Connect workspace
The Connect workspace is a full-screen view of all your Connect Chat and Connect Support conversations in one place. It contains the conversation pane, which displays the conversation header and an expanded version of the mini window, and the conversation tools area.
To open the Connect workspace, navigate to or click the new window icon () in a Connect mini window. If you do not have any recent conversations, a screen appears
with helpful information about Connect.
The Connect workspace is composed of the following elements.
| Element | Description |
|---|---|
| Sidebar | Provides access to conversations. The Connect sidebar behaves the same way in the workspace as it does in the Connect overlay. The only difference is that the sidebar appears on the left edge of the Connect workspace. For more information about using the sidebar, see Connect sidebar. |
| Conversation pane | Displays the currently selected conversation. |
| Conversation tools | Provides quick access to key information, conversation members, attachments, and notification preferences for the currently selected conversation. Some of the conversation tools vary depending on the type of conversation. |
Conversation pane
The conversation pane of the Connect workspace displays the conversation header and an expanded version of the mini window.
The header displays basic conversation details like the avatar and name. You can edit these details for group or record conversations.
Below the header, messages appear in chronological order. You can enter messages in the text entry field at the bottom of the window.
Connect conversation tools
The conversation tools area in the Connect workspace contains several tabs, each represented by an icon.
Click an icon to open the tab. Click the same icon again to hide the tab. The tabs you see for each conversation depend on the conversation type and other conditions.
| Tab icon | Tab name | Description |
|---|---|---|
| Info | Contains the following sections, each of which appears only if it contains
information.
This tab is not available for support conversations. |
|
| Record | Displays a compact form view of a record created from the current conversation, such as an incident. If more than one record has been created from the conversation, there is a separate record tab for each one. These tabs are available only for support conversations. | |
| Knowledge Base | Displays a compact view of the knowledge homepage. For more information, see Share knowledge in a Connect Support conversation. | |
| Members | Lists all members of the current conversation. You can add or remove conversation members for group and record conversations. | |
| Attachments | Lists all attachments in the conversation. Click an attachment to open it. Click Add Attachment to upload an attachment. | |
| Notification preferences | Contains settings to control which notifications you receive for the current conversation. For more information, see Edit which notifications you receive for a conversation. |