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Customer Service Management (CSM) Welcome Guide

Welcome to ServiceNow CSM! Are you ready to start your Customer Service Management (CSM) implementation journey? With ServiceNow CSM, you’ll empower employees to address customer needs quickly and proactively, connecting your entire organization to d...

ServiceNow by Administrator
  • 13397 Views
  • 2 comments
  • 7 helpfuls

Encouraging CS Agents to Embrace CSM Workspace

Are you looking for small but impactful thing you can do to encourage your customer service agents to use the CSM Configurable Workspace?   One simple solution is to create a UI action that lets agents instantly switch any Case from the classic Serv...

Ahmed Drar by Tera Guru
  • 1023 Views
  • 4 comments
  • 7 helpfuls

Shared Services Model (formerly "CIO As a Broker") White Paper

Hi All, Attached is a new white paper around the topic of implementing the CSM “Shared Services” model (formerly referred to as “CIO As a Broker”), which describes the process of configuring CSM to allow a Central IT Services organization to enable m...

Erik Ryan by ServiceNow Employee
  • 1957 Views
  • 7 comments
  • 11 helpfuls

Agent Assist for Customer Service Case Types

Agent Assist in CSM Workspace for Case Types:   Looking to add Agent Assist to additional tables in CSM Configurable workspace? Here is your guide. 1. Set up Contextual Search Table Configuration: Navigate to Contextual Search > Table Configuration a...

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Enhancing release notes information through better structure

As we prepared for the Washington release, we saw an opportunity to improve our release notes (RN) process to better support the Customers and Industry Workflow (CIWF) team and provide a smoother experience for our Customer Service Management (CSM) ...

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Nabin Singha by ServiceNow Employee
  • 599 Views
  • 1 comments
  • 10 helpfuls

Case Types - Best Practices to Implement Case Types

Hi All,   White paper now available: Case Types - Best Practices to Implement Case Types   Blurb: Case types are needed when an organization has different processes for supporting customers across multiple departments, business units or products. CSM...

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Erik Ryan by ServiceNow Employee
  • 13205 Views
  • 21 comments
  • 24 helpfuls

Bypassing SSO in the Customer Service Portal

It's bothered me for a while that when using SSO with the glide.authenticate.sso.redirect.idp property set, that the Customer Service portal was forced into the redirect as well. I have yet to see a Customer Service implementation where the external ...

JusCuz by Tera Guru
  • 3949 Views
  • 3 comments
  • 10 helpfuls

Recommended training for CSM

ServiceNow Learning training and certification sets you and your business up for success, which is why it’s critical to make training an essential part of your ServiceNow program. By building the right skills, you can deliver more value more quickly,...

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