---
title: Configure the Customer Information view using CSM Agent Workspace
description: Configure the display of the Customer Information view using the CSM Agent Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/configure-information-tab.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure Customer Central, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---

# Configure the Customer Information view using CSM Agent Workspace

Configure the display of the Customer Information view using the CSM Agent Workspace.

## Before you begin

Role required: csm\_guided\_setup\_user or admin

## About this task

The Customer Information view displays all touch points that a customer has had with a contact center in the form of information cards.

**Note:** The following steps can be used to configure the Customer Information view in the CSM Agent Workspace. This is the workspace that is configured using the ServiceNow AI Platform interface.

## Procedure

1.  Navigate to **All** > **Customer Service** > **Administration** > **Guided Setup**.

2.  On the Getting Started page of the guided setup, select **Get Started**

3.  In the Customer Central - Customer Information category, view the list of tasks to configure the feature.

    |Task|Description|
    |----|-----------|
    |Configure your settings for the Customer Information view|Set the Customer Central properties as required.|
    |Configure customer information lists|Configure the lists to display on the Customer Information view. For example, a list can be recent cases or recent chat interactions.|
    |Configure customer information reports|Configure which reports to display on the Customer Information view.|
    |Configure customer information records|Configure the records to display on the Customer Information view. For example, a record could provide information on the contact or consumer.|
    |Configure customer information report groups|Configure the groups of reports to display in a single section on the Customer Information view.|
    |Configure customer information contexts|Associate each list, record, report, and report group configuration you created with a consumer or contact context, depending on who you want to display the information for.|

4.  To perform a task, select **Configure**.

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