Documentation
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  • Getting Started

    • ConnectiveOne Documentation
  • 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
        • About Auto-Distribution of Dialogs Between Operators
        • About Automatic Connection of Free Operator to New Dialog
        • About Connecting Chat with Operator Through Operator Panel
        • About Redistribution of Chats from Operator
      • Instructions

        • Change Request Status
        • Create Filter
        • Create Folder
        • Create Outbound Request
        • How to Create a Ticket?
        • How to Link Tickets to Each Other?
        • Manage Folders
        • How to Edit Ticket Fields?
        • How to Manage Ticket Watchers?
        • Monitor Operator Statuses
        • 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 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
        • Configure Quick Replies
        • Configure Signature
    • BroadcastUsers (Clients)

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

        • Create Segment by Filters
        • Edit Client Data
        • Export Client Data
        • Filter Clients
        • Manage Subscription
        • 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?
        • 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 Dialog (Legacy)

      • Integrator — Scenario Dialog Scenarios Hub
      • 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
        • 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
      • Instructions

        • How to Create and Maintain an Action in ActionJail (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
      • 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 Use custom_modules__get Action to Get a Record?
        • How to Use Autocomplete Search in Custom Data?
        • How to Use custom_modules__set Action to Create a Record?
        • Validate Data
        • View Model Records
    • FileManager

      • Operator — FileManager Scenarios Hub
      • Instructions

        • 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 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

    • 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 Client Card Fields?
        • How to Configure Client Fields?
        • 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?"

What Are Server Requirements for Hosting ConnectiveOne?

Server requirements specification describes technical requirements for infrastructure to deploy the ConnectiveOne platform. Requirements depend on the chosen architecture and expected load.

When You'll Need This

  • You need to prepare infrastructure for deploying ConnectiveOne.
  • You need to determine necessary server resources.
  • You need to choose deployment architecture (monolithic, distributed, cloud).
  • You need to verify existing infrastructure compliance with requirements.

What's Important to Know

  • Architecture — the platform can be deployed on different types of infrastructure.
  • Scalability — requirements depend on the number of users, message volume, and integrations.
  • Flexibility — you can use monolithic, distributed, or cloud architecture.
  • Consultation with technical support is recommended to determine optimal parameters.

Before You Start

  • You know the expected system load.
  • You have access to technical support for consultation.
  • You have determined the architecture type (monolithic, distributed, cloud).

General Approach

The ConnectiveOne platform consists of services that interact with each other. The services themselves are wrapped in Docker and can be delivered as isolated containers or native services if necessary.

The architecture provides for platform deployment on:

  • Bare metal — physical servers
  • Cloud (AWS primarily) — cloud infrastructure
  • Other dedicated servers — dedicated servers
  • Virtualization — virtual machines

Architectural Options

Architecturally it can be:

  • Monolithic server — all services on one server
  • Separated services — multiple servers for different services
  • Microservices in cloud infrastructure — distributed architecture

The platform can be orchestrated using well-known tools (Kubernetes, Docker Swarm) or custom management systems.

Throughput

The ConnectiveOne platform load throughput has no limitations at the functionality or infrastructure level. One of the conditional limits is the limit at the messenger level (Telegram, Viber, WhatsApp, etc.).

Recommended resources are set taking into account additional integrations or interactions with other modules/services.

Server Resources

Monolithic Architecture on One Server

Minimum requirements:

  • CPU: 4 cores
  • RAM: 8 GB
  • Disk: 100 GB SSD
  • Network: 100 Mbps

Recommended requirements:

  • CPU: 8+ cores
  • RAM: 16+ GB
  • Disk: 500+ GB SSD
  • Network: 1 Gbps

For high load:

  • CPU: 16+ cores
  • RAM: 32+ GB
  • Disk: 1 TB+ SSD
  • Network: 10 Gbps

⚠️ Important: Specific requirements depend on the number of users, message volume, and integrations. Consultation with technical support is recommended to determine optimal parameters.

Infrastructure Options

Monolithic Scheme (example implementation)

All services deployed on one server:

  • Database
  • Backend services
  • Frontend
  • Redis
  • Other dependencies

Advantages:

  • Simple deployment
  • Lower infrastructure costs
  • Easier management

Disadvantages:

  • Limited scalability
  • Single point of failure

Distributed Scheme (example implementation)

Services distributed across multiple servers:

  • Separate server for database
  • Separate server for backend
  • Separate server for Redis
  • Load balancer

Advantages:

  • Better scalability
  • Higher availability
  • Ability to scale individual components

Disadvantages:

  • More complex management
  • Higher infrastructure costs

Cloud AWS Scheme (example implementation)

Deployment in AWS cloud infrastructure:

  • RDS for database
  • EC2 for services
  • ElastiCache for Redis
  • CloudFront for CDN
  • Load Balancer

Advantages:

  • Automatic scaling
  • High availability
  • Flexibility in resource management

Disadvantages:

  • Higher costs at high load
  • Provider dependency

Software

Required Software

  • Docker — for service containerization
  • Docker Compose — for orchestration (optional)
  • Node.js — for backend services
  • PostgreSQL — database
  • Redis — caching and queues
  • Nginx — web server and reverse proxy (optional)

Network Requirements

  • Open ports for HTTP/HTTPS (80, 443)
  • Access to external APIs (messengers, integrations)
  • Ability to configure firewall rules
  • SSL/TLS certificates for HTTPS

Security

  • Regular security updates
  • Firewall configuration
  • SSL/TLS encryption
  • Data backup
  • Monitoring and logging

Limitations

  • Specific requirements depend on load
  • Consultation with technical support is required
  • Additional requirements may be needed for specific integrations

What Happens Next

After checking requirements and preparing infrastructure, you can start deploying ConnectiveOne. Consultation with technical support is recommended to determine optimal configuration.

How to Verify Everything Worked

  • Check that the server meets minimum requirements.
  • Ensure that all necessary software components are installed.
  • Check network settings and access to external APIs.
  • Test deployment on a test environment.

Related Materials

  • Configure general settings
  • Configure authentication
  • Administrator guide