrator — Scenario Dialog Scenarios Hub
      • Explanations

        • Actions in Scenarios — What They Are and How They Work
        • About Using autobroadcast__create Action in Scenarios
        • About Copying Existing Bot Scenario
        • About ConnectiveOne Integration with Corezoid Through Operator Panel
        • About Displaying Images to User
        • About Email Categorization Using AI
        • About Facebook Ads Referral Tags
        • About Launching Scenario from Facebook Ads
        • About HTML Text Formatting in Telegram and Widget
        • About Inline Keyboard in Telegram and Widget
        • About Configuring Alias for Outgoing Dialog
        • About Payment via Bot
        • About Telegram Group Bots
        • About Telegram WebApp in Scenarios
        • About Viber Keyboard Styling
        • About Viber Start Message
      • Instructions

        • How to Add Translations to a Scenario?
        • How to Create a New Bot Scenario?
        • How to Create a Scenario Section?
        • How to Edit an Existing Bot Scenario?
        • How to Export or Import a Scenario?
        • How to Use an Action in a Scenario?
        • How to View and Restore Scenario Versions?
    • ActionJail

      • Operator — ActionJail Scenarios Hub
      • Instructions

        • How to Create and Maintain an Action in ActionJail (Administrator)
        • How to Clone an Action in ActionJail
        • How to Quickly Find an Action in ActionJail
        • How to Connect an ActionJail Action to a Bot Scenario (Integrator)
      • Reference

        • Actions Reference — Actions Guide
    • Integrations

      • Integrator — ConnectiveOne Integrations Hub
      • Explanations

        • Launch Scenario via Deeplink
        • Transfer UTM Tags Through Messages
        • What are ConnectiveOne Integrations
      • Instructions

        • How to Integrate Operator Panel as Widget in CRM/ERP
        • How to Configure Product Name for Zoho CRM
        • How to Integrate External System via Custom Channel
        • How to Get Data from API Using send_request
        • How to Send Data from ConnectiveOne via send_request
        • How to Configure User Subscription to Notifications
        • How to Launch Bot Scenario via API call_node
        • How to Integrate ConnectiveOne with eSputnik
        • How to Send Phone Broadcast via Route
        • How to Use ConnectiveOne API
        • How to Configure Operator Panel Webhook
      • Reference

        • API Reference — ConnectiveOne API Reference
    • Custom Data

      • Integrator — Custom Data Scenarios Hub
      • Administrator — Custom Data Scenarios Hub
      • Analyst — Custom Data Scenarios Hub
      • Instructions

        • Add Field to Model
        • How to Configure Field Display in Custom Data?
        • Configure Field Type
        • How to Create an Association Between Tables in Custom Data?
        • Create Group
        • How to Create a Data Model?
        • Edit Model
        • Export Filtered Data
        • How to Export Model Data?
        • How to Extend Client Contacts Table Through Custom Data?
        • How to Find Records by Filters?
        • Import Data from File
        • How to Save Data from Scenario to Custom Data?
        • Sort Records
        • How to Use AI Magic to Create Custom Data Models?
        • How to Use custom_modules__get Action to Get a Record?
        • How to Use Autocomplete Search in Custom Data?
        • How to Use custom_modules__set Action to Create a Record?
        • Validate Data
        • View Model Records
    • FileManager

      • Operator — FileManager Scenarios Hub
      • Instructions

        • How to Create a Jira Task with a File?
        • How to Delete a File or Folder?
        • How to Navigate to a Folder?
        • How to Upload a New File?
        • How to View the File List?
  • Artificial Intelligence

    • FastLinePro

      • Integrator — FastLinePro Scenarios Hub
      • Administrator — FastLinePro Scenarios Hub
      • Instructions

        • Activate KB Plugin
        • How to Check AI Agent Response in Scenario?
        • Check Synchronization Status
        • Configure Agent Prompt
        • How to Configure Agent Variables in FastLinePro?
        • How to Configure Chunking in FastLinePro Knowledge Base?
        • Configure KB Plugin Synchronization
        • Configure Knowledge Synchronization
        • How to Connect Knowledge Base to AI Agent in FastLinePro?
        • Create Agent
        • How to Create a Chatbot?
        • How to Create a Knowledge Base?
        • Deactivate KB Plugin
        • How to Prepare a File for FastLinePro Knowledge Base?
        • Run KB Synchronization
        • Update KB Files
        • Upload Files to KB
        • How to Use action_fastline_pro Action in Scenario?
    • Quality Assurance

      • Supervisor — Quality Assurance Scenarios Hub
      • Administrator — Quality Assurance Scenarios Hub
      • Analyst — Quality Assurance Scenarios Hub
      • Instructions

        • How to Adjust AI Assessment Criteria?
        • How to Approve Assessment?
        • Assess Request
        • Conduct Quality Check
        • How to Create a New Dialogue Assessment?
        • Export Assessments
        • Filter Assessments
        • Use Checklist
        • View Assessment Details
        • How to View Assessments List and Find the Needed One?
        • View Quality Dashboard
        • View Quality Reports
  • Statistics

    • Statistics

      • Supervisor — Statistics Scenarios Hub
      • Administrator — Statistics Scenarios Hub
      • Analyst — Statistics Scenarios Hub
      • Instructions

        • Apply Filters to Report
        • How to Configure CSAT (Customer Satisfaction) in Statistics?
        • How to Create and Configure a Funnel in Statistics?
        • Create Detailed Report
        • Create Funnel
        • Export Report
        • How to Export Statistics Data?
        • Set Target Metrics
        • View Daily Report
        • View Dashboard
        • How to View Metabase Dashboards in Statistics Module?
        • How to View Operator Schedule in Statistics?
        • View Shift Report
      • Reference

        • Statistics Metrics — Reference
  • Administration

    • Settings

      • Supervisor — Operator Panel Settings Hub
      • Administrator — System Settings Hub
      • Instructions

        • How to Activate or Deactivate a Bot?
        • How to Configure Authentication and Access Management?
        • How to Configure a Bot?
        • How to Configure Operator Calendars?
        • How to Configure Chat Parameters?
        • How to Configure Client Card Fields?
        • How to Configure Client Fields?
        • How to Configure File Parameters?
        • How to Configure Hot Keys?
        • How to Configure Instance Parameters?
        • How to Configure Operators in Chats?
        • How to Configure Roles and Access Rights?
        • How to Configure Styles and Scripts?
        • How to Configure Ticket Topics?
        • How to Configure General System Settings?
        • How to Configure Ticket Parameters?
        • How to Configure Timers for Chats?
        • How to Configure User Fields?
        • How to Create a New Bot?
        • How to View Bots List?
        • How to View System Status?
        • How to View Users List?
      • Reference

        • What Are Server Requirements for Hosting ConnectiveOne?
    • Access Recovery

      • Access Recovery — Scenarios Hub
      • Instructions

        • How to Enable Password Recovery Flow (Administrator)
        • How to Generate a Password Reset Link Manually (Administrator)
        • How to Reset Password Through "Forgot Password?"

What are ConnectiveOne Integrations

Integrations allow connecting ConnectiveOne with your external systems (CRM, ERP, marketing platforms, custom applications) for data exchange and process automation.


Why Are Integrations Needed?

Integrations help:

  • Automate processes — launch bot scenarios from your systems
  • Synchronize data — exchange information between ConnectiveOne and other systems
  • Receive events — track changes in the operator panel and dialogues
  • Extend functionality — connect additional channels and services

Integration Types

ConnectiveOne supports several integration types, each solving its own tasks.

Custom Channel

What it is: Integration of external systems through HTTP POST requests. Custom Channel allows connecting any system that can send and receive HTTP requests.

When to use:

  • You need to connect an existing bot from another system to ConnectiveOne
  • You need to integrate correspondence from CRM to ConnectiveOne
  • You need to quickly connect a new channel (messenger) for which there is no official integration yet
  • You need full bidirectional integration (sending and receiving messages)

How it works:

  • Your system sends POST requests to ConnectiveOne's input_url
  • ConnectiveOne sends messages and events to your custom_channel_url
  • All messages and events are processed through ConnectiveOne scenarios

More details: → Integration via Custom Channel


API (Enterprise API, Public API)

What it is: REST API for receiving and changing ConnectiveOne data. Allows reading and changing information about dialogues, operators, users, tickets, and other objects.

When to use:

  • You need to get data about dialogues, operators, users from ConnectiveOne
  • You need to change dialogue parameters (status, topic, comment) from an external system
  • You need to synchronize data between ConnectiveOne and your system
  • You need to integrate ConnectiveOne with your CRM/ERP system

How it works:

  • You send HTTP requests (GET, POST) to ConnectiveOne endpoints
  • You use an API key or JWT token for authorization
  • You receive data in JSON format

More details:

  • → Using API
  • → API reference

call_node (Call Node API)

What it is: API for launching bot scenarios from external systems. Allows calling any entry point (Entry Point) in scenarios and passing parameters.

When to use:

  • You need to send a message to a client about order/delivery status
  • You need to launch a satisfaction survey after service provision
  • You need to send a payment reminder
  • You need to launch an integration process (for example, directory synchronization)

How it works:

  • You send a POST request to the /kw/api/call_node/ endpoint or use Entry Point URL
  • You specify bot_id, connector_alias (entry point), chat_id, channel
  • You can pass additional parameters in data, which will be available in the scenario
  • ConnectiveOne launches the scenario for the specified user

More details: → Launch scenario via API call_node


Operator Panel Webhooks

What it is: Mechanism for receiving events from the operator panel to your external service. Webhook sends events (chat creation, operator connection, chat closure) to the specified URL.

When to use:

  • You need to track events in the operator panel (chat creation, operator connection)
  • You need to synchronize dialogue statuses with your CRM system
  • You need to log operator panel events to an external system
  • You need to integrate with an analytics system

How it works:

  • You specify event_webhook_url in the operator_panel__connect_to_operator_with_msg action
  • ConnectiveOne sends POST requests with events to your URL
  • Your service processes events and performs necessary actions

Differences from Custom Channel:

  • Operator panel webhook only sends events from the operator panel
  • Does not require separate channel configuration
  • Configured directly in the action

More details: → Configure operator panel webhook


Deeplink

What it is: Direct links for launching bot scenarios with parameters. Deeplink allows creating a unique link for each user or scenario.

When to use:

  • You need to launch a scenario from an advertising campaign with unique parameters
  • You need to pass client ID or order ID through a link
  • You need to create personalized links for different user groups
  • You need to track traffic source (UTM tags)

How it works:

  • You create a link with parameters (for example, https://t.me/mybot?start=customer_12345)
  • User clicks the link
  • Parameter is passed to the scenario through {{messenger_input_param}}
  • Scenario processes the parameter and performs corresponding actions

Supported messengers:

  • Telegram
  • Viber
  • Facebook Messenger

More details: → Launch scenario via deeplink


send_request (Data Exchange)

What it is: Action for sending HTTP requests from ConnectiveOne to external services and receiving responses. Allows exchanging data between ConnectiveOne and external systems directly in scenarios.

When to use:

  • You need to get data from an external API (exchange rates, weather, order information)
  • You need to send data to an external service (webhook, CRM, marketing platforms)
  • You need to synchronize data between ConnectiveOne and your system
  • You need to integrate scenarios with third parties

How it works:

  • You configure the send_request action in the scenario with URL, method, data, and headers
  • ConnectiveOne sends an HTTP request to the specified URL
  • Response is processed through response_mapping or saved in state
  • Data becomes available in the scenario through placeholders

Differences from send_me:

  • send_request does not automatically add chat_id and channel
  • send_me automatically adds chat_id and channel (ideal for webhook integrations)

More details:

  • → Get data via send_request
  • → Send data via send_request

Widget Data Exchange

What it is: Mechanism for passing parameters from a website to a scenario and controlling the widget through JavaScript API. Allows integrating the ConnectiveOne widget with your website for passing context and controlling behavior.

When to use:

  • You need to pass parameters from the website to the scenario (UTM tags, user ID, product data)
  • You need to control the widget programmatically (open/close chat, change title)
  • You need to pass events from the website to the scenario (button click, page navigation)
  • You need to integrate the widget with SPA applications

How it works:

  • You pass parameters through params_from_site when initializing the widget
  • Parameters are automatically added to each message and become available in the scenario through {{param_name}}
  • You use JavaScript API (kw_event) to control the widget from the website
  • Events from the website can be passed to the scenario through emitevent

Main capabilities:

  • Passing parameters through params_from_site
  • Controlling widget through kw_event('openchat'), kw_event('command'), kw_event('emitevent')
  • Reinitialization for SPA through kw_event('kwreinitwidget')
  • Changing parameters during operation through kw_event('kwsetparamsfromsite')

More details:

  • → What is widget
  • → Widget JavaScript API
  • → Pass parameters from website
  • → Manage widget from website

How to Choose Integration Type?

Need to connect an external system for message exchange?

→ Custom Channel

Need to get or change data from ConnectiveOne?

→ API (Enterprise API, Public API)

Need to launch a bot scenario from your system?

→ call_node

Need to receive events from the operator panel?

→ Operator Panel Webhooks

Need to create a link for launching a scenario with parameters?

→ Deeplink

Need to exchange data between ConnectiveOne and external systems in scenarios?

→ send_request

Need to pass parameters from website to scenario or control widget?

→ Widget Data Exchange


Combining Integration Types

You can combine different integration types for complex scenarios:

Example: CRM Integration

  1. Use API to get dialogue data
  2. Use call_node to send messages to clients about order status
  3. Use Webhooks to synchronize dialogue statuses
  4. Use Deeplink to create personalized links from advertising
  5. Use send_request to get order data from CRM in the scenario
  6. Use Widget Data Exchange to pass context from the website to the scenario

Related Articles

How-to Instructions

  • Using API
  • Integration via Custom Channel
  • Configure operator panel webhook
  • Launch scenario via API call_node
  • Get data via send_request
  • Send data via send_request
  • Pass parameters from website to scenario
  • Manage widget from website

Explanation Articles

  • Launch scenario via deeplink
  • UTM tags transfer

References

  • API reference
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Transfer UTM Tags Through Messages