--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-yokohama-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3by bundleId : - delta3by --- # Combined Workforce Optimization for CSM release notes for upgrades from Yokohama to Brazil # Combined Workforce Optimization for CSM release notes for upgrades from Yokohama to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 9 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Workforce Optimization for CSM Release Notes: Yokohama to Brazil Upgrade This consolidated release notes document guides ServiceNow customers through the Workforce Optimization for Customer Service Management (CSM) upgrade from Yokohama to Brazil. It summarizes new features, changes, and important upgrade information across multiple releases, helping you prepare for a smooth transition and enhanced workforce management capabilities. Show full answer Show less ## Key Features * **Manager Workspace Enhancements:** * Unified Manager Workspace landing page providing real-time insights and actionable metrics for performance optimization. * New AI-powered dashboard widgets including Sentiment Analysis, Trending Topics, and Auto QA, delivering deeper visibility into customer sentiment and quality evaluations. * Help Request tab accessible on Manager Workspace and Channel Management pages, segmented by channels such as Chat, Email, Messaging, Phone, and Video. * Real-time supervisor support with capabilities to monitor, whisper coach, or barge into live agent calls, including viewing real-time call transcription. * Modular decoupling of the Manager Dashboard and Channel Management for independent deployment, enhancing system stability and upgrade flexibility. * **Schedule and Shift Management:** * Month view on Team Calendar available in Manager Workspace and Configurable CSM/FSM Workspaces for comprehensive staff alignment and shift visibility. * Schedule Management can be enabled as a standalone capability with dedicated licensing, supporting independent deployment without other Workforce Optimization modules. * Brazil release introduces bulk agent shift movements within or between published schedules with configurable revert options and move history tracking, streamlining shift planning. * Location-based holiday calendar management improves scheduling accuracy by automatically syncing regional holidays to agent schedules and calendars. * **User Interface Updates:** * The Coral theme becomes the default for portals, web, and mobile experiences, offering a refreshed, brand-neutral look with dark mode options. ## Important Upgrade Information * **Pre- and Post-Upgrade Tasks:** Review and complete necessary tasks as outlined to prepare for the Brazil release upgrade. * **Activation:** Workforce Optimization must be requested and installed via the ServiceNow Store. No additional configuration is required after activation for standalone Schedule Management. * **Browser Requirements:** ServiceNow workspaces do not support mobile devices, Internet Explorer, or legacy Microsoft Edge browsers. Use Microsoft Edge Chromium or other supported browsers for optimal experience. ## Key Outcomes for Customers * Enhanced operational efficiency through improved real-time management tools and AI-driven insights. * Greater flexibility and control in workforce scheduling, shift management, and agent support without impacting other system modules. * Improved customer service quality by enabling supervisors to assist agents in real time during live interactions. * Reduced manual scheduling errors and compliance risks via automated, location-based holiday calendar integration. * Simplified and modular upgrade paths with decoupled system components, enabling smoother maintenance and future scalability. Consolidated page of all release notes for Workforce Optimization for CSM from Yokohama to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Workforce Optimization for CSM release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Brazil. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Workforce Optimization for CSM to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-workforceoptimizationforcsm-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Workforce Optimization for CSM. {#dfrn3-workforceoptimizationforcsm-summary__entry__12} | Release | Release notes | |-|-| | Yokohama | [Manager Workspace landing page](https://www.servicenow.com/docs/access?context=csm-configurable-manager-workspace-dashboards-new&family=yokohama&ft:locale=en-US) : Empower managers with real-time insights and actionable metrics, organized in a unified view, to drive performance optimization and facilitate prompt action. | | Zurich | [\[Placeholder link text to key decouple-channel-management-dependencies-from-wfo\]](https://www.servicenow.com/docs/access?context=decouple-channel-management-dependencies-from-wfo&family=zurich&ft:locale=en-US) : Decoupling Channel Management from the core Workforce Optimization (WFO) modules is necessary during dependencies or emergency situations. This architectural enhancement supports modular deployment, enabling independent updates or scaling of Channel Management without impacting other workforce engagement features. * Independent Deployment: Channel Management can be deployed independently, allowing for greater flexibility and control. * Reduced Inter-Module Dependencies: The decoupling reduces dependencies between modules, enhancing system stability. * Enhanced Scalability and Maintainability: The new architecture improves scalability and maintainability, making it easier to manage and expand. * Streamlined Future Upgrades: Future upgrades for individual modules can be streamlined, ensuring smoother and more efficient updates. [View the monthly staff alignment on the team calendar in the Manager Workspace](https://www.servicenow.com/docs/access?context=scheduling-configurable-wfo-cs&family=zurich&ft:locale=en-US) : Enable managers to plan, monitor, and adjust staffing more effectively with the month view on the Team Calendar tab in the Schedule page of the Manager Workspace. You can also view staffing and shift details across a full month to optimize and identify gaps in coverage, detect over staffing, and take proactive steps to balance workloads improving operational efficiency and responsiveness. [View the monthly schedule on the team calendar in the Configurable CSM or FSM Workspace](https://www.servicenow.com/docs/access?context=scheduling-configurable-wfo-cs&family=zurich&ft:locale=en-US) : Enable agents to view your upcoming shifts, time-off requests, and availability for the entire month in the month view of the Team Calendar in the CSM or FSM Configurable Workspace. This enables them to better plan their schedules, stay informed, and remain engaged with their work commitments. | | Australia | [\[Placeholder link text to key schedule-management-capabilities-in-csm-configurable-workspace\]](https://www.servicenow.com/docs/access?context=schedule-management-capabilities-in-csm-configurable-workspace&family=australia&ft:locale=en-US) : Enable Schedule Management schedule management capabilities in CSM configurable workspace: * Provide a standalone licensing and entitlement model for Schedule Management schedule management using the  "com.sn_shift_planning" plugin. * Support independent deployment of Schedule Management schedule management without Forecasting, Intraday Management, Coaching, or other Workforce Optimization modules. * Extend scheduling to support shift and roster management for FSM and Retail, enabling phased use of Workforce Optimization modules. [Location Based Holiday Calendar Management](https://www.servicenow.com/docs/access?context=location-based-holiday-calendar-management&family=australia&ft:locale=en-US) : Enable location-based holiday calendars to * Manage location‑based holiday calendars that auto‑sync to schedules, providing real‑time visibility into regional holiday impacts and supporting accurate shift planning. * Improve workforce scheduling and compliance by mapping holidays to specific regions, reducing manual adjustments and ensuring agents see their location‑based holidays in My Calendar. [Manager Workspace landing page](https://www.servicenow.com/docs/access?context=csm-configurable-manager-workspace-dashboards-new&family=australia&ft:locale=en-US) : Enhance the Manager Dashboard to view * New AI Insights tab on the Manager Dashboard in the Manager Workspace. * The AI powered widgets: Sentiment Analysis, Trending Topics, and Auto QA. These widgets provide deeper, real‑time visibility into customer sentiment signals, trending interaction themes, and quality evaluations. [Manager Workspace landing page](https://www.servicenow.com/docs/access?context=csm-configurable-manager-workspace-dashboards-new&family=australia&ft:locale=en-US) : Decouple the existing Manager Dashboard to make it available as a standalone feature. * Install and configure the Manager Dashboard independently to provide a streamlined, modular experience, retaining only essential alerts and core widgets for performance, work management, and resource visibility while removing scheduling and coaching components. * Managers can view Help Request alerts and Operational Insights when Channel Management is used with the Manager Dashboard. These capabilities are not available when Channel Management is used without the Manager Dashboard. * The Manager Dashboard includes a tab-based layout with widgets for Customer Signals and Quality Management --- Sentiment Analysis, Trending Topics, and Auto QA. Managers can access the Operations Insights tab with widgets such as Performance, Work Management, and Resource Management when additional capabilities are enabled. [Listen, Monitor or Barge in to an agent call](https://www.servicenow.com/docs/access?context=listen-agent-call-configurable-wfo-cs&family=australia&ft:locale=en-US) : Monitor, coach, or barge into voice calls to * Assist agents during live customer calls by opening the agent's active phone interaction in Manager Workspace. * Enable supervisors to silently monitor calls, whisper‑coach agents, join conversations, view real‑time transcription when the conversation panel is enabled, and switch modes or end the session at any time using the NVC utility panel. [Manager Workspace landing page](https://www.servicenow.com/docs/access?context=csm-configurable-manager-workspace-dashboards-new&family=australia&ft:locale=en-US) : Enable Manager dashboard to view the Help Request on the landing page. * View the Help Request tab on the Manager Workspace landing page and in Conversation Monitoring list view. * Segment Help Request interactions by different channel including Chat, Email, Messaging, Phone and Video. [Channel Management](https://www.servicenow.com/docs/access?context=explore-channels-configurable-wfo-cs&family=australia&ft:locale=en-US) : * View the Help Request tab on the Channel Management landing page. * Enable supervisors to open any active voice request to review context and take action by monitoring the live call, coaching the agent privately, or barging in to speak with both the agent and the customer. | | Brazil | [Move agents between shifts and schedules in Shift Planning](https://www.servicenow.com/docs/access?context=move-agents-between-shifts-wfo-cs&family=brazil&ft:locale=en-US) : As a shift planning admin \[sn_shift_planning.admin\], you can move one or more agents from one shift to another, within the same published schedule or to a different published schedule. You no longer need to unpublish and republish the schedule. Each move has a start and end date, and you can configure for the agents to automatically revert to the original shift on the end date if required. You can move agents in bulk, using the same dates for all of them or separate dates for each. The system validates each move, and a move history records the changes. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Workforce Optimization for CSM features. {#dfrn3-workforceoptimizationforcsm-summary__entry__22} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. | | Australia | [Manager Workspace landing page](https://www.servicenow.com/docs/access?context=csm-configurable-manager-workspace-dashboards-new&family=australia&ft:locale=en-US) : The following UI components have been added on the Manger Dashboard: * The dashboard includes new AI‑powered widgets --- Sentiment Analysis,Trending Topics, and Auto QA * Help requested can be viewed on the Manager Workspace landing page and in Conversation Monitoring list view. * The Help requested include different channels, such as Chat, Email, Messaging, Phone and Video. | | Brazil | No updates for this release. | [ ] ## Removed Between your current release family and Brazil, some Workforce Optimization for CSM features or functionality were removed. {#dfrn3-workforceoptimizationforcsm-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some Workforce Optimization for CSM features or functionality were deprecated. {#dfrn3-workforceoptimizationforcsm-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate Workforce Optimization for CSM. {#dfrn3-workforceoptimizationforcsm-summary__entry__52} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | Activation information : Install Workforce Optimization by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Workforce Optimization for Customer Service is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Brazil | Activation information : Install Workforce Optimization by requesting it from the ServiceNow Store. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Workforce Optimization for CSM we have noted them here. {#dfrn3-workforceoptimizationforcsm-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Workforce Optimization for CSM we have noted them here. {#dfrn3-workforceoptimizationforcsm-summary__entry__72} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | Browser requirements : ServiceNow workspaces don't support mobile devices, Internet Explorer, or Microsoft Edge. Instead, use Microsoft Edge - Chromium or one of the other supported browsers listed in [Browser support](https://www.servicenow.com/docs/access?context=browser-support&family=brazil&ft:locale=en-US). | [ ] ## Accessibility information Review details on accessibility information for Workforce Optimization for CSM, such as specific requirements or compliance levels. {#dfrn3-workforceoptimizationforcsm-summary__entry__82} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Workforce Optimization for CSM we have noted them here. {#dfrn3-workforceoptimizationforcsm-summary__entry__92} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Workforce Optimization for CSM we have noted them here. {#dfrn3-workforceoptimizationforcsm-summary__entry__102} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | * Manage location‑based holiday calendars to improve workforce scheduling by mapping holidays to specific regions, enabling managers to plan shifts with accuracy, and reduce manual adjustments. * Enhance the Manager Dashboard with standalone installation support and new AI-powered widgets (Sentiment Analysis, Trending Topics, and Auto QA) to provide actionable insights. * Support real-time supervisor assistance during customer calls in Manager Workspace, enabling monitoring, whisper coaching, and direct participation * Analyze the help requested interactions segmented by different channels, such as Chat, Email, Messaging, Phone and Video. * Enable Schedule Management as a standalone capability, with backward compatibility for existing deployments and no additional configuration required after activation. See [Workforce Optimization for Customer Service](https://www.servicenow.com/docs/access?context=configurable-wfo-cs&family=australia&ft:locale=en-US) for more information. | | Brazil | * Manage location‑based holiday calendars to improve workforce scheduling by mapping holidays to specific regions, enabling managers to plan shifts with accuracy, and reduce manual adjustments. * Enhance the Manager Dashboard with standalone installation support and new AI-powered widgets (Sentiment Analysis, Trending Topics, and Auto QA) to provide actionable insights. * Support real-time supervisor assistance during customer calls in Manager Workspace, enabling monitoring, whisper coaching, and direct participation. * Analyze the help requested interactions segmented by different channels, such as Chat, Email, Messaging, Phone and Video. * Enable Schedule Management as a standalone capability, with backward compatibility for existing deployments and no additional configuration required after activation. See [Workforce Optimization for Customer Service](https://www.servicenow.com/docs/access?context=configurable-wfo-cs&family=brazil&ft:locale=en-US) for more information. | [ ]