logo

NJP

Proactive Customer Service Operations

Proactive Customer Service Operations

by Service-now.com

Trigger case workflows proactively

0 installs 0 reviews v25.1.1 Scoped Application Free
Developer Instance Sub-Production

Install Trend

First tracked: 2024-10-30 Latest: 2026-09-09 (0 installs)
View Install Data
Date Install Count Change
2026-09-09 0 -
134 days of no change
2026-04-27 61 -61
145 days of no change
2025-12-02 60 +1
4 days of no change
2025-11-27 59 +1
29 days of no change
2025-10-28 58 +1
22 days of no change
2025-10-05 57 +1
18 days of no change
2025-09-16 56 +1
25 days of no change
2025-08-21 55 +1
4 days of no change
2025-08-16 54 +1
6 days of no change
2025-08-09 53 +1
38 days of no change
2025-07-01 52 +1
5 days of no change
2025-06-25 51 +1
5 days of no change
2025-06-19 50 +1
3 days of no change
2025-06-15 49 +1
10 days of no change
2025-06-04 48 +1
5 days of no change
2025-05-29 45 +3
16 days of no change
2025-05-12 44 +1
32 days of no change
2025-04-09 43 +1
15 days of no change
2025-03-24 42 +1
33 days of no change
2025-02-18 41 +1
11 days of no change
2025-02-06 40 +1
8 days of no change
2025-01-28 39 +1
10 days of no change
2025-01-17 38 +1
78 days of no change
2024-10-30 37 +1

About

  The csm\_evt\_mgmt\_stakeholder role has been restructured to support both fresh install (zBoot) and upgrade scenarios:                                                 
                                                                                                                                                                       
  - Fresh installs (zBoot): The role is shipped with evt\_mgmt\_operator as a contained sub-role, enabling full Event Management integration out of the box.             
  - Upgrades: The role is present but the evt\_mgmt\_operator sub-role reference is intentionally removed (empty contains), ensuring compatibility on instances where the
  Event Management plugin may not be installed.

Key Features

Proactive Customer Service Operations allow your customers to:

- Trigger case workflows and notify customers of any issues for faster resolution and lower inbound call volumes.
- Track the digital services sold and used by your customers. This is referred to as the install base.
- Create a case if you identify service disruptions to a customer's install base. These cases are resolved and closed in the same way as customer-reported cases. You can use the major issue management process when multiple customers are affected.
- Add outage information to a case to inform your customers about the impact of the outage and the status of the resolution. It also gives customers visibility into planned service disruptions, enhancing transparency and reducing the number of customer-reported cases.
- View the proactive cases you opened on their behalf, any outages associated with their install base, and interact with you using the proactive case.

Version History (7)
v25.1.1 2026-08-07 19:26:07
Fixed Fixed csm_evt_mgmt_stakeholder role to support both new and existing install base customers.  
v25.1.0 2026-07-09 17:26:27
New: None Changed Event Management operators now use a dedicated CSM role for access control (new installations only) On new installation...
v25.0.3 2026-05-05 14:48:09
New None Changed Enhanced the performance of "CSM Install Base Outages on Home Page" portal widget Related API enhancement on the case creatio...
v25.0.1 2026-03-12 17:06:18
New None Changed Minor enhancements. Fixed None Removed None
v24.1.0 2026-01-20 15:19:15
New None Changed Minor enhancements Fixed None Removed None
v24.0.1 2025-07-31 15:56:38
Minor defect fixes
v24.0.0 2025-01-30 16:19:12
This version is dependent on the Install base store application and is compatible with the Yokohama release only.
ID: fe305c5477122300d7159b71a9106101 · Published: Aug 2026 · Updated: Sep 09, 2026