Administrator — OperatorLine Scenarios Hub
Prepare the Operator Panel for consistent team work. Use this hub to configure folders, corporate signatures, topics, tags, and access, then verify each setting before operators start handling requests.
Quick Overview
High-Level Goals and Scenarios
Panel Configuration
Goal — configure the operator panel interface for convenient work.
- Configure panel — how to configure display of interface elements (this function is configured in administrative settings). → Operator Panel Settings
Folder Management
Goal — create a folder structure for organizing requests.
- Create folder — how to create a new folder for grouping requests. → ./how-to/create-folder.md
- Configure folder order — how to change the display order of folders. → ./how-to/reorder-folders.md
Signature Settings
Goal — configure corporate signature templates for operators.
- Configure signature templates — how to create corporate signature templates (this function is configured in the Profile module). → Signature Settings
Topic and Tag Policy
Goal — establish rules for using topics and tags in requests.
- Configure topic policy — how to set required topics and rules for their use (this function is configured in administrative settings). → Topic Settings
- Configure tag policy — how to set rules for using tags (this function is configured in administrative settings through operator panel settings). → Operator Panel Settings
Access Control
Goal — ensure security and access control to the module.
- Configure access rights — how to set who can work in OperatorLine (this is configured in user and role management). → Role and Access Settings
- FastLine: View for CITATIONS — to let operators see knowledge base sources under Copilot and agent messages, enable FastLine: View on the role (Operator Panel section). → Configure roles · About CITATIONS
- Default table columns per role — the starting OperatorLine table layout is set under Settings → Roles, Operator Panel block, Operator Line table columns. → Configure roles
Where to Work in the Interface
Settings are done in administrative sections of the system:
- "Settings" module: for configuring panel, topic and tag policies.
- "Users and Roles" module: for configuring access rights.
OperatorLinemodule: for creating folders and checking settings.