Schedule a callback for a customer
task brazil Updated Sep 10, 2026 1 min read agent-scheduled-callbacks.md
Schedule callbacks on behalf of customers from CSM Configurable Workspace.
Before you begin
Ensure the following:
- Case Management Core [com.sn_customerservice] plugin is activated
- Omnichannel Callback for Customer Service Management (com.sn_omnichannel_callback) plugin is installed
- Appointment booking [com.snc.appointment_booking] plugin is installed (automatically installed with omnichannel callback [sn_callback] plugin)
- System property sn_callback.enable_agent_scheduled_callback is enabled
Role required: sn_omni_callback.callback_writer
About this task
Agent-scheduled callbacks enable agents to create callback tasks while interacting with customers through any channel such as chat, voice, email, messaging, or case.
Procedure
-
Navigate to Workspaces > CSM/FSM Configurable Workspace.
-
Select the List icon ([Omitted image "list-icon-callback.png"] Alt text: List icon to view callback list)
-
Open a case or interaction.
Note: The case must be in the Open state or the interaction must be in WIP state.
-
Select Schedule Callback.
-
In the Schedule Callback widget, enter the required information.
-
Select Schedule
Result
- A confirmation message displays indicating successful callback task creation.
- A callback task is created with the state as Open.
- The callback context shows the related case number (if scheduled from a case).
Related topics
66 lines · 2.6 KB
---
title: Schedule a callback for a customer
description: Schedule callbacks on behalf of customers from CSM Configurable Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/agent-scheduled-callbacks.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Callback requests by agents, Use omnichannel callback, Customer communication, Use, Customer Service Management]
---
# Schedule a callback for a customer
Schedule callbacks on behalf of customers from CSM Configurable Workspace.
## Before you begin
Ensure the following:
- Case Management Core \[com.sn\_customerservice\] plugin is activated
- Omnichannel Callback for Customer Service Management \(com.sn\_omnichannel\_callback\) plugin is installed
- Appointment booking \[com.snc.appointment\_booking\] plugin is installed \(automatically installed with omnichannel callback \[sn\_callback\] plugin\)
- System property **sn\_callback.enable\_agent\_scheduled\_callback** is enabled
Role required: sn\_omni\_callback.callback\_writer
## About this task
Agent-scheduled callbacks enable agents to create callback tasks while interacting with customers through any channel such as chat, voice, email, messaging, or case.
## Procedure
1. Navigate to **Workspaces** > **CSM/FSM Configurable Workspace**.
2. Select the List icon \(\[Omitted image "list-icon-callback.png"\] Alt text: List icon to view callback list\)
3. Open a case or interaction.
**Note:** The case must be in the Open state or the interaction must be in WIP state.
4. Select **Schedule Callback**.
5. In the Schedule Callback widget, enter the required information.
6. Select **Schedule**
## Result
- A confirmation message displays indicating successful callback task creation.
- A callback task is created with the state as Open.
- The callback context shows the related case number \(if scheduled from a case\).
**Related topics**
[View scheduled callbacks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/view-scheduled-callbacks.md)
[View related callbacks in the contextual side panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/view-related-callbacks-contextual-side-panel.md)
[Reschedule a callback](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/reschedule-callback.md)
[Cancel a callback](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/cancel-callback.md)
| title | Schedule a callback for a customer |
| description | Schedule callbacks on behalf of customers from CSM Configurable Workspace. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/agent-scheduled-callbacks.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Callback requests by agentsUse omnichannel callbackCustomer communicationUseCustomer Service Management |