Workspace tutorial for agents starting with a chat
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- UpdatedAug 3, 2023
- 5 minutes to read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Walk through this tutorial to get an idea how you can use workspace when you receive a task by phone or chat.
Before you begin
Role required: agent
About this task
This tutorial starts with an agent working on a request that started with a chat. The workflow would be almost identical if the issue started with a phone call.
Procedure
What to do next
You've walked through answering and solving an incident reported in a chat. Before you tackle your first, real task, you can customize your workspace.