Integrator Overview

Overview of capabilities for integrators — specialists who configure chat bots, channels, and integrations in the ConnectiveOne interface.

1. Introduction and Overview

For integrators — you work in the ConnectiveOne product interface. What can you do?

• Create chat bots for various messengers (Telegram, Viber, Facebook Messenger)
• Build scenarios with logic, conditions, and data storage
• Integrate with external APIs (CRM, ERP, services)
• Use Action Jail for custom logic
• Work with Custom Data — schemas, import, use in scenarios
• Configure AI agents (Fastline Pro) for automated responses

ConnectiveOne Capabilities for Bot Creation

ConnectiveOne allows you to:

• Connect native channels: Telegram, Viber, Facebook, Instagram, WhatsApp, web widget
• Launch scenarios via webhook, internal events, schedule
• Call external APIs via action action_send_request
• Store data in Custom Data and Registered Users
• Connect operator panel for transferring dialogs to humans
• Use Fastline Pro for AI responses based on knowledge bases

Expected result: configured bot with custom action blocks.

Typical project includes: user registration by phone number, client verification via external API (GET request), operator connection with segment-based distribution, FAQ (buttons or Custom Data search), complaint with Custom Data storage and notification, Fastline Pro when operator queue limit is reached.

• Scenario Builder — integrator hub

2. Preparation

Integrator works in the ConnectiveOne interface — everything in the browser.

What You Need

• Browser — Chrome, Firefox, or Edge
• ConnectiveOne access — instance URL (https://yourinstance.connectiveone.io)
• Account — login and password from administrator
• Integrator role — access to Scenario Builder, Action Jail, Settings (channels, Custom Data, Fastline Pro)

Important: If you don't see the required module in the menu — contact the administrator.

• Configure roles
• Create and edit users

3. Channels and Tokens

ConnectiveOne supports messengers, email, website widget, and other channels. For each channel you need to obtain a token or access key from the respective platform, then specify it in ConnectiveOne: Settings → Bots → select bot → Channels.

Messengers

Email

Website Widget

Connect widget to website — insert widget code on site, configure domains. What is widget.

• Channels — integrator hub — all channel instructions

4. Building Your First Scenario

A scenario is a sequence of blocks (nodes) that the bot executes during dialog with the user. In Scenario Builder you build logic visually.

• Processes and scenarios — Scenario Builder overview and working with scenarios

Basic Block Types

Mind Map Before Creation

Describe the dialog flow, identify branching points, mark external calls (API, operator, Custom Data), draw a diagram on paper or in Miro/Figma.

Text Blocks and Buttons

Message with buttons — main block. Placeholders supported: {{user_name}}, {{variable}}. After registered_users__get or custom_modules__get nodes, data is stored in state — access via {{field_name}} or {{constants.key}}.

Practice

Open Scenario Builder → add Start, MessageKeyboard, Router → connect → run test via Runs → Chat preview.

• Create scenario
• Test scenario
• Use action in scenario

Sections and Aliases

Sections allow splitting a large scenario into logical blocks. Aliases — unique names for entry points for API calls.

Creating a Section

In Scenario Builder left panel: "Add section" → enter name. Each section has its own nodes and entry/exit points.

Exit Point

Node completes the current section and returns control to another. Configure transition — select target section and entry point (Alias).

Alias for External Calls

Alias — unique entry point name. External systems can call the section by alias (webhook, API). Call data available via {{user_input}}, {{user_name}}.

• Create section

5. Action Blocks and Action Jail

Standard Actions

Action blocks perform actions: API call, data storage, operator connection. In the Action node select the required action from the list.

• Actions reference — all actions

Action Jail — Writing Custom Actions

When standard actions are insufficient — create your own in JavaScript. Menu → Action Jail. Code is edited in the interface: built-in editor, AI code generation, testing before connecting to scenario.

Purpose: extend logic, complex conditions, CRM/ERP integration with non-standard requirements.

Token storage: don't store tokens in code. Use Instance Settings → pass in node parameters as {{instance_settings.integration_api_token}}.

Practice: create action (AI generation helps) → test in "Testing" section → add to scenario.

• How to create and maintain action in Action Jail

6. Operator Panel

Integrator configures dialog distribution logic and transfer between operators.

• Operator overview — operator panel overview

operator_panel__connect_to_operator_with_msg Action

This action creates a chat room in the operator panel and connects the user to an operator. Add Action node → select operator_panel__connect_to_operator_with_msg.

Main parameters (JSON config):

• subject_alias — dialog topic (matches topic in Settings). Required for filtering and distribution.
• auto_connect_operator: true — automatically connect free operator. Without this, dialog goes to "Unassigned" folder, operator must take it manually.
• status: "queue" — add dialog to waiting queue (queue folder) when all operators are busy.

Events (edges from node):

• connected — operator took the dialog. Continue scenario (e.g., send "Operator connected" message).
• limit — all operators busy or none available. Must add limit branch: waiting message, queue, or Fastline Pro for AI response while client waits.

Important: for auto-connect, enable in operator panel: Menu → Operator Panel → settings → "Auto-connect free operator to new dialog".

Distribution by Client Segment

Operator fills segment field in client card. Configure skill groups according to segments, use conditions for transfer to appropriate skill group.

• Connect chat to operator — detailed guide with examples
• Auto-connect free operator
• Configure operators

7. Custom Data — Data Storage

Custom Data — module for creating tables with custom fields. This is data storage: complaints, FAQ, directories, product cards. Integrator creates models, bot or operator stores and reads data via actions.

Creating a Model

Custom Data → create model (e.g., complaints, faq, shops) → add fields (text, number, date, boolean, JSON) → configure list and form display.

Use in Bot Scenarios

custom_modules__set — create/update record. custom_modules__get — get by ID. custom_modules__search — search with autocomplete. ID after set is stored in state — access via {{constants.complaint_id}}.

CSV Import and AI Magic

Custom Data supports CSV import. AI Magic — intelligent search by natural language.

• Custom Data integrator hub
• Create model

8. Macros — Operator Quick Actions

Macros are buttons in the operator dialog that launch a ready scenario with one click. Example: "Check deposit status" — operator enters client ID, system checks in CRM and returns result. Instead of switching to other systems — everything in one window.

How to Make a Section a Macro

1. Scenario Builder → open bot (or create new) → add section with required logic (messages, actions, conditions).
2. Click on section → section parameters modal opens.
3. Enable "Used as macro" — panel for configuring variables appears.
4. Configure macro variables — input parameters operator enters when launching (e.g., order_id, customer_phone). Available in scenario via {{variable_name}}.
5. Save — section becomes a macro.

Where to Connect Macros to Operator Panel

Settings → Operator Panel → Settings for all operators (/settings-page/op-settings/operators).

In "Service Processes (Copilot / Process)" section select bot with macros in "Process macro" field. Operators will see "Launch macro" button in dialog.

Alternative: in specific bot settings (Settings → Bots → select bot) you can specify bot for macros — then macros are available only in that bot's dialogs.

Connection with Custom Data

One of macro steps can be "write to Custom Data" — e.g., after "Complaint closed" operator automatically fills fields in complaints table.

• Processes and scenarios
• Process library

9. Fastline Pro

Fastline Pro — module for AI agents with knowledge bases. Responses are generated based on uploaded documents and prompt. Module: Menu → Fast Line Pro.

Key Concepts

Agent — AI model with prompt and optional knowledge base. Knowledge base (Dataset) — collection of documents (TXT, PDF, DOCX, HTML, CSV). System searches relevant fragments in documents and generates response.

Creating an Agent

Fastline Pro → create agent (Chatbot or Agent with tools) → configure prompt → add variables → connect knowledge base → select model (GPT-5, Gemini Flash, Claude).

Knowledge Base

Create dataset → upload documents (max 15 MB) → configure chunking and search. Phrase variation creation can take long — for testing use small files.

action_fastline_pro

In Action node select action_fastline_pro → specify agent_name, user_input, save_response. Response available via {{ai_answer}}. In agent settings you can set escalation conditions to operator.

• Fastline Pro — integrator hub — all instructions
• Create chatbot
• Create agent
• Create knowledge base
• Use action_fastline_pro

10. Broadcasts

Broadcast — mass sending of messages to channels (Telegram, Viber, Widget). Requires: template (scenario/section), audience (client filter), schedule. Module: Menu → Broadcast.

Creation: Broadcast module → new broadcast → select scenario → configure audience → launch. Limitations: broadcasts work within existing scenarios, there are technical limits.

• Broadcasts — integrator hub — topics, auto-subscriptions, limits
• Broadcasts — operator hub — creation and launch
• Create broadcast
• Create broadcast template

11. System Configuration

Integrator configures roles, operator panel, and instance parameters.

Roles and Access

Settings → Roles. Roles created: operator, supervisor, admin, integrator. For each role configure module access permissions (view, edit, delete). Integrator needs access to Scenario Builder, Action Jail, Custom Data, Fastline Pro, Settings.

Operator Panel Configuration

Settings → Settings for all operators (/settings-page/op-settings/operators) — central section for operator panel. Here configure: skill groups, topics (Subjects), operator and dialog statuses, timers (TFR, TTC), quick replies, macros (Process macro), folder and filter display, chat and ticket settings.

Instance Parameters

Instance Settings, calendars, Client fields, files.

• Supervisor — operator panel settings hub — all operator panel instructions
• Configure system settings — op-settings overview
• Configure roles
• Configure operators in chats
• Configure instance
• Admin Hub