Automatically detect, link, and propose major case candidates with AI Many teams already rely on Predictive Intelligence to surface potential major issues by clustering structured case data. Major Cases Similarity Search complements this with a sem...
Automatically triage, research, and manage complaint cases end-to-end through a coordinated team of specialized AI Agents Accelerate Complaint Case Handling is an agentic workflow that orchestrates three specialized AI Agents to process complaint c...
Give voice agents real-time, cited AI guidance without leaving the call Live Agent Advisor (also called Live Agent Assist) is an AI Agent that reads the live transcript of a voice interaction, retrieves cited Knowledge Base answers through AI Search...
I've had some recent experience setting up a CSM implementation that incorporated a number of platform features that I quickly discovered were not immediately available to CSM Contacts with the snc_external role. This role is a feature that is enable...
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...
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...
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...
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...
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...
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...
Hello all, I am proud to present you the result of several months of work between our teams in filling a content gap that has existed for a while. Usually, CSM is represented as "just external customer support" (with references to B2B/B2C data model...
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...
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...
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...
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...
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...
Overview Deliver configurable consumer grade experiences for B2B portal customers As of the Yokohama release, the business portal is a new Customer Portal for B2B (Business to Business) organizations to provide an engaging customer experience for ...
Over the past few months, I've answered a similar question several times in the community about how to automatically set an agent's availability. Mostly people asked how this could be triggered while the agent is logging in. In rare cases, it was...
Below you can see Portal Object Widget. 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 th...
Coaching in Workforce Optimization for CSM Enhance agent skills, assess the quality of completed interactions, and drive continuous improvement through targeted training and skill recommendations. Overview Team managers use the Coaching module...
LisaLatour
ServiceNow
Steph Morillo
