Choose a workspace in HALO Studio to work on customer conversations or on tasks that run in the background. A workspace brings together the configuration and results for that work.
Choose where to work
Use a conversational workspace when you want an agent to help a customer during a conversation. For example, the agent can answer a question from your knowledge sources or use a tool to look up an order.
Each profile is a conversational workspace. You can keep separate profiles for brands, countries, or websites that need different agents, knowledge, or settings. Your existing profiles keep working.
Use the automation workspace when you want a workflow to carry out a task independently of a conversation. For example, an event in your customer data platform (CDP) can start a follow-up process. Your account has one automation workspace.
The workspaces and features available to you depend on your subscription and permissions.
Use the workspaces together
A tool in a conversational workspace can start a workflow in your account's automation workspace. The conversation continues without waiting for the workflow to finish. The workflow's result does not return to the conversation.
If the agent needs the result to answer the customer's current question, do that work in a conversational tool.
In this section
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Conversational workspaces: open a profile and find the features for building and reviewing conversations.
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Automation workspace: open your workflows and find the results of their runs.
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Step availability: check which steps each workspace supports and open their setup instructions.