Using the Chat dashboard with the Zendesk Agent Workspace

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Because the Zendesk Agent Workspace provides unified conversations across Chat and Support, this impacts some features on the Chat dashboard. This article describes how the Chat dashboard works when the Zendesk Agent Workspace is enabled.

This article contains the following sections:

• About the Chat dashboard
• Opening the dashboard
• Dashboard limitations

About the Chat dashboard

When the Zendesk Agent workspace is enabled, the Chat dashboard is available for managing Chat settings, but not for serving chats. Chats are disabled on the Chat dashboard to prevent cross-chat confusion between the Agent Workspace and the dashboard.

Administrators can use the dashboard for most other chat-related tasks, including viewing a list of active visitors, viewing chat history, monitoring chat volume, managing chat tags, and managing chat settings, but there are some limitations. For details, see Dashboard limitations.

In addition to disabling chats, collections of Chat agents are now managed as Support groups, instead of Chat departments. For more information, see Managing groups of agents in the Zendesk Agent Workspace.

Opening the dashboard

You open the dashboard, the same way you open a standard Chat dashboard.

To open the dashboard:

• Click the Zendesk Products icon () in the top bar, then select Chat.

When chats are disabled on your dashboard:

• Agents set their chat status in the Agent Workspace instead of the dashboard. They don’t see a chat status menu on the dashboard.

  Agent status is set from the Agent Workspace, not the Chat dashboard

  See Setting your chat status.

• Agents serve chats in the agent workspace, not on the dashboard. They won’t see incoming chats on the dashboard.

  Incoming chats appear in the Agent Workspace, not the Chat dashboard. An agent can initiate chats by accepting new incoming chats, multi-agent chats, and transfer chats.

  See Answering a chat.

• Clicking a visitor in the Visitor list on the dashboard opens the chat in the Agent Workspace.
  

  Note: If messaging is active on your account, the Visitor list on the Chat dashboard is deactivated.
• When the agent workspace is enabled, the Visitor List (High Load Dashboard) is automatically enabled.

Dashboard limitations

For information about Chat dashboard limitations in the Zendesk Agent Workspace, see Limitations in the Zendesk Agent Workspace. See also Before you migrate.