Add custom components to the Contextual Side panel
- UpdatedAug 3, 2023
- 4 minutes to read
- Vancouver
- Navigation and UI
You can add or remove components in the Contextual Side panel. These components help agents resolve customer issues they're working on.
Before you begin
Role required: admin
About this task
Workspace comes preconfigured with components in the Contextual Side panel but you can add more. Each component can appear for all tables or you can set up a component to display only when an agent opens records from specific tables. The following image shows Agent Assist in the Contextual Side panel.
- Agent Assist
- Attachments
- Templates
In the following procedure, you create a Workspace Action that displays an icon in the Contextual Side panel, which opens a component in the panel.
Procedure
What to do next