Working from the agent inbox in Agent Workspace for HR Case Management

task australia Updated Sep 10, 2026 1 min read hr-agent-ws-chat-use.md
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Use the agent inbox to manage your incoming work, such as chats, HR cases, and interactions.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

  1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.

  2. Select the Inbox icon ([Omitted image "icon-inbox.png"] Alt text: HR Agent WS - Inbox icon).

  3. From Status, select Available.

  4. When a chat comes through the chat queue, select Accept.

  5. From the active chat panel, you can start chatting.

  6. Select the [Omitted image "quick-action-icon.png"] Alt text: HR Agent Workspace - Quick action icon quick action icon, or enter a backslash (/) in the chat area.

  7. Select a quick action to quickly create an HR case, show related response templates, transfer chat to another agent, or transfer the chat to another queue.

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