About customers and organizations
Find out about customers and organizations in Customer Service Management.
Build context on your customers
Create customer profiles to give your team rich customer context when they need it.
About products and entitlements
Find out all about products and entitlements in Customer Service Management.
Create customer profiles
Find out how to create customer profiles so your team can get a complete view of each customer and deliver more personalized support.
Create organization profiles
Find out how to create organization profiles so your team can get a complete view of the organizations they support.
Create product entitlements for your customers
Find how to add your products and create entitlements for your customers.
Get customer context on work items
Find out how to get context on work items so your support agents can quickly understand who they’re helping and tailor their support.
Import customer and organization profiles
Import customer and organization profiles using a CSV file or REST API.