Customer Service Management resources

Build context on your customers

Find out all about customer profiles and how your support team can get rich customer context when they need it.

• About customers and organizations
• About products and entitlements
• Create customer profiles
• Create organization profiles
• Create product entitlements for your customers
• Get customer context on work items
• Import customer and organization profiles
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Create a tailored support experience for your customers

• About customer experiences
• Create forms to receive requests
• Set up channels to support your customers
• Create articles for your support website and customer service agent
• Manage customer access to your channels
• Set up notifications for your customers
• Support customers with an AI-powered customer service agent
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Setting up and working in projects

• About work types
• About workflows
• Analyze team performance with reports
• Control changes to your agent with versioning
• Create SLAs
• Forward work items to other projects
• Project permissions and security
• Set up a customer satisfaction survey
• Set up notifications for your team
• Work with queues
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Understand the basics

Discover how Customer Service Management works.

• About Customer Service Management