03 Workspaces & Portals One platform. A focused experience for every role. Give agents a fast operational workspace, administrators composable tools, and customers a branded self-service portal—all powered by the same permissions, content, and data.
ONE CONNECTED FOUNDATION Data model Permissions Automation APIs & integrations EXPERIENCES Agent workspace Priority operations My open work Customer record Customer portal Home Knowledge base System status Submit request SD ⌂ ◫ ◎ ▥
Needs attention 12 Within SLA 94% Customer risk 3
AC Regional invitations failing Acme Manufacturing · Enterprise SLA 38m
NS SSO provisioning question Northstar Labs · Enterprise SLA 1h
AC Acme Help Center ☾
How can we help? ⌕ Search guides, questions, and updates ? Browse help articles 124 resources ↗ Submit a request Adaptive forms
✓ All systems operational View system status
HOW IT CONNECTS
Configuration becomes operating capability. 01 Agent workspace Persistent navigation, focused ticket work, reusable views, and the customer context needed to resolve issues.
02 Admin workspace Compose dashboards, pages, forms, themes, permissions, and operational tools without code.
03 Customer portal Publish branded help content, request experiences, issue status, and account visibility in light or dark mode.
THE SUPPORTDESK MODEL
Designed as a platform—not a fixed help desk. Structured data Fields, people, companies, tickets, tasks, and issues → Reusable definitions Views, forms, rules, permissions, and widgets → Role-specific experiences Agent workspaces, admin tools, portals, APIs, and AI