--- sourceDocument: Australia Customer Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Customer Service Management ft:clusterId : - csm bundleId : - csm workflow : - Customer and Industry --- # Optimize workforce operations # Optimize workforce operations {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Enable Workforce Optimization for Customer Service and configure settings to use the Channel Management, Scheduling, Teams, and Coaching applications. * **[Activate Workforce Optimization for Customer Service](https://www.servicenow.com/docs/f8Tr98jn3kHIDTH7a0kI_A)** Workforce Optimization for Customer Service solution is highly modular, offering a wide range of capabilities such as Channel Management, Scheduling, Coaching, and Teams applications in CSM Manager Workspace. The Workforce Optimization for CSM Configurable Workspace (sn_csm_wfo_workspa) plugin activates all other dependent plugins to enable users to the Channel Management, Scheduling, Coaching, and Teams applications in Workforce Optimization for Customer Service. * **[Components installed withWorkforce Optimization for Customer Service](https://www.servicenow.com/docs/InnDoNBNsA_BEWPOJxFS6A)** Several types of components are installed with activation of the CSM Configurable Workspace (sn_csm_wfo_workspa) plugin, including user roles, key performance indicators (KPIs), scheduled jobs, properties, and tables. * **[Decouple Channel Management dependencies from WFO](https://www.servicenow.com/docs/pz0VVEpNfOk0FlTi1sOh1g)** Decouple Channel Management from core Workforce Optimization (WFO) modules to support modular deployment, enabling independent updates or scaling of Channel Management without impacting other workforce engagement. * **[Schedule Management in CSM Configurable Workspace](https://www.servicenow.com/docs/Py41VgD_7nIm3ILJyq_GNw)** Schedule Management schedule management is a standalone capability within Workforce Optimization for Customer Service that allows supervisors and managers to create, view, and manage team schedules independently of other WFO modules. * **[Work Scheduler components in Workforce Optimization for Customer Service reference](https://www.servicenow.com/docs/d8bcOHNvNQL8iD_WyHlcCQ)** Workforce Optimization for ITSM has properties to configure the Work scheduler default behavior. * **[Domain separation in Workforce Optimization for Customer Service](https://www.servicenow.com/docs/qRNo0bcy3qkP3U458D2nxg)** Domain separation is supported in Workforce Optimization for Customer Service. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data. Domain separation in Workforce Optimization for Customer Service is configured to apply to all features of the application. Separation of data is configured along with separation of logic and process. * **[Create Manager Workspace Landing Page](https://www.servicenow.com/docs/ncjJOfWoqpTj6IlRHh1gEw#create-configurable-csm-landing-page)** Create a landing page based on your business requirement. * **[Manager Workspace properties](https://www.servicenow.com/docs/QPnOojAI~hPbMvkyCPEt4w)** Modify the Manager Workspace configuration by customizing the system properties to set the Alerts card limit and the widget refresh interval. * **[Configure filters for Manager Workspace](https://www.servicenow.com/docs/lcyvsnQZ4up6ONktzjB3Pg)** Configure filters for scheduling and coaching applications and use the default filter for channel management to refine your search results. * **[Setting up service channels and queues](https://www.servicenow.com/docs/mysuBQ9CADDC9y4qmORKWQ#setup-channels-queues-configurable-wfo-cs)** You can set up service channels, queues, and key performance indicators (KPIs) to route work items automatically to agents based on an agent's availability, capacity, and skills. * **[Setting up Scheduling in Workforce Optimization for Customer Service](https://www.servicenow.com/docs/9omlf3OdwHBD9p_XHFNVDA#setup-scheduling-configurable-wfo-cs)** Manage events using the team calendar. Create different types of event categories. Use scripted extension points to customize event types. * **[Synchronize team calendar with Microsoft Outlook](https://www.servicenow.com/docs/FIanq1ZlekmkvPZyvVw0rQ)** Managers and agents can synchronize their calendars and events with Microsoft Outlook. * **[Setting up Teams Workforce Optimization for Customer Service](https://www.servicenow.com/docs/SNOUy80IAnm1JTkaYTI73g#setting-teams-configurable-wfo-cs)** Organize your teams into assignment groups and create reports for those groups so that you can gain visibility into the team's performance. * **[Setting up Coaching in Workforce Optimization for Customer Service](https://www.servicenow.com/docs/G6n5ucmNRW3Y~b0tyGEZZA)** Manage agent skills and assess the quality of completed tasks. Use predictive intelligence to recommend skills for agents. Train your agents with internal and external learning content. * **[Setting up Demand Forecast in Workforce Optimization for Customer Service](https://www.servicenow.com/docs/ZTgFbFNIlJzOzbXnxmatRQ)** Configure the data that you want to collect, modify forecast parameters, and calibrate manual adjustments using Demand Forecast. * **[Setting up Work scheduler in Workforce Optimization for Customer Service](https://www.servicenow.com/docs/XZIA6e~Hc0TarLusdombgg)** Customize an existing work scheduler card based on your need. You can also create a work configuration and work scheduler card from scratch and associate them so that managers can view the cards in their work queue.