Add a component to Agent Workspace
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- UpdatedAug 3, 2023
- 3 minutes to read
- Vancouver
- Building applications
Use custom components to create a custom Workspace interface to fulfill the specific need of your company's agents.
Communicating with customers through multiple channels can be time consuming. To be efficient in these omni-channel interactions, your agents need a single view of customer information to reduce context switching between multiple tools. By developing custom components for Workspace, your team can bring communications from multiple channels into one interface.
Adding components to a Workspace
Once deployed to your instance, you can add components to Workspace in these ways.
- Add a component to a Workspace modal
- Use a UI action to launch a custom component in a modal so an agent doesn't have to navigate to a different screen to accomplish a task. For more information, see Render a component in a modal.
- Add a component to a Workspace landing page using UI Builder
Use the UI Builder to create custom landing pages for your agents. UI Builder is a drag-and-drop tool that lets you visually arrange workspace components. For more information, see Creating custom landing pages for workspaces.
Configure properties in the now-ui.json file to use deployed components in the UI Builder. See Add a component to UI Builder.
- Add a component to a Workspace record view
- You can add custom or standard components to the component area in the Workspace record view. For more information, see Setting up Record View in workspace.
Add a component to UI Builder
Set properties in a configuration file to add your component to the UI Builder in your instance.
Before you begin
Procedure
What to do next
Related Content
- Custom Component Builder
Develop custom components using the Next Experience UI Framework and the ui-component extension.