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Configurable Agent Workspaces

The Power of Configurable Agent Workspaces

What Are Configurable Agent Workspaces?

Configurable agent workspaces are designed to allow customer support agents to handle multiple records in a single window, significantly improving efficiency, response times, and the overall customer experience. By reducing the need for constant window switching and enabling access to essential tools in one place, configurable workspaces provide a streamlined, intuitive interface for managing support cases.

Supportbench's agent workspace is a comprehensive solution that integrates seamlessly with Knowledge Base articles, popular third-party platforms like Jira, Salesforce, and Okta, and offers extensive customization options to tailor the workspace to individual agent needs.


Benefits of Configurable Agent Workspaces

1. Manage Multiple Cases Simultaneously

  • Agents can handle multiple cases at once without losing track of important details.

  • The optimized layout allows for quick switching between cases, making multitasking more efficient.

  • Easily create custom views to organize and prioritize cases based on urgency, status, or any other critical metric.

  • Perform batch actions such as merging, closing, transferring, or deleting cases directly from the workspace.

2. Customizable Workspaces for Maximum Efficiency

  • Agents can personalize their workspace based on their workflow and preferences.

  • Create custom views to filter and display cases by specific parameters such as priority, status, assigned agent, or issue type.

  • Manage priorities effectively by grouping data that matters most, ensuring high-priority cases receive immediate attention.

  • Save frequently used configurations as default views, eliminating repetitive setup processes.

3. Real-Time Tracking of Conversations and Emails

  • Supportbench enables real-time tracking of case updates, emails, and responses.

  • Set workflows to receive notifications for:

    • All cases or only those deemed critical.

    • Cases where the agent is an active participant or watcher.

  • The robust notification system ensures that agents never miss key updates, improving response accuracy and efficiency.

  • Gain visibility into all case-related communications, ensuring consistent and informed interactions with customers.

4. Automated Case Monitoring and Notifications

  • Stay informed of updates and critical case highlights with Supportbench's notification system.

  • Never miss an important status change or new development in an ongoing case.

  • Get notified of urgent issues that require immediate attention, improving case resolution speed and customer satisfaction.


How to Use Configurable Agent Workspaces

Step 1: Access the Command Center

  • Navigate to the Command Center in Supportbench.

  • Click on the settings cog icon to access customization options.

Step 2: Customize Your Workspace

  • Configure your preferred settings and defaults to align with your workflow.

  • Navigate to the columns section to customize your case layout.

  • Choose and organize key variables that are important for your daily case management.

  • Save these preferences to create an optimized workspace that enhances your productivity.


Final Thoughts

Configurable agent workspaces revolutionize the way support teams handle cases by providing a single, intuitive interface that integrates AI-powered suggestions, case tracking, and real-time notifications. With the ability to customize views, automate workflows, and enhance efficiency, Supportbench's configurable workspaces are a game-changer for modern customer support teams.

By implementing this advanced workspace solution, businesses can significantly improve agent productivity, case resolution times, and overall customer satisfaction. Start customizing your workspace today and experience the power of a fully optimized support environment!

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