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ServiceNow Otto for CSM - Automated Quality Assurance

Automatically score and coach every closed case with GenAI-generated quality reviews Automated quality assurance reviews closed cases against a configurable rubric and generates a quality score with qualitative feedback for each one, replacing manua...

ServiceNow Otto for CSM - Knowledge Generation

Knowledge Generation skills empowers customer service agents to automatically create knowledge article drafts directly from resolved cases and helps support functions to reduce writer's block for new topics and articles to share with customers or con...

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Customer Portals

  Overview Customer portals provide fast, consistent service experiences across channels, with easy setup and configurable branding. Portals also enable customers to ask questions using AI with ServiceNow Otto in Virtual Agent, AI Search, and Virtual...

New: CSM Reference Architecture

We're publishing a new white paper in response to inquiries from customers on best practices to digitize and automate customer service workflows and deliver a seamless user experience. Take look and let us know what you think! CSM Reference Architect...

Abhi Rele1 by • ServiceNow Employee
  • 5452 Views
  • 2 comments
  • 6 helpfuls

Configurable Portal Widgets: Portal Quick Links Widget

  Below you can see Portal Quick Links.  In this example, it's displayed on the Business Portal.    This widget is out of the box for the Business Portal and other CRM & Industry customer portals that leverage Configurable Portal Widgets.   When the...

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ServiceNow Otto for CSM in Portal Case Form

Definition The Portal Case Form enhanced by ServiceNow Otto enables a smarter self-service experience when customers create a case through your Service Portal. As users enter their issue, the system surfaces context-aware suggestions, including knowl...

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Consumer Portal

  Overview: Consumer grade portal for B2C CRM customers.  Use this portal after Australia Q1 instead of /csp portal.   Key persona: Business Analyst or administrator configure the widgets Customers interact with the widgets on Customer Portals   Bus...

Aligning Sold Products and Install Base Items with CMDB

In Customer Service Management (CSM), modelling Sold Products, Install Base Items, and Product Models—and integrating them into the CMDB—can be a complex activity. In this article, I aim to walk you through how to do it properly using a practical exa...

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Ahmed Drar by • Kilo Sage
  • 17992 Views
  • 15 comments
  • 5 helpfuls

Interaction & Case Management Best Practices

Hi All, New white paper & infographic now available:  Interaction & Case Management Best Practices Blurb: To build a truly omnichannel platform, we need to manage all kinds of customer engagement channels in an optimal way. While the case entity does...

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Erik Ryan by • ServiceNow Employee
  • 11141 Views
  • 4 comments
  • 3 helpfuls

ServiceNow Otto for CSM - Trending topics dashboard

Centralize a comprehensive view of top recurring issues across cases in a single dashboard Trending Topics Dashboard introduces a generative AI-powered, no-code experience that groups multiple KPIs to provide a comprehensive view of recurring and eme...

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WFO product docs now under CSM

  Workforce Optimization documentation just got easier to find – here's where everything moved! Ever found yourself switching between two separate documentation sets just to complete one workflow? Here is some good news for you! Workforce Optimizatio...

ServiceNow Otto for CSM - Activity Response Generation

Instantly create summaries, actions, and follow-ups in the activity stream   Activity Response Generation is a generative AI capability in ServiceNow Otto for CSM that enhances the activity stream experience by allowing human agents to instantly gene...

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ServiceNow Otto for CSM - Sentiment Analysis

Understand customer feelings and personalize interactions with emotional insight Sentiment Analysis is a generative AI capability that evaluates and summarizes customer sentiment on case records. t uses case activity such as description, state, prior...

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Getting started with Customer Self-service

Overview Self-service enables customers to find answers, resolve issues and launch service requests with automated workflows without direct assistance from an agent or employee.  This includes  access to Virtual Agents, and AI (ServiceNow Otto for CS...

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