Customer Service Management

This forum discussion is designed for entrepreneurs, founders, and business owners seeking a practical, business-first roadmap to launching a secure and scalable asset tokenization platform. Particip...

• customer-service-management

I browsed through the onboarding videos, and some features that stand out for me are the ability to fully design the welcome portal, and how quickly you can add an AI assistant. It seems to blend hel...

• customer-service-management

When configuring the CSM agent for a new customer experience, it's very easy to add articles from the connected Confluence instance. However, I'm running in a bit of a loop when trying to add exter...

• customer-service-management

We are currently evaluating the new CSM offering and I'm struggling to understand exactly how localization (translations) work with things such as ticket forms, help center articles, automated email ...

• customer-service-management

Atlassian now promotes Jira Service Management (JSM) for internal IT operations & support and Customer Service Management (CSM) for external customer service & support. Both apps have ...

• csm
• customer-service-management
• jira-service-management
• jsm

I'm trying to utilize the Ticket Template feature to clean up and better direct these CISA / Critical vulnerability tickets that are generated by PSA Ticket automation. However, I can't seem to find ...

• autotask
• customer-service-management
• integration

Our company started to investigate Customer Service Management app as it could bring more to the table in comparison to JSM in terms of sharing Knowledge Base, but it seems it has same limitation as ...

• customer-service-management

In my organisation, we use JSM as customer facing service.  We use this in tandem with an Asset schema to provide ongoing support to customer assets in the field.  Our Asset schema also t...

• asset-management
• customer-service-management

It seems that currently CSM agent widget only works in jira customer portal website.   But it is isolated, doesn't have enough context of my service, like logged in user info,  and relate...

• cloud
• customer-service-management

For me, the strength of CSM is the ability to be able to enrich a customer and an organisation with more custom detail fields. However, when you have an overview of a customer/organisation, you can...

• customer
• customer-service-management
• organization
• search

Hi There, We currently use a JSM project to manage customer requests, CSM looks great and we would love the ability to use Rovo and such. Is there a whitepaper/best practice/guideline for us to tra...

• customer-service-management
• migration
• migration-customer-care

I created a customer service management project and an user experience linked with that CSM. I also created a simple form with summary and description (similar to default one) and assigned the "prob...

• customer-service-management

Hello! we currently have a public facing desk that interacts via emails with external users. We had to make it Open/Public in order to leverage emails creating requests from external users - to our u...

• customer-service-management