Interaction Management in Service Operations Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Interactions are a centralized location for all communication channels in Service Operations Workspace. You can respond to an incoming chat, phone, walk-up, or messaging interactions faster.

    Interaction landing page

    Details tab

    This tab displays the detailed information of an interaction. For information about fields in this section, see Create an interaction in Service Operations Workspace.

    From the Compose section, you can add work notes for the interaction.

    For information about how you can configure fields in this tab, see Configure a task record form in Service Operations Workspace.

    Related records tab

    This tab provides a list view of the records associated with the interaction, for example, tasks related to this interaction, incidents related to the requester, and tasks related to the requester. You can add a record, create a record, or remove it from the interaction.

    Contextual side panel

    From this section, you can view record information, requester information, add attachments, and create templates for reuse.

    For information about Interaction Management, see Interaction Management.