Select a chat request from the chat queue and respond to a guest user's question or
comment.
Before you begin
Role required: sn_customerservice.consumer_agent, sn_customerservice_manager, or
admin
Procedure
-
Navigate to .
The Connect workspace opens in a new tab.
-
Click the support tab of the Connect sidebar, indicated by a headset
icon.
The support tab displays Queues to which you
belong. It also displays your open support conversations under
Cases. When a consumer starts a support conversation
or an agent transfers a conversation to a queue, any agent who belongs to the
associated queue has the option to accept the conversation. An agent can also
request to transfer a conversation directly to you.
-
Accept a conversation in one of the following ways.
- Accept a conversation from a queue
- Accept a transfer request
-
Respond to the guest user and help resolve the issue.
By default, your messages are added to the conversation record as
comments and are visible to the user.
What to do next
If necessary, you can create a consumer record for a guest user and create a consumer
service case from the conversation to track the issue. You can also transfer the
conversation to a different agent or queue, or escalate the conversation to a higher
priority queue. For more information, see Connect Support.