Popular Articles
Adding a new user
To add a new user you need access to the User page. If you don't have access speak with your administrator. Quick Trick: Adding new users in Webio can be done in 3 steps; Click into users, Click Create New User, Fill in the details and click Create ...
Conversation Transcripts
Overview There are many reasons why you might require a transcript of a conversation. You can export a PDF of a specific conversation from within the conversation screen. Quick tricks: Go into conversations, click on the conversation you want, press ...
Setting A Conversation Status
Set a status either from within the conversation pane, by clicking on the 3 dots in the left hand view, clicking set status then selecting the status you want or alternatively have a bot set the status as required through using a Set Status step type ...
Webio - Information Security and Data Protection
Webio incorporates information security and data protection principles into everything we do. Below are some of the ways in which we put this into practice. Disaster Recovery and Business Continuity - Webio's disaster recovery plan is reviewed ...
How to Setup a SFTP (Classic Web App)
SFTP is a secure method of transferring data. Connecting via SFTP allows you to access API services as detailed in our Swagger document, or retrieve reports. If you want to connect to Webio using SFTP then you can configure an SFTP connection for ...