Conversation Studio (Control Flow) Configuration Guide

Purpose of this Guide

This guide provides step-by-step instructions for deploying and configuring Conversation Studio access within your CX environment. It covers the deployment process through CX Core Helm chart and the mandatory Keycloak configuration required for user access.

Note: This guide needs to be followed in order to access Conversation Studio after the CX Deployment.

Intended Audience

This guide is intended for:

• Devs / QA / RMT: For deploying and accessing Conversation Studio.

• Support Team Members: For troubleshooting access issues and understanding the setup process

• System Admin: For deploying and accessing Conversation Studio on the target machine.

Requirements

• CX Deployement https://expertflow-docs.atlassian.net/wiki/x/r5Qm

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Step 1: Deploy the CX Core Helm Chart

Conversation Studio will be automatically deployed as part of the CX Core Helm chart installation.

No separate deployment is required for Conversation Studio.

Step 2: Keycloak Configuration (Mandatory)

To access the Conversation Studio UI, make sure you perform the following steps in Keycloak:

1. Create a new user.

2. Assign the conversation-studio-admin role to that user.

3. Log in to the UI using this user's credentials.

Step 3: Accessing Conversation Studio

Once the deployment completes successfully, Conversation Studio will be available at:

https://<FQDN>/conversation-studio