Setting up Workspaces
You can set up several workspaces under one Klaus account. In some cases, you might want to have everyone under one workspace whereas in other instances it makes sense to set up separate workspaces. What to consider?
Do you want to review the conversations according to the same criteria for everyone?
If yes, consider just one workspace.
If you use different rating criteria it might be a good idea to separate the account.
Do you use different help desk instances for different teams?
If yes, set the different help desk instances up as separate workspaces in Klaus.
If no, you can have everyone under one workspace in Klaus.
Do you have sub-teams or sort of categorization in your current team setup (for example by channel, by tier, by topic, by client type)?
If yes, consider using separate workspaces in Klaus
If no, a single workspace will work perfectly well
Do you want to perform different types of conversation reviews on the same agents? Peer review as well as manager review? Self-review and manager review? Reactive (focusing on conversations with long response time and bad CSAT for example) and proactive conversation review (randomly choosing conversations for review)?
If yes, set up a separate workspace for each review type.
If no, one workspace is enough.