How to create a case record from virtual agent

mania
Tera Contributor

Hi,

 

Is it possible to create case record from virtual agent in csm portal (Ex: create incident)?

If yes, can anyone please provide guidence. It will be useful.

 

I have created a topic called general questions and answers so once we click on yes as per below image it should create case record.

mania_0-1725521468567.png

 

Thanks!

1 ACCEPTED SOLUTION

You can display it by adding a card in the action.

HIROSHISATOH_0-1725531967123.png

 

View solution in original post

7 REPLIES 7

HIROSHI SATOH
Mega Sage

You can add and create actions within a topic.

HIROSHISATOH_0-1725522985369.png

 

@HIROSHI SATOH 

Thanks for your reply!

As you said, I have added that record option utility but its not creating case record.

mania_0-1725523711715.png

Thanks!

I tried specifying only the category and it was registered.
Is the route correct? Is there any information output to the log?

 

HIROSHISATOH_0-1725524818940.png

 

@HIROSHI SATOH 

Its created but i want to see that case record in VA chat.

If i click yes i need to see the record number like incident as shown in second image.

mania_1-1725525456227.png

mania_2-1725525774142.png

Thanks!