Chat with an agent from the Customer Service Portal
Chat with a virtual agent or a customer service agent from the Customer Service 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 (
Image omitted: chat-icon.png
Chat icon.\) in the Customer Service Portal to start a conversation.
Chat icon.\) in the Customer Service 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
Image omitted: contact-support-icon.png
Contact Support icon. and then **Contact Support**.
Contact Support icon. and then **Contact Support**.
- When you’re finished with the chat, select End Conversation.
What to do next
If the agent creates a new case or links the discussion to an existing case, you can view these cases from the customer portal by selecting My Cases and displaying the case list.
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