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Integrations

ServiceNow integration with telephony and your contact center

We connect ServiceNow Customer Service Management to CONTACT.WORK through the ServiceNow REST API and tailor the integration to your CSM processes as part of implementation. Agents get the caller's account, contact, and open cases, and ServiceNow records every call on the case with the recording, an AI summary, and the outcome.

REST APIthe ServiceNow web services interfaceCases, accounts, and contacts in both directions
CSMcases, accounts, and contactsIncidents and other tables on request
Test firstin a sub-production instanceProduction changes only after your approval
OpenFramephone panel inside ServiceNowOption three, built for your instance

Capabilities

What you get with ServiceNow

Account and cases at a glanceThe agent knows who is calling, which account they represent, and which cases are open before the first word – no searching across tabs.
Calls logged on the caseEach call is written to the CSM case: direction, duration, agent, outcome, a link to the recording, and a short AI summary.
New cases from calls and chatsA new issue reported by phone or WhatsApp opens a case for the right account, product, and assignment group.
All channels, one recordCalls, SMS, email, web chat, WhatsApp, and other messaging run through CONTACT.WORK and land on the same contact in ServiceNow.

Options

How ServiceNow and CONTACT.WORK can work together

Large service organizations rarely have one answer. Some agents spend the day in ServiceNow, others in a contact center workspace, so we often combine two options.

ServiceNow shows the caller right away

As the call arrives, ServiceNow brings up the contact for that number or the open case in the agent's browser. A caller with no record gets a new case form with the number and the dialed line already in place, so the agent starts with the problem, not the paperwork.

  • Contact or open case on arrival
  • New case form prefilled for new callers
  • The case goes along with a transferred call
Option 1 of 3

We recommend the option, or a combination, after discovery.

How it works

What the integration does in any option

Case timeline

Every contact with the customer, in order

The case shows all the calls and messages behind it with dates, agents, outcomes, recordings, and AI summaries. Service managers review a case without listening to hours of audio, and a missed call can open a callback task for the assignment group.

  • Recordings available from the case
  • AI summary of each call
  • Callback tasks for missed calls, if enabled

Routing from ServiceNow

Calls reach the team that owns the case

The platform looks up the caller in ServiceNow before the call is routed. A customer with an open case is put through to whoever owns that case or to their assignment group, and accounts with premium support can get a separate queue.

  • Assignee and group from the case
  • Separate queues for priority accounts
  • Overflow when the assignee is busy

Setup

How a ServiceNow project runs

  1. 01DiscoveryWe study your CSM setup – case fields, states, assignment groups, accounts and contacts – and the lines customers call, and agree on the agent's screen during a call.
  2. 02Integration userYour ServiceNow admin creates an integration user with the roles the exchange needs and allows REST API access from the platform.
  3. 03DevelopmentOur team builds the REST API exchange and, if you picked the in-ServiceNow option, the OpenFrame panel, packaged so your admins can review and move it between instances.
  4. 04MappingWe match agents to ServiceNow users, lines to assignment groups, and call dispositions to case states and fields.
  5. 05TestingEverything goes into a sub-production instance first, where we run test calls and chats: new caller, known contact, open case, transfer, missed call.
  6. 06Go-liveAfter your change approval, the work moves to production, agents switch to the new flow, and we reconcile reports with ServiceNow data for a week.

Requirements

What you need on the ServiceNow side

ServiceNow
Customer Service Management or another ServiceNow application where cases or tickets live
Access
An integration user with the required roles and REST API access
Instances
A sub-production instance for testing before production
Phone panel
Only for the third option – OpenFrame available in your instance
Telephony
Your current numbers and carriers; number porting is handled by the carrier
Cost
Developer hours at $60 on the Pro plan (no fewer than 8 a month) or Maxi's included hours; ServiceNow bills its own subscriptions

Preparation

What to prepare for the first ServiceNow meeting

Which ServiceNow applications do you use?Customer Service Management, IT service management, or both – and where customer cases live.
Who owns the instance?Your platform team or a partner – we agree with them on access, review, and moving changes between instances.
What should the agent see?Account, contact, open cases, assets, or entitlements – whatever helps the agent during the call.
What does a call create?A work note on the case, a new case, an interaction record, or a task – and in whose name.
Where do your customers call from?People calling from all-party consent states should hear an announcement that the call is recorded.
Do you need outbound calls?Proactive calls about cases or renewals are made only to customers who opted in, with do-not-call numbers filtered out.

Q&A

Frequently asked questions

Is CONTACT.WORK listed in the ServiceNow Store?

No. We connect ServiceNow to CONTACT.WORK through the ServiceNow REST API, and our engineers shape the integration around your instance during implementation. The phone panel, if you need one, is built for your instance on OpenFrame.

Does it work with ServiceNow IT service management, not only CSM?

It does. The exchange runs through the same REST API, so calls can be logged on incidents or other records too. We agree on the tables and fields during discovery.

Where do call recordings live?

Recordings are kept by CONTACT.WORK, either in its American and British data centers or inside your network. ServiceNow stores the link and the summary, and your role settings decide who may listen.

How do you handle call recording laws?

Rules differ by state: in California, Illinois, Massachusetts, Washington, and a few others, everyone on the call must agree to recording. Those lines can open with a recorded announcement, worded by your legal team.

Will this change our ServiceNow licensing?

On our side there is nothing to license: CONTACT.WORK doesn't charge for licenses or for each agent. Your ServiceNow subscription terms stay as they are, and in discovery we map which roles work in which system.

Can our platform team review the code?

The ServiceNow side is packaged so your administrators can review it and install it in a sub-production instance first. Nothing changes in production until your change process approves it.

What will service managers see?

CONTACT.WORK shows live queues, agent states, wait times, and abandoned calls, and a manager can listen in on a call or quietly coach the agent. On the ServiceNow side, call records on cases can feed your existing reports and dashboards by assignment group or account.

Will customers notice the switch?

Lines move one assignment group at a time, and your current phone setup keeps answering until test calls in the sub-production instance pass. Customers keep dialing the numbers they know.

What if we move off ServiceNow?

Lines, IVR, queues, and recordings belong to CONTACT.WORK. We only connect them to the replacement system, and your customers dial the numbers they always have.

How is the cost calculated?

From developer hours on our side and your existing subscription on the ServiceNow side. The ServiceNow project sits on top of your support plan, which covers the platform. We bill the ServiceNow integration at $60 per developer hour on Pro, purchased from 8 hours a month, or use part of the 40 hours Maxi includes. You get a scope estimate after discovery and decide before any work starts. Using CONTACT.WORK involves no license or per-agent charges, and our prices exclude applicable taxes. ServiceNow licensing stays between you and ServiceNow – make sure your subscription gives an integration user API access.

Glossary

Terms on this page

API (application programming interface)
The way programs exchange data with each other without a person in the loop. Learn more →
REST: exchanging data between systems over HTTP
The standard way software exchanges data over the internet. Learn more →
IVR (interactive voice response)
A phone menu: the caller hears a greeting and picks the right department. Learn more →
Callback
The customer doesn't wait on hold but asks for a callback – and gets one when an agent is free. Learn more →
Call recording
Calls are saved so they can be replayed and disputes settled. Learn more →
Softphone
A phone app that runs on a computer or in a browser. Learn more →
Supervisor
Leads a team of agents: watches the queue and quality, helps and coaches. Learn more →
Data center
A building with servers, backup power, cooling, and network links. Learn more →
Abandonment rate
How many callers hang up before an agent answers. Learn more →

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