ConnectiveOne implementer training

Track version: v2.4 — Instance Agent, Router/switch, connect parameters, debug tooling.

Who this is for

This track is for a technical person on the client side (integrator, analyst, scenario developer) who works in ConnectiveOne only through the instance UI — without support from an internal ConnectiveOne team.

What you will get

After completing the track, you will be able to:

build a bot scenario for a typical business task;
test the logic with Runs and Chat preview;
find and fix common configuration mistakes (edges, alias, variables).

Before you start

Read Prerequisites.
Review the Implementer overview.
Copy the progress template and results template.
Create a training bot (for example, “Training Bot”) — complete all Use Cases in it.

How to follow the track

Pace is not fixed. What matters is the stage sequence and a self-check before moving on.

Stage	Use Case	File
0. Preparation	Prerequisites	prerequisites.md
1. Basic	Use Case 1 → 2 → 3	from Use Case 1
2. Basic	Use Case 4 → 5	from Use Case 4
3. Basic	Use Case 6 → 7 → 7b → 8	from Use Case 6 · concepts
4. Basic	Use Case 9 + RE lab	Use Case 9
5. Advanced	Use Case 10 → 11	from Use Case 10
6. Capstone	Use Case 13	capstone/use-case-13-integrated-bot.md

Basic level

Use Case	Name
Use Case 1	FAQ bot with AI
Use Case 2	Branching by choice
Use Case 3	Handoff to operator
Use Case 4	Mock CRM lookup
Use Case 5	Phone normalization
Use Case 6	Registration + return visit
Use Case 7	Complaint in Custom Data
Use Case 7b	Post-dialog rating (CSAT/NPS)
Use Case 8	Macro section
Use Case 9	Scenario audit

Advanced level {#advanced-level}

Use Case	Name
Use Case 10	Ticket from bot + categorizer
Use Case 11	Broadcast

Capstone project

Use Case	Name
Use Case 13	Integrated bot (capstone)

Optional (by task type)

Use Case	Name
Use Case 12	Copilot + CD lookup
Advanced Fast Line Pro	Streaming / completion
Priority segment	Different branches by segment
AI catalog	Search in Custom Data
SLA alias	Escalation via alias
Ticket events	Ticket events

Reference

Document	Purpose
Key concepts	Edges, Router/switch, Instance Agent, mock API, categorizer, broadcast
Actions glossary	Actions reference
Testing matrix	What to check in Runs
FAQ	Common problems
When it is not the scenario	Scope limits and self-debug

Something is not working?

Runs — which edge fired, which variables.
Alias / subject_alias — match with Settings.
Channel — preview vs real Telegram/widget.
FAQ for the relevant Use Case.
When it is not the scenario.
If the scenario is correct but platform behavior is inconsistent — ConnectiveOne support.

Concepts by hint

Before Use Case	Read
Use Case 1	AI Assistant and Knowledge Base
Use Case 2+	Edge-driven flow · Router / switch
Use Case 4	Mock vs production API
Use Case 9	Use Case 9 — tooling tour
Use Case 10	Categorizer pattern
Use Case 11	Broadcast vs scenario entry