Create a customer contact
Use the Contact card on the email interaction page to create a customer contact and add the customer contact into the interaction record.
Before you begin
Role required: sn_customerservice_agent, workspace_admin, or admin
About this task
Agents can use the contact lookup component to search for contacts. If an agent can't find a contact or if the customer is a guest, the agent can create a record for that customer from the contact lookup component.
Procedure
-
Navigate to All > CSM/FSM Configurable Workspace.
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Select the List icon ([Omitted image "List_icon.jpg"] Alt text: List icon).
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On the Lists section, in the Interactions section, select My Interactions.
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In the My Interactions page, select an email interaction.
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In the Contact card section, select the Create new icon ([Omitted image "Add_contact_eaaI.png"] Alt text: Add Contact Card).
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On the Contact form, fill in the fields.
For a description of the field values, see Contact form for Email Interaction for CSM.
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Select Save.
Result
The system performs these actions:
- Saves the contact record.
- Creates and displays the contact card.
- Adds the information to the interaction record.
---
title: Create a customer contact
description: Use the Contact card on the email interaction page to create a customer contact and add the customer contact into the interaction record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/create-a-customer-contact\_EaaI.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [Email Interaction for CSM]
breadcrumb: [Engage via email interactions, Using Email Interaction for CSM, Customer communication, Use, Customer Service Management]
---
# Create a customer contact
Use the Contact card on the email interaction page to create a customer contact and add the customer contact into the interaction record.
## Before you begin
Role required: sn\_customerservice\_agent, workspace\_admin, or admin
## About this task
Agents can use the contact lookup component to search for contacts. If an agent can't find a contact or if the customer is a guest, the agent can create a record for that customer from the contact lookup component.
## Procedure
1. Navigate to **All** > **CSM/FSM Configurable Workspace**.
2. Select the List icon \(\[Omitted image "List\_icon.jpg"\] Alt text: List icon\).
3. On the Lists section, in the Interactions section, select **My Interactions**.
4. In the My Interactions page, select an email interaction.
5. In the Contact card section, select the Create new icon \(\[Omitted image "Add\_contact\_eaaI.png"\] Alt text: Add Contact Card\).
6. On the Contact form, fill in the fields.
For a description of the field values, see [Contact form for Email Interaction for CSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/contact-form-eaai.md).
7. Select **Save**.
## Result
The system performs these actions:
- Saves the contact record.
- Creates and displays the contact card.
- Adds the information to the interaction record.
| title | Create a customer contact |
| description | Use the Contact card on the email interaction page to create a customer contact and add the customer contact into the interaction record. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/create-a-customer-contact\_EaaI.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | Email Interaction for CSM |
| breadcrumb | Engage via email interactionsUsing Email Interaction for CSMCustomer communicationUseCustomer Service Management |