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Coordinate linked internal work while keeping the service case in Agent Desk | Agent Desk

Agent Desk

Coordinate linked internal work while keeping the service case in Agent Desk

Create and synchronize source-owned or provider-owned operational work linked to a case and receive completion, cancellation, failure, and outcome state back into service operations.

Overview

Create and synchronize source-owned or provider-owned operational work linked to a case and receive completion, cancellation, failure, and outcome state back into service operations.

Problem

Resolving a case may require work by another operational system or team while the support case still needs one owner, SLA, conversation, and customer status.

Solution

Use INTERNAL_WORK providers and Agent Desk case-work contracts to link operational execution to the case without moving service ownership.

How it works

Agent Desk can request linked work, retain the work reference and case relationship, move the case into an internal-waiting state, and process provider results back into the operational timeline.

Who is this for

Support Agent Operations Manager

Expected outcomes

  • Traceable handoff from service case to operational work
  • Provider outcomes return to the same case and audit trail

Key metrics

No KPIs declared.

Security impact

  • Case references, linked internal-work identifiers, provider results, and audit state · PII: yes where requester, conversation, attachment, identity, or case context contains personal data

Compliance

  • Workspace permissions, Agent Desk resource authorization, visibility policy, audit, retention, and legal-hold controls

Availability & next steps

Free Team Pro Enterprise