Understanding the focus and purpose of CSM and ITSM Customer Service Management (CSM) is centered around external customers, spanning both business-to-business (B2B) and business-to-consumer (B2C). For instance, consider Sarah, a customer service a...
Playbooks for Portals guide the user through processes step-by-step and allow users to track the progress they have made. Once Playbooks for Portals has been configured, the experience for users is easy and intuitive. The process for configuring Pla...
Hi All, New guide available on Now Create: Leading Practices for Performance Load Testing for Customer Service Management (CSM) Blurb: For Customer Service Management (CSM) and other ServiceNow product implementations that may have several diff...
Now Create offers step-by-step delivery guidance based on real-world experiences and proven leading practices gained from thousands of successful implementations. Take advantage of these documents, created by our subject matter experts, to assist w...
Persona: ServiceNow Administrator Use Case: You need to import members and associate them with the appropriate Internal or External Business Location, while also assigning the right responsibilities to each member. Product Documentation for performin...
Hi All, I've recently received approval to share a white paper I wrote on CSM Configurable Workspace (Quebec). Thank you to all those who provided great edits and content to make this paper. It is much appreciated. Available to employees/partners/cu...
This post is only intended for K25 on site participants for LAB3532 | Thurs 5/8 1:30 -3:10PM Please ignore if you are not attending Lab Guide: https://servicenow-events-or-lab-guidebo.gitbook.io/knowledge-2025/lab3532-k25 Student Instance Reservat...
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...
The Issue Encountering an error message in Engagement Messenger when launched on a customer's website Underlying Root cause There are multiple reasons for this error: The server adds an HTTP header in the response that says the website content cann...
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...
If you’re working in the Technology, Media, and Telecommunications (TMT) space, you’ll notice that many organizations outsource portions of their case management operations—whether by region, by account, or using other criteria. There are several m...
Hi, I often hear from clients that they do not like the OOTB Info Messages getting shown on the CSM portal as soon as Customer Admin approves a registration request. This is definitely annoying and can be a cause for numerous Service Desk contacts. T...
I hadn't realized how advanced the Email recommendations had become. I recorded this short video after playing around with a demo and it is wild: 1) Will ask qualifying questions 2) Understands Case progression and provide alternate responses 3) Addr...
Hello, CSM Community! We’re excited to share what’s new and improved in Customer Service Management (CSM) for the Yokohama release! This release focuses on enhancing customer experience with major investments in self-service, agent experience, and c...
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...
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...
One of the key design principles in CSM , whether in a B2B or B2C scenario, is that not every customer inquiry requires a case. Some inquiries are simple and can be resolved without utilizing case management. For example, an interaction record can ...
Is MMS supported? There are two types of MMS - long text MMS and media MMS(file attachments). Long text MMS is supported both inbound( i.e., end user sending message to agent) and outbound (i.e. agent sending message to end user). BUT, media MMS is s...
Kaboom! Good news – I’m officially a Certified Implementation Specialist – Customer Service Management. I’ve just passed CSM CIS certification exam for Orlando release. This is to throw some light on how it works and how to prep for it. Enjoy! My bac...
We have recently revamped the structure of the Using Customer Service Management section of our documentation. The content is now organized based on the typical tasks performed by different user roles, including agents, agent managers, and customers....
LisaLatour
ServiceNow
Steph Morillo
seanflack
Dan Bruhn
