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Workspaces

What Are Workspaces?

Contextual workspaces in Zendesk automatically adjust the agent interface based on ticket conditions. When an agent opens a ticket that matches a workspace's conditions, the interface reconfigures to show relevant apps, macros, and ticket fields for that context.

What Configly Captures

For each workspace, Configly stores:

  • Workspace name and description
  • Conditions -- the ticket conditions that activate this workspace
  • Active status -- whether the workspace is currently enabled
  • Macro and app configuration -- which tools are surfaced when the workspace activates
  • Created and updated timestamps

Feature Support

Feature Supported
Sync ✅
Diff / History ✅
Dependencies ✅
What-If ✅

Viewing Workspaces

Navigate to Workspaces under Objects & Rules in your connection sidebar. You can browse all workspaces, see their activation conditions, and check which are currently active.

Tips for Admins

  • Review workspace conditions regularly to ensure they don't overlap in confusing ways
  • Use snapshot comparison to track when workspace configurations change
  • Check dependencies to understand which fields and apps each workspace references
  • Triggers -- rules that may interact with workspace conditions
  • Macros -- agent actions surfaced by workspaces
  • Custom Fields -- fields shown or hidden by workspace context