---
title: "Training prerequisites"
description: "What you need before the first Use Case: module access, a training bot, and a permissions self-check."
---

# Prerequisites

Read this **before** [Use Case 1](/en/learn/implementer/training/basic/use-case-01-faq-ai.md).

## 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](/en/learn/implementer/implementer-overview.md).

## 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.

- [Configure roles](/en/settings/how-to/configure-roles.md)
- [Create and edit users](/en/settings/how-to/create-edit-users.md)

**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.

1. For each Use Case, **build it by hand first** and pass the self-check in **Runs**.
2. 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.
3. 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](/en/constructor/how-to/configure-ai-assistant-access.md) · [What is AI Assistant](/en/constructor/explanation/what-is-ai-assistant.md)

## Training bot

1. Settings → Bots → create a bot (for example, “Training Bot”).
2. Scenario Builder → open that bot’s scenario.
3. Complete all Use Cases in this bot.

## Recording results

Copy [results-template.md](/en/learn/implementer/training/results-template.md) and fill it in as you go. Keep it locally.

## Next step

[Use Case 1: FAQ bot with AI](/en/learn/implementer/training/basic/use-case-01-faq-ai.md)