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Table of Contents
1. Activate Customer Service Management | ServiceNow Docs
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/task/t_ActivateCustomerService.html
Activate Customer Central. Create data for Customer Central. Configure Customer Central properties. Configure the Customer Information view. Configure lists for the Customer Information view. Configure the Customer Activity view. Configure component attributes for the Customer Activity view.
2. Customer Service Portal | ServiceNow Docs – Product …
https://docs.servicenow.com/bundle/london-customer-service-management/page/product/customer-service-management/concept/c_CustomerServicePortal.html
Configure the customer service chat queue · Add an agent to the chat support assignment group · Activate Virtual Agent for CSM · Customer Service Virtual …
3. Additional plugins for Customer Service Management …
https://docs.servicenow.com/bundle/madrid-customer-service-management/page/product/customer-service-management/reference/r_CustServMgmtAddtlPluginsTable.html
After Customer Service Management is activated, you can activate additional plugins that provide … (com.snc.csm.order) … The Consumer Service Portal plugin activates these related plugins if they are not already active. … 2021 ServiceNow.
4. Configure the Customer and Consumer Service Portals …
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/task/configure-csm-service-portals.html
Configure the Customer and Consumer Service Portals to provide information … Predictive Intelligence for CSM solution definitions · Predictive Intelligence for … self-service web portals based on the ServiceNow Service Portal application. … To activate the Consumer Service Portal, activate the Consumer Service plugin.
5. Activate the Consumer Service Portal | ServiceNow Docs
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/task/activate-consumer-portal.html
Navigate to System Definition > Plugins. · Search for the plugin com. glide. service-portal. consumer-portal. · Click Activate.
6. Activate Service Portal | ServiceNow Docs
https://docs.servicenow.com/bundle/paris-servicenow-platform/page/build/service-portal/concept/activate-service-portal.html
Activate Service Portal. If Service Portal is not active on your instance, you can activate it from the plugin module. You must have the administrator role to activate a …
7. Additional plugins for Customer Service Management …
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/reference/r_CustServMgmtAddtlPluginsTable.html
Activation of this plugin on production instances may require a separate Performance Analytics license. Contact ServiceNow for details. The Self-Service Analytics …
8. Customer Service Portal | ServiceNow Docs – Product …
https://docs.servicenow.com/bundle/orlando-customer-service-management/page/product/customer-service-management/concept/configure-csm-customer-portal.html
Links to information sources such as the knowledge base, the user community, and customer support. Activate the plugin and then customize the Customer …
9. Use the Customer Service Portal | ServiceNow Docs
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/task/use-the-customer-portal.html
Configure the customer service chat queue · Activate Virtual Agent for CSM · Customer Service … Create an investment board on the CSM Investment Portal.
10. Configuring Customer Service Management | ServiceNow Docs
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/concept/configure-customer-service.html
Configure the Customer and Consumer Service Portals to provide information and support for your customers. Set up CSM Agent Workspace. Set up CSM Agent …
11. Activate Virtual Agent for CSM | ServiceNow Docs
https://docs.servicenow.com/bundle/london-customer-service-management/page/product/customer-service-management/task/activate-virtual-agent-csm.html
Activate Virtual Agent for CSM to use the predefined Customer Service Virtual Agent topics (chatbot conversations) designed to help your customers complete …
12. Use the Consumer Service Portal | ServiceNow Docs
https://docs.servicenow.com/bundle/paris-customer-service-management/page/product/customer-service-management/concept/use-consumer-service-portal.html
Consumers can use the portal to search for information, get their questions answered by other registered members, or request assistance from a customer service …
