Create an interaction in Service Operations Workspace
Track an interaction that is a centralized location for all communication channels. Each interaction represents a request for assistance through a communication channel, for example, a phone call or a chat.
Before you begin
Role required: itil or admin
Procedure
- Perform one of the following actions to start creating an interaction.
| Option | Description |
|---|---|
| From the List menu in the primary navigation |
|
| From an interaction list |
Note: Following lists are available for interactions:
|
On the form, fill the fields in the Details tab.
Field Description Number Auto-generated identification number for the interaction. Type Mode through which the interaction started. For example, chat, phone, or walk-up. State State of the interaction. Opened for Name of the user starting the interaction. Assigned to User to whom the interaction is assigned to. Short description Detailed description of the interaction Work notes Work notes related to the interaction. Note: If the Now Assist plugin isn't activated, you must enter the values for Opened for, and Short description fields to create an interaction.
Click Save.
Parent Topic:Interaction Management in Service Operations Workspace
Related topics
Work on an interaction in Service Operations Workspace
Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace