Communicate with customer about proactive case

task brazil Updated Sep 10, 2026 1 min read create-communication-customer-impact-tab.md
Raw file servicenow.com

Communicate with the customer about the proactive case that is generated for service issue. Address the issue promptly and maintain clear, effective communication with the customer.

Before you begin

Role required: sn_ind_tsm_sdwan.PSEW_USER

About this task

Analyze the service issue in an incident, problem, or change record. If no communication was sent to the customer about the generated proactive case, send an email.

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.

  2. Select the list icon ([Omitted image "icon-list.png"] Alt text: List Icon.)

  3. Navigate to All > Incidents > All.

  4. Open the incident record.

  5. Select the Customer impact tab.

  6. In the Affected customers section, select the account for which you want to send the email.

  7. Select the more option icon ([Omitted image "icon-more-option.png"] Alt text: More Option Icon.).

  8. Select Create communication from the option list.

  9. In the Template field, select Email to proactive case.

  10. Select Finish.

Result

The system sends an email to the customer or consumer account.

Parent Topic:About identifying affected accounts with Proactive Service Experience Workflows in Incident Management

Related topics

Enhancing customer impact visibility for PSEW processes

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