---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure the Customer Information view using CSM Agent Workspace

# Configure the Customer Information view using CSM Agent Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure the display of the Customer Information view using the CSM Agent Workspace.

## Before you begin

Role required: admin

## About this task

The Customer Information view displays all touch points that a customer has had with a contact center in the form of information cards.  
Note:  
The following steps can be used to configure the Customer Information view in the CSM Agent Workspace. This is the workspace that is configured using the ServiceNow AI Platform interface.

## Procedure

1. Navigate to AllCustomer ServiceAdministrationGuided Setup.
2. On the Getting Started page of the guided setup, select Get Started
3. In the Customer Central - Customer Information category, view the list of tasks to configure the feature.  
   {#configure-information-tab__table_pz1_qqv_llb__entry__2}

   | Task | Description |
   |-|-|
   | Configure your settings for the Customer Information view | Set the Customer Central properties as required. |
   | Configure customer information lists | Configure the lists to display on the Customer Information view. For example, a list can be recent cases or recent chat interactions. |
   | Configure customer information reports | Configure which reports to display on the Customer Information view. |
   | Configure customer information records | Configure the records to display on the Customer Information view. For example, a record could provide information on the contact or consumer. |
   | Configure customer information report groups | Configure the groups of reports to display in a single section on the Customer Information view. |
   | Configure customer information contexts | Associate each list, record, report, and report group configuration you created with a consumer or contact context, depending on who you want to display the information for. |
   [Table 1. Customer Central - Customer Information configuration tasks]

   {#configure-information-tab__table_pz1_qqv_llb}
4. To perform a task, select Configure.  
   This button opens the page in your instance where the configuration is completed.
{#configure-information-tab__steps_oz1_qqv_llb}

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