Team, workspace and integrations

Manage agency workspaces

Create and oversee separate client desks without mixing customer conversations, members, or settings between them.

Keep clients separated

Create one workspace per client and use recognisable names. Always check the active workspace before changing settings or answering a conversation.

Manage lifecycle deliberately

Agency managers can create or suspend client workspaces. Confirm the target and customer impact before suspension because normal access may stop.

Review from the agency view

Use the agency workspace list to see status and move into the correct desk. Each client also shows how many tickets are open and how long the oldest one still waiting for a reply has been waiting, so you can see who needs you first. Press Open tickets on a client to go straight into that desk's queue. Return to the agency view before beginning work for another client.