Documentation
Docs
Learn
Release Notes
  • English
  • Українська
Docs
Learn
Release Notes
  • English
  • Українська
  • Getting Started

    • ConnectiveOne Documentation
    • How to use the Service Desk portal
  • Channel Configuration

    • Channels

      • Integrator — Channels Configuration Hub
      • Explanations

        • What is ConnectiveOne Widget
        • Widget JavaScript API
      • Instructions

        • How to Configure IP Blocking Message?
        • How to Configure Widget in Settings
        • How to Connect Facebook Messenger and Instagram to ConnectiveOne
        • How to Connect Gmail to ConnectiveOne
        • How to Connect Outlook to ConnectiveOne
        • How to Connect Telegram to ConnectiveOne
        • How to Connect Numbered Viber, Telegram, and WhatsApp via e-chat
        • How to Connect Viber to ConnectiveOne
        • How to Connect WhatsApp to ConnectiveOne
        • How to Customize Widget Colors
        • How to Manage Widget from Website
        • How to Pass Parameters from Website to Scenario
        • How to Configure Sending SMS via Alpha SMS
        • How to Configure Sending Viber/SMS via Infobip
        • How to Connect Widget to Website
        • How to Use Custom Code for Widget
        • How to Work with Widget on SPA Applications
  • Request Processing

    • Operator Panel (OperatorLine)

      • Operator — OperatorLine Scenarios Hub
      • Supervisor — OperatorLine Scenarios Hub
      • Administrator — OperatorLine Scenarios Hub
      • Integrator — Operator Panel Hub for OperatorLine
      • Explanations

        • About Processing Requests in ConnectiveOne
        • What Are Filters and Why You Need Them
        • About Auto-Distribution of Dialogs Between Operators
        • About Automatic Connection of Free Operator to New Dialog
        • Instagram Content Display in Chats
        • About Connecting Chat with Operator Through Operator Panel
        • HEIC/HEIF image support (photos from iPhone)
        • About Redistribution of Chats from Operator
      • Instructions

        • Change Request Status
        • Create Filter
        • Create Folder
        • Create Outbound Request
        • How to Create a Ticket?
        • How to Download Attachments from the Dialog?
        • How to export a chat to PDF?
        • How to Link Tickets to Each Other?
        • Manage Folders
        • How to Edit Ticket Fields?
        • How to Manage Ticket Watchers?
        • Monitor Operator Statuses
        • Queue monitoring and distribution audit
        • Open Request
        • Reorder Folders
        • How to Reply to a Client?
        • Set Topic and Tags
        • Use Copilot
        • Use Quick Replies
        • How to View Active Dialogs in Client Card?
        • View Chat List
        • View Chats in Table
        • View Quality Assessment in Chat
        • View Request Queue
        • How to View Ticket Logs?
        • How to View Ticket SLA Metrics?
    • Profile

      • Operator — Profile Scenarios Hub
      • Administrator — Profile Scenarios Hub
      • Instructions

        • How to Change Interface Language?
        • Configure Folders
        • Configure notifications in your profile
        • Configure Operator Settings in Profile
        • Configure Quick Replies
        • Configure Signature
    • BroadcastUsers (Clients)

      • Operator — BroadcastUsers Scenarios Hub
      • Integrator — BroadcastUsers Scenarios Hub
      • Administrator — BroadcastUsers Scenarios Hub
      • Explanations

        • Why Does One Client Have Many Channels?
        • Client Card Sections
      • Instructions

        • Create Segment by Filters
        • Edit Client Data
        • Export Client Data
        • Filter Clients
        • Manage Subscription
        • How to Search and Merge Similar Contacts
        • How to Find a Client?
        • Search Clients by File
        • Send Broadcast to Selected Clients
        • How to View a Client Card?
        • View Client Channels
  • Broadcasts

    • Broadcast

      • Operator — Broadcast Hub
      • Integrator — Broadcast Settings Hub
      • Analyst — Broadcast Analytics Hub
      • Instructions

        • How to Activate a Scheduled Broadcast?
        • How to Add Images to Broadcasts?
        • How to Check Broadcast Status?
        • How to Configure an Automatic Broadcast?
        • How to Configure Alias in Broadcasts?
        • How to Configure Broadcast Limits?
        • How to Create a Broadcast Template?
        • How to Create a Broadcast?
        • How to Create a Broadcast Topic?
        • How to Deactivate a Broadcast Topic?
        • How to Edit a Broadcast Draft?
        • How to Edit a Broadcast Topic?
        • How to Export Broadcast Results to Excel?
        • How to Format Messages in Broadcasts?
        • How to Launch a Broadcast Immediately?
        • How to Save a Broadcast as a Draft?
        • How to Find Contacts by File?
        • How to Send a Broadcast from the Clients Module?
        • How to Configure a Scheduled Broadcast?
        • How to Configure Subscription to Broadcast Topics?
        • How to View a Broadcast Report?
        • How to View Broadcast Results?
        • How to View Click Statistics?
        • How to View Delivery Statistics?
        • How to View Open Statistics?
  • Automation

    • Scenario Builder

      • Scenario Builder — Integrator Hub
      • Instructions

        • How to add translations to a scenario in Scenario Builder
        • How to Configure an Instagram Scenario in Scenario Builder
        • How to create a new bot scenario in Scenario Builder
        • How to create a scenario section in Scenario Builder
        • How to edit a scenario in Scenario Builder
        • How to find a node on the canvas in Scenario Builder
        • How to export and import a scenario in Scenario Builder
        • How to test a scenario in Scenario Builder
        • How to use an action in a Scenario Builder scenario
        • How to view scenario version history in Scenario Builder
    • Scenario Dialog (Legacy)

      • Integrator — Scenario Dialog Scenarios Hub (Legacy)
      • Explanations

        • Actions in Scenarios — What They Are and How They Work
        • About Using autobroadcast__create Action in Scenarios
        • About Copying Existing Bot Scenario
        • About ConnectiveOne Integration with Corezoid Through Operator Panel
        • About Displaying Images to User
        • About Email Categorization Using AI
        • About Facebook Ads Referral Tags
        • About Launching Scenario from Facebook Ads
        • About HTML Text Formatting in Telegram and Widget
        • About Inline Keyboard in Telegram and Widget
        • About Configuring Alias for Outgoing Dialog
        • About Payment via Bot
        • About Telegram Group Bots
        • Telegram Keyboard Button Styling
        • About Telegram WebApp in Scenarios
        • About Viber Keyboard Styling
        • About Viber Start Message
      • Instructions

        • How to Add Translations to a Scenario?
        • How to Create a New Bot Scenario?
        • How to Create a Scenario Section?
        • How to Edit an Existing Bot Scenario?
        • How to Export or Import a Scenario?
        • How to Use an Action in a Scenario?
        • How to View and Restore Scenario Versions?
    • ActionJail

      • Operator — ActionJail Scenarios Hub
      • Explanations

        • Action Jail Editor Sections
        • How Action Jail Data Flows to Scenario Builder
      • Instructions

        • How to Create a Custom Action in Action Jail
        • How to Create and Maintain an Action in ActionJail (Administrator)
        • AI Generator Setup in Action Jail (Administrator)
        • How to Clone an Action in ActionJail
        • How to Quickly Find an Action in ActionJail
        • How to Connect an ActionJail Action to a Bot Scenario (Integrator)
      • Reference

        • Actions Reference — Actions Guide
    • Integrations

      • Integrator — ConnectiveOne Integrations Hub
      • Explanations

        • Launch Scenario via Deeplink
        • Transfer UTM Tags Through Messages
        • What are ConnectiveOne Integrations
      • Instructions

        • How to Integrate Operator Panel as Widget in CRM/ERP
        • How to Configure Product Name for Zoho CRM
        • How to Integrate External System via Custom Channel
        • How to Get Data from API Using send_request
        • How to Send Data from ConnectiveOne via send_request
        • How to Configure User Subscription to Notifications
        • How to Launch Bot Scenario via API call_node
        • How to Integrate ConnectiveOne with eSputnik
        • How to Send Phone Broadcast via Route
        • How to Use ConnectiveOne API
        • How to Configure Operator Panel Webhook
      • Reference

        • API Reference — ConnectiveOne API Reference
    • Custom Data

      • Integrator — Custom Data Scenarios Hub
      • Administrator — Custom Data Scenarios Hub
      • Analyst — Custom Data Scenarios Hub
      • Explanations

        • About Custom Data in ConnectiveOne
        • Custom Data Patterns and Examples
        • Advanced Custom Data Cases
      • Instructions

        • Add Field to Model
        • How to Configure Field Display in Custom Data?
        • Configure Field Type
        • How to Create an Association Between Tables in Custom Data?
        • Create Group
        • How to Create a Data Model?
        • Edit Model
        • Export Filtered Data
        • How to Export Model Data?
        • How to Extend Client Contacts Table Through Custom Data?
        • How to Find Records by Filters?
        • Import Data from File
        • How to Save Data from Scenario to Custom Data?
        • Sort Records
        • How to Use AI Magic to Create Custom Data Models?
        • How to Get a Record from Custom Data by Search Criteria?
        • How to Use Autocomplete Search in Custom Data?
        • How to Create a Record in Custom Data from Scenario Data?
        • Validate Data
        • View Model Records
      • Reference

        • Advanced Model Options Reference
    • FileManager

      • Operator — FileManager Scenarios Hub
      • Instructions

        • ⚠️ DEPRECATED: How to Create a Jira Task with a File?
        • How to Delete a File or Folder?
        • How to Navigate to a Folder?
        • How to Upload a New File?
        • How to View the File List?
  • Artificial Intelligence

    • FastLinePro

      • Integrator — FastLinePro Scenarios Hub
      • Administrator — FastLinePro Scenarios Hub
      • Instructions

        • Activate KB Plugin
        • How to Check AI Agent Response in Scenario?
        • Check Synchronization Status
        • Configure Agent Prompt
        • How to Configure Agent Variables in FastLinePro?
        • How to Configure Chunking in FastLinePro Knowledge Base?
        • Configure KB Plugin Synchronization
        • Configure Knowledge Synchronization
        • How to Connect Knowledge Base to AI Agent in FastLinePro?
        • Create Agent
        • How to Create a Chatbot?
        • How to Create a Knowledge Base?
        • Deactivate KB Plugin
        • How to Generate Gemini API Key for FastLine Pro
        • How to Prepare a File for FastLinePro Knowledge Base?
        • Run KB Synchronization
        • Update KB Files
        • Upload Files to KB
        • How to Use action_fastline_pro Action in Scenario?
    • Quality Assurance

      • Supervisor — Quality Assurance Scenarios Hub
      • Administrator — Quality Assurance Scenarios Hub
      • Analyst — Quality Assurance Scenarios Hub
      • Instructions

        • How to Adjust AI Assessment Criteria?
        • How to Approve Assessment?
        • Assess Request
        • Conduct Quality Check
        • How to Create a New Dialogue Assessment?
        • Export Assessments
        • Filter Assessments
        • Use Checklist
        • View Assessment Details
        • How to View Assessments List and Find the Needed One?
        • View Quality Dashboard
        • View Quality Reports
  • Statistics

    • Statistics

      • Supervisor — Statistics Scenarios Hub
      • Administrator — Statistics Scenarios Hub
      • Analyst — Statistics Scenarios Hub
      • Instructions

        • Apply Filters to Report
        • How to Configure CSAT (Customer Satisfaction) in Statistics?
        • How to Create and Configure a Funnel in Statistics?
        • Create Detailed Report
        • Create Funnel
        • Export Report
        • How to Export Statistics Data?
        • Set Target Metrics
        • View Daily Report
        • View Dashboard
        • How to View Metabase Dashboards in Statistics Module?
        • How to View Operator Schedule in Statistics?
        • View Shift Report
      • Reference

        • Statistics Metrics — Reference
  • Administration

    • Constructor

      • Constructor — home screen and navigation
      • Instructions

        • How to use the Constructor home screen?
    • Settings

      • Supervisor — Operator Panel Settings Hub
      • Administrator — System Settings Hub
      • Instructions

        • How to Activate or Deactivate a Bot?
        • How to Configure Authentication and Access Management?
        • How to Configure a Bot?
        • How to Configure Operator Calendars?
        • How to Configure Chat Parameters?
        • How to Configure Field Display in the Client Card?
        • How to Configure Client Fields?
        • How to configure email templates (header and footer)?
        • How to Configure File Parameters?
        • How to Configure Hot Keys?
        • How to Configure Instance Parameters?
        • How to Configure Operators in Chats?
        • How to Configure Roles and Access Rights?
        • How to Configure Styles and Scripts?
        • How to Configure Ticket Topics?
        • How to Configure General System Settings?
        • How to Configure Ticket Parameters?
        • How to Configure Timers for Chats?
        • How to Configure User Fields?
        • How to Create a New Bot?
        • How to View Bots List?
        • How to View System Status?
        • How to View Users List?
      • Reference

        • What Are Server Requirements for Hosting ConnectiveOne?
    • Access Recovery

      • Access Recovery — Scenarios Hub
      • Instructions

        • How to Enable Password Recovery Flow (Administrator)
        • How to Generate a Password Reset Link Manually (Administrator)
        • How to Reset Password Through "Forgot Password?"
  1. Docs
  2. /Notifications
  3. /How To
  4. /How to configure notifications for the instance (administrator)

How to configure notifications for the instance (administrator)

This guide is for an administrator or any user with rights to operator panel settings: here you set mandatory channels and notification types for all operators and connect a bot with a scenario for delivery via messengers (Telegram, Viber, and so on).

Personal choices (which events and channels each operator uses) remain under Profile → Notifications — see the Notification Center reference.

When it is useful

  • Certain channels (for example, banner or sound) must not be possible to turn off in profiles.
  • Certain notification types must always stay on for everyone.
  • You need bot-based delivery: pick a bot, a scenario section, and entry points for “login” and for sending notifications.

What to know

  • The Notification settings page in Settings is usually available when the Notification Center is enabled on the instance — your platform administrator controls that.
  • Bell notifications stay on by default; they cannot be disabled as a mandatory channel.
  • Bot channel delivery requires a bot with connected messenger channels. Some channels are not supported in this mode (for example, Facebook Messenger, Instagram, widget) — the UI explains why they are not listed.
  • After you configure the instance, operators still authorize external channels in their profile (for example, Log in with Telegram) when required for delivery.

Before you start

  • You are logged in with access to operator panel Settings (including saving changes in that section).
  • For the bot tab: you have a bot with the required channels connected; in the scenario builder you prepared a section with entry-point nodes for user authorization and for sending notifications (typical aliases in the UI hints are like notifications-login and notifications-entry).

Step-by-step

1. Open notification settings

  1. Go to Settings (/settings-page).
  2. In the sidebar, open the Settings subgroup (operator panel settings).
  3. Click Notification settings (/settings-page/op-settings/notifications).

2. Tab “Mandatory channels”

  1. Select channels that operators cannot turn off in their profile — for example, banner, sound, email, Telegram, browser notifications, bot channel — according to your policy.
  2. Save with Save at the top of the operator panel settings screen (same as other op-settings pages).

3. Tab “Mandatory notification types”

  1. Select event types that must stay always enabled for users (they cannot be disabled in the profile).
  2. Read any notices: some types may be temporarily unavailable for mandatory enforcement until the functionality is connected on the instance.
  3. Save with the same Save button in the header.

4. Tab “Channel configuration” (bot and scenario)

  1. Under Notifications via bot, select a bot.
  2. Select a scenario section that contains your entry-point nodes. If there is no section yet, you can create one using the button in the interface (clearing the section field may reveal the action — follow on-screen hints).
  3. For the selected section, specify:
    • Login entry point — node used for first authorization in the messenger (linking the profile to the channel).
    • Notifications entry point — node the system calls to send messages to the user.
  4. Under Enabled channels, select messengers allowed for notification delivery (only channels already connected to this bot appear). If the list is empty, connect channels to the bot in bot settings first.
  5. Save with Save at the top.

Operators can then enable the corresponding channels under Profile → Notifications and complete linking if needed.

Result

  • Instance policy for mandatory channels and types is set.
  • Messenger delivery is wired to a bot and scenario (section and entry points).

Related materials

  • Notification Center — operator reference
  • How to configure a notification for an event type (operator)
  • Configure system settings

On this page