Certified Implementation Specialist Customer Service Management CIS CSM · Free Practice Question Easy

Question 2

What role is required to accept a chat request on the CSM workspaces and create a case from the chat interaction?

Select 2 Answers from the below options.

  • A

    sn_customerservice.customer

  • B

    sn_customerservice_agent

  • C

    awa_agent

  • D

    sn_acct_consumer.consumer

Reveal correct answers

Correct answers: B, C

Explanation

The awa_agent and sn_customerservice_agent roles allow agents to accept a chat request on CSM workspaces and create a case from the chat interaction.


List: The required CSM roles with the tasks they can do:

  • sn_customerservice_agent (Customer Service Agent): Create a case for an account consumer from platform or CSM workspaces to track issues.

  • awa_agent and sn_customerservice_agent: Accept a chat request on CSM workspaces and create a case from the chat interaction.

  • sn_customerservice_manager (Customer Service Manager): Associate consumers to an account to identify the end consumers who are using products or services. Also, associate install base items/sold products with account consumers to keep track of end consumer issues.

  • sn_acct_consumer.consumer (Account Consumer): View sold products/install bases items to track the instances provisioned for your account and the products or services sold to your account. Also, create a case for install base items or sold products issues from the CSM portal. You will get email notifications when a case is created, commented, resolved, or closed.

  • sn_customerservice.customer (Account Contact): View sold products/install bases items to track end consumer issues. Also, create a case for an account consumer to keep track of consumer issues.


Read more on the required CSM roles here!

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