Agent Workspace

Agents working across four screens to handle one ticket.

The ticket. The customer record. The asset. The related change. In tools that don't think about agent flow, these are separate screens, separate searches, separate contexts. Every handoff costs time — and the accumulation across a day adds up to significant cognitive overhead. Vivantio's agent workspace brings the relevant context together.

Context surfaces in the ticket view — not in a separate tab.

Vivantio agent workspace — unified interface with customer context, knowledge and queue views

Service teams at leading organisations trust Vivantio

The problem it solves

A tool that forces agents to navigate is stealing the time they should spend resolving.

Every lookup outside the ticket — customer record, asset, knowledge article, different queue — is a context switch. In a busy service desk, these micro-interruptions compound into significant lost time.

  • Customer and SLA context requires switching to a separate tool
  • Knowledge article search means leaving the ticket to find the answer
  • Different queues and ticket types fragment the agent's working view

Without a unified workspace…

Ticket open, CRM tab open, asset lookup tab open — all at once

Each context switch costs focus time — compounded across hundreds of tickets

Rigid default views built for everyone — not for the way any individual works

What the agent workspace does

The context you need, where you need it.

Configurable queue views

Your queue, your columns, your filters — saved and ready

Vivantio agents configure their workspace views to match their work — which ticket types appear, which columns are visible, how the queue is sorted, which filters are saved as quick-access. An agent who handles only P1 and P2 incidents for a specific customer group builds a view that shows exactly that, without navigating from a generic default every session. Multi-queue agents switch between views without losing their place in any of them.

  • Configurable ticket list columns, filters and sort order
  • Saved views — personal and team-level — for quick queue access
  • Multi-queue navigation without re-filtering from scratch
Vivantio agent workspace — configurable queue view with saved filters
Contextual customer & account detail

Customer account, SLA tier, open issues — visible in the ticket, not in a separate lookup

When an agent opens a ticket, the workspace surfaces the customer context alongside it: the company account, the customer's SLA tier, other open tickets from the same account, recent resolution history, and linked assets. This context appears in a side panel within the ticket view — not in a separate CRM screen requiring a second lookup. Agents see what they need to handle the ticket appropriately from the moment they open it.

  • Customer account detail surfaced within the ticket view
  • SLA tier, open issues and resolution history visible at a glance
  • Linked assets and configuration items accessible inline
See how CRM for service teams works
Vivantio agent workspace — customer context panel within ticket view
In-ticket knowledge & AI suggestions

Relevant articles and AI-suggested context — without switching screens

As agents work a ticket, Vivantio surfaces relevant knowledge articles and — where AI Assist is enabled — similar past tickets and suggested resolutions. Agents don't need to open a separate search tool to look for known-error articles; suggestions appear contextually within the workspace, based on the ticket's subject and category. Used articles are linked to the ticket, building an audit trail that also informs future suggestion relevance.

  • Contextual knowledge article suggestions within the ticket view
  • AI Assist: similar ticket suggestions and resolution guidance
  • Used articles linked to ticket for audit trail and future learning
See how knowledge management works
Vivantio agent workspace — knowledge article suggestions and AI Assist recommendations in ticket view
Recognised by service teams who rely on Vivantio every working day
Common questions

Agent workspace: what teams ask us

What is the Vivantio agent workspace?

The Vivantio agent workspace is the interface where service desk agents handle their daily work — working tickets, viewing queues, accessing customer context, checking related assets and changes, and seeing knowledge article suggestions. It is designed to surface the right context at the right moment, so agents spend less time navigating and more time resolving.

Can agents personalise their workspace in Vivantio?

Yes. Agents can configure their workspace layout — which queue views appear, which columns are visible in ticket lists, which filters are saved for quick access. Agents who handle a specific ticket type or customer set can pin relevant views so their most common work is immediately accessible without navigating from scratch each session.

Does the agent workspace show customer account context?

Yes. When an agent opens a ticket, the workspace surfaces the customer account context alongside it — the account, SLA tier, other open tickets, recent history and linked assets. This context is visible within the ticket view, not in a separate CRM tab, so agents see the full picture without switching tools.

How does the workspace handle multiple queues and ticket types?

Vivantio agents work across multiple queues from a single workspace — switching between incident, service request, change and problem queues without logging in to different systems. Queue views are configurable with filters and column layouts, so agents handling a subset of ticket types build a view that reflects their workload rather than navigating a default view designed for everyone.

See it in action

An agent workspace that works the way agents work.

We'll show you how Vivantio's agent workspace fits your team's workflow — with a demo built around your ticket types and agent model.

~30-minute demo No commitment Built around your team's workflow