Workspaces
- 1. Understand and create workspaces
Use a workspace when a team, service or channel needs its own setup. Each workspace brings together agent settings, members, business hours and a webchat…
- 2. Edit a workspace
Adjust a workspace when its team, knowledge or operating rules change. Open Settings → Workspaces → Edit with an Admin account. Check the workspace name before…
- 3. Manage workspace members
Workspace membership gives colleagues access to conversations and includes them in the relevant notification and assignment pools. Add the people who will…
- 4. Add channels to a workspace
Connect each customer channel to the team that should handle it. Open Settings → Channels with an Admin account; each workspace card shows its channel…