Using the CSM Configurable Workspace for Public Sector Digital Services

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Set up CSM Configurable Workspace for your agents and expand the Workspace UI so they can engage with customers, answer questions, create cases, and resolve issues.

    Government service agents can complete most tasks in CSM Configurable Workspace. For more information on how to set up the CSM Configurable Workspace, see Set up the CSM Configurable Workspace for Public Sector Digital Services.

    The tables below describe some of the basic tasks that agents can perform in CSM Configurable Workspace.

    Tabela 1. Agent tasks
    Task Description Details
    Use playbooks Use the step-by-step guidance provided by playbooks to complete tasks and resolve cases.

    Using Playbooks

    Create a specific type of case Create a case for a specific type of constituent request.

    Creating and resolving case tasks

    Use Knowledge to assist with cases Search for knowledge articles and attach them to cases or open articles in sub-tabs for easier reading. Report a knowledge gap if you can't find relevant articles and, if permission is enabled, create articles directly from cases.

    Search for knowledge articles

    Open a knowledge article

    Report a knowledge gap

    Create a knowledge article

    Use response templates Quickly respond to customers using different types of predefined information.

    Use response templates in Service Request Playbook