Organize agent workspaces

---
title: Organize agent workspaces
description: Configure agent workspaces and boost efficiency by optimizing interfaces, setting up case management and routing, and integrating tools for smooth case handling.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/organize-agent-workspaces.html
release: brazil
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure, Customer Service Management]
---

# Organize agent workspaces

Configure agent workspaces and boost efficiency by optimizing interfaces, setting up case management and routing, and integrating tools for smooth case handling.

<table id="table_mhz_4gb_l1c" class="nav-card"><tbody><tr><td>

[Case management\[Omitted image "bus-case.svg"\] Alt text:Configure your case management tools to optimize case handling.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/case-management.md)

</td><td>

[Case routing and assignment\[Omitted image "bus-it-leader.svg"\] Alt text:Use Advanced Work Assignment \(AWA\) to automatically route cases to the appropriate customer service agents in CRM Workspace.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/case-routing-and-asign.md)

</td></tr><tr><td>

[CRM Workspace\[Omitted image "bus-agent-workspace-1.svg"\] Alt text:Set up the CRM Workspace to provide agents with the tools they need to answer customer questions and resolve issues efficiently.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/csm-workspaces-configure.md)

</td><td>

[Agent tools\[Omitted image "bus-optimize-manage.svg"\] Alt text:Configure organizational tools for agents, including Customer Central, dynamic related records, mobile application, guided decisions, and playbooks.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/agent-tools.md)

</td></tr></tbody>
</table>\[Omitted image "workflow\_agent-workspaces.png"\] Alt text: overview of agent workspaces topics and how they relate to each other

-   **[Case management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/case-management.md)**

    Configure your case management tools to manage cases efficiently by setting up features that permit you and your customers to create, resolve, and categorize cases. Define case types for different customer issues and configure service definitions to link products, services, and case types. This setup enhances case handling efficiency, improves customer satisfaction, and ensures accurate tracking and resolution.

-   **[CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/csm-workspaces-configure.md)**

    Set up the CRM Workspace and expand the workspace UI to optimize agent customer service processes. This user interface provides agents with the tools they need to answer customer questions and resolve issues efficiently.

-   **[Case routing and assignment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/case-routing-and-asign.md)**

    Set up Advanced Work Assignment in the CRM Workspace to route and assign cases automatically to the appropriate agents based on their availability, capacity, and skills. This setup helps to improve efficiency and response times.

-   **[Agent tools](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/agent-tools.md)**

    Configure organizational tools for agents such as Customer Central, dynamic related records, mobile application, Guided Decisions, and playbooks. These tools enable agents to resolve cases quickly and efficiently.