Standard Workspaces
B2C Service provides a preconfigured set of standard workspaces, one of each workspace type, suitable for most common record editing. Each is named for its workspace type and is used as the default workspace for its corresponding editor for all new profiles.
This table lists the standard workspaces and when they are used. Your explorer may list fewer workspaces depending on which B2C Service products are enabled on your site. Contact your Oracle account manager for information about enabling products. For information about workspaces on the Agent Browser UI, see Administering the Agent Browser User Interface.
Workspace | Description | Supported in Agent Browser UI |
---|---|---|
Answer | The standard answer workspace displayed when a staff member adds or edits an answer. | Yes |
Answer Multi Edit | The standard answer workspace displayed when a staff member edits multiple answers. | Yes |
Asset | The standard assets workspace displayed when a staff member adds or edits an asset. | Yes |
Asset Multi Edit | The standard assets workspace displayed when a staff member edits multiple assets. | Yes |
Chat Sessions | The standard chat sessions workspace displays when an agent
accepts a chat from a customer or when a supervisor monitors a chat. The chat sessions workspace uses the chat workspace type. |
No |
Chat Sidebar | The standard chat sidebar workspace has no function and is no longer used. | No |
Contact | The standard contact workspace displayed when a staff member adds or edits a contact. | Yes |
Contact Multi Edit | The standard contact workspace displayed when a staff member edits multiple contacts. | Yes |
Incident | The standard incident workspace displayed when a staff member adds or edits an incident. | Yes |
Incident Multi Edit | The standard incident workspace displayed when a staff member edits multiple incidents. | Yes |
Interaction | The standard interaction workspace displayed when a staff member chats with a customer on the Agent Browser UI. When a chat is initiated, the engagement panel opens with an interaction workspace where contact information for the chat is created. An incident for the chat is also created if the staff member has add/edit permissions for incidents. | Yes |
Opportunity | The standard opportunity workspace displayed when a staff member adds or edits an opportunity. | Yes |
Opportunity Multi Edit | The standard opportunity workspace displayed when a staff member edits multiple opportunities. | No |
Organization | The standard organization workspace that is displayed when a staff member adds or edits an organization. | Yes |
Organization Multi Edit | The standard organization workspace that is displayed when a staff member edits multiple organizations. | Yes |
Quote | The standard quote workspace displayed when a staff member adds or edits a quote. | No |
Quote Product | The standard quote product workspace that is displayed when a staff member adds a sales product to a quote. | No |
Service Opportunity | The standard service opportunity workspace that
displays when a staff member adds or edits a service opportunity. The service opportunity workspace uses the opportunity workspace type. |
No |
Task | The standard task workspace displayed when a staff member adds or edits a task. | Yes |
Task Multi Edit | The standard task workspace displayed when a staff member edits multiple tasks. | Yes |