Hello Community,I'm new to Virtual agent. We are configuring the Pre-Chat survey with direct Live Agent Escalation.Here we have created the Agent Chat Configuration for the portal required and with specific branding key. This works good. Later create...
Hi all, I'm struggling to find a way to let user select a kind of case to create when clicking the New button in CSM Workspace case list.Specifically this New button: Ideally it would be just like creating a New asset in Asset workspace where a quest...
Hello everyone,I am currently trying to setup an approval flow for the quote management. I would like to use the OOTB button "Submit for Approval". I thought it could be with the Quote Task object? Anyone any suggestions how to set it up.The logic I ...
Good day all. My teams are working on researching ways to automate and/or streamline case reviews for Quality Assurance to ensure that agents are routing cases properly and getting the end users their answers kindly, correctly, and quickly. Ideally ...
Whether you're monitoring SLA adherence, coordinating escalations, investigating what went wrong, or bridging the gap between frontline agents and senior leadership — your experience is exactly what we need. The ServiceNow UX Research team is runnin...
Hi Everyone, For some reason duplicate cases are creating at the same time with different number. Can anyone help me on this what's the reason for this?
Hi All,I created an Event + Business Rule on sys_attachment (After, Insert) to trigger an email notification when an attachment is added to sc_req_item (RITM).It works correctly when attachment is added from the backend form view.However, when attach...
I am facing below issue for some users. Please let me know how to fix this issue. Thank You.
We have a requirement to create a custom table extending the task with 30 + custom fields. For fulfillment we are planning to use the CSM configurable workspace so that agents can update the required fields using playbook steps or directions. We are ...
work notes interactions not visible in service operation workspace zurchi version
Hi everyone,I am trying to understand where the "From" address is being populated when using the Compose Email function from within a Case record (see screenshot attached).From what I can see, I am assuming this is coming from the Case Default Email ...
ITSM integrates with Microsoft Teams and allows requesters to use Virtual Agents and portals within Teams. Could you please tell me if the same can be achieved with CSM?
Hi,my organization uses Customer Project management (com.snc.csm_ppm) to handle projects.For a customer "C", both internal consultants as well as external consultants from a Vendor V can work on the same customer project.When a "V consultant" (from t...
how to disable, sys_attachements paper clip icon on the portal for particular case where case state is closed i.e., state = 3.
Hello, I created custom configurable workspace for scoped application. I would like to add "Collaborate" tab in the Contextual Side Panel Tab. The goal is to integrate Teams chat. I have tried to follow this link but not work: https://www.servicenow...
