Activating and deactivating Agent Home

What's my plan?

Suite

Team, Growth, Professional, Enterprise, or Enterprise Plus

Support

Team, Professional, or Enterprise

Agent Home provides useful information to help your agents manage their tickets and view recently-completed work. Think of it as a personal command center to keep agents up-to-date and help them prioritize work. For more information, see Using Agent Home.

Admins can activate or deactivate Agent Home. When activated, Agent Home replaces the legacy agent dashboard in your account.

Agent Home

Legacy agent dashboard

This article includes these sections:

• Activating Agent Home
• Deactivating Agent Home

Related articles:

• Support recipe: Creating a view to replicate the legacy agent dashboard
• Support recipe: Creating a view to show CSAT ratings without the legacy agent dashboard

Activating Agent Home

Agent Home is activated by default in most accounts. When activated, agents will see Agent Home instead of the legacy agent dashboard.

To activate Agent Home

1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Agent interface.
2. Scroll to Agent Home, then select Enable Agent Home.

   

3. Click Save.

Deactivating Agent Home

When you deactivate Agent Home, agents will see the legacy agent dashboard instead of Agent Home.

To deactivate Agent Home

1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Agent interface.
2. Scroll to Agent Home, then deselect Enable Agent Home.

   

3. Click Save.