CSM centered chat interaction record page settings

reference brazil Updated Oct 19, 2026 1 min read centered-chat-page-settings.md
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The CSM centered chat interaction record page includes several default settings, including the audience and conditions that determine when the record page is displayed in CRM Workspace.

Setting

Description

Active

Selecting the Active check box makes the page variant available to the selected audience. The CSM centered chat interaction record page variant is active by default.The active setting combined with the page order determines the page that CRM Workspace uses to display record information. For more information, see Set record page order.

Order

Each record page has an order which indicates the page priority. The lower the number, the higher the priority.The default order for the CSM centered chat interaction record page variant is -2000.

Conditions

Conditions determine when a page variant is displayed. The CSM centered chat interaction record page variant has the following conditions:- table = interaction: Limits the use of the CSM centered chat interaction page variant to records from the Interaction [interaction] table.

  • csm.isChatCenteredInteractionVisible = true: Stores the result of the system's evaluation of the UX Page property that determines user roles.

If these conditions are met, the system displays the CSM centered chat interaction record page variant.

Audience

The audience determines who can see the page variant. The CSM centered chat interaction record page has the following audience: CSM - Front-line Agent.This audience includes the sn_cwf_wrkspc.frontline_agent role.

By default, agents who belong to the CSM - Front-line Agent audience will see the CSM centered chat interaction record page in CRM Workspace. This is the default for both new (zboot) and upgrade customers.

For more information, see Learn about audiences.

## Accessing the record page settings

To access the settings for the CSM centered chat interaction record page:

  1. Navigate to All > Now Experience Framework > UI Builder.
  2. Select the CRM Workspace experience.
  3. In the Record section of the Pages and variants list, select CSM centered chat interaction page.
  4. Select Settings at the top of the page.
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