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 ...
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 ...
Logging into Webio for the first time
Once your user account has been created you will receive an email with a link to set your password. If the email hasn't been received, check in your junk folder. Clicking on the link will let you create your own password and ensure it meets the ...