Using Sidebar
You can create a Sidebar discussion for a task-based or interaction record or as a standalone conversation. Sidebar discussions for a task-based or interaction record can be created from a configurable workspace or a Next Experience Core UI record page.
To create a Sidebar discussion for a task-based or interaction record, see Create a Sidebar discussion for a record. To create a standalone Sidebar conversation, see Create a standalone Sidebar discussion.
Navigating the chat window resizing options and controls toolbar
After selecting the chat widget button, the floating chat window opens and replaces the chat button. You can move the chat window by selecting the header and dragging the chat window to the desired location. You can resize the chat window by using the window's edges to resize to your desired size or use the toolbar icons. The following list details the chat window adjustment icons:
: Selecting the expand icon expands the chat into a 90% screen-size window. The 90% screen-size window can’t be resized or moved. Selecting outside of the 90% screen-size chat window resizes the chat back into the floating window.
: Selecting the pin icon pins the chat to the side of the browser but you can still resize this window to fill half the browser, if desired. When you duplicate a browser tab, open a new tab, or use the browser back button, the chat window state
persists as long as you have not minimized the chat.Important:By default, pinning a chat window is enabled for Service Portal. For all other portals, an admin needs to create a system property to enable pinning a chat window. For more information, see Now Assist in Virtual Agent system properties.
: Selecting the down arrow minimizes the chat and the chat widget button reappears.