Use Customer Central

Get a quick overview of key customer information and recent customer activity to help you find out more about the customer contacting support.

Before you begin

Role required: sn_customerservice_agent

Role required if using the Walk-up Experience for business locations: sn_customerservice.svc_location_agent, sn_customerservice.svc_location_manager, or sn_customerservice.svc_location_consumer_agent.

About this task

Use customer central to get a quick insight into key customer information and recent activity from the customer, who is contacting support. You can filter by date or facet to access the information you require.

Note:

Accounts require contact information to display account information in Customer Central.

In CSM Configurable Workspace, you can access Customer Central from within the Interaction, Contact, Account, or Consumer records.

Procedure

1. Open CSM Configurable Workspace.
2. On the Interaction, Contact, Account, or Consumer record, select Customer Information to view key information on the customer.
3. On the Interaction, Contact, Account, or Consumer record, select Customer History to view recent activity from the customer or chat summary between the agent and customer.
4. Create a case or close the record.