Talkdesk administrators are able to use Industries Settings to configure the Financial Services Experience Cloud (FSEC) Insurance Workspace in a self-service way to manage card visibility and the information shown to agents in the Insurance tab within Workspace.
When FSEC for Insurance is accessed above, the following options appear on the page.
Here, Workspace cards on the FSEC Insurance tab can be re-ordered as well as potentially disabled/hidden from representatives' view when they are handling an interaction in Talkdesk.
Additionally, there are settings available that control the specific information shown on each card and in the side panel when one is available for a particular card such as claims and policies. These card-specific settings include:
- Account
- Policies & Policy Panel Details
- [Custom] Canvas definition
- Search Contact configuration
- General Settings (to control agent actions/workflows)
- External System Integration
The Integration Settings tab is primarily used by Talkdesk Professional Services during initial implementation. For any changes needed on this tab, please contact your Talkdesk team.
For more information, refer to the Using the Insurance Workspace article.