Virtual Agent - Add Create an Interaction to New Menu Item

JayAdmin_16
Mega Sage

Hi All, I'm still quite new to ServiceNow and have been lingering through documentation/community posts. Hoping someone a bit more seasoned can help me here. 

A business requirement that we've been asked to explore is when you open a new chat window with the Virtual Agent on Service Portal > Support Options (circled in the screenshot). There is an option to connect to a live agent, but doesn't seem like there's an option to select "Create a New Interaction", which is what we'd like to implement. 

Blob_1762_0-1718951996434.png

I've explored Conversational Interfaces > Settings > Branding > View All > [SELECT VA] > Menu Items, but it doesn't seem like there's an option to add "open an interaction". We'd like this functionality implemented in the event a end-user needs to leave the conversation abruptly, and navigates away before the VA/User is able to trigger a live support agent. 

Any input would be appreciated, thanks! 

 

1 ACCEPTED SOLUTION

Muralidharan BS
Mega Sage
Mega Sage

in the branding, Menut items, create new > Type Link

 

MuralidharanBS_1-1718954080900.png

 

Table name - sys_cs_branding_setup, you may have to add the related list.

 

result

MuralidharanBS_0-1718954046608.png

 

View solution in original post

4 REPLIES 4

Muralidharan BS
Mega Sage
Mega Sage

in the branding, Menut items, create new > Type Link

 

MuralidharanBS_1-1718954080900.png

 

Table name - sys_cs_branding_setup, you may have to add the related list.

 

result

MuralidharanBS_0-1718954046608.png

 

Thanks Muralidharan, this was exactly what I was looking for! 

I'd just like to add though for any other new ServiceNow people coming across this post, that the Interaction link doesn't redirect the end-user in Employee Center, which didn't fall in line with the requirements I was following. (highlighted by Chris D's post) 

Instead as a workaround solution to fit in line with our requirements, I created record producer to create a call, making it available on the service portal and linked it using Muralidharan's steps, but instead of the value being /interaction.do I changed it to the link on the Employee Center's Record Producer link. However, the record producer link didn't fit the character limit. 

To edit the value, I went to the va_branding_contact_menu table > Select the Menu Item > Right click the word "value" in the value field > Configure Dictionary > Change the max length of the Value. 

Thank you to those who took the time to comment, it really helped!  
 
 

Do you know how to change color of audio notifications switch at the bottom?

Chris D
Kilo Sage
Kilo Sage

Fwiw, an Interaction is created automatically for every chat (VA and/or Live Agent) - if you wanted to address a user leaving a chat abruptly, I would recommend considering doing something with that and/or the ootb inactive chat auto-close functionality.

 

That said, I can't imagine a user having any idea what to do with a button that says "Open an Interaction" - and imo it doesn't even make sense... a user does not open an interaction by themselves - the whole point of an interaction is that it's live/synchronous between two parties: an agent (live/virtual) and a customer, whether that's a chat, a call, or a walkup. An interaction is not a long-standing asynchronous work item like a request. Perhaps you may want to consider looking into Universal Request functionality.