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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Finance Operations Workspace inbox

Use the inbox to manage your incoming work items, such as chats and cases.

To open the agent inbox, select the Inbox icon (

Image omitted: fin-ops-inbox-icon.png
Inbox icon.\) in the Finance Operations Workspace.

The inbox displays the queues that are assigned to you, the number of active chats in each queue, and the average wait time for chats in the queue.

When you accept a chat, an interaction record is automatically created. The record captures the work done in that session.

Parent Topic:Interaction management in Finance Operations Workspace

Related topics

Create a new interaction

Create a finance case from an interaction

Associate an interaction with a finance case