Prerequisites
Read this before Use Case 1.
Who is a technical implementer
A technical implementer configures chatbots, scenarios, integrations, and AI agents in the ConnectiveOne UI. You work in the browser; coding is needed only in Action Jail for non-standard logic.
What you need
| Requirement | Details |
|---|---|
| Browser | Chrome, Firefox, or Edge (current version) |
| Access to ConnectiveOne | Your instance URL |
| Account | Login and password |
| Implementer permissions | Scenario Builder, Action Jail, Settings (see checklist below) |
More detail: Implementer overview — section 2.
Module access checklist
Before Use Case 1, confirm that the following sections are visible in the menu:
| Module | Where to find | Needed for |
|---|---|---|
| Scenario Builder | Menu → Scenario Builder | Use Case 1 … 13 |
| Fast Line Pro | Menu → Fast Line Pro | Use Case 1, 10, optional |
| Fast Line Pro → Knowledge base | Fast Line Pro → Knowledge base | Use Case 1 (FAQ, document indexing) |
| AI Assistant (Instance Agent) | “Spark” icon in Scenario Builder | UI explanations; optionally — rebuild UC after manual implementation |
| Action Jail | Menu → Action Jail | Use Case 5 |
| Custom Data | Menu → Custom Data | Use Case 7, 7b, optional |
| Broadcast | Menu → Broadcast | Use Case 11 |
| Settings → Tickets | Settings → Ticket Settings | Use Case 10 |
| Settings → Bots | Settings → Bots | Use Case 1 (channels), all Use Cases |
| Settings → Operator Panel | Settings → Operator Panel | Use Case 3, 8 |
| Instance Settings | Settings → Instance Settings | Use Case 4 |
Optional (not a gate for completion):
| Module | When needed |
|---|---|
| Operator Line | Optional check for Use Case 3 / 8 after connect or a macro |
If a section is missing from the menu — you cannot complete that Use Case with the current account. Contact whoever manages access in your organization or ConnectiveOne support.
Recommendation: use a test instance or a separate training bot, not a client’s production bot.
Instance Agent rule {#instance-agent-rule}
AI Assistant (Instance Agent) is not Fast Line Pro in the bot. It helps in Scenario Builder: node explanations, UI tour, optionally scenario assembly.
- For each Use Case, build it by hand first and pass the self-check in Runs.
- After a green self-check, you can optionally ask the Agent to build the same flow (or in a separate section) and compare edges, alias, and variables with your version.
- If the Agent “built it but it doesn’t work” — refresh Scenario Builder (F5), check Runs; fix by hand. Trust Runs, not the agent’s reply.
→ Configure AI Assistant access · What is AI Assistant
Training bot
- Settings → Bots → create a bot (for example, “Training Bot”).
- Scenario Builder → open that bot’s scenario.
- Complete all Use Cases in this bot.
Recording results
Copy results-template.md and fill it in as you go. Keep it locally.