Open a knowledge article in a sub-tab
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Customer Service Management
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Search for a knowledge article in Agent Assist and then open the article in a sub-tab.
Before you begin
Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, workspace_admin, admin
About this task
Note: This task applies to both CSM Configurable Workspace and CSM Agent Workspace.
Procedure
- Open your workspace.
- Open a customer service case.
- In the Agent Assist panel, select an article from the default search or search for something specific using the search bar.
- Click the article link to open the article in a new sub-tab of the parent case.