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Release: Australia · Updated: 2026-06-25 · Official documentation · View source

Customize the email interaction experience

Customize the Email Interaction record page in UI Builder for agents.

Before you begin

Role required: admin

About this task

For more information on UI Builder, see UI Builder.

Procedure

  1. Navigate to All > Now Experience Framework > UI Builder.

  2. On the UI Builder page, select Experiences tab.

  3. On the Experiences page, search and select CSM/FSM Configurable Workspace.

  4. Navigate to Pages and variants > Record > Email Interaction Page.

  5. Select the Open menu icon.

  6. Select Duplicate variant.

    For more information, see Create a page variant.

  7. On the Tell us about your variant screen, enter Custom Email Interaction Page in the Name field.

    Note: Don’t change the Conditions field.

  8. Select Create.

    The Page variant opens.

  9. Select the Settings tab.

  10. Enter a lower value in the Order field.

    For example, -1100.

  11. Select Save.

Result

You can customize the page in the UI builder.