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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure the Customer Information view using CSM Configurable Workspace

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

Before you begin

Role required: csm_guided_setup_user or 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 CSM Configurable Workspace. This workspace is configured using UI Builder.

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.

    TaskDescription
    Configure your settings for the Customer Information viewSet the Customer Central properties as required.
    Configure customer information listsConfigure the lists to display on the Customer Information view. For example, a list can be recent cases or recent chat interactions.
    Configure customer information reportsConfigure which reports to display on the Customer Information view.
    Configure customer contact cardsConfigure 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.