Case management for CSM release notes

  • Release version: Yokohama
  • Updated January 30, 2025
  • 5 minutes to read
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    Summary of Case management for CSM release notes

    The ServiceNow® Case Management for Customer Service Management (CSM) application empowers customer service teams to proactively collaborate and resolve customer issues efficiently. The Yokohama release brings enhancements including invoice-related case handling, process mining capabilities, and quick start tests to improve service delivery and operational insights.

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    Key Features

    • Case Management for Invoice Operations: Enables creation of cases related to multiple invoices or specific invoice lines for handling disputes or corrections via the dedicated Invoice Operations application.
    • Process Mining Enhancements: Uses Now LLM-based work notes analysis to uncover operational causes of long resolution times and delays. Process configurations are now read-only templates that can be copied or imported by customers, improving process optimization.
    • Quick Start Tests for CSM: After upgrades or new deployments, these tests verify that Customer Service Management functions correctly. Customers with customizations can copy and adjust these tests accordingly.
    • Case Lines and Workflows: The Case Line table now includes Install base and Asset reference fields, showing detailed account and product information to assist agents.
    • Integration Ecosystem: Seamless integration with related ServiceNow solutions such as Now Assist for CSM, Communities, Continual Improvement Management, Customer Project Management, Event Management, Field Service Management, Knowledge Management, Process Automation Designer, IT Service Management applications, and Workforce Optimization enhances overall customer service effectiveness.
    • Deprecations: Customer Service CTI Demo Data is being phased out and hidden on new instances, with ServiceNow Voice with Amazon Connect recommended as the latest alternative.
    • Browser Support: ServiceNow workspaces require modern browsers like Microsoft Edge (Chromium) and do not support mobile devices, Internet Explorer, or legacy Microsoft Edge.

    Activation and Requirements

    To enable Customer Service Management, activate the Customer Service plugin (com.sncustomerservice). Ensure usage of supported browsers as outlined in ServiceNow’s browser support guidelines for optimal experience.

    Benefits for ServiceNow Customers

    • Streamlined handling of invoice-related customer cases improves resolution accuracy and speed.
    • Advanced process mining helps identify bottlenecks and improve operational efficiency.
    • Comprehensive integrations enable a unified service experience, allowing agents to manage cases, work orders, projects, and service events seamlessly.
    • Quick start tests provide confidence in system functionality following upgrades or customizations.
    • Workspace UI and configurable workspaces equip agents with consolidated tools for faster issue resolution.

    The ServiceNow® Case management for CSM application enables customer service organizations and support teams to collaborate on customer problems proactively to resolve issues. Case management for CSM was enhanced and updated in the Yokohama release.

    Case management for CSM highlights for the Yokohama release

    • Create cases for invoice-related services such as invoice disputes or requested corrections with the Case management for Invoice Operations application.
    • Use process mining to mine the configured base system project to investigate the causes of long resolution times.

    See Case management for Customer Service Management for more information.

    New in the Yokohama release

    Case Management for Invoice Operations
    Use the Case Management for Invoice Operations application (com.sn_csm_invoice) to create cases for multiple invoices or for specific invoice lines. Agents can use these cases to process invoice-related services such as invoice disputes or requested corrections.
    Process mining
    Use the following features to find process improvement opportunities:
    • Use work notes analysis to learn the operational reasons behind activity transitions. This feature is Now LLM based.
    • Mine the configured base system project to investigate the causes and get a clear view of the long resolution times and delays.
    Quick start tests for Customer Service Management
    After upgrades and deployments of new applications or integrations, run quick start tests to verify that Customer Service Management works as expected. If you customized Customer Service Management, copy the quick start tests and configure them for your customizations.

    Changed in this release

    Process mining
    Use the process mining enhancements to improve processes as needed:
    • Removed the viewer role from all records in the Process Mining Content Pack for Customer Service Management (CSM).
    • Set process configurations as read-only templates, deletable only by a process mining administrator. You can enable customers to copy the template or import specific parts into their custom configuration.
    Case lines and workflows
    The Case Line table (sn_case_line) includes the Install base and Asset reference fields. These fields display information based on the selected account and product.

    Deprecations

    Starting with the Yokohama release, Customer Service CTI Demo Data is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. ServiceNow Voice with Amazon Connect provides the latest experience for this functionality. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

    Activation information

    Customer Service Management is available with activation of the Customer Service plugin (com.sn_customerservice). For details, see Activate Customer Service Management.

    Browser requirements

    ServiceNow workspaces don’t support mobile devices, Internet Explorer, or Microsoft Edge. Instead, use Microsoft Edge - Chromium or one of the other supported browsers listed in Browser support.

    Related ServiceNow applications and features

    Now Assist for CSM
    Use the ServiceNow® Now Assist for CSM application to summarize customer chat conversations on interactions, summarize case details, and generate case resolution notes.
    Communities
    From the Customer Service Portal and Consumer Service Portal, enable your customers to connect, engage, and collaborate by using the ServiceNow® Communities application. Customer Service agents can create cases from the community discussion threads and resolve cases by using the community content.
    Continual Improvement Management
    Use ServiceNow® Continual Improvement Management to request improvement opportunities. You can implement phases and tasks to meet performance goals, track progress, and measure success. You can also view, create, and associate improvement initiatives from within the Process Mining application.
    Integrating with Customer Project Management
    The Customer Project Management plugin (com.snc.csm_ppm) enables you to create projects for a customer account by using the ServiceNow® Project Portfolio Suite with Financials application. It also gives end users visibility into their projects from the Customer Service Portal. This plugin requires the Project Portfolio Suite with Financials plugin (com.snc.financial_planning_pmo).
    Event Management
    Customer Service Management provides an integration with ServiceNow® IT Operations Management Event Management. This integration enables you to create cases proactively from alerts either manually or through automation. Customer service agents can track the accounts and the corresponding install base items that are affected by the alert. Agents can also track the operational status of an account's install base to better correlate customer issues and provide faster responses.
    Field Service Management
    Customer Service Management includes an integration with the ServiceNow® Field Service Management application. With this integration, you and your customers can perform the following tasks:
    • Field service technicians can view customer account and contact information on work orders and work order tasks in the Field Service Management application.
    • Customer service agents can create work orders from cases in the Customer Service Management application.
    • Customers and consumers can view the case-related work orders from the Customer Service Portal and Consumer Service Portal.
    Flow Designer
    Workflow Studio components enable you to invoke flows or subflows that are designed as part of a workflow and to find out the output or execution status of the flows or subflows.
    Knowledge Management
    From the Customer Service Portal and Consumer Service Portal, enable your customers to search for shared information by using the ServiceNow® Knowledge Management application. Customer service agents can resolve cases with the knowledge content.
    Process Automation Designer
    Customer Service Management provides an integration with the ServiceNow® Playbooks application. This integration provides the ability to configure processes such as playbooks.
    Process Mining
    ServiceNow® Process Mining helps analysts and process owners analyze the effectiveness of their business processes. Create automated business process flows from your data so that you can monitor and more quickly discover inefficiencies in your processes.
    IT Service Management applications
    Customer Service Management includes integrations with the following ServiceNow® Service Management applications: Incident Management, Problem Management, Change Management, and Request Management. With these integrations, you can create incident, problem, change, and request records from customer service cases. Customers can also submit requests from the Customer Service Portal.
    Next Experience UI Builder
    Next Experience UI Builder is a low-code web user interface builder that enables developers to build pages for workspace and portal web-based experiences. Use the base system and custom web components to build your pages.
    Workforce Optimization for Customer Service
    Manage and maintain the productivity of your workforce from a single application using ServiceNow® Workforce Optimization for Customer Service. With this application, you can help to route work to members of your team, manage your team's skills and schedules, and monitor their performance.
    Workspace UI
    ServiceNow® Workspace is a graphical user interface that puts multiple tools on one page, including the tools that agents use to find, research, and resolve issues. CSM Configurable Workspace is a customer service-specific implementation that provides agents with the tools that they need to respond to customers and to resolve cases.