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...
Resolution Notes Generation is a Now Assist skill that creates a clear, concise summary of how a case was resolved. Using case fields, agent work notes, and customer comments, the skill drafts notes that reflect the full context of the resolution. Th...
The Troubleshooting Steps Identification AI Agent analyzes the content of a case, identifies missing or incomplete context, compares it against relevant knowledge, and recommends the next best troubleshooting actions for live agents. It reduces the t...
The Triage Cases Agentic Workflow in Now Assist for CSM automates the first step of every service interaction by handling customer inquiries intelligently and consistently. It coordinates multiple AI Agents that gather missing data, validate document...
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 Now Assist in Virtual Agent, AI Search, and Virtual Agen...
Overview: Configurable Portal Widgets (CPW) are a library of widgets available for Customer Service Management and CRM portals that enable business analysts to configurable widgets for a faster time to market with a low code/no code solution. Thes...
Explore Now Assist AI capabilities: Now Assist for CSM - Customer Self-service Related links: Now Assist in Self-service - enhanced chat Now Assist in Virtual Agent in Self-service Portal Now Assist in Case Form
Below you can see Portal Browse Taxonomy 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....
Below you can see Portal Taxonomy Topics 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....
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...
The Portal Banner Carousel Widget displays multiple banners in a carousel on a portal home page. This includes such information as multiple announcements, features and products. Below you can see Portal Banner Carousel Widget. In this exampl...
Getting started with CSM playbooks? Check our community article on case management workflows to know more. Playbooks on portal refer to case playbooks which are enabled to appear on the customer portal. The user persona here is often (but not alway...
Related links: Getting Started with Configurable Portal Widgets
Below you can see Portal Knowledge 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. ...
Below you can see Portal Banner 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 t...
Engagement Messenger allows organizations to embed ServiceNow CSM self-service on their website. Organizations can choose to embed Web embeddables or Engagement Messenger. For more details on each, please see below: Get started with Web embeddabl...
Overview Engagement Messenger capabilities can be made available in native mobile apps (Android and iOS) by embedding Engagement Messenger using mobile software development kit (SDK) Business Value Improve customer experience with self-service c...
Overview Organizations can leverage the Customer Service Portal to streamline and transform their self-service strategy. In addition, Engagement Messenger allows organizations to embed ServiceNow self-service capabilities anywhere on their websites a...
Core Case Features: Overview Case management supports multiple personas: customers, agents, and admins, each interacting with core case features in different ways. Customers: Customers or consumers engage with Case Management when they need support. ...
Case operations represent the daily flow of work that keeps customer service running: creating cases, assigning them to the right agents or teams, collaborating on resolutions, and many more. These are often powered by a mix of core case management c...
LisaLatour
ServiceNow
Steph Morillo
seanflack
Dan Bruhn
