Configure Outsourced Customer Service

Configure various components of Outsourced Customer Service based on the specific requirements of your organization.

Set up Outsourced Customer Service

Configure various aspects of Outsourced Customer Service based on the specific requirements of your organization.

Before you begin

Role required: sn_csm_ocs.csm_ocs_admin

About this task

There’s a sequence of tasks that enable you to configure Outsourced Customer Service. You can perform these tasks based on the plugin you activated. Certain setup tasks apply only if you activated the Outsourced Customer Service plugin and this point is noted at the top of each task.

To configure Outsourced Customer Service, use the Customer Service guided setup. The guided setup takes you through the entire setup and configuration process.

Procedure

1. Navigate to All > Customer Service > Outsourced Customer Service > Guided Setup.

   The Outsourced Customer Service Guided Setup page is displayed.

2. On the Onboarding Outsourced Service Provider (OSP) window, select Get Started.

3. View the list of tasks to configure the feature.

1. Go back to the Outsourced Customer Service Guided Setup page.

2. On the Case Routing and Assignment window, click Get Started.

3. View the list of tasks to configure the feature.

   Task	Description
   Create Matching Rules	Rules to identify customer service cases that meet certain conditions.
   Create Assignment Rules	Cases that meet certain conditions based on the rules created are routed to customer service agents.

4. To perform a task, select Configure.

   This button opens the page in your instance where the configuration is completed.

Define outsourcing criteria

OSP managers and agents view cases based on the defined outsourced criteria. Defining outsourcing criteria can be based on account, asset, consumer, or sold product. For example, consumer-based criteria could be defined for all Spanish speaking consumers and all consumers based out of Australia.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Customer Service > Outsourced Service Providers.

2. Select the OSP name.

3. Select Outsourcing Criteria related list.

4. Select New.

5. Fill in the fields on the new record form, as appropriate.

1. Select Submit.

   OSP managers and agents can now view assigned cases which meet the condition under All Cases, Unassigned Cases, My Cases, and Open Cases. For example, if an OSP organization has been created with outsourcing criteria with the consumer table selected, an agent belonging to this OSP can view cases created by a consumer.

What to do next

Create groups and set assignment rules for the OSPs.

Create groups and assignment rules

An administrator creates groups and associates it to an OSP. This group is the default group to which the case is assigned to when an OSP agent transfers the unresolved case back to an enterprise.

Before you begin

Role required: admin

Procedure

1. Select an OSP you have created.

2. Go to Groups related list.

3. Click New.

4. Fill in the fields on the Outsourced Service Provider form, as appropriate.

   Option	Description
   Name	The OSP group name.
   Group email	Group email distribution list or the email address of the group's point of contact, such as the group manager.
   Manager	The OSP manager's name.
   Type	Category for this group. For example, a group designated as type catalog is a service catalog group and can also be accessed under the Service Catalog > Catalog Policy > Fulfillment Groups module.
   Description	Helpful information about the group.

5. Click Submit.

6. Click Group Staff related list to view the list of members for the selected group.

7. Click Assignment Rules related list to define assignment rules.

8. Click Submit.

Onboard Outsourced Service Provider staff

An administrator creates Outsourced Service Providers (OSPs) after which OSP managers and agents must be onboarded to manage and fulfill cases. As an administrator you can onboard both the OSP managers and agents.

Before you begin

Role required: user_admin

Procedure

1. Navigate to All > Customer Service > Outsourced Service Providers.

2. Select an existing OSP.

3. Select the Onboard Staff related link.

4. Fill in the fields on the Outsourced Service Provider form, as appropriate.

   Option	Description
   First Name	The first name of the OSP manager or agent.
   Last Name	The family name of the OSP manager or agent.
   User ID	A unique ID for the OSP manager or agent.
   Role	The role to onboard, such as an agent or a manager.
   Email	The OSP manager or agent's email address.
   Outsourced Service Provider	The OSP that you have selected.
   Mobile Phone	The OSP manager or agent's mobile phone number.
   Business Phone	The OSP manager or agent's business phone number.
   Assignment Group	Select the group that was created while creating an OSP.

   Note: A new OSP staff member record is created and the OSP is created in the Organization field of the service organization external staff [sn_csm_service_organization_external_staff] table. Additionally, the same change applies to other related lists, including Onboard Agent, ​Onboard Manager, ​Create Group​, Transfer Case, ​Register Staff​, and Register Member.

5. Select Submit.

   The onboarded staff records are visible under the Service Organization Staff related list.

   Note: Once onboarding is complete, a password reset email is sent to the manager's or agent's email address.

Create an Outsourced Service Provider

An enterprise creates Outsourced Service Providers (OSPs) to provide customer service to external customers.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Customer Service > Administration > Outsourced Service Providers.

2. Select New.

3. Fill in the fields on the Outsourced Service Provider form, as appropriate.

The following fields on the company record are automatically updated whenever you update them on the OSP record:

-   **Name**
-   **Street**
-   **City**
-   **State**
-   **Zip/Postal Code**
-   **Country**
-   **Latitude**
-   **Longitude**
-   **Fax phone**
-   **Phone**
-   **Website**
-   **Active**

1. Select Submit.

What to do next

Define outsourcing criteria so that cases matching the criteria are visible to the OSP managers and agents.

Related topics

Outsourced Service Provider agent tasks

Outsourced Service Provider manager tasks

Configure the Performance Analytics for the Outsourced Customer Service

Run diagnostics, review and customize components, and start collecting data.

Before you begin

A ServiceNow AI Platform administrator must have installed the content pack plugins or ServiceNow Store application for this Platform Analytics Solution.

Role required: pa_admin

Procedure

1. Run all diagnostics on all records, as described in Performance Analytics diagnostics.

   These diagnostics can catch many mismatches between the configuration of your Platform Analytics Solutions and your tables.

2. Navigate to Performance Analytics > Administration Console.

3. Click the Dashboards link in the Explore and Manage tile.

4. Verify the names of the dashboards that have been installed with this Platform Analytics Solution

5. Open the Indicator Sources tab.

6. For each dashboard included in this Platform Analytics Solution:

   1. Filter the indicator sources on the dashboard name.

      This screenshot shows the indicator sources filtered on the Outsourced Service Provider dashboard from the Self-Service Analytics for CSM Platform Analytics Solution.

2.  Review the facts table, conditions, and frequency of the indicator sources compared to the data structure on your own instance.

3.  If necessary, open an indicator source and make corrections.

4.  If you are editing an indicator source record, go to the Indicators related list and review the **Conditions** field for each indicator.

    Changing the indicator source can also affect the additional conditions on the individual indicators.

1. If you changed the time field stamps in any indicator sources, also change any related Performance Analytics scripts.

2. Open the Breakdown Sources tab.

3. For each dashboard included in this Platform Analytics Solution:

   1. Filter the breakdown sources on the dashboard name.

4. Navigate to Performance Analytics > Jobs.

5. Set up and run the historical job for this Platform Analytics Solution, <name of historical job>.

6. Edit and activate the scheduled data collection job for this Platform Analytics Solution, <name of scheduled job>