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Account and Contact are not set on Chat Interaction

ColeM
Mega Sage

When completing a chat interaction from as a Contact with an associated Account, the Opened For reference field is set to the user who opens the chat; however, Contact & Account are empty. This issue occurs for live agents and when chatting only with the virtual agent. 

 

I know I can make a business rule to populate these fields, but should they be getting set OOB? 

 

ColeM_0-1777575255754.png

Any advice would be appriciated, 

Cole

 

3 REPLIES 3

Laveena-Agarwal
Mega Sage

Hi @ColeM 

 

I tried replicating this in my PDI as well, and I can confirm that even OOB it doesn’t get set.

I noticed that although a reference qualifier is present, the values are not getting auto-populated for these fields.

 

Screenshot 2026-05-01 at 11.55.08 PM.png

Thanks Laveen, it looks like your interaction was opened for the system administrator, who does not have a related contact or account. Could you retry while impersonating a contact user with an associated account? 

Thanks again for the help.  

Laveena-Agarwal
Mega Sage

Hi @ColeM 

 

I have tried with contact user with associated account and it working for me in PDI, contact and Account fields are populating correctly.