Overview
Workstation gives you a centralized view of all incoming customer requests. You can search, filter by date, and assign requests to team members — making it easy to stay on top of your workload.
Search for a request
Use the search bar in the top-right corner to find a specific request by subject line or confirmation number. Start typing and results update in real time.
If you know a customer’s confirmation number, searching by that is the fastest way to find a specific request.
Filter by date
Click the date picker in the top-left corner to filter requests by time period. You can select preset ranges like Last month or define a custom date range. This is useful when you need to focus on recent requests or look back at a specific period.
Assign a request
Each request can be assigned to a specific team member. The Assigned to column shows the current assignment.
To assign or reassign a request, open it in Flow and use the Owner dropdown in the top bar.
Assignments help your team coordinate — everyone can see who’s responsible for each request without opening it.
Change the page size
By default, Workstation displays 25 requests per page. You can adjust this using the Rows per page dropdown at the bottom of the table. Navigation arrows let you move between pages.
Open a request in Flow
Click anywhere on a request row to open it in Flow. The request opens in a new browser tab, so you can work on it without losing your place in Workstation.
What’s next
