Set Up CXone Agent Embedded in ServiceNow

When you set up CXone Agent Embedded in ServiceNow, the two applications share contact and interaction data. Data from ServiceNow records appears in CXone Agent Embedded, and data from CXone Agent Embedded appears in ServiceNow records.

Prerequisites

Before you begin:

  • Make sure Agent Integrations is enabled for your system. Your CXone Account Representative can help with this.

  • Make sure you have the Scripts Create/Edit permission.

  • Create a user account in ServiceNow specifically for CXone configuration. This is the System User. It is recommended to give the System User administrator privileges. If you do not want to give the System User administrator privileges, you must give it all the permissions your CXone Agent Embedded users have.

  • Enable the Customer Card employee profile attribute in AdminEmployees. This enables the agent to see the customer card.

  • Enable the Agent Integrations employee profile attribute in Admin > Employees. This enables the agent to see ServiceNow records in the customer card.

  • Allow this URL on your security network: https://nicecxone.integration-authentication.com/oauth2/token.

Process

To set up CXone Agent Embedded in ServiceNow, complete these steps:

  1. Install CXone Agent Embedded in ServiceNow.

  2. Set up a CRM configuration for ServiceNow.

  3. Modify your Studio script.

  4. Configure ServiceNow workflows.