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  1. Use the suffix engage to Orbita environment to access Engage. For example, https://yourdomain.orbita.cloud:8443/engage/

  2. You will be redirected to the login page of Engage.

  3. Use https://orbita.atlassian.net/wiki/spaces/OCS/pages/13762610/User+management+in+Orbita+Personas+and+Users#Engage-settings to configure the permissions to who can have access to Engage.

  4. Log in to Engage. The landing page will have a welcome screen and a sidebar.

  5. The sidebar contains the below options.

    1. Orbita Answers - Clicking on this option takes you to Answers Page. You can configure your Knowledge Bases here. For more information on Answers, refer to Orbita Answers - Implementation Guide.

    2. Engage Hub - You can configure Url, K-Graph, Flow studio, Root Url.

    3. Engage Bots - Click on this option to access the Flow studio. You can configure your bot flow here. For more information, refer to Guide to Flow Studio

    4. Engage Insights - Provides Logs and analytics of Engage application. For more information, refer to Guide to Orbita Insights.

    5. Experience Manager - Click on this option and switch to Orbita’s Experience Manager. (This option is visible to the users who have access to both Experience Manager and Engage.) Refer https://orbita.atlassian.net/wiki/spaces/OCS/pages/13762610/User+management+in+Orbita+Personas+and+Users#Engage-settings

Info

If a user is given access to only Engage, he will not be able to switch back to Experience Manager.

Engage Hub

  1. Click on Engage Hub from the sidebar to view the Engage hub listing page.

  2. Click on the (+) icon to create a new Engage Hub.

  3. Fill in the name and description and click ADD.

  4. The Engage Hub settings screen is divided into two parts.

    1. Hub settings - You can configure all the dynamic content on your webpage here.

    2. Organization settings - You can configure organization details such as name, logo, and so on.

  5. Fill in the required fields and click on the Save icon.

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