Customer Service Place Templates

Customer Service Place Templates include selections of tiles focused on finding information and supporting customers.

Templates are organized according to the kind of workgroup that typically uses them, but you can rename and customize any template. The right template contains more or less the tiles that you need. For example, if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer Desk template when creating the place, even if Sales isn't your main goal. This template includes a Featured People tile to identify people you can direct questions to, tracks items marked for Action and recent decisions, and surfaces popular content. For more information about data tiles and the information they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some of the feature options that are listed and your options may be different. In addition, externally-facing communities (those serving customers, partners, and vendors), do not have the Corporate Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving employees), do not have the Customer Service, Other, or Products templates.
Place Template Tiles Features Default Type Default Tag(s)
Knowledge Management

Key Content and Places

Featured Content

Finalized Content

Documents

Public help, knowledge base, documentation
Customer Support

Featured People

Action Items

Recent Decisions

Finalized Content

Popular Content

Documents

Discussions

Private (unlisted)
Support and Community Team Backchannel (private discussions)

Featured Content

Recent Decisions

Leaderboard or Top Participants

Documents

Discussions

Ideas

Private (unlisted) backchannel
Project Management

Gauge

Key Dates

Key Content and Places

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Private (unlisted)