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.

Note: You may not see events or ideas as feature options in a template if your community does not have these additional modules enabled. 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	Open	help, knowledge base, documentation
Customer Support	Featured People Action Items Recent Decisions Finalized Content Popular Content	Documents Discussions	Secret	—
Support and Community Team Backchannel (private discussions)	Featured Content Recent Decisions Top Participants	Documents Discussions Ideas	Secret	backchannel
Project Management	Gauge Key Dates Key Content and Places	Videos Documents Discussions Ideas Polls Events Blogs Projects	Secret	—