Working on records in your Workspace
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- UpdatedAug 3, 2023
- 1 minute 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.
Use Workspace records to and provide information to your customers and process requests.
Callback features
If callback feature is enabled, customers can request a callback instead of waiting for the Agent to become available. Agents get the Callback Interactions routed to them, when they are available. For phone callbacks, auto-dialout will happen upon accepting the work item in the Inbox. However, the Agent can also use the phone icon in workspace to call the customer directly if the auto-dial did not succeed. Agents can perform the following actions in the workspace.
Note: Agents can see the customers name on the Inbox callback card.
Field | Description |
---|---|
Reattempt callback | Agents can reattempt a callback by selecting the More actions button and then selecting Re-attempt Callback. The Reason menu displays and
agents have the following options to choose from.
|
Closing callback | If the issue is resolved, Agents can close the callback. If closed, the system does not retry callbacks, and the callback task is closed. Agents can choose from the following options to close a callback.
When a callback is closed, Agents can see the transcript and a recording of the conversation in the Conversations tab. Note: The recording is also added to the Activity
stream and the Attachment tab. |