Create a custom landing page to show agents the important tasks they can undertake.

Before you begin

Important: The builder described on this page is for building and editing landing pages in all workspaces except CSM. For information about the new UI Builder that builds and edits all pages in CSM Workspace, see UI Builder.
Role required: workspace_admin or ui_builder_admin

About this task

A landing page is an agent's initial view of their workspace. Fill the landing page with the minimal amount of information that your agents need so that they can start working on the most important tasks. Your instance should have at least one landing page.

Figure 1. Landing page
Landing page

Procedure

  1. Navigate to All > Workspace Experience > Administration > All Workspaces and click a workspace.
  2. If the page that opens is not editable, click the here link in To edit this record click here.
  3. Click Open in UI Builder.
  4. To create a landing page, do one of the following.
    To do this taskDo this
    Create a landing page starting with no components
    1. Click Page Actions and select +New Page.

      You can also click the plus icon (+) on the Pages tab.

      Create new page

    2. On the modal, in Enter the name of your landing page, enter the name of the new landing page.
    3. In the Application field, specify what applications that you want this new landing page to appear in.
    4. In the Protection field, specify a policy. None—Enables anyone to view and modify the landing page. Read-only—Enables anyone to view but not modify the landing page. Protected—Prevents everyone but you from viewing or modifying the landing page. In all of these options, the page creator, can view and modify the landing page.
    Copy a landing place to use as a starting point for a new landing page
    1. Click Pages and click the landing page that you want to copy.
    2. Click Page Actions and select Copy Page.
    3. On the modal, in Enter the name of your landing page, enter the name of the new landing page.
    4. In the Application field, specify what applications that you want this new landing page to appear in.
    5. In the Protection field, specify a policy. None—Enables anyone to view and modify the landing page. Read-only—Enables anyone to view but not modify the landing page. Protected—Prevents everyone but you from viewing or modifying the landing page. In all of these options, the page creator, can view and modify the landing page.
    6. Click Create copy.
  5. Click Save.

Example

In the following example, you can see the two places that the value, My first landing page, for Enter the name of your landing page appears, and where the value for Application, Agent Workspace, appears.

Landing page properties results

What to do next

Now that you've created a landing page, you can add components to it.