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    • Customer Service Management
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    Home Quebec Customer Service Management Customer Service Management Customer Service Management Exploring Customer Service Management Workspaces in Customer Service Management Selecting a CSM workspace interface

    Selecting a CSM workspace interface

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    Selecting a CSM workspace interface

    You can choose to configure and use either CSM Configurable Workspace, CSM Agent Workspace, or both.

    Consider the following benefits to determine which workspace is the right choice for your agents.
    CSM Configurable Workspace
    If you need to configure and extend the workspace provided with CSM, or if you need to theme your workspace for different brands within the same instance, consider using the CSM Configurable Workspace. With this workspace, you can:
    • Quickly configure page layouts and components in UI Builder.
    • Extend and deploy custom components into the workspace.
    • Leverage UI Builder components to build additional solutions.
    UI Builder is a WYSIWYG web user interface builder that enables you to quickly build pages for workspace and portal web-based experiences. The CSM Configurable Workspace is built using UI Builder functionality.
    • For more information about this tool, see UI Builder.
    • For more information about working with components in UI Builder, see Work with components.
    • For more information about available components, see https://developer.servicenow.com/dev.do#!/reference/now-experience/quebec/components.
    CSM Agent Workspace

    If you need to integrate Customer Service Management with other ServiceNow applications, such as ITSM, ITOM, or PPM, consider using the CSM Agent Workspace.

    CSM Agent Workspace enables you to integrate Customer Service Management with the following applications:
    • IT Service Management (ITSM): Use this integration to create request, incident, problem, and change records from customer service cases and enable external users to view these records from the Customer and Consumer Service Portals.
    • IT Operations Management (ITOM): Use this integration to create cases proactively from alerts either manually or through automation and track the accounts and the corresponding install base items affected by the alert.
    • Customer Project Management (CPM): Use this integration to create projects and project tasks for your customer accounts and provide end users with visibility into their projects and tasks from the Customer Service Portal.
    Note: To use the tasks and workflows provided with these integrations, be sure to configure CSM Agent Workspace.

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      Selecting a CSM workspace interface

      • 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

      Selecting a CSM workspace interface

      You can choose to configure and use either CSM Configurable Workspace, CSM Agent Workspace, or both.

      Consider the following benefits to determine which workspace is the right choice for your agents.
      CSM Configurable Workspace
      If you need to configure and extend the workspace provided with CSM, or if you need to theme your workspace for different brands within the same instance, consider using the CSM Configurable Workspace. With this workspace, you can:
      • Quickly configure page layouts and components in UI Builder.
      • Extend and deploy custom components into the workspace.
      • Leverage UI Builder components to build additional solutions.
      UI Builder is a WYSIWYG web user interface builder that enables you to quickly build pages for workspace and portal web-based experiences. The CSM Configurable Workspace is built using UI Builder functionality.
      • For more information about this tool, see UI Builder.
      • For more information about working with components in UI Builder, see Work with components.
      • For more information about available components, see https://developer.servicenow.com/dev.do#!/reference/now-experience/quebec/components.
      CSM Agent Workspace

      If you need to integrate Customer Service Management with other ServiceNow applications, such as ITSM, ITOM, or PPM, consider using the CSM Agent Workspace.

      CSM Agent Workspace enables you to integrate Customer Service Management with the following applications:
      • IT Service Management (ITSM): Use this integration to create request, incident, problem, and change records from customer service cases and enable external users to view these records from the Customer and Consumer Service Portals.
      • IT Operations Management (ITOM): Use this integration to create cases proactively from alerts either manually or through automation and track the accounts and the corresponding install base items affected by the alert.
      • Customer Project Management (CPM): Use this integration to create projects and project tasks for your customer accounts and provide end users with visibility into their projects and tasks from the Customer Service Portal.
      Note: To use the tasks and workflows provided with these integrations, be sure to configure CSM Agent Workspace.

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