Knowledge Homepage in CSM Workspace
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11-06-2023 06:44 AM
What is the recommended way to create a Knowledge Homepage accessible from the CSM Workspace by agents? I see documentation around UI Builder as well as Service Portals, but I am unsure of the best way for agents to access this information while remaining in the CSM Workspace. Any advice is appreciated! Thanks!
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03-11-2024 11:55 AM
Did you every come up with something for this @kshort? We are looking to do something similar.
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07-11-2024 07:33 AM - edited 07-11-2024 07:34 AM
I didn't get a response on here, but I ended up figuring it out by using UI Builder to add the Knowledge articles to our agent's homepage as simple lists. I did Most Helpful/Viewed and Featured using the kb_table, selecting the appropriate columns and filtering as needed.
Sorry for the delayed response @Steve Kelly, if you have any other questions let me know 🙂
