
Contextual workspaces enable you to present ticket tools and features based on specific workflows. For example, your company might have a specific workflow to use when a customer makes a return, or when they have a billing issue. This article describes how to create a contextual workspace and define the conditions that will launch the workspace.
This article contains the following topics:
- About contextual workspaces
- Creating a contextual workspace
- Setting workspace conditions
- The agent experience
For information on how to manage contextual workspaces, see Managing contextual workspaces.
About contextual workspaces
Workspaces optimize your support workflow, without restricting the tools agents need to complete their jobs. With workspaces, you can simplify the forms and macros that agents see when they first open a ticket, and you can expand, collapse, or reorder apps.
The set of workspaces you define can be as simple or as detailed as you need. For example, you could have a single workspace that defines the ticket form and tools your Customer Support team uses, or you could define a full set of workspaces for your Fulfillment Center based different types of international shipping locations, product types, and currencies.
Workspaces are for recommendations, not restrictions. Agents can still search for other macros, apply other forms, or use other apps if desired.
Creating a contextual workspace
You create new contextual workspaces, and edit existing ones, from the workspaces page. You can create up to 50 active workspaces for an account and include up to 10 conditions per workspace.
To create a contextual workspace
- In the sidebar, click the Admin icon (
), then select Manage > Contextual Workspaces.
- Click the Add Workspace button. A new workspace builder opens. The builder includes four tabs: Details, Ticket Forms, Macros, and Apps.
- On the Details tab, Enter a Title and Description for the workspace, then enter the conditions that will launch the workspace. For more information, see Setting workspace conditions.
- On the Ticket Forms tab, use the Active form drop-down to select a predefined ticket form to associate with the workspace.
You can begin typing the name of the form to filter the displayed list, or you can scroll through the list to locate the form you need. When you select a form, a read-only list of ticket fields appears.
If you do not want to apply a ticket form, select No change from the menu.
- On the Macros tab, select one or more macros to associate with the workspace.
To select macros, you can begin typing the name of the macro to locate potential matches, filter the list by Categories or Permissions, or you can scroll through the list to locate the macro you need. Only shared macros are available when creating a workspace.
If your macros are sorted into categories, you can click the category name to drill down the list.
The macros you select appear in the Selected tab.
- On the Apps tab, select one or more apps to expand in the Apps panel. Only apps in the ticket sidebar can be set in contextual workspaces.
You can begin typing the name of the app to filter the displayed list, or you can scroll through the list to locate the app you need.
To change the order that apps appear in tickets, click and hold the drag handles to reorder the apps.
Agents can manually click the header of any app to expand or minimize it. The apps you select to Expand by default will be expanded for all tickets viewed in the workspace.
As you define the workspace, the Details tab shows a summary of what the agent will see when they first open the ticket, including form fields, available macros, and apps.
- Click Save. You are returned to the Workspace edit page, and the new workspace is added to the list.
Setting workspace conditions
On the Details tab, you can set the conditions that launch the workspace. Each workspace can include up to 10 conditions. For instance, in the example below, any incoming ticket using the Billing Issues form and routed to the Billing group will launch the workspace.
- On the Details tab, click the Add condition button under the Assign workspace if ALL conditions are met and/or Assign workspace is ANY conditions are met.
- If you add conditions under Assign workspace if ALL conditions are met, all of the conditions must be true for the workspace to apply.
- If you add conditions under Assign workspace is ANY conditions are met, one or more of the conditions must be true for the workspace to apply.
- Select a condition from the Conditions drop-down list.
- Select a field operator.
A field operator determines the relationship between your condition and its value. For example, if you select the field operator Is, your condition must be equal to the value. Different conditions contain different field operators.
- Select a value. Each condition contains a unique value.
- Continue to add as many ANY and ALL conditions as needed to create the correct logic for the workspace.
Zendesk recommends keeping your conditions simple so they are easier to troubleshoot and maintain. If you include conflicting conditions, an error message appears.
The agent experience
Once the workspace is activated and the conditions are met, agents will see ticket features that match the workspace definition. For example, when a German customer returns a camera, the ticket might look like this:
44 Comments
@Scott we're looking into this now. If you'd like to track the status of this issue, could you please send an email to support@zendesk.com?
Are there any plans to expand the conditions? I'd like to be able to eliminate using triggers to set a condition that then applies a workspace. For my situation, we set the workspace based on what email the ticket was created from. Since "Received at" is not an option for conditions in workspaces, we have to have a trigger that sets either tags or form and then the space can register.
Hey Amber,
I reached out to our team internally and it doesn't look like there's any plans currently on the roadmap to adjust the available conditions with Contextual Workspaces.
That being said, I highly encourage you to cross-post in our Support Product Feedback Forum to help provide visibility to our Product Managers as well as other users in need of a similar functionality.
Let me know once your feedback post is created and I'll pass this information along to the appropriate team :)
Cheers!
Hi, we have a customerservice team and a support team. Each with their own form. the support form is the default form, can I use conceptual workspaces to only show the customerservice form when a member of the customerservice team creates a new ticket?
it seems like conceptual workspaces only effect created ticket, is that correct? if correct, do any of you know of a different way to present two users with to different "default" forms?
Hey Alex,
You are correct and these workspaces will only be applied to a ticket that has already been created. I'm not aware of a way to restrict ticket forms shown when an agent is creating the ticket. Hopefully, others can jump in here and offer up an alternative solution for you :)
Cheers!
Is there are any way to sort macros in contextual workspace? Our macroses have different categories, but in the workspase, when we in ticket, they are in mess
Hi Antonina,
You can't sort macros within contextual workspaces at this time. I can see why this feature would be useful so I'll pass this feedback along to the appropriate team for consideration.
If you haven't done so already, you may want to restrict your macros to specific groups which can help with keeping them organized. More information in the following article: Organizing and managing your macros
Let me know if you have any other questions!
Are there any EAP's in the works for this? It's a good concept but needs much more work.
Will the addition of being able to add multiple forms ever be implemented?
Hello Gabriel Ortiz,
While your DOMO picture is on point, at this time, we have no EAP's to announce on this topic. I would suggest posting in our Product Feedback forum so our developers can consider this for future EAP's and our long term roadmap.
Best regards.
Excellent article!
Hey Scott Earl!
Confirmed that the tags condition currently works, if you want to enter multiple tags in the text box, you’ll need to comma separate the tags, like the following example:
We'll be turning the text box into a tags box shortly in the future.
Cheers,
JJ
How does this affect Personal Macro's? My agents reported their personal macro's don't show up once you apply contextual workspace, meaning they have to constantly use the back button to see their own macro's. Is there a way to add personal macro's to the context so they come up in the "relevant" list for users?
Hi David,
What your agents are reporting is expected behavior; personal macros are not currently a part of contextual workspaces.
Hey Nicolas P!
We just pushed a change that ensures Contextual Workspaces are applied upon opening an existing ticket (in addition to upon saving an existing ticket). You should now see the configured apps expanded/collapsed and relevant macros shown, when the condition is met upon opening an existing ticket.
If you're still experiencing otherwise, could you file a ticket to support@zendesk.com (cc me at jmiclat@zendesk.com) with details?
Cheers,
JJ
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