Components installed with Smart Assessments for CSM
Smart Assessment support in Customer Service Management (CSM) and Field Service Management (FSM) workspaces provides a unified experience for creating, configuring, and viewing assessment templates and instances.
- Smart Assessment functionality is available in Customer Service Management (CSM) and Field Service Management (FSM) workspaces.
- Users can create Smart Assessment templates by using a modal dialog within the workspace experience.
- The Template Overview page is available in CSM and FSM workspaces for defining and managing Smart Assessment questions.
- Interoperability configurations enable the Template Overview experience from the Smart Assessment workspace to be reused in CSM and FSM workspaces.
- The integration supports the complete Smart Assessment template creation workflow within CSM and FSM workspaces.
- A dedicated Smart Assessment Instance record page variant is available in CSM and FSM configurable workspaces.
- The Smart Assessment Instance record page enables users to view Smart Assessment instance details within the workspace experience.