Configure the Customer Information view using the CSM Configurable Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure the display of the Customer Information view using the CSM Configurable 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 Configurable Agent Workspace. This is the workspace that is configured using UI Builder, introduced in the Quebec release.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup.
    2. On the Getting Started page of the guided setup, select Get Started
    3. In the Customer Central - Customer Information for CSM Configurable Workspace category, view the list of tasks to configure the feature.
      Table 1. Customer Central - Customer Information for CSM Configurable Workspace configuration tasks
      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 contact cards Configure the contact card to display contact information on the Customer Information view. For example, a contact card could provide information on the contact,consumer, or account.
    4. To perform a task, select Configure.

      This button opens the page in your instance where the configuration is completed.