Content pack for Customer Service Management

concept australia Updated Sep 10, 2026 4 min read csm-integration-po.md
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Using the Process Mining content pack for Customer Service Management enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with customer service cases.

This content pack loads automatically when CSM is installed on your instance and the relevant tables are present. For more information, see Automatic delivery of content packs.

Templates shipped with content pack

Content pack Template name Table
CSM Standard template for Cases sn_customerservice_case

What you get with this content pack

This content pack analyzes your customer service case processes. It gives you visibility into common process issues, such as:

  • Cases that take longer than expected to resolve
  • Rework, such as cases that get reopened or bounced back between teams
  • Deviations from the expected process flow
  • Work that stalls with a particular team or agent longer than expected

End user and roles

If you have the required roles, you can use Analyst workbench to access the visualized process workflow data, and tools for analyzing the data related to customer service cases. For more information, see Analyst workbench page.

The following combinations of roles are required for using the Process Mining application with Customer Service Management.

Process Mining role Customer Service Management role
sn_process_mining_admin sn_customerservice_manager
sn_process_mining_power_user sn_customerservice_manager
sn_process_mining_analyst sn_customer_service_agent

Parent Topic:Automatic delivery of content packs

SLA Breach Analysis project

Use the SLA breach analysis project in Process Mining to identify and analyze cases where service level agreements (SLAs) have been violated.

The SLA breach analysis project provides insights into the root causes of breaches, highlights bottlenecks, and suggests improvements to optimize process performance.

SLA breach analysis overview

The following table describes the steps that the system takes to identify and analyze SLA breaches.

Step

Description

Details

1

Breach identification

  • Automatically detects and flags SLA breaches based on predefined thresholds.
  • Displays breach details including timestamps, duration, and associated SLA type.

2

Surfacing of improvement areas

  • Identifies key process inefficiencies contributing to SLA breaches.
  • Highlights potential root causes such as long routing time, extended idle time, and excessive wait times.

3

Parent and child table process map

  • Provides a process map that visualizes the relationship between the case table (parent) and task SLA table (child).
  • Ensures clear mapping of SLA events to corresponding process steps for deeper analysis.

4

Breakdown by channels, product, and assignment group

  • Enables filtering and analysis based on customer interaction channels (for example, email, phone, or chat).
  • Supports SLA breach breakdown by product categories for targeted process improvements.
  • Allows segmentation of breaches by assignment groups to pinpoint accountability and workload distribution.
### Using the SLA Breach Analysis project

Use the SLA Breach Analysis project to analyze the reasons why customers are breaching SLAs and help them get to the root cause. This project is available with the Process Mining Content Pack for CSM (sn_csm_po).

To access the SLA Breach Analysis project:

  1. Navigate to Workspaces > Process Mining Workspace.

  2. Select All to display the use case projects.

  3. Select SLA Breach Analysis Project.

  4. Select the More options menu.

  5. Select Mine Project (Full).

  6. On the Summary and Insights tab you can view the following information:

    • Project Metrics: Displays metric data such as Average time to completion of records over time.
    • Improvement Opportunities: Displays metric data and a list of cases with different types of SLA breaches, such as Ping-Pong (case reassignment) and Extreme duration.
  7. To view the process map for a case, select Action and then select View in workbench to display the Analyst Workbench.

    Use this workbench to access the visualized process workflow data and tools for analyzing the data related to SLA breaches.

    For example, if a case is reassigned to multiple assignment groups, you can view the following information:

    • Case table map: View the different assignment groups from process start to end.
    • Task SLA map: View the points at which the case is breaching the SLA.
  8. Select a node or transition line within a map to view additional details about the selected item in a modal window.

    For more information about using Analyst workbench, including breakdown filters and process maps, see the details in the Analyst Workbench topic.

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