Creating Workspaces

A workspace is a dedicated environment you can create to consolidate specific workstreams. Within a Workspace, you can connect social channels, review channels, messaging apps, emails, chat, and build chatbots. You can have multiple Workspaces and assign users to specific Workspaces.

Workspaces help filter the incoming interactions in the Unibox. Since all interactions from all connected channels enter the Unibox, having different Workspaces helps manage which interactions are displayed at one time.

For example, a business could use one Workspace for their Live Chat interactions and another for their Facebook chat interactions. The business could then assign specific users to the live chat Workspace and other users to the Facebook chat Workspace so dedicated employees can respond to the different types of interactions.

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Adding a Workspace

The first Workspace is created by default and is set up upon logging in for the first time. Select the Home icon from the left toolbar. Under the Onboarding tab, enter the name of the default Workspace.

To add additional Workspaces, click Add Workspace and select the channels you want to include in the workspace. Click Next.

Name the workspace to differentiate this space from other Workspaces.

Changing Workspaces

Select the Home icon from the left toolbar. Under the Onboarding tab, select the drop-down next to Edit Workspace and select the Workspace.

Editing Workspaces

Select the Home icon from the left toolbar. Under the Onboarding tab, select Edit Workspace.