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 ...
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 ...
SFTP Hooks
You can now use Webio SFTP hooks to combine the power of webhook realtime posts and SFTP file transfers to deliver webhook calls as JSON files to your organisation's Webio SFTP folder for retrieval. You will need to configure your Webio SFTP and ...
Howto Setup SFTP to Webio
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 ...
Self-Service Studio - View Records
Overview In the View Records panel you have a complete overview of your debtors dataset. Also you can quickly check single customer information from here. Delete a customer record You can delete a customer record using the delete button Accessing ...