Overview
The Workspaces app framework allows you to create interfaces tailored for specific user roles or workflows that help improve efficiency and productivity. Workspaces makes it easy to configure tailored experiences that present the right records, data, and other info alongside actionable insights to get work done faster.
Common personas and use cases
Topic | Guidance |
---|---|
Personas | Call center agents, help desk staff, investigators, dispatchers, operations staff |
Use cases | Case management, incident management, request fulfillment |
Key benefits
Multitasking made simple
Workspaces feature a tabbed navigation, making it easy to manage multiple records from the same screen. The tab structure makes it easy to quickly switch between incidents, cases, and any other info your team might need to get their work done.
Structured workflows
Workspaces provide playbooks, which allow you to define guided workflows for your teams to follow as they resolve their issues.
Flexibility
Each workspace supports different user personas (employee and manager, for example) that might require different views or access to other data sets. The ability to create page variants and tailor the experiences without creating a separate application enhances the value of your workspace investment.