Workspace performance
Overview
Customer agent performance, conversations, actions and knowledge health.
Conversations over time
Queue & operations
Active channels
Knowledge health
Top intents
Recent activity
Cases / leads
Agent performance
Automation & review
Queue operations
Review queue
AI-drafted replies and actions waiting for approval.
12 conversations
Sorted by priorityConversation #C-2026-06-28-0847
Email, High priority, SLA 15m
- Action requires human approval: booking creation
- AI confidence: High (87%)
- Action risk: Medium
Agent wants to create a booking on behalf of the customer. Company policy requires approval for all bookings.
Hello Kristin,
Thanks for your message. We can help with EU-control for your Audi A4 (2019).
We currently have availability on Tuesday at 08:00, Thursday at 13:30 and Friday at 10:00.
Please let me know which option fits best, and I will confirm the appointment.
Best regards
Lier Bilservice
Proposed action
Medium riskCreate booking for EU-control. Proposed times: Tue 08:00, Thu 13:30, Fri 10:00.
Conversation operations
Conversation
Customer conversation, AI reasoning, actions and audit trail.
Conversation summary
Booking details
Customer operations
Customer admin
A focused workspace for customer context, upcoming actions and account-level service history.
Kristin Haugen
Verified customer profile linked across email, SMS and website chat.
Live customer context
Recent customer activity
Customer admin workspace modules
Profile & identity
Centralized verified contact points, trust level and customer-specific memory.
Conversation timeline
Unified cross-channel history with assistant actions, approvals and outcomes.
Open requests
Track booking changes, approvals, cases and unresolved operational tasks.
Channel preferences
Set consent, communication rules and customer-specific response expectations.