Create a new interaction

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can also manually create an interaction from the list page of the Finance Operations Workspace.

    始める前に

    Role required: sn_fin_ops.specialist

    手順

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon (List icon).
    3. From the list page, navigate to either of the following submodules:
      • Interactions > All
      • Interactions > Active
      • Interactions > Assigned to me
    4. Select New.
    5. On the form, fill in the fields.
      For more information on the form fields and descriptions, see Interaction form
    6. Select Save.