Workspace Builder

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Workspace Builder enables you to quickly create and tailor custom workspaces where agents work on open records.

    This video shows you how to create a workspace in Workspace Builder.

    You can use Workspace Builder to quickly create workspaces for workspaces built starting with Zurich. Workspace Builder enables you to edit the workspace home page, list pages, and record page contextual side panel directly in the Workspace Builder preview canvas. For workspaces created before Zurich, or if you need more robust functionalities and configurations, edit the workspace in UI Builder from a tab within AES.

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