Help guide

Use workspace quick actions

Updated June 10, 2026

Use workspace quick actions

Quick actions take you straight to the main Faster modules from the workspace home.

What this feature is for

  • Quick actions take you straight to the main Faster modules from the workspace home.

When to use it

  • You are not sure which module to open.
  • You want to start from Chat, Customers, Engagement, Money, Website, Forms, Posts, or Canvas.

Do it manually

  1. Open Workspace.
  2. Hover a quick action to confirm what it opens.
  3. Choose Chat for AI-assisted work.
  4. Choose the module when you want to inspect or finish work manually.
  5. Return to Workspace when you need another starting point.

Ask Faster AI

Based on what I am trying to do today, tell me which Faster workspace quick action I should use and why.

Review before saving or publishing

  • Confirm the change matches the customer experience you want.
  • Check owner, timing, audience, and next step before saving.
  • Preview anything customer-facing before publishing or sending.

Common mistakes and fixes

  • If you cannot find the item, refresh the workspace and check that you are in the right workspace.
  • If a save is blocked, review required fields and permissions.
  • If AI drafts something unexpected, ask it to summarize the changes before you approve them.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of use workspace quick actions.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

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