⚙️ Deployment Prerequisites
See CX Deployment Prerequisites for the detailed platform, operating system, and network prerequisites required before deploying Expertflow CX.
Core Components (Mandatory)
The CX-Core platform is the required base for every setup. It contains the unified routing engine, interaction management, Agent Manager, and the data platform. The deployment also includes Live Web Chat, WhatsApp Business, other social media channels, SMS, and email.
|
Component |
Purpose |
No. of VMs |
Recommended Specs (per VM) |
Notes |
|
CX-Core Platform (Combined) |
Unified Routing, Agent Manager, ETL, CX Analyzer, external statefulset, Chat, social media, SMS, and email channels. |
2 VMs |
6 vCPU, 16 GB RAM, 150 GB HDD/SSD* |
ETL will be deployed on a separate VM |
|
Monitoring Solution |
Provide real-time observability and performance tracking across all system components, enabling rapid root-cause investigation, proactive support, and streamlined issue resolution to ensure maximum production uptime. |
1 VM |
|
A must-have for production deployments, however, can be skipped for trial or non-production deployments. |
-
For HA, use a redundant setup of the same specs
*Disk space requirement is dependent on data retention period.
Voice Add-on
This is required only if the voice channel is needed.
|
Component |
Purpose |
No. of VMs |
Additional Specs |
Scaling Notes |
|
Media Server |
Inbound and Outbound CX-Voice, including legacy IVR (DTMF menus), announcements, conferencing, along with media recording |
1 VM |
4 vCPU, 8 GB RAM, 100 GB Disk* |
Installed as a system service outside the main Kubernetes cluster. |
*Disk space requirement is dependent on the volume of call recording and data retention period.
Add-on Components (Optional)
|
Component |
Purpose |
No. of VMs |
Additional Specs |
Notes |
|
Surveys and Campaigns |
Outbound Campaigning and Surveys Backend |
0 (Co-located with CX-CORE) |
1 vCPU, 4 GB RAM, 50 GB Disk |
Deployed on the mandatory CX-Core instance. Mentioned Specs to be added to the CX-Core Platform VM |
|
Quality Management |
|
0 (Co-located with CX-CORE) |
1 vCPU, 2 GB RAM, 50 GB Disk |
|
|
WFM (Workforce Management) |
Optional Scheduling/Forecasting Backend |
1 VM |
2 vCPU, 6 GB RAM, 50 GB Disk |
Dedicated server for PoC environment. |
For HA deployments, a redundant setup of the same hardware specifications is required.
Voice AI (NOT FINALIZED)
|
Component |
Purpose |
Min. Instances |
Recommended Specs (per VM) |
Scaling Notes |
|
Voice AI Gateway |
Voice stream fork to ASR/TTS/NLU/LLM |
3 VMs |
|
Required only for testing Conversational IVR/Voicebots. |
|
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Third-Party AI/LLM |
External ASR/TTS/NLU/LLAMA |
1 VM (Consult Vendor) |
Highly dependent on model. May require GPU. |
Not managed by the CX Helm chart. Must be provisioned separately. |
💡 Summary for Presales
The PoC environment is typically a single-node deployment for core services. Hardware requirements are driven primarily by the need to separate the resource-intensive voice and bot components.