- Created by Olesya Tantsyura, last modified on Sept 10, 2024
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1. Description
It is designed to configure system settings at the domain level.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Search field (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
Fig. 1. Configuration page
1.1. Creation tool
Use the Add button to create a new configuration (Fig.1(1)). The New parameter modal window (Fig.2) opens after clicking the button.
Fig. 2. New parameter modal window
The New parameter modal window consists of the Parameter field. Clicking on it opens a list of available options. After selecting a parameter, additional items appear:
- the Value field (Fig. 3) — the value of the selected parameter;
Fig. 3. The Value field
- the State switch (Fig. 4) — responsible for the
true/false
value of the selected parameter;
Fig. 4. The State switch
- The Format field (Fig. 5) — additional elements may be available depending on the format selected.
Fig. 5. The Format field
The following options are available:
- enable_omnichannel;
- member_chunk_size;
- enable_2FA;
- scheme_version_limit;
- amd_cancel_not_human;
- search_number_length;
- chat_ai_connection;
- password_regular_expression;
- password_validation_text;
- export_settings;
autolink_call_to_contact.
1.1.1. enable_omnichanne
When set to true
, allows you to receive calls and chat at the same time.
1.1.2. member_chunk_size
It is used when bulk importing Subscribers to optimize the database. When loading in this way, the value of this parameter indicates the number of Subscribers that will be imported in one go.
1.1.3. enable_2FA
The Status switch determines whether two-factor authentication is enabled or disabled.
1.1.4. scheme_version_limit
The maximum number of saved previous versions of the Flow Scheme. It is set in the Value field.
1.1.5. amd_cancel_not_human
If AMD defined the result as Cancel
, such values are not included in the percentage abandoned for the dialler if the State switch is on. If the State switch is off, such values are included in the percentage abandoned.
1.1.6. search_number_length
If the parameter is set, the system searches for a contact during any call by comparing the number from the end based on the number of digits set in this parameter. If the parameter is not set, the search is done by a complete match. This is used to improve contact identification by inbound or outbound phone numbers.
Example:
Call from the number +380991234567
.
Contact X with the number 380991234567
is created in the system.
If search_number_length = 10
, then the search will be performed on ten numbers from the end.
That is, the check will be performed on the value 0991234567
. And when you call from the number +380991234567
, contact X will be identified.
1.1.7. chat_ai_connection
In the value sets the connection string to the machine learning model server. The component Chat AI used in the Flow Schema will connect to this address if the setting is set. If the address is set directly in the Flow Schema (Chat AI component), the connection will be made using it.
1.1.8. password_regular_expression
The value of this parameter specifies a regular expression for the User password.
1.1.9. password_validation_text
The value of this parameter specifies the text that will be displayed if the value entered in the Password field does not fall under the specified regular expression (div.password_regular_expression) (Fig. 6).
Fig. 6. Display password_validation_text
1.1.10. export_settings
It is used to set the format in which files will be exported.
The available formats are:
- xls;
- csv.
When selecting the csv format, you need to specify the delimiter in the Separator field.
1.1.11. autolink_call_to_contact
Used to link a call to a contact when the Agent does not have a CUSTOMER_SERVICE licence.
Depending on the value of the variable wbt_hide_number, contact information may not be displayed in Workspace. The display of the contact in Workspace also depends on the availability of the CUSTOMER_SERVICE license.
If the Status switch is active, an automatic search for a contact by phone number is applied to all calls that fall into the routing.
If one contact is found, then its identifier is saved and transmitted with the call. Automatic binding to the found contact is performed.
1.2. Search field
The search is performed on the Parameter column.
It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.
1.3. Refresh button
Updating the register table is performed by clicking on the refresh button -
1.4. Registry
The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:
- Checkbox;
- Parameter;
- Value;
- Editing tool;
- Removal tool.
1.4.1. Checkbox
Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted. All records on the page will be selected if you select the checkbox in the header.
Fig. 7. Confirm deletion modal window
1.4.2. Parameter
The parameter names are displayed here.
1.4.3. Value
The parameter value is displayed here.
1.4.4. Editing tool
When you click the button, the Edit parameter modal window opens (Fig. 8), in which you can make changes.
Fig. 8. Edit parameter modal window
Depending on the parameter, the modal window may have several variations.
1.4.5. Removal tool
It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.
Fig. 9. Confirm deletion modal window
1.5. Pagination
It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.
2. Opportunities
2.1. Create a Configuration
Goal | Create a Configuration |
---|---|
Preconditions | |
Steps |
|
Result | The modal window closes. Configuration is created. |
2.2. Delete a Configuration
Goal | Delete a Configuration |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. The Configuration is removed. |
2.3. Delete several Configurations
Goal | Delete several Configurations |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. Configurations are removed. |
2.4. Edit a Configuration
Goal | Edit a Configuration |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. Data saved. |
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