Knowledge Base
Classic Plus Knowledge Base
Comprehensive resources for the new interfaceClassic Knowledge Base
Comprehensive Support for users using Webio Classic
Recent Articles
Getting Started: What is Webio?
Overview Webio is a conversational AI platform specializing in customer communication, particularly in credit, collections, and engagement. It combines automated interactions with live-agent support to create seamless and personalized messaging ...How to Set Up a Typeform Integration and Build a Typeform Step
Overview Webio enables seamless integration with your Typeform account, allowing forms to be dynamically presented to end users while leveraging automated messaging bots for enhanced interactivity. Key features include: Integration of Typeform forms ...Sending attachments on Webchat
Overview From the Conversations screen, you can add attachments to be sent in conversations taking place across Webchat channels. As a platform user, you also have the ability to view inbound attachments sent to you by your webchat widget users. ...Bot copy
Overview Creating a copy of a bot can be incredibly useful for several reasons: Testing and Development: If you want to test new bot's changes, using a copy of the bot can help you experiment without risking the functionality of the live version. ...Bots Sharing
Overview Sharing your Bots within your Webio organisation structure gives you flexibility to maintain and send bots to meet your business need. Advisors can send Bots from within the conversation and colleagues can take responsibility for updating ...
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 ...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 ...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 ...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 ...