Configuration
Unblu is incredibly versatile and can be extensively configured to suit a wide variety of use cases.
You can define different configuration settings at different levels, known in Unblu as scopes. Configuration scopes span from a superadmin defining global account settings that apply to an entire installation, to specific settings that apply only to a single engagement type or even an individual conversation. For more information on scopes and cascading configuration properties, refer to the configuration property scope and the configuration cascade.
In addition to the different configuration scopes, there are multiple ways of configuring your Unblu system:
- Configuration property files
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Among other things, Unblu configuration files let you configure the Collaboration Server before it starts. For more information, refer to Using configuration files.
- Web-based configuration UIs
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Unblu has two user interfaces that let you set configuration properties: the Account Configuration interface and the Global Configuration interface. For a detailed description of the Account Configuration interface, refer to the Account Configuration interface guide. For information about the Global Configuration interface, refer to the Global Configuration interface guide.
- Unblu web API
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Many web API endpoints include an
expandquery parameter. If you use the query parameter with the valueconfiguration, you can pass the endpoint the names of configuration properties and the values they should be assigned. For more information, refer to the Unblu web API.
This section of the documentation explains how to configure different aspects of Unblu using these means.
Basics
Some configuration tasks are necessary for almost every Unblu Spark deployment. The articles in this section describe these common tasks.
UI theming
Give Unblu Spark the look and feel that best suits your organization’s brand identity, and adapt how Unblu’s UIs behave to your users' expectations. The articles below describe how.
Users and teams
Managing users and teams needn’t be a daunting task. These articles give you everything you need to know about managing users and teams in Unblu Spark.
Conversations
Conversations are the keystone of any interaction in Unblu Spark. They’re both powerful and versatile. Their behavior can be tailored to your organization’s needs. The articles in this section describe how.
Notifications
Users must know when there are new messages in conversations they’re participating in. To this end, Unblu Spark offers a variety of notification methods, which are described in the articles in this section.
Mobile notifications are discussed in the articles Android on iOS integration.
Collaboration layers
Collaboration layers allow your organization to engage with clients and prospects in more meaningful ways. Your relationship managers can review websites and documents with clients, conduct online audio and video calls, or give online presentations to groups of clients.
Each of these collaboration options can be configured to match your organization’s needs. The articles in this section give you the information you need.
Embedded co-browsing and the SecureFlow Manager (SFM)
Embedded co-browsing gives your employees to what your clients and prospects see on any part of your website where it’s been enabled. It’s a very powerful collaboration tool, and the best way to configure it depends on your use cases and your current system infrastructure.
The articles in this section describe how to get embedded co-browsing up and running.
Audio and video
By adding Unblu Spark’s audio and video call capabilities to other features such as embedded co-browsing, you can offer your clients and prospects a more well-rounded engagement experience. At the same time, you maintain full control over any data, making it easier to meet the finance industry’s stringent legal and compliance requirements.
The articles here describe how to configure Unblu Spark to work with different call service providers.