Workbins (v8)
A workbin is like a personal queue or storage area where you can store email, Facebook, and Twitter interactions to be handled later.
As an agent you have two different workbins that you can use. If you are a Supervisor (Team Lead), you might have additional workbins that you can use to manage the interactions of the agents that you supervise, and you might be set up to edit Case Information.
You can access all of your workbins from the Supporting Views () menu.
How do I use the My Workbins view?
The list of available workbins depends on how your system is set up by your administrator. Some of the workbins which might be configured for you include:
- In Progress contains unprocessed inbound email interactions and Facebook and Twitter messages that you've saved by clicking Save in Draft Workbin.
- My Drafts contains outbound email interactions and Facebook and Twitter messages that you've saved by clicking Save in My Draft E-mails Workbin.
To view details, notes, and case date about an interaction that is stored in one of your workbins, select it. Information about the selected interaction is displayed in the tabs at the bottom of the Workbins view. To display the interaction information tabs, click the Show/Hide Details Panel button. ()
To open an interaction for editing or handling, select it and click .