---
title: Workbench
slug: contact-center/workbench
docTags: 
createdAt: 2025-11-03T04:21:42.574Z
---

The **Workbench** allows a Supervisor to log in as a user across **Email, Chat, Video Chat, and Voice Campaigns** to monitor activity, handle interactions, and perform all agent-level operations directly.

## Accessing Workbench

To access Workbench:

1. Click **Workbench** from the Supervisor Console.
2. The **Campaign Selection** pop-up appears.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/FhOLYyFgBseMAifeH1Puj-20260729-041859.png "Figure: Campaign Selection Window")

The Supervisor can log in to any of the assigned campaign types displayed in the selection list. Only campaigns that the **Administrator** has assigned to the Supervisor will be visible.

### Available Campaign Types

- **Ticket / Email (Interaction) Campaign**
- **Voice Campaign**
  - Inbound Voice Campaign
  - Outbound Voice Campaign
  - Parallel Predictive Voice Campaign
- **Chat Campaign**
- **Video Chat Campaign**

A Supervisor can log in to **multiple campaigns simultaneously**, including:

- Multiple Chat Campaigns
- Multiple Voice Campaigns
- Multiple Interaction Campaigns

If the Administrator has configured a **default campaign**, the Supervisor is automatically logged in to that campaign upon entering Workbench.

## Campaign Selection Scenarios

### 1. Voice Campaigns / Blended Campaigns

The Administrator can configure a **Blended Campaign** setup for Supervisors with executive roles.

This allows them to log in to multiple voice campaigns (e.g., **Inbound + Outbound**) simultaneously.

- When the **Blended Campaign** checkbox is **unchecked**, only *non-blended* campaigns appear in the drop-down list.
- When the **Blended Campaign** checkbox is **checked**, only *blended* campaigns assigned to the Supervisor are displayed.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/1euA7Eu9Cem0iQeb92uIC-20260729-041900.png "Figure: Selecting Blended Campaigns")

:::BlockQuote
**Note:** Blended Campaigns are preferred, as inbound calls receive higher priority—helping reduce missed or dropped calls.
:::

### 2. Interaction Campaigns

Supervisors assigned to interaction-based campaigns (Email / Ticket / Chat) can:

- Log in to either **Interaction Campaign** or **Chat Campaign** individually, or
- Log in to both simultaneously (if assigned to both types).

:::BlockQuote
**Limitation:** Even if assigned to multiple interaction campaigns, a Supervisor can log in to only **one interaction campaign** and **one chat campaign** at a time.
:::

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/81Ka3akSrh0E2AgcgLwdX-20260729-041901.png "Figure: Interaction Campaign Selection")

### 3. Voice + Interaction Campaigns

Supervisors who are assigned to both **Voice** and **Interaction** campaigns can select both campaign types simultaneously and manage them concurrently.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/gti28HuZoAR0NibYABKWQ-20260729-041902.png "Figure: Voice and Interaction Campaign Selection")

### 4. Video Chat Campaigns

Supervisors can log in to their assigned **Video Chat Campaigns** either independently or in combination with **Voice** and **Interaction** campaigns.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/8qVjRbFo7Z4Aq1bcF0Oy9-20260729-041902.png "Figure: Video Chat Campaign Selection")

## Logging In

Once campaigns are selected, click **Next** to proceed.

The Supervisor will be logged in to all chosen campaigns and redirected to the **Workbench Home Screen**.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/7JX-2XQSMEiZHy7ze5Sle-20260729-041900.png "Figure: Workbench Home Screen")

## Login Error: Concurrent Limit Reached

If the maximum number of concurrent logins for a campaign type has been reached, the following error message will appear:

:::BlockQuote
**Error Message:**
:::

:::BlockQuote
*Max concurrent login has been reached for . Please contact your Administrator.*
:::

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/P5Jh2wCoAOS6H80Y4Gqw5-20260729-041905.png "Figure: Error Message for Maximum Login Limit")

## Workbench Functionality

Once logged in, the Supervisor can perform all agent-level actions available in the Workbench - including managing calls, handling tickets, and engaging in chats.

:::BlockQuote
For detailed Agent and Supervisor functionality within Workbench, refer to **Agent & Supervisor Functional Comparison**.
:::

### Key Differences between Agent and Supervisor Workbench

| **Feature**              | **Supervisor**                                      | **Agent**                                     |
| ------------------------ | --------------------------------------------------- | --------------------------------------------- |
| **Ticket Visibility**    | Can view all tickets across the campaign            | Can view only tickets in their assigned queue |
| **Ticket Assignment**    | Can pick or assign tickets to other agents          | Can only pick tickets from their queue        |
| **Call Details Tab**     | Not available                                       | Available                                     |
| **Supervision Controls** | Can monitor, whisper, barge, or force logout agents | Not applicable                                |

## Incoming Notifications

When the Supervisor is logged in to Workbench but viewing another tab in the console, a **Chrome browser-based pop-up notification** appears for any incoming call or chat.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/JXh-ltWdaCS_XjEMyCeYY-20260729-041858.png "Figure: Switch to Workbench Notification")

### Notification Types

**Inbound Calls**

A Chrome notification appears when an inbound call is received.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/_joyfk-2Kpa7hbprPbYsa-20260729-041904.png "Figure: Inbound Call Notification")

**Self-Callback Calls**

A notification appears for assigned callback calls, based on the Supervisor’s configured callback reminder time.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/whwX9j22Ol0pZudpzJmRR-20260729-041904.png "Figure: Callback Notification")

**Auto-Dial Status**

If Auto-Dial mode is turned off, a system notification informs the Supervisor.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/I_sCM4K0cvUaqxyNgqzlI-20260729-041903.png "Figure: Auto-Dial Status Notification")

## WebRTC Functionality

If a Supervisor is on a different screen (not Workbench) and receives a **conference (confer) request** from an Agent, behavior depends on whether **Auto Answer** is turned **On** or **Off**.

### Case 1: Auto Answer – ON

**Scenario:**

An Agent initiates a conference while the Supervisor is not on Workbench.

A pop-up appears with three options:

| **Option**            | **Action**                                                 |
| --------------------- | ---------------------------------------------------------- |
| **Cancel**            | Stays on the current screen; call is auto-accepted.        |
| **Switch and Accept** | Switches to Workbench and connects the call immediately.   |
| **Switch Now**        | Switches to Workbench and connects the call automatically. |

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/rQJI5MRt6VVjeNiPg3i06-20260729-041857.png "Figure: WebRTC Confer Pop-up (Auto Answer ON)")

### Case 2: Auto Answer – OFF

When Auto Answer is disabled, the same pop-up appears but with slightly different behavior:

| **Option**            | **Action**                                                                                   |
| --------------------- | -------------------------------------------------------------------------------------------- |
| **Cancel**            | Stays on the current screen; call continues ringing.                                         |
| **Switch and Accept** | Switches to Workbench and the call continues ringing.                                        |
| **Switch Now**        | Switches to Workbench; a separate **Accept/Reject** pop-up appears for manual call handling. |

### Summary

| **Feature**                  | **Description**                                                                   |
| ---------------------------- | --------------------------------------------------------------------------------- |
| **Workbench Access**         | Enables Supervisor login to multiple campaigns.                                   |
| **Blended Campaign Support** | Allows simultaneous login to inbound and outbound voice campaigns.                |
| **Cross-Channel Login**      | Supervisors can log in to voice, chat, video, and interaction campaigns together. |
| **Notification System**      | Chrome notifications alert Supervisors of calls or chats while multitasking.      |
| **WebRTC Confer Handling**   | Smart pop-ups provide options for switching and accepting calls.                  |
| **Enhanced Control**         | Supervisors can view all tickets, assign them, and manage agent-level operations. |

##
