Assign agent experience profiles based on security roles

Important

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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Apr 1, 2023

Business value

Agent experience profiles are an alternative to building and maintaining custom apps and help create targeted app experiences for agents and supervisors. Administrators can use agent experience profiles to create custom profiles with specific session templates, conversation channels, and productivity tools. The profiles can then be assigned to all users as a default profile or mapped to security roles.

Feature details

Administrators can now use the Customer Service admin center to do the following:

  • Set a custom agent experience profile as the default profile.
  • Associate an agent experience profile with a security role.

Improvements to agent experience profile assignment via Customer Service admin center

See also

Add users to agent experience profiles (docs)