--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Intelligence for CSM release notes for upgrades from Yokohama to Zurich # Combined Intelligence for CSM release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 11 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 Intelligence for CSM Release Notes for Upgrades from Yokohama to Zurich This consolidated release notes document assists ServiceNow customers in preparing for upgrades of Intelligence for Customer Service Management (CSM) from Yokohama to Zurich. It details new features, changes, deprecations, activation instructions, browser requirements, accessibility, and highlights relevant to these releases. Show full answer Show less ## New Features * **Recommended Actions Enhancements:** Introduction of AI search on CSM default record, front-line case, and interaction record pages (chat, video, walk-up, email channels), enabled by default for new customers. * **Catalog Item Source Filtering:** Improved search and filtering of catalog items within AI search tab in CRM Workspace. * **Multiple Active Contexts:** Support for multiple active contexts per table to provide tailored recommendations by user persona, AI model variant, or interaction channel. * **Inheritance of Active Rules:** Ability to inherit active rules and recommendations from parent to extended table contexts, streamlining configuration. * **Asynchronous Recommendation Evaluation:** Option to load recommendations asynchronously to avoid UI blocking and improve agent responsiveness. * **Knowledge Guidance Integration:** Agents can attach and share knowledge article links in comments, work notes, and emails via modeless dialogs on the front-line case page and interaction record page. * **Default and Custom Guidance:** Use of default guidance for unmapped search sources; custom guidances enable actions like linking related records and copying resolution codes from previous cases. * **Improved Timeout Handling:** Resource generators handle ML prediction timeouts efficiently to prioritize faster responses. * **Interaction Context Record:** Implements search result mapping to knowledge articles based on interaction descriptions to enhance chat support. * **Decision Tree UI Customization:** Font size adjustments for decision tree questions and control over visibility of completed guidance history improve usability. * **Guided Decisions in Playbooks:** Support for embedding decision trees with inputs and outputs as playbook activities to guide complex decisions. * **Search Result Filtering and Analytics:** Ability to filter search results across multiple sources and facet levels, with AI search usage tracked via analytics dashboards capturing detailed event data. * **Resource Generator Author Role Enhancements:** Read-only access to Task Intelligence (TI) solutions added for Resource Generator authors to configure ML-powered recommendations. * **Relevancy Score Display:** View relevancy scores on AI search result cards to assess recommendation quality. * **Recommendation Refresh Controls:** Options to exclude non-critical fields from triggering refreshes and to explicitly trigger refreshes based on UI or backend events enhance performance and relevance. * **Dynamic JSON-Based Context Inputs:** Configure context inputs dynamically for accurate recommendations in complex workflows with multiple active contexts. * **Knowledge Base Article Access Visibility:** Lock icons indicate articles not accessible to case requesters, improving agent awareness. * **Process Mining SLA Breach Analysis:** Analyze SLA breaches to identify root causes and bottlenecks with suggested improvements to optimize case handling. * **Quick Start Tests:** Provided to verify Customer Service Management functionality after upgrades or integrations, customizable for tailored deployments. ## Changes * **Primary Call-to-Action on Knowledge Cards:** CTA adapts based on case channel (email vs. others) and article accessibility, improving agent interaction flow. * **Coral Theme Default:** New default theme for portals and mobile with brand-neutral illustrations and an optional dark mode to enhance user experience. ## Activation Information To enable Intelligence for CSM features, activate the Customer Service plugin (com.sncustomerservice). Additional applications such as Recommended Actions, Recommended Actions for Customer Service, Task Intelligence for Customer Service, and Guided Decisions Experience are available via ServiceNow Store and require activation to access full functionality. ## Browser Requirements ServiceNow workspaces do not support mobile devices, Internet Explorer, or Microsoft Edge (legacy). Supported browsers include Microsoft Edge Chromium and other browsers listed in ServiceNow's Browser support documentation. ## Accessibility The Coral theme includes a dark mode option for web and mobile experiences, designed to reduce eye strain and improve readability for users. ## Highlights * Enabled Recommended Actions for chat interactions to provide context-relevant agent actions. * Integrated enhanced knowledge guidance on front-line case pages with simplified sharing of knowledge articles. * Automated mapping configuration for search results paired with default guidances enhances setup efficiency. * Lock icons in CRM Workspace clearly mark inaccessible knowledge base articles for case requesters. * Process Mining SLA breach analysis offers actionable insights into service delivery performance. Consolidated page of all release notes for Intelligence for CSM from Yokohama to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Intelligence for CSM release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama 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 Intelligence for CSM to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-intelligenceforcsm-summary__entry__2} | Release | Release notes | |-|-| | 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 Intelligence for CSM. {#dfrn3-intelligenceforcsm-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Recommended Actions -- AI search on CSM default record page, Front line case page, and CSM interaction record page](https://www.servicenow.com/docs/access?context=ra-csm-ai-search&family=yokohama&ft:locale=en-US) : The Recommended Actions -- AI search is introduced on the [CSM default record page](https://www.servicenow.com/docs/access?context=csm-default-record-page&family=yokohama&ft:locale=en-US), [Front-line case page](https://www.servicenow.com/docs/access?context=csm-front-line-case-page&family=yokohama&ft:locale=en-US), and [CSM Interaction record page](https://www.servicenow.com/docs/access?context=csm-interaction-record-page&family=yokohama&ft:locale=en-US) (for the chat, video, walk-up, and email type channels) and it's enabled by default for new customers. The default guidance is also enabled for these pages. Agents can attach and share knowledge article links in comments, work notes, and emails. [Recommended Actions - Catalog item source type for AI search](https://www.servicenow.com/docs/access?context=ra-csm-ai-search&family=yokohama&ft:locale=en-US) : Search and filter the catalog items easily in the AI search tab of Recommended Actions in the CRM Workspace. [Recommended Actions - Ability to have multiple active contexts for the same table](https://www.servicenow.com/docs/access?context=ra-csm-contexts&family=yokohama&ft:locale=en-US) : Enables multiple active contexts for the same table, so that tailored recommendations are displayed in the CRM Workspace: * For different user personas based on their requirements. * For different Predictive Intelligence models or AI model variants. * For the same record in different channels, such as chat, email, and so on. [Recommended Actions - Ability to inherit active rules and their recommendations from a parent table context to extended table context](https://www.servicenow.com/docs/access?context=ra-csm-contexts&family=yokohama&ft:locale=en-US) : Assign the active rules and their recommendations from the parent table context to the extended context table for a streamlined process. [Recommended Actions - Asynchronous evaluation for recommendations](https://www.servicenow.com/docs/access?context=ra-csm-contexts&family=yokohama&ft:locale=en-US) : Enables you to configure loading behavior at the context level by choosing between synchronous and asynchronous modes. In the asynchronous mode, recommendations load in the background without blocking the UI, allowing agents to interact with the record immediately. [Recommended Actions - Front-line case page integration with knowledge guidance](https://www.servicenow.com/docs/access?context=csm-front-line-case-page&family=yokohama&ft:locale=en-US) : Enable agents to attach and share knowledge article links in comments, work notes, or emails by using modeless dialogs. [Recommended Actions - Default guidance for search results](https://www.servicenow.com/docs/access?context=ra-csm-guidances-default-guidance-search&family=yokohama&ft:locale=en-US) : Enable agents to view search results for any records. Use a default guidance for any search sources that don't have a dedicated, mapped guidance. [Recommended Actions - Improved timeout handling for resource generators](https://www.servicenow.com/docs/access?context=ra-csm-resource-generators&family=yokohama&ft:locale=en-US) : Handle timeout errors when calling Machine Learning (ML) resource generators. The system uses a subflow API with a 1-second timeout ensures the RA generation engine prioritizes faster response times by terminating stalled ML prediction calls. [Recommended Actions - Custom guidances](https://www.servicenow.com/docs/access?context=ra-csm-custom-guidances&family=yokohama&ft:locale=en-US) : Use a custom guidance to provide actions that are based on the search results from the Case, Problem, Incident, or Change Request tables. Agents can use these actions to link records to the current case and copy resolution codes and notes from resolved cases. [Recommended Actions - Field values for predicted records](https://www.servicenow.com/docs/access?context=ra-csm-guidances&family=yokohama&ft:locale=en-US) : Leverage the actual field value for a predicted record and show it in a custom guidance in place of the display value. [Recommended Actions for Customer Service - Display Recommended Actions on the CSM Interaction record page](https://www.servicenow.com/docs/access?context=ra-csm-chat-interaction-record&family=yokohama&ft:locale=en-US) : Enable agents to view Recommended Actions in the contextual side panel on the CSM Interaction record page. The search tab dynamically displays relevant actions based on the context of the chat interaction. [Recommended Actions for Customer Service - Interaction Context record](https://www.servicenow.com/docs/access?context=ra-csm-context-records&family=yokohama&ft:locale=en-US) : Use the Interaction Context record to display the search results from the Knowledge table. The results are based on the interaction's short description. This context record includes a search-mapping record that maps knowledge results to the Share KB in chat interactions guidance. [Recommended Actions - Question font size customization for a Decision tree](https://www.servicenow.com/docs/access?context=configure-decision-trees-gdb&family=yokohama&ft:locale=en-US) : Enables you to customize the font size of questions in a Decision tree for a better look and feel. This font size is applied to the questions in the decision trees of playbooks, and recommendations, within the CRM Workspace and service portal. [Recommended Actions - Control the visibility of completed guidance information](https://www.servicenow.com/docs/access?context=create-guidances&family=yokohama&ft:locale=en-US) : Allows you to manage the visibility of the completed guidance history information of a decision tree in playbooks, and recommendations for an agent, within the CRM Workspace, and service portal for a streamlined experience. | | Zurich | [Guided Decisions - Enable Guided Decisions as a Playbook Activity with Inputs and Outputs](https://www.servicenow.com/docs/access?context=add-gd-input-output-playbook&family=zurich&ft:locale=en-US) : Added support for the Guided Decision with Inputs and Outputs activity in Playbook. Use this activity to embed decision trees that accept inputs and generate outputs, guiding users through complex decisions within your playbooks. [Recommended Actions - Filter search results across multiple sources in the Contextual side panel](https://www.servicenow.com/docs/access?context=nba-use-ai-search&family=zurich&ft:locale=en-US) : Filter search results corresponding to multiple sources in the AI search tab of the Recommended Actions contextual side panel. You can also filter the search results at the facet-level. [Recommended Actions -- Track the AI search usage trends with the AI search analytics dashboard](https://www.servicenow.com/docs/access?context=nba-use-ai-search&family=zurich&ft:locale=en-US) : Track and analyze the AI search usage in Recommended Actions using the AI search analytics dashboard. The AI search events and actions performed by the agent are captured in the Search Events, Search Source Events, Search Signal Events, Search Result Event, and Search Result Event Action tables. This data is used in the AI search analytics dashboard. [Recommended Actions - Read-only access to TI solutions for the Resource Generator author role](https://www.servicenow.com/docs/access?context=ra-csm-installed-components&family=zurich&ft:locale=en-US) : Access Task Intelligence (TI) solution definitions in read-only mode as a Resource Generator author \[sn_nb_action.resource_generator_author\] to configure recommendations with Machine Learning (ML) solutions from TI models. In other words, the sn_ti_admin.tia_user role is added to the Resource Generator author role. [Recommended Actions - Filter search results across multiple sources on the Search page](https://www.servicenow.com/docs/access?context=nba-use-ai-search&family=zurich&ft:locale=en-US) : Filter search results corresponding to multiple sources on the Search page. You can also filter the search results at facet-level. [Recommended Actions - View the relevancy score of the AI search results](https://www.servicenow.com/docs/access?context=nba-use-ai-search&family=zurich&ft:locale=en-US) : View the relevancy score on the search result recommendation cards in the Search tab of the Recommended Actions panel for the default guidance for search results, Attach and share article, Share KB in chat interactions, and all no-code ( Link incident to current case, Link problem to current case, and Link change request to current case) guidances. To enable this feature, you must enable the Show relevancy score for results check box in the Context form. [Recommended Actions -- Limit the number of search results for more precise output](https://www.servicenow.com/docs/access?context=nba-use-ai-search&family=zurich&ft:locale=en-US) : Limit the number of search results (Top N) that appear in the AI search tab in the Recommended Actions context side panel. To configure top N search results, you must enable the Top N check box in the Context form and then define the Search Results Limit in the Search Application Configuration. [Recommended Actions - Optimize the Recommended Actions refresh behavior by excluding non-critical field updates](https://www.servicenow.com/docs/access?context=ra-csm-contexts-create&family=zurich&ft:locale=en-US) : Exclude the non-critical fields from triggering a Recommended Actions refresh on the record pages by adding the non-critical fields to the Exclude fields field on a context record. In a child context, you can also include the field exclusions of the parent context. You can enhance a user's UI experience when you prevent excessive UI updates and still ensure that relevant updates trigger as intended. [Recommended Actions - Trigger Refresh for Recommendations explicitly or based on UI events](https://www.servicenow.com/docs/access?context=ra-csm-config-data-broker&family=zurich&ft:locale=en-US) : Trigger recommendations refresh in the Recommended Actions tab on the contextual side panel when a UI or back-end event update is made. This provides dynamic and more contextually relevant recommendations based on the outcome of UI and back-end events. To trigger a recommendations refresh: * configure UI component's Data Broker in the UI builder for UI events * execute the ForceRefreshRecommendationsscript include for back-end events [Recommended Actions - Configure dynamic JSON-based context inputs](https://www.servicenow.com/docs/access?context=ra-csm-create-context-inputs&family=zurich&ft:locale=en-US) : Configure JSON-based context inputs in a context to populate accurate recommendations corresponding to dynamically changing contexts. You can configure parameters associated with the context table along with context table parameters. To support scenarios where a single workflow may leverage multiple active contexts simultaneously to generate recommendations. This uses the context inputs in rule condition builders, resource generators, and recommendation-action mappings, with minimal performance impact and backward compatibility. [Recommended Actions - Enhanced KB article sharing for Agents](https://www.servicenow.com/docs/access?context=ra-csm-guidances-attach-share-article&family=zurich&ft:locale=en-US) : Identify the Knowledge Base (KB) articles that are not accessible to the case requester with the help of a Lock icon. In the recommendations on the contextual side panel of the CRM Workspace, a Lock icon on a recommendation card denotes that the recommended KB article cannot be accessed by the case requester. [Process Mining - SLA breach analysis](https://www.servicenow.com/docs/access?context=csm-integration-po&family=zurich&ft:locale=en-US) : Identify and analyze cases where service level agreements (SLAs) have been violated. The SLA breach analysis project provides insights into the root causes of breaches, highlights bottlenecks, and recommends improvements to optimize the performance of your processes. [Quick start tests for Customer Service Management](https://www.servicenow.com/docs/access?context=quick-start-tests-csm&family=zurich&ft:locale=en-US) : 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 Intelligence for CSM features. {#dfrn3-intelligenceforcsm-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Recommended Actions - The primary call-to-action changes on the KB article recommendation card](https://www.servicenow.com/docs/access?context=ra-csm-contexts&family=zurich&ft:locale=en-US) : The primary call-to-action (CTA) on a recommended knowledge base article is determined by the source channel of the case. If the case originates from an email, the primary CTA displayed is Attach and share link in the email. For all the other channels, the primary CTA is Attach and add link in comments. If the article isn't accessible to the requester, the primary CTA is set to Read article. Accessible articles display the full set of actions (Attach and add link in comments, Add link in work note, and so on). Inaccessible articles are limited to internal-use actions only (Read article, Share link in work notes, and so on). 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. | [ ] ## Removed Between your current release family and Zurich, some Intelligence for CSM features or functionality were removed. {#dfrn3-intelligenceforcsm-summary__entry__20} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Intelligence for CSM features or functionality were deprecated. {#dfrn3-intelligenceforcsm-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Intelligence for CSM. {#dfrn3-intelligenceforcsm-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | Activation information : Customer Service Management is available with activation of the Customer Service plugin (com.sn_customerservice). For details, see [Activate Customer Service Management](https://www.servicenow.com/docs/access?context=t_ActivateCustomerService&family=yokohama&ft:locale=en-US). Important: The following applications are available in ServiceNow Store: * Recommended Actions (sn_nb_action) * Recommended Actions for Customer Service (sn_cs_nb_action) * Task Intelligence for Customer Service (com.snc.csm_ml_task) For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Customer Service Management is available with activation of the Customer Service plugin (com.sn_customerservice). For details, see [Activate Customer Service Management](https://www.servicenow.com/docs/access?context=t_ActivateCustomerService&family=zurich&ft:locale=en-US). Important: The following applications are available in ServiceNow Store: * Guided Decisions Experience (sn_ga_exp) * Recommended Actions (sn_nb_action) * Recommended Actions for Customer Service (sn_cs_nb_action) * Task Intelligence for Customer Service (com.snc.csm_ml_task) For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Intelligence for CSM we have noted them here. {#dfrn3-intelligenceforcsm-summary__entry__38} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Intelligence for CSM we have noted them here. {#dfrn3-intelligenceforcsm-summary__entry__44} | Release | Release notes | |-|-| | Yokohama | 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=yokohama&ft:locale=en-US). | | Zurich | 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=zurich&ft:locale=en-US). | [ ] ## Accessibility information Review details on accessibility information for Intelligence for CSM, such as specific requirements or compliance levels. {#dfrn3-intelligenceforcsm-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | [ ] ## Localization information If there are specific localization considerations for Intelligence for CSM we have noted them here. {#dfrn3-intelligenceforcsm-summary__entry__56} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Intelligence for CSM we have noted them here. {#dfrn3-intelligenceforcsm-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | * Enabled Recommended Actions for chat interactions so that agents can select relevant actions that are based on the chat context. * Integrated 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. * Enabled Recommended Actions -- AI search for CSM default record page and CSM interaction record pages for the video, chat, walk-up, and email channels. * Automated the mapping configuration for search results along with default guidances. See [Intelligence for CSM](https://www.servicenow.com/docs/access?context=intelligence-csm&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Get enhanced visibility of knowledge base articles by marking and displaying a lock icon for articles that aren't accessible to the case requester within the CRM Workspace. * Gain insights to the root causes of case service level agreement (SLA) breaches and view the suggested improvements to optimize process performance. See [Intelligence for CSM](https://www.servicenow.com/docs/access?context=intelligence-csm&family=zurich&ft:locale=en-US) for more information. | [ ]