Guide
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Key platform concepts

Do not read the whole file at once — only the subsection before the matching Use Case.

Subsection When to read
Edge-driven flow Before Use Case 2 and later
Branching: Router / switch Before Use Case 2 (optional), Use Case 4, Use Case 10
AI Assistant and Knowledge base Before Use Case 1; reminder after UC-1…4
Mock vs production API Before Use Case 4
Categorizer pattern Before Use Case 10
Broadcast vs scenario entry Before Use Case 11

Dialog variables vs Registered Users — in Use Case 6.


Edge-driven flow {#edge-driven-flow}

ConnectiveOne is edge-driven: after an Action, execution follows the branch (edge) you connected on the canvas.

Node type Must handle
Action (API, custom) success + error
operator_panel__connect_to_operator_with_msg success + limit + error
registered_users__get success + error
action_fastline_pro AI reply + fallback
action_tickets_create success + error
Router / switch each rule + default / else
MessageKeyboard each button or default

Principle: a scenario must not end without a message to the client. If an edge is not connected — the bot can go “silent” (see Use Case 9).

Built-in actions


Branching: Router / switch {#router-branching}

Approach When to use
Edges from MessageKeyboard Button menu — a separate edge per button + default for free text
Router (action_router) Branching by a variable after saving a choice or API; first_match mode + default branch
Action switch The same in an Action node — convenient for JSON / imported scenarios

In training: for a variable (user_choice, ticket_category, crm_data) build a Router or switch, not the legacy if_else action.

In older scenarios you may see if_else — the logic is the same (conditions + else), but for new flows prefer Router.

Conditional branches (Router) · Built-in actions — switch


AI Assistant and Knowledge base {#instance-agent}

Tool Where Why in training
Knowledge base (Fast Line Pro) Fast Line Pro → Knowledge base Documents for FAQ (Use Case 1); wait for indexing
AI Assistant (Instance Agent) “Spark” icon in Scenario Builder Node explanations; optionally — rebuild UC after manual implementation

Rule: build the Use Case by hand → self-check in Runs → optionally the same UC via Agent and compare. The Agent does not replace the first pass.

What is AI Assistant · FAQ — Instance Agent


Mock vs production API {#mock-vs-production-api}

For Use Case 4, a mock API is enough — you do not need a real CRM.

Approach When Example
Public mock Training, first integrations JSONPlaceholder
Webhook inspector See the request webhook.site
Instance Settings + URL CRM simulation with a token training_api_token + mock URL
Production CRM Real project After the basic level

Action Jail — integrations


Categorizer pattern {#categorizer-pattern}

Input: free-form client text.
Output: category or subject_alias.

  1. Fast Line Pro (Chatbot) + categorizer prompt
  2. action_fastline_pro → variable ticket_category
  3. Router / switch → map to ticket subject

Use Case 10: categorizer before action_tickets_create.


Broadcast vs scenario entry {#broadcast-vs-scenario-entry}

Path When
Alias entry + Broadcast template Use Case 11 — one-time/mass broadcast
action_broadcast__subscribe Subscribe to a topic
send_after / one_time Delayed / one-time delivery

The alias must match exactly between the scenario and the template.

Configure broadcast alias


Reference materials

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