Migrating to Configurable Workspace

Release version: Australia

Updated March 12, 2026

1 minute to read

If you are currently using CSM Agent Workspace, you can implement CSM Configurable Workspace and continue using some of your existing CSM Agent Workspace configurations.

Some configurations can be used by both CSM workspaces while others need to be configured specifically for CSM Configurable Workspace. Of these configurations that are specific to CSM Configurable Workspace, some are accomplished in the platform interface using lists and forms, while others are accomplished using the UI Builder.

Use the topics in the following table to explore CSM Configurable Workspace features. Then follow the steps to implement CSM Configurable Workspace and migrate your existing CSM Agent Workspace configurations.

Table 1.
Explore Explore CSM Configurable Workspace Workspaces in Customer Service Management	Migrate Set up CSM Configurable Workspace Migrate to CSM Configurable Workspace