Agent Workspace for Operators

Agent Workspace for Operators

Get started using the Agent Workspace, your one-stop-shop for chat, email, message management, remote access, and co-browse.

Note:
  • The Agent Workspace refers to co-browse as ActiveAssist.

Setting up & logging in to the Agent Workspace

To use the Agent Workspace, log in at https://agent.bold360.com.

Remember: If you log in using a BoldChat account, contact your account manager or sales representative for assistance accessing thee Agent Workspace.
Important: The Agent Workspace is intended for use with Automatic Distribution. Unassigned items are not shown in the Agent Workspace.

Quick Reference Card

Download and print this card to get started with the Agent Workspace: https://help.bold360.com/help/Bold360QuickReference.pdf