CSM Configurable Workspace interface

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of CSM Configurable Workspace Interface

    The CSM Configurable Workspace interface equips agents with essential tools and information for effective case resolution. It features a multi-tab interface that allows agents to manage multiple cases and tasks within a single browser window, facilitating efficient workflows and navigation.

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    Key Features

    • Multi-tab Interface: Agents can open up to 20 tabs, with the system caching the 10 most recently used for quicker access. Top-level tabs display case records, while sub-tabs show detailed record information and related records.
    • Contextual Display: Provides a comprehensive view of customer history, including interactions, products, and previous cases. Key components include:
      • Record details, including customer information and issue descriptions.
      • Contact and consumer lookup for quick access to customer data.
      • Customer History as a filtered activity feed.
      • Activity stream for tracking updates and communications.
      • Contextual side panel with tabs for record information, SLA details, and attachments.
      • Related lists showing linked records like case tasks and work orders.
    • Record Details: Each case record features customer information, issue descriptions, priority, state, and agent assignment, organized in a Details tab or a case details component.
    • Contextual Side Panel: This component includes configurable tools for agents, such as record information, recommended actions, attachments, and templates for email and forms.
    • Agent Inbox: Displays work assignments as cards, allowing agents to accept or reject tasks and set their availability status.

    Key Outcomes

    With the CSM Configurable Workspace interface, agents can efficiently manage customer interactions and case resolutions, leading to improved productivity and customer satisfaction. The organized layout and accessible information streamline workflows, enabling agents to focus on resolving issues effectively.

    The CSM Configurable Workspace interface provides agents with the tools and information they need to resolve interactions and cases.

    Figure 1. CSM Configurable Workspace interface
    The CSM Configurable Workspace interface provides information such as record details, the activity stream, and tools in the contextual side panel such as recommended actions and templates.

    Multi-tab interface

    Within the CSM Configurable Workspace interface, two levels of tabs enable agents to work on multiple cases, tasks, and other customer records within a single browser window.
    • Top-level tabs display case records or case type records.
    • Sub-tabs display record details in addition to related records, such as case tasks, work orders, and contact or account information.

    Agents can open up to 20 tabs simultaneously in the workspace. The system automatically caches the 10 most recently used tabs for faster navigation.

    Agents can use this tab configuration to quickly move between records without losing their place.

    Contextual display

    Agents get a complete view of a customer's history, including interactions, products, and cases. Agents can find this information throughout the CSM Configurable Workspace interface. For example:
    • Record details: Provides customer or consumer information, details about the product or service, and a short description of the issue.
    • Contact and consumer lookup: Displays customer information in record cards and provides quick access to details such name, email, and phone.
    • Customer History: Displays customer, consumer, or account history information in the form of a filtered activity feed.
    • Activity stream: Displays a running history of updates and communications within a record such as field updates, comments, work notes, and emails.
    • Contextual side panel: Includes tabs that agents can use to view record information, SLA details, and attachments.
    • Related lists: Show records from other tables that are linked to the current record like case tasks or work orders.

    Record details

    In CSM Configurable Workspace, each case or interaction record includes information about the customer or consumer, the product or service, and a short description of the issue being addressed. It can also include information about the record priority, state, and agent assignment.

    Depending on the record page configuration, record details can be found in the Details tab or in a case or interaction details component. For example, the Front-line case page includes a case details component with the following collapsible sections:
    • Case
    • Notes
    • Closure Information
    • Related Records

    The CSM default record page includes a Details tab as the first record sub-tab.

    Contextual side panel

    The contextual side panel component includes different tools that agents can use to research and resolve customer issues. The tools available in the contextual side panel are configurable for each record page. For example, the contextual side panel in the Front-line case page includes the following tabs:
    • Record information
    • Recommended Actions search
    • Attachments
    • Form Templates
    • Response Templates
    • Email Templates
    • Related Lists
    For more information, see CSM Configurable Workspace contextual side panel components.

    Agent inbox

    Agents see their assignments in their CSM Configurable Workspace inbox. Work assignments appear as cards in the inbox that agents can either choose to accept or reject. Agents can also set their status in the inbox, such as Available or Busy.

    For more information about the agent inbox, see the following topics: