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    • Field Service Management
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    Home Paris Field Service Management Field Service Management Initiating work Work Order Management Manage work orders Field Service in CSM Agent Workspace

    Field Service in CSM Agent Workspace

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    Field Service in CSM Agent Workspace

    Use Field Service in CSM Agent Workspace to create work orders from cases while on a live call or chat with the customer. You can automatically create tasks and part requirements for the required work using work order templates. Mark these work order tasks as ready for dispatch and inform customers of the status of the work orders—all while still interacting live with the customer.

    Agent Workspace in action

    Here's how agents use Agent Workspace.

    Key features

    Field service integration with case

    Create a case, use knowledge to find relevant case information, and also generate work orders and work order tasks from the case using a single user interface.

    Field Service Integration with Case

    Integrated communication channels

    Communicate in real time with your customers by chat or phone using the workspace. Let them know when the technician is scheduled to arrive on site to resolve their case.

    Communicating to customers, in real time, when technicians will work on their issue

    Automatic task creation using templates

    Use templates that have tasks, skills, and parts required for the work orders defined to resolve customer issues.

    Create work order tasks using templates

    Get started

    Select a tile to get started.

    ExploreAgents and system administrators go here to learn about Workspace.
    Set upSystem administrators go here to set up Workspace.
    UseAgents go here to learn how to use Workspace.
    • Explore Field Service in CSM Agent Workspace

      Learn how work orders get created from a case and how customer issues are resolved using Field Service in Customer Service Management (CSM)Agent Workspace.

    • Set up Field Service in CSM Agent Workspace

      Activate Field Service in CSMAgent Workspace and set up roles for performing the tasks.

    • Use Field Service in CSM Agent Workspace

      Use Field Service in CSM Agent Workspace to create a work order for a case, create work order tasks from work orders, and qualify work order tasks.

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    Release version
    Choose your release version

      Field Service in CSM Agent Workspace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Field Service in CSM Agent Workspace

      Use Field Service in CSM Agent Workspace to create work orders from cases while on a live call or chat with the customer. You can automatically create tasks and part requirements for the required work using work order templates. Mark these work order tasks as ready for dispatch and inform customers of the status of the work orders—all while still interacting live with the customer.

      Agent Workspace in action

      Here's how agents use Agent Workspace.

      Key features

      Field service integration with case

      Create a case, use knowledge to find relevant case information, and also generate work orders and work order tasks from the case using a single user interface.

      Field Service Integration with Case

      Integrated communication channels

      Communicate in real time with your customers by chat or phone using the workspace. Let them know when the technician is scheduled to arrive on site to resolve their case.

      Communicating to customers, in real time, when technicians will work on their issue

      Automatic task creation using templates

      Use templates that have tasks, skills, and parts required for the work orders defined to resolve customer issues.

      Create work order tasks using templates

      Get started

      Select a tile to get started.

      ExploreAgents and system administrators go here to learn about Workspace.
      Set upSystem administrators go here to set up Workspace.
      UseAgents go here to learn how to use Workspace.
      • Explore Field Service in CSM Agent Workspace

        Learn how work orders get created from a case and how customer issues are resolved using Field Service in Customer Service Management (CSM)Agent Workspace.

      • Set up Field Service in CSM Agent Workspace

        Activate Field Service in CSMAgent Workspace and set up roles for performing the tasks.

      • Use Field Service in CSM Agent Workspace

        Use Field Service in CSM Agent Workspace to create a work order for a case, create work order tasks from work orders, and qualify work order tasks.

      Tags:

      Feedback

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