How to Automatically pop up the Virtual Agent Chat window on CSM Portal ?

[Kashmira Surana]

Hello All,

We would like to pop up the virtual agent chat window immediately when the user opens the CSM Portal.

Does anyone have any idea how to automate the virtual agent chat window to open up ?

Please find the attached screenshot for your reference.

Appreciate your help in advanced !!

@Ankur Bawiskar @Mark Roethof Any thoughts on above point ??

Thank you.

[Peter Bodelier]

HI @Kashmira Surana,

Have you looked into leveraging Proactive Triggers?

How Proactive Triggers work (servicenow.com)

[Mark Roethof]

Hi there,

I've written about this in detail in my articles. What's you real question 🙂

Always a question for validation:

Are you using a legacy Virtual Agent widget (or cloned version), or are you using Agent Chat? Looking at your image I suspect you are not using Agent Chat configuration?

[Mark Roethof · Accepted solution]

I did a quick search for Agent Chat configuration on my articles, this is the one:

- 2021-02-24 - Article - Toggling Virtual Agent chat client (using Agent Chat configuration!), manually, automatically, using...

With Proactive Triggers you won't be able to achieve this.

[Kashmira Surana]

Hello @Mark Roethof 

Thank you for your response. I will go through this Article.

Appreciated your help.

Thank you.