Unblu documentation Introduction to Unblu Welcome to Unblu! Fundamental Unblu concepts Deployment models System components Unblu architecture overview Frontend components Backend components Unblu cluster components External components Unblu Cloud Unblu Cloud onboarding Unblu Cloud admin application Single sign-on (SSO) in the Unblu Cloud Configuring Airlock Web Application Firewall for the Unblu Cloud Unblu installation and migration Quickstart guide to setting up Unblu Deploying Unblu Spark Cluster hardware requirements Cluster deployment Database installation Introduction to databases and Unblu Setting up MS SQL Server for Unblu Setting up MySQL for Unblu Setting up Oracle for Unblu Setting up PostgreSQL for Unblu Setting up a dedicated document storage Using an Azure service principal for database access HashiCorp Vault integration Additional database-related settings SecureFlow Manager SecureFlow Manager SecureFlow Manager and filter chain order Installing the SecureFlow Manager on the Apache 2 HTTP server Installing the SecureFlow Manager on NGINX Audio and video calls Network requirements for audio and video calls Hardening an Unblu installation Hardening an Unblu installation Migration What’s new in Unblu Spark 8 Migrating to Unblu Spark 8 Renamed configuration and text properties Dropped configuration and text properties Configuration properties with new default values unblu-kubernetes-base migration checklist Starting the server without upgrading the database Other Installing the Agent Desk progressive web application (PWA) Server positioning Licensing Release policy and versioning Running Unblu in standalone mode Reverse proxy and web application firewall (WAF) configuration hints Adding data analytics for an Unblu Spark cluster Unblu guides UI guides Account Configuration interface guide Agent Desk guide Embedded Visitor UI guide Floating Visitor UI guide Global Server Configuration interface guide Native document co-browsing guide Unblu tooling guides utransfer Conceptual guides Configuration property scope and the configuration cascade Conversation timeline Introduction to WebRTC in Unblu The queue and manual and automatic request dispatching Unblu on mobile devices Introduction to the Unblu mobile SDKs Configuration of the Unblu Collaboration Server for the Unblu mobile SDKs Android integration Preliminaries Code setup and initialization Working with the Unblu Android mobile Customizing Unblu navigation on Android Notifications Logging and error handling Security-relevant configuration Android brandable agent app Migrating from Unblu Android mobile SDK version 3 to version 4 iOS integration iOS mobile SDK integration: preliminaries Code setup and initialization Modules Working with the Unblu iOS mobile SDK Notifications Unblu indicators Logging and error handling Security iOS brandable agent app Migrating from Unblu iOS mobile SDK version 3 to version 4 Integration Frontend Visitor frontends Browser requirements Floating Visitor UI integration How to integrate the Floating Visitor UI in single-page applications (SPAs) Visitor login with a JSON web token (JWT) JavaScript APIs Web API and webhooks The Unblu Web API and webhooks Webhooks technical details Reassigning conversations with the Unblu web API The outbound request mechanism (ORM) Network Reverse proxy integration Airlock Web Application Firewall: choosing the right configuration guide Integrating Unblu with the Airlock Web Application Firewall with protected resources Integrating Unblu with the Airlock Web Application Firewall without protected resources Unblu Conversational Bot (UCB) Introduction to the Unblu Conversational Bot The Bot Dialog Builder Creating simple intents Adding advanced features to intents Subintents Dialog flows Creating deliveries Improving the Unblu Conversational Bot’s performance The knowledge bot Configuring the Collaboration Server for the Unblu Conversational Bot Connecting Unblu and third-party software Delegating the queue to a third-party system Bot integration External messenger integration Sending SMS text messages from Unblu with Twilio Adding functionality to Unblu with custom actions Visitor data Message interceptors File interceptors Providing agents with suggestions in text chats Using Microsoft Copilot Studio agents as a chat suggestion source Translating chat messages Preventing application timeouts Scheduling Unblu conversations with Microsoft Bookings Scheduling Unblu conversations with Microsoft Outlook Scheduling Unblu conversations with Google Calendar Integrating Unblu with Microsoft Teams Integrating Unblu in the Salesforce Financial Services Cloud Configuration Basics Configuring the Collaboration Server Configuring conversation session migration in on-premises cluster deployments Importing and exporting configuration data in Unblu Importing entity configuration during startup Localization Managing redirects in Unblu Managing API keys Managing named areas Record retention policies Routing strategy configuration UI theming UI customization guide UI theming cheat sheets General theming Conversation theming Visitor UI theming Agent UI theming Configuration UI theming Headless browser theming Native document co-browsing theming Mobile theming Branding Users and teams The superadmin user Authentication and single sign-on (SSO) in self-hosted and on-premises installations User name display configuration Avatar configuration Creating agent teams Assigning users to teams Labels and visibility rules User synchronization tool Externally managed users and teams Conversations Configuring invitations and forwardings Delegating conversation requests to deputies Using hidden secondary agents in long-running conversations Displaying an agent’s status in ongoing conversations Scheduled conversation configuration File upload configuration Internal messaging mode Outbound conversations Custom conversation banners Outgoing email configuration Outgoing emails with Microsoft Office 365 Queue and request dispatching configuration Queue status for visitors Configuring conversation visibility Awaited person types Configuring visitor presence initialization Concierge Configuring the concierge Concierge person customization Notifications Push notifications Configuring web notification permissions Pausing mobile and web push notifications Collaboration layers Introduction to collaboration layers Configuring and manipulating collaboration layers Configuring the document co-browsing collaboration layer Configuring the universal co-browsing collaboration layer Configuring the screen sharing collaboration layer Configuring the whiteboard collaboration layer Configuring the mobile co-browsing collaboration layer Conversation recording Setting up screen sharing with LiveKit Embedded co-browsing and the SecureFlow Manager (SFM) Configuring the embedded co-browsing collaboration layer Dynamic snippet injection Managing restricted resources without the SecureFlow Manager SecureFlow Manager usage Limitations of embedded co browsing Rendering Service Rendered co-browsing Configuring the Rendering Service Refresh behavior in universal co-browsing when migrating session Audio and video Call service providers Setting up audio and video with LiveKit Setting up audio and video with Azure Communication Services Setting up audio and video with Vonage Archiving audio and video chat using Vonage Configuring audio and video calls Closed captions in audio and video calls Troubleshooting Server diagnostics package Logging The audit log Troubleshooting database migration issues Monitoring Unblu in a Kubernetes cluster Reference The elements of a conversation Conversation and participation life cycles Message types Message states System-message-categories Entry paths User roles Resource history Unblu cookies Required HTTP Headers Content Security Policy (CSP) headers Setting the visitor-side locale Accessibility Markdown support Exporting individual conversations and the conversation history Embedded co-browsing security features Glossary Glossary Introduction to Unblu