Toolbox Administration Coming Soon - Targeting Late Q3 / Early Q4
(Panel / Tool locking)
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
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Nicholas Robinson
Principal Product Manager
Genesys - Employees
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