Subsites
Organise one website account into named subsites with their own identity, settings and allowed operators.
What it is
A subsite separates a brand, region or country site within one INSIDE website account. Each subsite has its own name and badge, and can hold settings and operator assignments.
Who uses it and why
Powerfront maintains subsite identity and access on your behalf. Supervisors can ask Powerfront to review the Allowed Operators list to check coverage.
Where to find it
Powerfront manages Settings › General Settings › Subsites. Ask Powerfront to edit a subsite or manage its Allowed Operators assignments.
How it works
- Ask Powerfront to add a subsite and enter Name and Moniker.
- Powerfront chooses a Badge. All three fields are required by the editor.
- Powerfront sets brand, region, country and any integration options you use, then saves.
- Ask Powerfront to review Allowed Operators and add or remove the appropriate people.
The list can show the subsite's country, badge and allowed operator count. A configured Website URL makes its name or image a link.
Configure it
Ask Powerfront to set the subsite-specific options in its editor. Salesforce record-type choices appear only when the relevant integration is enabled. Scheduling uses subsite details for brand configuration when scheduling is enabled.
To add business attributes, ask Powerfront to enable Subsite Custom Data and declare its Custom Data Variables in Settings › General Settings › Admin, then enter the values in the subsite editor. Ask Powerfront to configure Enforce subsite permissions in queue separately if subsite access should restrict queue eligibility.
Settings
| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Mobile Operator Screen Sharing Start URL | Settings › General Settings › Subsites | subsite | Not set | Powerfront | Sets the starting address for mobile operator screen sharing. |
| Enable Transfer Basket | Settings › General Settings › Subsites | subsite | Off | Powerfront | Enables basket transfer for the subsite. |
| Salesforce Case Record Type | Settings › General Settings › Subsites | subsite | Not set | Powerfront | Selects the Salesforce case record type when Salesforce is enabled. When not set, no subsite-specific record type is selected. |
| Salesforce Account Record Type | Settings › General Settings › Subsites | subsite | Not set | Powerfront | Selects the Salesforce person account record type when available. When not set, no subsite-specific record type is selected. |
| Hide Badge on Visitors | Settings › General Settings › Subsites | subsite | Off | Powerfront | Hides this subsite's badge on visitor avatars. |
| Subsite Custom Data | Settings › General Settings › Admin | website | Off | Powerfront | Makes declared subsite custom fields available. |
| Custom Data Variables | Settings › General Settings › Admin | website | Not set | Powerfront | Declares the fields available under Subsite Custom Data. |
| Enforce subsite permissions in queue | Settings › General Settings › Admin | website | Off | Powerfront | Applies subsite permissions to queue eligibility. |
Fields
| Field | Where | Required | What it is for |
|---|---|---|---|
| Name | Settings › General Settings › Subsites | Yes | Names the subsite. |
| Moniker | Settings › General Settings › Subsites | Yes | Sets its short identifying label. |
| Brand | Settings › General Settings › Subsites | No | Groups the subsite by brand. |
| Region | Settings › General Settings › Subsites | No | Groups the subsite by region. |
| Country | Settings › General Settings › Subsites | No | Associates the subsite with a country. |
| Website URL | Settings › General Settings › Subsites | No | Sets the website link for the subsite. |
| Badge | Settings › General Settings › Subsites | Yes | Selects the image identifying the subsite. |
| Custom Data | Settings › General Settings › Subsites | No | Stores values for the custom fields declared for subsites. |
Permissions
| Permission | Lets you |
|---|---|
| Powerfront | Manage subsites and their Allowed Operators on your behalf. |
| Allowed Operators | Adds or removes operators' access to this subsite. |
Limits and good to know
Active subsite names must be unique within the website account. Deleting a subsite removes it from current use while retaining historical records.
Subsite assignment and queue enforcement are separate choices. A badge or brand label alone does not restrict which operators receive work.
Depends on and works with
+20 more · used by
- Saved responses as AI knowledgeEnhances
Response subsite restrictions accompany the uploaded article.
- Messaging channel connectionsConfigured by
An account can be associated with a subsite.
- Post-chat surveys in messaging channelsConfigured by
A subsite address can supply the linked-survey page address.
- SMS number and channel setupConfigured by
Subsite assignment affects conversation placement and outbound number selection.
- Email account and mailbox setupConfigured by
Mailbox subsite selection affects ticket placement and sender defaults.
- Voice provider accounts and telephone numbersConfigured by
A number can be associated with a subsite.
- Telephone directory and number blockingConfigured by
Directory entries can be associated with subsites.
- Live show setup and schedulingConfigured by
Show definitions can be associated with website subsites.
- Company Shows with prerecorded videosConfigured by
Subsite assignments affect management filtering and the share destination.
- Remote camera registration and accessConfigured by
Subsite selections support camera filtering.
- Commerce provider setup and selectionEnhances
Subsites let providers serve selected brands, regions or country sites within the website.
- Assisted basket transfer to the storefrontConfigured by
A subsite can supply its own basket-transfer enablement.
- Salesforce contactsConfigured by
An applicable subsite record type takes precedence over the website's record type.
- Salesforce cases and conversation linksConfigured by
An applicable subsite case record type takes precedence over the website choice.
- Dynamics 365 conversation activitiesEnhances
Available subsite context is included in the activity.
- Team comparison reportsConfigured by
Subsite definitions provide brand, region and country classification.
- Reports Dashboard and business filtersConfigured by
Subsite definitions determine the subsite choices passed to the embedded dashboard.
- Website, channel and subsite accessConfigured by
Subsite definitions supply the choices; changing a subsite's Allowed Operators updates operator subsite assignments.
- Importing and exporting operatorsConfigured by
Imported subsite assignments must match the website's subsite catalogue.
- Business hours and schedulingConfigured by
Subsite names and website links supply brand details for appointment booking.
View all connections as a list
This feature uses
- Website accounts · managed by PowerfrontRequires
Subsites belong to a website account.
- Admin settings and feature switches · managed by PowerfrontConfigured by
Admin enables custom data and queue enforcement.
- Roles and permissionsConfigured by
Administrator privileges control access to subsite administration.
- Website, channel and subsite accessConfigured by
Allowed operators and their subsite grants control access.
- Business hours and schedulingEnhances
When scheduling is enabled, saving a subsite also updates its booking brand.
- Image and font librariesEnhances
Choose a subsite badge from the image assets.
- Salesforce connection and operator setupEnhances
Connecting Salesforce makes record-type choices available in subsite settings.
- Salesforce contactsConfigured by
Salesforce person-account settings determine whether a subsite can select an account record type.
Used by
- Visitor page and product trackingEnhances
Optional subsites separate tracked page and content context within a website account.
- Floor avatar indicatorsEnhances
Subsite badges can appear in the 3D conversation scene when badge positions are free.
- Monitor modeEnhances
Subsites provide additional service views in the rotation.
- Chat linksConfigured by
Subsite records supply the subsite choices available when configuring a chat link.
- Visitor event targeting conditionsEnhances
Subsite, brand, region and country support targeting.
- Virtual Assistant task messages and identityEnhances
Subsites allow task responses and links to vary by brand or region.
- Virtual Assistant task actionsEnhances
Subsites allow general and subsite-specific task actions to run together.
- Knowledge Base connections for AIEnhances
Weaviate requests can include the visitor's website and subsite context.
- Saved responses as AI knowledgeEnhances
Response subsite restrictions accompany the uploaded article.
- Messaging channel connectionsConfigured by
An account can be associated with a subsite.
- Post-chat surveys in messaging channelsConfigured by
A subsite address can supply the linked-survey page address.
- SMS number and channel setupConfigured by
Subsite assignment affects conversation placement and outbound number selection.
- Email account and mailbox setupConfigured by
Mailbox subsite selection affects ticket placement and sender defaults.
- Voice provider accounts and telephone numbersConfigured by
A number can be associated with a subsite.
- Telephone directory and number blockingConfigured by
Directory entries can be associated with subsites.
- Live show setup and schedulingConfigured by
Show definitions can be associated with website subsites.
- Company Shows with prerecorded videosConfigured by
Subsite assignments affect management filtering and the share destination.
- Remote camera registration and accessConfigured by
Subsite selections support camera filtering.
- Commerce provider setup and selectionEnhances
Subsites let providers serve selected brands, regions or country sites within the website.
- Assisted basket transfer to the storefrontConfigured by
A subsite can supply its own basket-transfer enablement.
- Salesforce contactsConfigured by
An applicable subsite record type takes precedence over the website's record type.
- Salesforce cases and conversation linksConfigured by
An applicable subsite case record type takes precedence over the website choice.
- Dynamics 365 conversation activitiesEnhances
Available subsite context is included in the activity.
- Team comparison reportsConfigured by
Subsite definitions provide brand, region and country classification.
- Reports Dashboard and business filtersConfigured by
Subsite definitions determine the subsite choices passed to the embedded dashboard.
- Website, channel and subsite accessConfigured by
Subsite definitions supply the choices; changing a subsite's Allowed Operators updates operator subsite assignments.
- Importing and exporting operatorsConfigured by
Imported subsite assignments must match the website's subsite catalogue.
- Business hours and schedulingConfigured by
Subsite names and website links supply brand details for appointment booking.
FAQ and troubleshooting
Why will the subsite not save?
Ask Powerfront to check Name, Moniker and Badge, and that another active subsite does not already use the name.
Why are custom fields missing?
Ask Powerfront to enable Subsite Custom Data and declare its fields first.
How do I change who serves a subsite?
Ask Powerfront to change its Allowed Operators list, or have a user with the Settings or Manager role and the required operator permissions edit the operator's Allowed Sub-sites.
Does deleting a subsite delete its history?
No. Removal retires the subsite from current use and retains historical records.