Combined Agent experience for CSM release notes for upgrades from Xanadu to Zurich

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Agent experience for CSM release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich.

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 Agent experience for CSM to Zurich

Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

New features

Between your current release family and Zurich, new features were introduced for Agent experience for CSM.


Release	Release notes
Xanadu	Quick start tests for Customer Service Management After upgrades and deployments of new applications or integrations, run quick start tests to verify that Customer Service Management works as expected. If you customized Customer Service Management, copy the quick start tests and configure them for your customizations.
Yokohama	Chat interaction session tabs Use the following features to provide your agents with information about their current chats: Display informational messages in the session tabs that notify the agent of the current chat condition such as "Chat is in wrap-up" or "Chat has ended." Use background colors to distinguish between the active and inactive tabs. For inactive tabs, configure different colors to alert agents to the chat threshold timers. Use a counter to display the number of unread chat messages. Use a separator in the chat window between the older messages and the newer unread messages. Configure a minimum of one and up to a maximum of three chat SLA threshold timers that alert agents to unread messages in inactive chats. For each level, you can also select a time value and a unique color. Voice interaction record page Enable Contact Center as a Service (CCaaS) providers to display native voice integrations in CSM Configurable Workspace that agents can use to handle phone calls. Interaction wrap-up for call and chat Provide agents with enough dedicated time after each call or chat to finalize the interaction details and wrap up their work before starting a new conversation. Customer history component Enable agents to view a customer's activities in the contextual side panel. Agents can search and filter the activities in the list and select a date range. For more information about the Customer history component, see Next Experience Components documentation. Quick start tests for Customer Service Management After upgrades and deployments of new applications or integrations, run quick start tests to verify that Customer Service Management works as expected. If you customized Customer Service Management, copy the quick start tests and configure them for your customizations.
Zurich	CSM centered chat interaction record page Includes a chat component in the center of the record page that provides front-line chat agents with a modernized interaction page layout. Callback component on the CSM voice interaction record page Provides agents with the ability to return customer calls and to create interaction records at the time of callback. Task SLA cards component Use the Task SLA cards component as a standalone component on the Front-line case page. Visual updates to the Task SLA cards component enable agents to see where they are in the lifecycle of multiple task SLAs at a glance. Task activity timeline preset and controller Use the Task activity timeline preset and controller to add the Timeline component as a standalone component on task record pages such as case or incident. Notifications for agent mentions in records Receive workspace notifications when agents are mentioned using @ in comments or work notes. Notifications include record details and a direct link for quick access. Quick start tests for Customer Service Management After upgrades and deployments of new applications or integrations, run quick start tests to verify that Customer Service Management works as expected. If you customized Customer Service Management, copy the quick start tests and configure them for your customizations.

Changes

Between your current release family and Zurich, some changes were made to existing Agent experience for CSM features.


Release	Release notes
Xanadu	Email enhancements The Compose Email modeless dialog includes the following enhancements: A collapsible header that includes the To, Cc, Bcc, and Subject fields. Icons in the footer that enable you to discard the current email draft, apply a template, view a list of recent email drafts, and add attachments. Compose Email modeless dialog that you can open to see the last saved email draft.
Yokohama	Form template enhancements Use the following form template enhancements to create or edit templates as needed: The Templates tab in the configurable side panel displays larger template cards with the template name and an expanded description. Users can view different lists of templates, mark their favorites, and sort templates either alphabetically or by last used. The template form displays template fields in a clearly labeled form section and displays the line numbers and headings for each template line to improve readability The template tab header displays "Edit template" when a user opens a template in edit mode. Front-line case page integration with knowledge guidance Enable agents to attach and add links to knowledge articles in comments, work notes, or emails by using modeless dialogs. Resurface special handling notes Display the special handling notes for a case at any time by selecting Special handling notes from the More actions menu on the case record action bar. Customer Central application moved from family to store release Starting with the Yokohama release, the Customer Central application (com.sn_csm_customer_central) has moved to the ServiceNow Store. Any new enhancements to this application are delivered through the Customer Central store app. Customer Activity Guided Setup now accessible from a new location Use the following updates in Guided Setup to enhance navigation and access customer history configurations: Access the Customer Activity Guided Setup from All > Customer Central > Customer Activity > Guided Setup. View Activity Contexts, Activity Types, Activity Groups, and Activity Type Templates within Guided Setup. You can also access them in the menu by navigating to All > Customer Central > Customer Activity > Guided Setup. Customer Activity has been renamed to Customer History, maintaining the same functionality. Access the Business Rule in the Activity Feed where it is now listed independently alongside Activity Types, Activity Groups, and Activity Type Templates for improved accessibility. Previously, it was nested under Activity Types. Front-line case page lookup component The Front-line case page includes the following enhancements: Includes the Consumer lookup component. Uses advanced search to look up contacts and consumers. Contact and consumer record cards can be collapsed to display more record space. Action bar layout The following interaction record pages include an action bar with a single action layout: CSM Interaction record page CSM voice interaction record page Comment and Work note modeless dialogs Create and use form templates that add content to the Additional comments and Work notes fields on a case record. Automatically display a modeless dialog that includes the content from the form template and then post that content to the activity stream. Front-line case page contextual side panel The Record Information tab in the contextual side panel includes the Overview and Active SLA cards. The contact card and timeline card have been removed to improve the page load time. Recommended Actions AI search replaces Agent Assist Recommended Actions AI search replaces Agent Assist in the contextual side panel for the following record pages included with the CSM Configurable Workspace: CSM default record page Front-line case page CSM Interaction record page (for type = Chat, Video, Walkup, Email) Customer History component features Use the following features to provide agents real-time updates and customer history details: Automatically refresh the Customer History component when account, contact, or consumer details change. Prompt agents to add missing account or contact details instead of leaving fields empty. Display an empty component until an agent links a contact using the lookup component, then show the contact's details. Enables agent to view updated customer information directly in Customer History on the Front-line Case page.
Zurich	Thin compose modeless dialogs Enable agents to initiate a comment, work note, or email in the activity stream and then open the text in a modeless dialog. This feature is available on the following record pages: Front-line case page CSM default record page CSM Interaction record page CSM voice interaction record page CSM centered chat interaction record page Email interaction record page Activity Stream enhancements Activity Stream layout now automatically adjusts to your device (laptop, tablet, or mobile). Hidden content is indicated by (...) for better readability. Lookup component on CSM Configurable Workspace record pages Use the Lookup component to look up and link a contact and then verify the contact. The Lookup component replaces the Lookup and Verify component on the CSM Configurable Workspace record pages. Hide inbox after item selection The Inbox panel collapses after selecting an inbox item, enabling agents to see more of the screen and focus on the interaction. Multi-form controller support Supports having two forms on a record page. Real-time notification count updates Updated the bell icon behavior so the notification count accurately reflects the number of unique, unread notifications in real time, eliminating duplicate increments. Customer History enhancements Use the following enhancements to control grouping, appearance, and refresh behavior in customer history: Enable time grouping by month or quarter: A new property enables selection of time grouping as monthly or quarterly (Q1-Q4) in date filters. Customize feed appearance: Admins can configure feed icons along with their background colors using a property that offers predefined color options. Display activities by updated date: A new property enables feeds to surface activities based on the last updated timestamp in Customer History. Dynamic refresh updates: Customer History feeds now refresh automatically, but only for records in the Customer History activities table and within the current context (for example, Contact). Other tables and parent records are not included. Introduced a new search icon that lets agents show or hide the search bar with a click. Improve discoverability of Recommended Actions Use the following updates to improve the visibility of Recommended Actions across key CSM pages: Set Recommended Actions as the default first tab in the contextual side panel to provide agents with instant access to recommendations without switching tabs. This change applies to the following pages: Front-line case page CSM default record page CSM Interaction record page Email interaction record page CSM voice interaction record page CSM centered chat interaction record page Load Recommended Actions asynchronously to keep the UI responsive while recommendations load. Enable agents to send relevant KB articles through SMS during voice interactions and messaging-type interactions. Default recommendations for Pro customers Recommendations are now delivered by default for Pro customers when either the Task Intelligence for CSM or the Now Assist for CSM plugin is installed. Agents can view contextual recommendations under the Suggested Actions tab, such as similar cases and open incidents, when the case meets the predefined criteria. Agents can link or copy resolutions directly into the current case. Resurface special handling notes Display the special handling notes at any time by selecting  Special handling notes  from the More actions menu on the case record action bar. This action is now available on records from the following tables: Account Asset Contact Incident Product Model Work Order Task This applies only to records where special handling notes are configured. Information session tab enhancements Use the following changes to enforce permissions and improve usability of the Session tab: Restrict access to unauthorized users with error messages and validate role-based permissions. Auto-save admin updates to timer and color changes in real time. Display workspace settings only after the Session tab is enabled. Configure Alert Dismissal settings at experience and alert level Use the following settings to control alert dismissal: Set alerts to auto-dismiss or require manual dismissal. Configure alert behavior globally or according to alert. Reduce alert overload while supporting accessibility standards, which helps agents focus on critical alerts. ServiceNow Link Manager is available on the Google Chrome, Microsoft Edge, and Mozilla Firefox plugin store Streamline tab management and reduce browser clutter with ServiceNow Link Manager: Automatically consolidates new ServiceNow related tabs into an existing open ServiceNow tab. Provides cross-platform support. Enables agents to share record links, such as cases, through platforms like Gmail, Microsoft Teams, Microsoft Outlook, and other web tools integrated with ServiceNow. These links open using ServiceNow Link Manager, ensuring the record loads in the correct workspace and context. Provides a user-friendly interface that is easy to enable and turn off directly from the extension settings in the respective browser. Follow records to receive notifications Select the Follow action to receive notifications when comments or work notes are added to a record. The Follow action is available in the More actions menu on the Front-line case page and the CSM default record page.

Removed

Between your current release family and Zurich, some Agent experience for CSM features or functionality were removed.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Deprecations

Between your current release family and Zurich, some Agent experience for CSM features or functionality were deprecated.


Release	Release notes
Xanadu	Starting with the Xanadu release, CSM Agent Workspace is no longer deployed, enhanced, or supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. CSM Configurable Workspace provides the latest experience for this functionality.
Yokohama	Starting with the Yokohama release, Customer Service CTI Demo Data is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. ServiceNow Voice with Amazon Connect provide the latest experience for this functionality. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.
Zurich	Starting with the Yokohama release, Customer Service CTI Demo Data is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. ServiceNow Voice with Amazon Connect provides the latest experience for this functionality. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Activation information

Review information on how to activate Agent experience for CSM.


Release	Release notes
Xanadu	Install CSM Configurable Workspace by requesting it from the ServiceNow Store. Visit the ServiceNow Store website 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.
Yokohama	CSM Configurable Workspace is available with activation of the Customer Service plugin (com.sn_customerservice). For details, see Activate Customer Service Management. Install CSM Configurable Workspace by requesting it from the ServiceNow Store. Visit the ServiceNow Store website 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.
Zurich	CSM Configurable Workspace is available with activation of the Customer Service plugin (com.sn_customerservice). For details, see Activate Customer Service Management. Install CSM Configurable Workspace by requesting it from the ServiceNow Store.

Additional requirements

If any additional requirements were introduced or changed for Agent experience for CSM we have noted them here.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Agent experience for CSM we have noted them here.


Release	Release notes
Xanadu	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.
Yokohama	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.
Zurich	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.

Accessibility information

Review details on accessibility information for Agent experience for CSM, such as specific requirements or compliance levels.


Release	Release notes
Xanadu	The following templates were updated to support reflow, which enables pages and content to be zoomed up to 400% through your browser settings without loss of content or functionality. Additionally, content can be enlarged without scrolling in two dimensions at a width equivalent to 320 CSS pixels or a height equivalent to 256 CSS pixels. Case playbook: horizontal stages template Case playbook: vertical stages template This enhancement helps users with low vision or who have trouble seeing web content in a browser due to monitor size, device type, poor lighting, or other situations. Reflow can be turned off with a system property for instances, experiences, and pages. See Reflow for Configurable Workspace for details.
Yokohama	No updates for this release.
Zurich

Localization information

If there are specific localization considerations for Agent experience for CSM we have noted them here.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Highlight information

If there are specific highlight considerations for Agent experience for CSM we have noted them here.


Release	Release notes
Xanadu	Expand and collapse the header in the Compose Email modeless dialog to edit address fields or increase your working space in the email body. Use icons to quickly access email tools such as applying a template or adding an attachment. Open the Compose Email modeless dialog with the last saved email draft. See CSM Configurable Workspace for more information.
Yokohama	Alert agents about the status of current chats by using color-coded session tabs to indicate service level agreement (SLA) threshold timers, chat duration, and unread message counts. Create form templates or modify existing templates with enhancements to the form template feature. Integrate enhanced knowledge guidance on the Front-line case page and enable agents to attach and add links to knowledge articles in comments, work notes, or emails by using modeless dialogs. Display native voice configurations in CSM Configurable Workspace with the Voice interaction record page that agents can use to handle phone calls. Dedicate time after each call or chat for agents to finalize interaction details. See CSM Configurable Workspace for more information.
Zurich	Provide front-line agents with an updated chat interaction user experience that puts the chat component front and center. Use the callback component to return customer calls and create interaction records at the time of the callback. Provide agents with visibility to all previous customer activity and the ability to filter and search to find specific activities. Initiate a comment, work note, or email in the activity stream in CSM Configurable Workspace and then open the text in a modeless dialog. See CSM Configurable Workspace for more information.