Walk-up Experience queue and interaction management

concept brazil Updated Sep 10, 2026 2 min read csm-walkup-manage-demand.md
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Walk-up Experience managers and technicians can efficiently manage all aspects of a walk-up location queue and interaction demand. Technicians can view assigned walk-up locations and interactions for walk-up fulfillment.

Walk-up Experience provides technicians with inclusive fulfiller resources to organize and manage a walk-up queue.

As a Technician you can access CRM Workspace to manage a walk-up interaction. Using CRM Workspace you can:

  • Access a personal inbox to view work assigned from multiple service channels, including the Walk-up Service Channel.
  • Get assignments automatically pushed to your inbox from the walk-up interaction queue.
  • Work on concurrent or multiple interactions at the same time.
  • Promote interactions to cases.
  • Work with any requester in the queue at any time by pulling from anywhere in the queue list, as well as from the top of the list.
  • Create cases for interactions
  • Manually pick an interaction specific to a requestor
  • Use Agent Assist to expedite fulfillment.

As a technician you can typically fulfill interactions on a first-come-first-served basis as interactions are pushed to individual walk-up inbox. Interactions are distributed to the walk-up agent inbox based on assignment rule configurations in the Advanced Work Assignment feature.

Technicians can directly open cases in CRM Workspace when an issue is not resolved at the walk-up location.

Walk-up Experience also includes a Technician module in the application navigator where agents supporting a walk-up queue can perform the following actions:

  • Access the personal walk-up inbox linking directly to Agent Workspace.
  • View assigned walk-up interactions.
  • Reassign and modify walk-up interactions when necessary.
  • View all scheduled and upcoming appointments.
  • View walk-up queue locations.
  • Transfer walk-up interactions to other technicians or queue locations when necessary.

The following applications are included in the platform Technician module of the CSM Walk-up Experience navigation bar as well as viewed in the CRM Workspace under Walk-up:

UI view and application

Description

Platform: My Walk-up Inbox

CRM Workspace: Inbox

View walk-up interactions assigned to you in your personal inbox in CRM Workspace. Advanced Work Assignment pushes interactions to your inbox according to assignment rule configurations.

Platform: My Walk-up Locations

CRM Workspace: Walk-up Locations

View walk-up queue locations that you are assigned to support by physical address.

Platform and CRM Workspace: My Assigned Walk-ups

View walk-up interactions you are assigned to resolve or fulfill. These interactions have a Work in Progress state. You can also see your assigned interactions in your personal inbox on Agent Workspace.

Platform and CRM Workspace: Open - Unassigned

View all open and unassigned walk-up interactions for your queue locations. These interactions have either a New, Queued, or Work in Progress state.

Platform and CRM Workspace: Closed Walk-ups

View all closed walk-up interactions. Closed interactions have either a Closed Complete or Closed Abandoned state.

Platform: Scheduled Appointments

CRM Workspace: Appointments

View all upcoming appointments scheduled for your walk-up queue.

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