Action bar component

reference brazil Updated Oct 19, 2026 1 min read centered-chat-action-bar-component.md
Raw file servicenow.com

Use the action bar to access actions such as creating cases, ending chats, and performing additional tasks while working on chat interaction records.

The action bar on the CSM centered chat interaction record page includes the following actions:

  • Discuss: Opens a pop-up window to start a Sidebar discussion.
  • Create Case: Creates a new case record.
  • End Chat: Ends the chat conversation.
  • Save: Saves changes to the interaction record.
  • More Actions: Perform additional actions such as creating a request or associating a record.
    • Create Consumer: Creates a new Consumer record in a subtab.
    • Create Request: Creates a new Request record in a subtab and adds the record to the Related Tasks related list.
    • Associate Record: Opens a new record in a subtab that the agent can use to link a record to the current interaction. This new record is displayed in the Related Tasks related list.

Note: The specific actions available are determined by factors such as the user role and other attributes.

The CSM centered chat interaction record page supports actions from the following Customer Service Management and CRM Workspace plugins:

  • Case Management Core (com.sn_customerservice)
  • CRM Workspace Core (com.snc.agent_workspace.csm)
  • CRM Workspace (com.snc.uib.csm_agent_workspace)
  • CRM Workspace Foundation (com.snc.uib.cwf_workspace)
  • Major Issue Management (com.sn_majorissue_mgt)
  • Customer Service with Service Management (com.sn_cs_sm)
  • Customer Service with Request Management (com.sn_cs_sm_request)
  • Time Recording for Customer Service (com.snc.csm_time_recording)
  • Omni-Experience Standard Feature Set

If you are using any additional plugins, you must add the actions from those plugins to the CSM centered chat interaction record page action bar. For more information, see Configure the Front-line case page action bar.

Search documentation
Search document titles and file paths on the brazil branch