Module 3 / 5

Workbench conversations

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Introduction 

Conversations are where Workbench fits into your daily work. Managing them well, giving Workbench useful context, and customizing its behavior all help you get more useful results with less back-and-forth.

Learning objectives 

By the end of this module, you'll be able to:

  • Start conversations and attach files to provide context and data for Workbench.

  • Use chat history and custom instructions to personalize your Workbench experience.

  • Send cases and events to Workbench and convert conversations into reusable Tines stories.

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