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Quickstart guide to setting up Unblu

The steps you must go through to get Unblu up and running depend on the deployment model you’ve decided on.

The sections below outline what you must do for different deployment models. Work through the steps in the order they’re listed, referring to the relevant sections of the documentation for each step.

Once you’ve completed the steps below for your deployment, Unblu will be up and running and you can start configuring Unblu to meet your organization’s requirements.

Unblu Cloud setup

If you use the Unblu Cloud, our software as a service (SaaS) offering, the setup process consists of the following steps:

  1. Obtain an admin account

    Once they’ve configured your account according to your requirements, the Unblu Cloud team will send you the login details for the admin of your account on the Unblu Cloud. This gives you access to the Unblu Agent Desk and Account Configuration interface.

    Refer to Unblu Cloud onboarding and Unblu Cloud admin application for more information.

  2. Integrate Unblu into your visitor website

    The most common way to integrate Unblu into a website is with the Floating Visitor UI, but there are other options, too, ranging from the Embedded Visitor UI to using the Unblu web API. Refer to Frontend for an overview.

    There are some limitations regarding how you can integrate the Floating Visitor UI into a website in conjunction with the Unblu; refer to the relevant section of the Unblu Cloud onboarding article for more information.

    For information on integrating Unblu into your mobile apps, refer to the documention for the Unblu mobile SDKs.

  3. Check the visitor-side integration

    Once you’ve integrated Unblu into your visitor website, check that the integration actually works. Depending on how you’ve integrated Unblu and which features you’ve licensed, this can be as simple as starting an Unblu conversation from the visitor website.

  4. Set up agents and authentication

    With visitors able to use Unblu, you must now make it available to your organization’s employees. For information on setting up users and teams, refer to Creating agents and teams.

    How you handle authentication is largely up to you. If you want to use single sign-on (SSO), refer to Single sign-on in the Unblu Cloud for more information.

On-premises deployment

The steps below apply if you’re deploying Unblu on your own infrastructure or in an IaaS environment such as Amazon AWS, Google Cloud, or Microsoft Azure.

  1. Set up the database

    Unblu needs a relational database to work. Refer to the articles in the Database section of the documentation for details of how to configure different databases for Unblu to run on.

  2. Set up Unblu

    The steps to set up Unblu in a Kubernetes (or OpenShift) cluster are described in Cluster deployment.

    Depending on the Unblu features you’ve licensed, you may need to set up additional software such as a LiveKit server. Refer to the relevant articles in the Unblu documentation.

  3. Check you can access the Agent Desk with the superadmin login

    Once you’ve deployed Unblu, check that you can access the Unblu Agent Desk, Account Configuration interface, and Global Server Configuration interface with your superadmin user.

  4. Configure your web application firewall (WAF)

    For information on configuring your web application firewall or reverse proxy, refer to Reverse proxy and web application firewall (WAF) configuration hints. If your organization has an Airlock WAF, refer to Choosing the right Airlock Web Application Firewall integration guide.

  5. Integrate Unblu into your visitor website

    To give visitors access to Unblu’s features, you must integrate it into the products you want Unblu to be available in. The most common choice is the Floating Visitor UI, but there are other options, too, ranging from the Embedded Visitor UI to using the Unblu web API. Refer to Frontend for an overview.

    For information on integrating Unblu into your mobile apps, refer to the documention for the Unblu mobile SDKs.

  6. Check the visitor-side integration

    Once you’ve integrated Unblu into your visitor website, check that the integration actually works. Depending on how you’ve integrated Unblu and which features you’ve licensed, this can be as simple as starting an Unblu conversation from the visitor website.

  7. Set up agents and authentication

    With visitors able to use Unblu, you must now make it available to your organization’s employees. For information on setting up users and teams, refer to Creating agents and teams.

    How you handle authentication is largely up to you. Refer to Authentication and single sign-on (SSO) in self-hosted and on-premises installations for information on the available options.