laptop-binaryDigital Workspace

Learn all about your overflow service workspace.

The Digital Workspace connects agents to customers who have been escalated from virtual assistants present on channels such as WhatsApp, Facebook, websites and others.

Start service day

  • Access the tatodesk platform;

  • Access the Digital Workspace;

  • Access the Digital Service.

Service queue

When entering the Digital Workspace and starting your service, you will see the queue of waiting customers coming from various channels.

In addition, it is possible to handle more than one service simultaneously.

Service started

When starting the service, it is possible to interact not only through text messages, but also by sending files and automatic messages previously registered on the platform.

Still on the service screen, it is possible to:

  • Download: Downloads files from the service report or session and the service format;

  • Transfer Service: Sends the service to another agent or department;

  • Insert Additional Information: Adds extra data to the service form;

  • Insert Tag: Tags the service with a label for classification;

  • Insert Note: Records internal comments, visible only to the team;

  • View Notes: Shows the notes already inserted;

  • View Conversation: Displays the complete conversation history with the customer;

  • Search Ticket: Locates an existing ticket;

  • Create Ticket: Generates a new ticket from the service;

  • Related Services: Lists interactions linked to the same customer or case;

  • Document Submissions: Shows files sent by the customer;

  • Customer does not respond: ends the service indicating the occurrence of lack of response from the customer.

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Want to learn more about the Digital Workspace? watch on our YouTube: https://www.youtube.com/embed/NkU0PberBeo?si=eCsEVpHgATkDttgq

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