CRM and Industry solutions
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Activity in CRM and Industry solutions

Example CSM Portals

Hi all,I’m currently designing a CSM portal for our Managed Service clients and would be really interested to see any innovative approaches others have taken. Our primary use case is enabling clients to:• Raise enhancement requests directly into our ...

  • Question
  • Customer Service Management
  • Customer Service Portals
  • Reporting and Analytics
  • self-service

Resolved! Consumer vs Consumer User - Avoiding Registration

As the title says: I'm trying to figure out how to circumvent Consumers needing to 'register' for the CSM portal. By what I've read, the difference between the Consumers and Consumer Users is primarily 'registered' or 'not'. I'm attempting to avoid r...

  • Question
  • Customer Service Management

Telecommunication Service Management

Hello everyone,I am a beginner in TSM can anyone help me out in understanding do we need to have consumer(who use servcenow) and provider(who use servicenow) instances only or any platform can work?As we have service bridge to connect two instances i...

  • Question

Which plugins are required to test CRM and SOM on a PDI?

Hi everyone,I would like to test ServiceNow CRM and Service Operations Management (SOM) on a Personal Developer Instance (PDI) to get a realistic hands-on understanding of the capabilities.I’m looking for guidance on the following:Which plugins are m...

  • Question

AWA query regarding skill determination table

Hello Community,could you please help me with a awa query.I have configured a working model under **Advanced Work Assignment (AWA)** in our **Dev** environment where cases are being assigned based on **skills** using **Skill Determination Rules**.How...

  • Question
  • Advanced Work Assignment
  • Agent Workspace
  • CSM Configurable Workspace

ServiceNow integration with AI agent

Hi everyone, I would like to know how I can integrate an AI agent into my ServiceNow instance. Do you recommend doing it with Copilot Studio, through a connector?Or are there other tools available? thanks

  • Question

Account Address Not Showing Location

Experts, I have recently started looking into CSM capability. While going through the location to customer account relationship, the location field on the 'Account Addresses' (account_address_relationship) is not showing any location references . On ...

  • Question

Resolved! How to disable Service Channels in Workspace if presence state not joined? (Advanced Work Assignment)

Hi together, We want to start with Advanced Work Assignment soon and have different Presence States and Service Channels for this. For example: Presence State AvailableAnd below that the Service Channels: Requests-A, Requests-B and Requests-C The pro...

  • Question
  • Advanced Work Assignment
  • Agent Workspace
  • Customer Service Management

Now Assist for CSM - Sentiment Analysis Dashboard

Understand customer sentiment trends with LLM-powered insights and drill-down analysis   The Sentiment Analysis Dashboard is a generative AI capability in Now Assist for CSM that provides a comprehensive view of customer sentiment across cases, accou...

  • Article
  • CSM Configurable Workspace
  • Now Assist for CSM

Scoped Contextual Search

I wanted to create a scoped version of Contextual Search in Virtual Agent. Here's how I did it. Hopefully this helps someone. Change scope to ITSM Virtual Agent ConversationsDuplicate Contextual Search topic blockIn VA Designer, open the topic block ...

  • Question
  • self-service
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