Customizing CX Helm Chart Deployments

Overview

Traditionally, customisation of CX Helm charts required downloading and editing the full values.yaml:

helm show values expertflow/cx --version 4.10.0 > helm-values/ef-cx-custom-values.yaml

However, this approach tightly couples your custom values to a specific version. Upgrading to a new chart version (e.g., from 4.10.0 to 4.10.1) requires manually syncing or merging your custom file with the latest changes — a time-consuming and error-prone process.

This guide introduces a modular approach that allows you to:

• Apply only the customisations you need.

• Seamlessly upgrade to newer Helm chart versions.

• Avoid maintaining full duplicate copies of chart values.

New Customization Strategy Overview

You can check the default values.yaml by using the helm show values command, to check core values,yaml

helm show values expertflow/<chart name> --version 4.10.0

# i-e to list the default values.yaml for cx chart

helm show values expertflow/cx --version 4.10.0

Step-by-Step: Customise Chart with Minimal Overrides

Create a custom-values.yaml file and add the customised values that you need.

You can now provide a lightweight override YAML file (e.g., ef-cx-custom-values.yaml) like this:

global:
  ingressRouter: "custom.domain.com"
  efCommonVars_IS_WRAP_UP_ENABLED: true
  efCommonVars_WRAPUP_TIME: "90"

efConnectionVars:
  ACTIVEMQ_KEY_STORE_PASSWORD: "CustomSecureKey123"
  REDIS_PASSWORD: "CustomRedisPwd"

agent-manager:
  siteEnvVars:
    - name: LOG_LEVEL
      value: "info"
    - name: ACCEPT_TIMEOUT
      value: "90000"

Then install/upgrade with:

helm upgrade --install ef-cx expertflow/cx \
  --namespace expertflow \
  --version 4.10.1 \
  --values ef-cx-custom-values.yaml

Examples of Customisations by Section

1. global and efCommonVarsSection

Customise domain, registry, certs, timezones, logging, and feature toggles.

global:
  ingressRouter: "devops234.ef.com"
  ingressClassName: "nginx"
  imageRegistry: "gitimages.expertflow.com"
  imagePullSecrets:
    - ef-gitlab-secret

  efCommonVars_IS_WRAP_UP_ENABLED: true
  efCommonVars_WRAPUP_TIME: "90"
  efCommonVars_TZ: Asia/Karachi

2. efConnectionVars

Used for secure connections to MongoDB, Redis, Vault, Keycloak, etc.

efConnectionVars:
  MONGODB_HOST: "mongo-mongodb.custom.svc:27017"
  MONGODB_PASSWORD: "CustomMongoPwd123"
  REDIS_PASSWORD: "CustomRedisPwd"

3. siteEnvVars (Component-Level Overrides)

Overrides specific environment variables for a component without touching extraEnvVars.

agent-manager:
  siteEnvVars:
    - name: LOG_LEVEL
      value: "warn"
    - name: SOCKET_PING_TIMEOUT
      value: "30000"

You can apply siteEnvVars to any component like routing-engine, conversation-manager, cim-customer, etc.

Upgrading to a New Version

When upgrading:

helm upgrade --install ef-cx expertflow/cx \
  --namespace expertflow \
  --version 4.10.1 \
  --values ef-cx-custom-values.yaml

What happens:

• Default chart values from 4.10.1 are used.

• Your file overrides only the values you specify.

• Any new variables in 4.10.1 will use their default value unless explicitly overridden.