Chat with an agent from the Business Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Chat with a virtual agent or a customer service agent from the business portal to resolve issues quickly.

    Before you begin

    Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.partner_admin

    Procedure

    1. Select the Chat icon in the business portal to start a conversation.
      A virtual agent or a customer service agent responds.
    2. Optional: To talk to a person instead of a virtual agent, select the kebab menu (Contact Support icon.) then select Call Support (Daily 5AM - 11PM).
    3. To end the chat, select End Conversation icon ( End conversation icon).

    What to do next

    If the agent creates a case or links the discussion to an existing case, you can view these cases from the business portal. To display the case list, select Requests > View submitted requests > View cases & tasks.