Setting up Agent Workspace

joel_tan1991
Kilo Contributor

‎11-08-2018 02:03 AM

Hi,

I've been playing around the Agent Workspace for some time while looking at videos to guide me. It's been great so far but I have encountered some issues which I am unable to find any help on. Any help will be greatly appreciated!

1. Configuring related lists

I have created a view "workspace" in the incident form. In the platform, it contains the related list. It does not appear in the Agent workspace though.

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Agent Workspace:

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2.  Setting up the queues for the chat

I have only 3 lounge available on the workspace

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I can only see the records if I were to manually create them in the interaction list.

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Below are a list of queues I have created (Using both the global and walk-up experience scope).

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I have registered a couple of users into the queue that was created using the walk-up experience scope.

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Finally, the walk-up portal does not show the other queues.

 

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Anyone has any idea?

Thank you.

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Runjay Patel
Giga Sage

‎12-15-2020 01:28 AM

Learn Agent Workspace from scratch to end with real world implementation and get live project hands-on.

Step by Steps implementation: https://www.youtube.com/playlist?list=PLIGcZxQaeEoj0XXBqTfReQwR44OeDYYb0

This Series help you to understand below topics

  1. How to setup Agent Workspace
  2. Plugins required.
  3. Create Studio application for Agent Workspace.
  4. Lading Page configuration in details.
  5. List Layout and Categories configuration.
  6. Form Layout, Header and Ribbon configuration
  7. UI Actions and notifications.
  8. Global search and Agent assist.
  9. Live Agent chat configurations.
  10. Integrate Connect Support with Agent Workspace
  11. Difference between Agent Workspace and ITSM Agent Workspace?
  12. Custom form for app: UI page, service portal widget or Agent Workspace component?
  13. View and Create Reports in Agent Workspace
  14. For LIVE AGENT where the service desk can access to the chat in back-end? via AGENT WORKSPACE OR CONNECT SUPPORT
  15. Agent Workspace - convert incidents to Request Items and vice-versa
  16. Add Knowledge search in Agent Workspace to Contextual form
  17. UI Action to pop up Email from Agent Workspace
  18. Bar Graph
  19. Open frame API in Agent Workspace
  20. How to use Assignment workbench in Agent Workspace?
  21. Viewing Interaction Records in Agent Workspace
  22. Agent Chat in Service Portal without Virtual Agent
  23. And many more.
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