Webitel: Documentation
Webitel: Documentation
Breadcrumbs

Configuration

1. Description

It is designed to configure system settings at the domain level.

The Configuration page is accessible to Users who have permissions for the actions Select and Manage system configurations. These permissions are assigned to the User's Role on the Role permissions page.

For the permissions Edit, Create, and Delete, the User must have both the Select and Manage system configurations permissions.

It consists of the following elements:

  1. Creation tool (Fig. 1.(1));

  2. Search field (Fig. 1.(2));

  3. Refresh button (Fig. 1.(3));

  4. Registry (Fig. 1.(4));

  5. Pagination (Fig. 1.(5)).

Configuration.png
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. 

New parameter.png
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;

Value.png
Fig. 3. The Value field

  • the State switch (Fig. 4) — responsible for the true/false value of the selected parameter;

State.png
Fig. 4. The State switch

  • The Format field (Fig. 5) — additional elements may be available depending on the format selected.

Format.png
Fig. 5. The Format field

The following options are available:

  1. enable_omnichannel;

  2. member_chunk_size;

  3. enable_2FA;

  4. scheme_version_limit;

  5. amd_cancel_not_human;

  6. search_number_length;

  7. chat_ai_connection;

  8. password_regular_expression;

  9. password_validation_text;

  10. export_settings;

  11. autolink_call_to_contact;

  12. labels_to_limit_contacts;

  13. call_end_sound_notification;

  14. call_end_push_notification;

  15. chat_end_sound_notification;

  16. chat_end_push_notification;

  17. task_end_sound_notification;

  18. task_end_push_notification;

  19. push_notification_timeout;

  20. new_message_sound_notification;

  21. new_chat_sound_notification;

  22. period_to_playback_records;

  23. screenshot_interval;

  24. password_expiry_days;

  25. password_min_length;

  26. password_categories;

  27. password_contains_login.

1.1.1. enable_omnichannel

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, a complete match does the search. 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.

If this parameter is set together with password_validation_text, then when a value that does not match the specified regular expression is entered in the Password field, a hint with the text specified in the password_validation_text parameter will be displayed below the field.

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).

Display password_validation_text.png
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.

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 licence.

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.

1.1.12. labels_to_limit_contacts

Used to limit the available contacts in Workspace according to contact labels (Fig. 7).

In the Values field, one or more labels are selected, which are used to filter the contact list.

labels_to_limit_contacts.jpg
Fig. 7. Parameter “labels_to_limit_contacts“

If the parameter is not set — when the "Limit contacts in Workspace" permission is active, no contacts are displayed in Workspace (Fig. 8).

If the parameter is set — the user sees only those contacts in Workspace that contain at least one of the selected labels.

Limit contacts in Workspace - assigned.jpg
Fig. 8. "Limit contacts in Workspace" permission assigned — Workspace view

If the "Limit contacts in Workspace" permission is not assigned — filtering is not applied, and all contacts are displayed (Fig. 9).

Limit contacts in Workspace - not assigned.jpg
Fig. 9. "Limit contacts in Workspace" permission not assigned — Workspace view

1.1.13. call_end_sound_notification

Controls sound notification playback in Workspace after a call ends.
If the State toggle is enabled – image-20250721-122949.png , the sound is played automatically.

User-level notification settings have higher priority than corresponding system settings configured in Admin → System → Configuration.

1.1.14. call_end_push_notification

Controls the display of a visual notification on the Workspace screen after a call ends.
If the toggle is enabled – image-20250721-122949.png , the notification appears in the interface workspace.

1.1.15. chat_end_sound_notification

Enables sound notifications in Workspace after a chat ends.
When the parameter is active – image-20250721-122949.png , the system plays a sound indicating chat completion.

1.1.16. chat_end_push_notification

Controls visual notifications in Workspace after a chat ends.
The notification appears on the screen if the toggle is enabled image-20250721-122949.png .

1.1.17. task_end_sound_notification

Controls sound notifications in Workspace after a task is completed.
If the parameter is active image-20250721-122949.png , the system plays the corresponding notification sound.

1.1.18. task_end_push_notification

Enables visual notifications in Workspace after a task is completed.
The notification appears automatically in the interface if the parameter is enabled image-20250721-122949.png .

1.1.19. push_notification_timeout

Specifies the duration (in seconds) that a visual notification remains visible in Workspace.
Value type: number. Default value — 30 (Fig. 10).

new parameter.png
Fig. 10. New parameter push_notification_timeout

1.1.20. new_message_sound_notification

Enables sound notifications in Workspace for new chat messages.
When the parameter is active – image-20250721-122949.png , a sound plays automatically when a message is received.

1.1.21. new_chat_sound_notification

Controls sound notifications in Workspace for new incoming chats.
If the parameter is active – image-20250721-122949.png , the system plays a sound when a new dialog is opened.

1.1.22. period_to_playback_records

This parameter is used to limit the period during which users can view call history and play call recordings in the “History” section.

The “Value” field defines the number of days for which call recordings will be available for viewing and playback. If the parameter is set, the system automatically hides all recordings older than the specified period.

Example:
If the value of period_to_playback_records = 30, the user will be able to view and play call recordings only for the last 30 days.

The parameter works in combination with role permissions:

  • “Playback record file” — has the highest priority. If this permission is assigned to a role, the user can view and play all call recordings regardless of the “Time-limited playback record file” permission and the period_to_playback_records setting.

  • “Time-limited playback record file” — the restriction defined in the period_to_playback_records parameter applies. The user can view and play only those recordings that fall within the specified period.

If none of the above permissions are assigned, the user can see all call records, but the playback player will be unavailable.

1.1.23. screenshot_interval

The Value field specifies a numeric interval in minutes that defines how often the system automatically creates screenshots of operators’ screens for whom the Control agent screen permission is enabled.

The default value is 30 minutes.

This parameter defines the frequency of automatic screenshot creation during the working shift.

For example, if 10 is specified in the Value field, the system will capture a screenshot every 10 minutes and save it to the server.

For automatic screenshot creation, the following conditions must also be met:

  • the DeskTrack application must be running and the operator must be authorized in it on the operator’s computer;

  • the Agent screen control toggle must be enabled for the operator or the team in the access settings.

1.1.24. password_expiry_days

In the Value field, the number of days after which the user must change the password is specified.

Value type: number.

If the parameter is set, after the specified period the system requires a password change and automatically ends all active user sessions.

1.1.25. password_min_length

In the Value field, the minimum allowed password length for the user is specified.

Value type: number.

Default value: 8.

If the password does not meet the minimum length, it will not be accepted by the system, and an error message will be displayed — during authorization and in the General section (Users).

1.1.26. password_categories

In the Value field, the categories of characters that must be present in the user’s password are specified.

Value type: multiselect.

The following values are available:

  • [A-Z] — uppercase letters;

  • [a-z] — lowercase letters;

  • [0-9] — digits;

  • special — special characters (!@#$%^&*()_+-=[]{};:|,.<>/?).

If the parameter is set, the password must contain at least one character from each selected category.

If the password does not contain characters from a required category, an error message indicating the missing category will be displayed — during authorization and in the General section (Users).

1.1.27. password_contains_login

The State switch determines whether the username can be used in the password.

Value type: boolean.

Default value: false.

  • If the switch is disabled, the password cannot contain the username.

  • If enabled — using the username in the password is allowed.

If the password contains the username and this is restricted by the settings, an error message will be displayed — during authorization and in the General section (Users).

1.2. Search field

The search is performed on the Parameter column.

It consists of an input field and a close button ( image-20241218-160723.png ) 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 - image-20241220-111256.png .

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:

  1. Checkbox;

  2. Parameter;

  3. Value;

  4. Editing tool;

  5. Removal tool.

1.4.1. Checkbox

Used to select one or more entries. An additional removal tool appears next to the search field 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 ( image2024-3-7_15-21-56.png ) 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.

Confirm deletion modal window.png


Fig. 11. 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 image2024-3-28_20-1-8.png  button, the Edit parameter modal window opens (Fig. 12), in which you can make changes.

Edit parameter modal window.png

Fig. 12. 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 image-20241231-121409.png 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.

Confirm deletion modal window.png

Fig. 13. 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

  1. Access to the Admin application;

  2. Access to the Configuration section in the Admin application;

  3. Permission to create in the Configuration section.

Steps

  1. Click the Add button. The New parameter modal window opens.

  2. Enter data. The Save button becomes active.

  3. Click the Save button.

Result

The modal window closes. Configuration is created.

2.2. Delete a Configuration

Goal

Delete a Configuration

Preconditions

  1. Access to the Admin application;

  2. Access to the Configuration section in the Admin application;

  3. Permission to select and delete in the Configuration section;

  4. The presence of at least one Configuration.

Steps

  1. Find the Configuration you want to delete in the registry;

  2. Click on the delete button —  Снимок экрана 2024-03-13 181713.png . A modal window opens to confirm the deletion;

  3. Click the Yes button.

Result

The modal window closes. The Configuration is removed.

2.3. Delete several Configurations

Goal

Delete several Configurations

Preconditions

  1. Access to the Admin application;

  2. Access to the Configuration section in the Admin application;

  3. Permission to select and delete in the Configuration section;

  4. The presence of at least one Configuration.

Steps

  1. Find the Configurations you want to delete in the registry. Select them using the checkbox;

  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.

  3. Click the Yes button.

Result

The modal window closes. Configurations are removed.

2.4. Edit a Configuration

Goal

Edit a Configuration

Preconditions

  1. Access to the Admin application;

  2. Access to the Configuration section in the Admin application;

  3. Permission to edit in the Configuration section;

  4. The presence of at least one Configuration.

Steps

  1. Find the Configuration you want to edit in the registry.

  2. Click on the edit button in the entry of this Configuration. The Edit parameter modal window opens.

  3. Make changes.

  4. Click the Save button.

Result

The modal window closes. Data saved.