Chat with an agent from the Business Portal
Chat with a virtual agent or a customer service agent from the business portal to resolve issues quickly.
Before you begin
Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.partner_admin
Procedure
Select the Chat icon in the business portal to start a conversation.
A virtual agent or a customer service agent responds.
To talk to a person instead of a virtual agent, select the kebab menu (
Image omitted: contact-support-icon.png
Contact Support icon.\) then select **Call Support \(Daily 5AM - 11PM\)**.
Contact Support icon.\) then select **Call Support \(Daily 5AM - 11PM\)**.
- To end the chat, select End Conversation icon (
Image omitted: icon\_end\_conversation.png
End conversation icon\).
End conversation icon\).
What to do next
If the agent creates a case or links the discussion to an existing case, you can view these cases from the business portal. To display the case list, select Requests > View submitted requests > View cases & tasks.
Related topics
Get help using virtual agent conversations from Business Portal