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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
        • Knowledge base sources in chat (CITATIONS block)
        • 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
        • Email View Modes in Conversations
      • 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?
        • How to Manage Email Reply Recipients?
        • 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
        • How to Switch the Email View Mode in a Conversation?
        • Use Copilot
        • View knowledge base sources in chat
        • 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 configure operator queue cascade
        • 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
        • Connect and configure agent tools
        • 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
      • Explanation

        • Hybrid ticket analytics: how to read the dashboard
      • 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 enable the Notification Center on the instance (root)
        • 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. /Scenariobuilder
  3. /Scenario Builder — Integrator Hub

Integrator — Scenario Builder Scenarios Hub

Scenario Builder is a new module that replaces Scenario Dialog. Here you create and edit bot scenarios through a visual editor with a drag-and-drop interface, add translations, and configure bot logic.

Recommendation: Use Scenario Builder for new development. Scenario Dialog remains available for backward compatibility — see Scenario Dialog (Legacy).


Quick Overview

  • High-Level Goals and Scenarios
  • Where to Work in the Interface
  • Quick Links

High-Level Goals and Scenarios

Process Library and Search

Goal — quickly find the right bot among many scenarios.

  • Use the process library — search, filters, opening constructor. → How to use the process library
  • About the process library — explanation of filters, categories, hierarchy. → How the process library works

Creating and Editing Scenarios

Goal — build bot dialog logic through the visual editor.

  • Create new scenario — how to create a bot scenario from scratch. → Create scenario
  • Edit existing scenario — how to make changes to a scenario. → Edit scenario
  • Create scenario section — how to organize a complex scenario into sections. → Create section

Working with Nodes and Logic

Goal — configure scenario elements and their interaction.

  • Node type explanations (integrator task, then parameter reference): Menus and buttons · Text from the client · Live operator · Conditional branches (router) · Between sections · Store values (Set)
  • Start node and triggers — section entry point with five trigger types: process start, webhook, channels, internal events, MCP Tool. → What is the Start node, Configure triggers (index), Process start, Webhook, Channels, Internal events, MCP Tool
  • Entry Point / Exit Point — enter section from another flow or HTTP; jump to another section. → Entry Point, Exit Point
  • Connect to operator — subject, tags, events (success / banned / limit / error), aliases. → Connect to operator parameters
  • Operator queue cascade — reminders while the client waits for an operator, steps, repeats, branches, and automatic stop. → Operator queue cascade, Configure cascade, Cascade parameters
  • Add node — via the «+» button on the canvas; modal with categories (Main, Messaging, Data, etc.).
  • Configure Instagram scenario — Router, event types, public reply to comment. → Configure Instagram scenario
  • Use actions in scenario — how to add and configure actions. → Use action in scenario
  • Standard built-in actions — overview of common routes: Custom Data, schedule, timers, media, Fastline. → Standard built-in actions
  • Message + keyboard — attachments, messengers, buttons, validation. → MessageKeyboard parameters
  • Wait for input — timeout, skip, validation. → WaitForInput parameters
  • Variables and constants — separate sidebar for managing process variables.

Multilingual Support and Translations

Goal — ensure support for multiple languages in the scenario.

  • Add translations to scenario — how to add translation texts. → Add translations
  • Missing translations are highlighted in red with a badge in the interface.

Import and Export

Goal — save a backup or transfer scenario between projects.

  • Export and import scenario — → Import and export

Version History and Testing

Goal — track changes and test the scenario directly in the editor.

  • Test scenario — run, chat preview, run history. → Test scenario
  • Version history — view and restore previous versions. → View version history
  • Runs — scenario run history with view of executed nodes.
  • Chat preview — widget for viewing chat during interactive test.

Where to Work in the Interface

  • Scenario Builder module: Menu → Scenario Builder or Process Library.
  • Route /scenario_builder/:id/scenario/:section_id — scenario editor.
  • Canvas — central area for visual editing of nodes.
  • Node Inspector (right panel) — edit parameters of the selected node.
  • Left panel — sections, variables, constants, run history.
  • Top toolbar — save, run, export, auto layout, node search.

Quick Links

Creating and Editing

  • Create new scenario
  • Configure Start node triggers (index of all how-tos)
  • Configure Instagram scenario
  • Edit scenario
  • Create section

Multilingual

  • Add translations

Import and Export

  • Export and import scenario

History and Testing

  • Test scenario
  • View version history

Actions

  • Use action in scenario
  • Configure operator queue cascade

Related Materials

  • Scenario Dialog (Legacy) — legacy module for backward compatibility.
  • Learn article: Processes and Scenarios — overview of Scenario Builder capabilities.

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