Looking for Best Approach to Enable Customer Portal in ServiceNow

RohitPapann
Tera Contributor

Hi Community,

I’ve been working on setting up an end-to-end customer flow in ServiceNow. So far, I have completed:

  • Raise a Lead – Captured customer interest (via CRM integration).

  • Generate a Quote – Integrated with external quoting tools.

  • Complete an Order – Tracked accepted quotes and fulfillment through Order Management / integrations.

These steps are working as expected.

Now, I want to move forward with the next step: Customer Portal.

Customers should be able to use the portal to:

  • Raise incidents

  • View order status

  • Chat with a Virtual Agent

👉 I’d love to hear from the community:

  • What’s the best approach to enable this Customer Portal functionality?

  • Should I configure it directly in the Customer Service Portal, or are specific integrations/customizations recommended?

  • Any best practices or references you suggest for getting started?

Looking forward to your suggestions and guidance. 🙏

Thanks,
Rohit

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