Which setting in the CSM Workspace helps view related records alongside the current record?

Which setting in the CSM Workspace helps view related records alongside the current record?

• A. Contextual Search
• B. Agent Assist
• C. Dynamic Related Records
• D. Record Information

Answer: (C)

Dynamic Related Records focuses on presenting records linked to the current one in the CSM Workspace, letting you see and open those related items without leaving the current view. This is especially helpful because a customer issue often touches multiple artifacts—such as the customer account, past incidents, assets, or orders—and having them visible side-by-side lets you understand context, assess impact, and take action faster. The related records panel updates as you navigate, so you always have up-to-date relationships at your fingertips. Contextual Search helps you locate records, but not to keep related items visible alongside the current record. Agent Assist provides guidance and suggestions, not a live, side-by-side view of related records. Record Information shows metadata about the current record, not the connected items you might need to see next.

Dynamic Related Records focuses on presenting records linked to the current one in the CSM Workspace, letting you see and open those related items without leaving the current view. This is especially helpful because a customer issue often touches multiple artifacts—such as the customer account, past incidents, assets, or orders—and having them visible side-by-side lets you understand context, assess impact, and take action faster. The related records panel updates as you navigate, so you always have up-to-date relationships at your fingertips.

Contextual Search helps you locate records, but not to keep related items visible alongside the current record. Agent Assist provides guidance and suggestions, not a live, side-by-side view of related records. Record Information shows metadata about the current record, not the connected items you might need to see next.