Using the insights panel in Agent Workspace
The insights panel in Agent Workspace shows context-based information and provides access to actions relating to an agent’s current interaction.
Accessing insights panel features
To access the different features within the insights panel, use the icons in the right-hand navigation bar.
You can identify the different features by their icons:
— Customer 360. For information about using Customer 360, see Setting up and using Customer 360 in Agent Workspace.
— Interaction metadata. For information about Interaction metadata, see Interaction data in the insights panel in Agent Workspace.
— Secure payments. For information about using Secure payments, see Taking a secure payment during a call in Agent Workspace.
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Support and documentation feedback
For general assistance, please contact Customer Support.
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