Customer Central

Learn about how CSM Agent Workspace Customer Central functions with CSM Configurable Workspace.

Customer Central displays all the touch points that a customer has had with a contact center in the form of information cards. CSM Agent Workspace Customer Central configurations function in CSM Configurable Workspace. Configuration changes at the sn_customercentral_cust_info_config and sys_declarative_action_assignment and their related lists, however, can be configured in CSM Configurable Workspace.

• Set up the Customer Information view in CSM Configurable Workspace using Guided Setup.
• Set up the Customer Information view in CSM Agent Workspace using Guided Setup.