Components installed with Smart Assessments for CSM

reference brazil Updated Jun 5, 2026 1 min read rahi-retail-components-smart-assessments.md
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Smart Assessment support in Customer Service Management (CSM) and Field Service Management (FSM) workspaces provides a unified experience for creating, configuring, and viewing assessment templates and instances.

The following enhancements are available in these workspaces:

  • Smart Assessment functionality is available in Customer Service Management (CSM) and Field Service Management (FSM) workspaces.
  • Users can create Smart Assessment templates by using a modal dialog within the workspace experience.
  • The Template Overview page is available in CSM and FSM workspaces for defining and managing Smart Assessment questions.
  • Interoperability configurations enable the Template Overview experience from the Smart Assessment workspace to be reused in CSM and FSM workspaces.
  • The integration supports the complete Smart Assessment template creation workflow within CSM and FSM workspaces.
  • A dedicated Smart Assessment Instance record page variant is available in CSM and FSM configurable workspaces.
  • The Smart Assessment Instance record page enables users to view Smart Assessment instance details within the workspace experience.

Parent Topic:Components installed with plugins

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