Finance Operations Workspace inbox

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Use the inbox to manage your incoming work items, such as chats and cases.

    To open the agent inbox, select the Inbox icon (Inbox icon.) in the Finance Operations Workspace.

    The inbox displays the queues that are assigned to you, the number of active chats in each queue, and the average wait time for chats in the queue.

    When you accept a chat, an interaction record is automatically created. The record captures the work done in that session.