How do I modify Workspace Lists in Home?

Jamy1
Tera Guru

In the screenshot below, you can find the lists that appear on the front page of the workspace. I can't find where to modify "Active Interactions" and "Today's Interactions" for all users.

 

find_real_file.png

 

On a slightly related different concern: when an agent gets a chat (can accept or deny), is there a way to control what types of Interaction records pops up to them? For example, only interaction with a flag=true will pop up to them to accept/deny.

1 ACCEPTED SOLUTION

Mohith Devatte
Tera Sage
Tera Sage

hello jamy,

you can type in UI builder i the left navigator and click on it and select your workspace 

find_real_file.png

Click on the component  which you want to edit and the right side pane you can see the data to edit the configurations of the component

find_real_file.png

Also yes you can control the behaviour of the type of interaction your agents are getting 

Just navigate to Service channels-->open chat/interaction channel-->Scroll down to the related list and open the queues under the channel and give the routing condition as your flag is true in your condition builder 

open chat channel

find_real_file.png

Go to related list names as queues and then open them and then give your routing condition as flag =true

find_real_file.png

Hope this helps 

Mark the answer correct if this helps you

 

 

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2 REPLIES 2

Mohith Devatte
Tera Sage
Tera Sage

hello jamy,

you can type in UI builder i the left navigator and click on it and select your workspace 

find_real_file.png

Click on the component  which you want to edit and the right side pane you can see the data to edit the configurations of the component

find_real_file.png

Also yes you can control the behaviour of the type of interaction your agents are getting 

Just navigate to Service channels-->open chat/interaction channel-->Scroll down to the related list and open the queues under the channel and give the routing condition as your flag is true in your condition builder 

open chat channel

find_real_file.png

Go to related list names as queues and then open them and then give your routing condition as flag =true

find_real_file.png

Hope this helps 

Mark the answer correct if this helps you

 

 

Hi Mohith,

I really appreciate your thorough and helpful response. I was able to do everything I need thanks to your clear instructions.

Thank you!