Canvas is a set of Talkdesk Workspace™ extension points to render panels based on custom business-logic rules. Through automations it’s possible to define which panel is rendered for every specific use case.
Canvas consists of installed-like apps and, as extension points, can be a section of an app, a tab, a secondary area app, or a typical Workspace app, among others.
There are three components available to configure the canvas automation:
- Canvas Trigger - the canvas trigger component is the automation starting point. You may see it as when a canvas is loaded.
- Render Panel.
- Fetch Data.
The following canvas types are available to be used. Each canvas has its own set of advantages for you to consider:
- Conversations App Tab Canvas.
- Secondary App Canvas.
- Cards App Canvas.
- SMS Tab Canvas.
- Email Tab Canvas.
- WhatsApp Tab Canvas.
No canvas is installed by default.
No canvas apps are installed by default. To install a canvas, follow the steps below:
1 - Log in to your Talkdesk account and navigate to Workspace Designer (Figure 1 - 1).
2 - Click Canvas (Figure 1 - 2).
3 - From the Canvas page, click the Install canvas link (Figure 1 - 3) on the desired canvas. A modal will open, so you can configure the app installation (choose the plan, the users, and the roles that will have access to it).
Defining Conditions to Display Panels
You can define the conditions for each canvas to display your panels. This is so your panels are rendered in that specifically chosen area. To define conditions, follow the steps below:
1 - Log in to your Talkdesk account and navigate to Workspace Designer (Figure 2 - 1).
2 - Click the Canvas menu item (Figure 2 - 2).
3 - From the Canvas page, click the Edit button (Figure 2 - 3) on the desired canvas.
You’ll then be redirected to the Talkdesk Automation Designer™ where you can create the flow that defines those conditions.
Once you define the conditions to display panels in the Automation Designer app, navigate back to Workspace Designer using the options available on the left menu.
If you need to re-execute the automation flow of the cards or canvas at runtime, you can use a button to refresh the Canvas (Figure 3 - 1).
If you have questions or technical issues, please open a ticket using this form.
Updated 18 days ago