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Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

  • 1.  Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-03-2026 09:37
    Edited by Nicholas Robinson 09-03-2026 09:39

    Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    (Panel / Tool locking)

    Click on image to see animation
    Toolbox Admin Overview
    Click on image to see animation

    Under development...user experience is subject to change prior to final release

    What it does

    When an admin pins a tool panel (Notes, Copilot, Canned Responses, Customer Journey, Profile, Wrap-up, etc.) in the Agent Workspace, that panel / tool now stays locked in place - agents can't move, or undock it.

    If an agent tries anyway, they get an immediate, unmissable heads-up:

    "The Notes Tool cannot be moved since it has been 'Pinned By Admin'"

    The banner flashes across the workspace, the panel snaps right back to where it belongs, and the layout you configured stays intact. Hover over a locked tool's icon in the collapsed ToolBox view and it's labeled right there too: "Notes (Pinned by admin)."

    Why it matters

    • Consistent agent experience - every agent on a queue sees the same layout, every time, no matter how much they fidget with panels mid-interaction.
    • Fewer support tickets - no more "where did my Notes panel go" or "I can't find Copilot anymore" because someone accidentally dragged a panel off-screen.
    • Better onboarding - new agents land in a workspace that's already set up the way your team needs it, instead of a blank slate they have to configure themselves.
    • Compliance-friendly - if certain tools (like Notes or Wrap-up Codes) need to stay visible for QA or process reasons, this makes sure they actually do.

    A couple of things to know

    • Locking applies to placement/movement - agents can still use the tool normally (type notes, search canned responses, etc.), they just can't rearrange or undock it.
    • Users can still change the size 



    ------------------------------
    Nicholas Robinson
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 2.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-03-2026 09:52

    Hi Nicholas,

    This looks like a really useful addition! 👍

    I particularly like the ability for admins to pin and lock important tools such as Copilot, Notes and Wrap-up while still allowing agents to resize and use them normally.

    Having a consistent workspace across agents should definitely help with onboarding and reduce situations where tools are accidentally moved or difficult to find.

    Looking forward to seeing this rolled out! 😊



    ------------------------------
    Phaneendra
    Technical Solutions Consultant
    ------------------------------



  • 3.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-03-2026 14:03

    HI @Phaneendra Avatapalli

    Thank you one of many more features to come !!!



    ------------------------------
    Nicholas Robinson
    Principal Product Manager
    Genesys - Employees
    ------------------------------



  • 4.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-03-2026 17:33

    Thank you!



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    Camila Meneghini
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  • 5.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-04-2026 05:59

    Thanks Nicholas,

    This is something that came up during the original release of the multi-panel workspace so happy to see this. Based on the wording I wanted to check, is this configurable per queue and will there be an option to select a configuration rather than set these manually per queue?

    My reasoning is that errors start to happen and new panels could mean updating in some cases multiple thousand queues.



    ------------------------------
    Richard Chandler
    Connect
    ------------------------------



  • 6.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-04-2026 11:18

    Hello Nicholas!

    This looks like a great change and I am excited to put it to use! One question I have is such: If an agent does not have access to a tool (such as Agent Copilot), but is on the same queue as agents who DO have access to the tool, are we still able to lock the toolbox?

    Thanks so much and looking forward to release!



    ------------------------------
    Brendan
    Systems and Development Analyst
    ------------------------------



  • 7.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-04-2026 16:52

    Hi Nicholas,

    Thanks for sharing this - this is a feature we've been looking forward to!

    Questions:

    1. The post shows the Agent Workspace after the admin configuration has been applied. Could you share more details or screenshots of the admin configuration experience, specifically how tool panels are configured and pinned per queue? Also, echoing Richard's concern, will admins be able to apply a common configuration across multiple queues, rather than maintaining the tool panels individually for each queue?
    2. Our agents often handle interactions from multiple queues. If different queues have different tool panel configurations, will the Agent Workspace dynamically update the tool panels based on the queue of the active interaction?
    3. Will there be a Beta or Early Adoption program available for this feature before GA? We'd be very interested in participating.

    Thanks!



    ------------------------------
    Rainbow
    Software Engineer
    ------------------------------



  • 8.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 09-08-2026 12:47

    Hello!

    This will be a helpful addition.  What is the granularity of the pinned tools? Division level? Global? By Queue? 



    ------------------------------
    Megan
    Operations Analyst
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  • 9.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 27 days ago

    This is a great idea! Thank you for sharing - will be on the lookout for release.



    ------------------------------
    Bryn
    Manager of Strategic Initiatives, Analytics
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  • 10.  RE: Workspace Evolution - Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4

    Posted 27 days ago

    Hi @Nicholas Robinson!

    This is a very interesting addition. I'll be following it.



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    Juliano Fernandes Mendes Pimentel De Paiva
    Genesys Analyst
    ------------------------------